Rated 4.5/5 on G2 | Microsoft AI Cloud Partner
Automate Oil, Gas and Energy Workflows with FlowForma
Unlock efficiency, compliance, and safety across remote and distributed oil and gas operations with FlowForma’s AI-powered process automation platform.
Trusted By Industry Leaders
Driving Efficiency and Compliance With FlowForma's AI-powered Process Automation Platform
In the oil and gas industry, our AI-powered process automation platform standardizes operations across distributed sites, boosting efficiency and reducing costs.
It tackles the skilled labor gap by automating manual back-office workflows, minimizing errors caused by fatigue or stress, and ensuring consistent adherence to safety and compliance protocols.
The solution also streamlines sustainability reporting, enabling companies to track emissions, meet regulatory requirements, and demonstrate progress toward environmental goals.
By addressing operational bottlenecks and compliance challenges, our automation platform accelerates digital transformation and delivers measurable improvements in operational excellence.
At a glance
- Sector
- Oil, gas and energy
- Platform
- FlowForma Process Automation
- Built on
- Microsoft 365 and SharePoint Online
- Processes
- Operational standardization, health and safety compliance, HR, procurement, sustainability reporting, quality control
- Field access
- Mobile-friendly forms with offline access for remote and offshore sites
- Integrates with
- SharePoint, Teams and Power BI, plus asset management, ERP and EHS platforms via APIs
- Data
- Stays within your own Microsoft 365 and SharePoint tenancy
Key Areas Our Oil & Gas Clients Revolutionize through Automation
Standardizing Operational Processes
Oil and Gas companies are focused on standardizing processes to enhance operational efficiency. By standardizing processes they are also streamlining data collection, ensuring accuracy, and providing real-time insights for smarter decision-making.
Health and Safety Compliance
Process automation enhances Health & Safety compliance by streamlining site inspections, safety checklists, incident investigations, and more. It ensures consistent, error-free processes, provides real-time alerts, and maintains digital records for audit.
Streamlining HR Processes
Automation streamlines HR processes in the oil and gas sector by accelerating onboarding, simplifying performance management, and coordinating new employees. It reduces manual tasks, minimizes errors, and ensures an efficient experience for HR and employees.
Enhancing Procurement Processes
By integrating process automation into procurement and spend management, oil and gas companies realize efficiency, accuracy, and control over capital expenditures and requisition. Automation helps in optimizing spend management, supplier relationships, and compliance.
Sustainability Reporting Made Easy
By leveraging automation, companies can streamline their operations, optimize resource use, and demonstrate their commitment to sustainability in a more impactful way.
Quality Control Processes
Process automation in quality control improves efficiency by providing real-time data, streamlining inspections, and enhancing compliance, resulting in higher quality standards and better overall performance.
Why Oil & Gas Companies Chose FlowForma
Rapid Automation
FlowForma is the tool for rapid digitalization, 5 times faster than other low code tools.
Intuitive Automation
Anyone can digitalize with the FlowForma tool, whether in IT or not, or working as a fusion team.
Remote Access
Distributed sites are easily connected with FlowForma’s offline access.
Agile Standardization
FlowForma makes process standardization easy and changes can be made fast for agility.
All-in-one Tool
Organizations love that FlowForma combines forms, workflow, analytics & document generation.
Risk Management
Offset risk exposure with FlowForma, empower decision-makers with a comprehensive view of risks.
How a 130-Year-Old Natural Gas Company Innovated Like A Start Up With Process Automation
2 days
to build, test and launch each new flow — the first one took 30
30 min
to install, fully integrated with Microsoft Office 365 and SharePoint
4–6
months to replicate everything the business had before the divestiture
15%
of the Document Controller’s time given back — no more manual logbooks
Imelda Bettinger
SharePoint DeveloperDresser Natural Gas Solutions
Customer webinar
Dresser Natural Gas Solutions Powers Process Visibility & Savings With Workflow Process Automation
Imelda Bettinger talks through the process challenges, the requirements, the processes she automated across IT, Engineering and HR, and the outcomes.
Key moments
Watch the full webinarLoved By Oil & Gas Clients, For All the Right Reasons
The tool has allowed us to standardize processes across 2,300 people and complete processes within a couple of days instead of weeks. Anybody can digitalize with the FlowForma Process Automation tool, which is what I love about it.
Rhys Forbes
ROW IT Systems and Infrastructure Engineer, Centurion
Fast deployment, seamless integration with Microsoft Office 365, and ease of use have been the three principal benefits.
Imelda Bettinger
SharePoint Developer, Dresser Natural Gas
Adding technology is more cost-effective than adding people. It’s highly flexible and cross-functional. It’s used across operations, engineering, Quality Assurance, HR, and finance.
Greg Dowell
Finance Director, Great North
Experience The Future of Automation In Oil & Gas
Discover more industries
Customers typically automate IT, procurement, operations, compliance, HR and finance workflows with measurable business outcomes.
Manufacturing
- Quality control
- Health and safety compliance
- Supplier management
Construction
- Contractor onboarding
- Environmental, health and safety (EHS)
- Risk assessments
Logistics
- Driver and contractor vetting
- Fleet and depot compliance
- Supplier onboarding
Pharma & life sciences
- Regulatory compliance
- Quality and change control
- Clinical and research operations
Financial services
- Client onboarding
- Credit and loan approvals
- Audit ready records
Education
- Admissions and onboarding
- Course and curriculum management
- Grant management
Recognized as an industry leader in process automation
Frequently Asked Questions
What is FlowForma and how is it used in Oil & Gas operations?
FlowForma is an AI-powered process automation platform that helps Oil & Gas organizations digitize and standardize critical operational, safety, and compliance processes. It replaces paper-based and manual workflows with secure digital processes that improve visibility, control, and efficiency.
How does FlowForma support HSE and safety compliance?
FlowForma enforces standardized safety workflows, mandatory fields, approval gates, and audit trails. This ensures safety procedures are followed consistently, incidents are recorded accurately, and corrective actions are tracked to completion.
Can FlowForma be used in offshore or remote environments?
Yes. FlowForma supports mobile-friendly forms and workflows, enabling field teams to capture inspections, incidents, and permits from remote or offshore locations, while data remains securely stored in the organization’s Microsoft environment.
How does FlowForma support regulatory compliance in Oil & Gas?
FlowForma helps organizations meet regulatory requirements by providing end-to-end audit trails, standardizing compliance processes across sites, supporting frameworks such as ISO 45001, ISO 14001, and ISO 31000, and making regulatory reporting faster and more reliable.
How secure is FlowForma for sensitive operational data?
FlowForma is enterprise-grade and secure, running entirely within the organization’s own Microsoft 365 / SharePoint tenancy. All data remains under the customer’s control, protected by Microsoft security, encryption, and access controls.
Does FlowForma integrate with existing Oil & Gas systems?
Yes. FlowForma integrates with Microsoft tools such as SharePoint, Teams, and Power BI, and can connect to other operational systems (e.g. asset management, ERP, or EHS platforms) via APIs to support end-to-end workflows.
How does FlowForma improve operational efficiency?
By automating approvals, eliminating paperwork, and providing real-time visibility into process status, FlowForma reduces delays, rework, and manual effort—helping teams focus on safety and production rather than administration.
Transform your oil & gas processes inside Microsoft 365
See FlowForma automate operational standards, health and safety, HR, procurement, sustainability reporting and quality control, right inside Microsoft 365.



