The platform that automates your processes faster

FlowForma is an AI-powered, no-code process automation platform built natively for Microsoft 365 and SharePoint. It combines AI Copilot, AI Agents, form automation, workflow automation, document generation, insights, and governance in a single enterprise-ready platform, letting business and IT teams automate processes without writing code, with all data staying secure in your own Microsoft tenancy.

FlowForma brings people, AI, and automation together in one platform. You design a process using no-code forms and workflow logic, or let AI Copilot prototype it from a diagram or description. The workflow then routes tasks, captures validated data, and generates documents automatically, while Insights dashboards track progress and a full audit trail records every step.

Yes. FlowForma requires no coding, so both business users and IT can build and automate processes. Its forms and workflow engine handle everything from simple approvals to complex, multi-stage processes without a single line of code, and AI Copilot accelerates creation further by prototyping complete workflows from a prompt, diagram, or document.

FlowForma is built natively for Microsoft 365 and integrates directly with SharePoint, Teams, and Outlook. Because it runs inside your own Microsoft environment, your data never leaves your tenancy. FlowForma also connects with thousands of other systems, so you can send and receive data at any step in your processes.

Your data stays entirely within your own environment, stored securely in your SharePoint Online service or Azure tenancy, so you keep full control at all times. FlowForma is ISO 27001 certified and delivers enterprise-grade security, along with detailed audit trails and traceability that help you meet compliance requirements.

FlowForma's AI Copilot creates high-level processes in seconds from a diagram, text description, or documentation, which you refine with simple prompts. AI Agents then speed up execution by handling tasks such as approvals, data validation, and document generation, while the Ambient Process Discovery Agent turns meeting conversations into ready-to-use workflows.

FlowForma automates processes from simple to complex across any department. Common examples include onboarding, IT incident management, ISO audits, claims management, procurement, and student enrollment. Because the platform is fully no-code and customizable, teams can standardize and automate almost any repeatable business process inside Microsoft 365.

FlowForma is designed for rapid deployment and fast ROI. Most customers achieve a significant return on investment after automating just three processes, with no external partners needed. AI Copilot shortens build time from months to minutes, so teams can prototype, iterate, and go live far faster than with traditional development.

Yes. The FlowForma Mobile App for iOS and Android lets users fill out and submit forms, review and approve documents, and keep processes moving anywhere, anytime, without breaking the audit trail. The app also works offline, so it suits industries where workers may be located in remote environments.