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.

An offshore oil platform at dusk.

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
On this page The processes The FlowForma advantage Customer story FAQs

Updated

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.

How a 130-Year-Old Natural Gas Company Innovated Like A Start Up With Process Automation

Figures from FlowForma's published Dresser Natural Gas Solutions case study. Read the full story

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, Dresser Natural Gas Solutions

Imelda Bettinger

SharePoint DeveloperDresser Natural Gas Solutions

Dresser Natural Gas Solutions Powers Process Visibility & Savings With Workflow Process Automation

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 webinar

Loved By Oil & Gas Clients, For All the Right Reasons

Experience The Future of Automation In Oil & Gas

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Recognized as an industry leader in process automation

G2 Best Estimated ROI, Enterprise, Summer 2026 G2 High Performer, Workflow Management G2 High Performer, No-Code Development Platforms, Enterprise EMEA G2 Best Support, Enterprise, Summer 2026

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.