Rated 4.5/5 on G2 | Microsoft AI Cloud Partner
Automate H&S Inspections and Compliance on Construction Sites
Empower your construction teams with FlowForma's AI-powered process automation platform, designed to streamline safety workflows, reduce manual errors, and speed up incident reporting and compliance management.
Trusted By Industry Leaders
Supporting Construction Health and Safety With AI-Powered Process Automation
FlowForma’s platform transforms how construction organizations manage safety reporting, risk assessments, and compliance documentation. By leveraging AI for process creation, intelligent decision-making, and workflow optimization, FlowForma enables safety teams to reduce manual effort, speed up incident resolution, and drive greater operational efficiency.
What sets FlowForma apart is its truly 100% no-code functionality, enabling teams to rapidly digitize processes across safety inspections, hazard reporting, and training management. Its seamless integration with existing systems and ability to draw data from multiple sources ensure a connected, streamlined experience across all operations.
At a glance
- Sector
- Construction health and safety
- Platform
- FlowForma Process Automation, 100% no-code
- Built on
- Microsoft 365 and SharePoint
- Processes
- Hot work permits, site inspections, safety checklists, risk assessments, incident reporting and accreditation
- On site
- Mobile access for inspections, reports and approvals, with photos and evidence attached
- Escalation
- High-risk hazards flagged automatically, with extra approvals or mitigation required
- Data
- Stays within your own Microsoft 365 / SharePoint tenancy
Revolutionize Construction Safety With AI-Powered Automation
Hot Work Permits
From on-site initiation to safety checks and manager sign-off, every step is completed in real time via mobile or desktop, ensuring nothing gets missed. Automated reminders, embedded risk assessments, and instant access to records keep your workforce protected and your projects compliant with regulatory standards.
Site Inspections
Empowers teams to capture, record, and resolve issues instantly, whether they’re in the office or out on-site. Using mobile-friendly digital forms, inspectors can log findings, attach photos, assign actions, and trigger follow-up tasks in real time.
Safety Checklists
Real-time data capture, photo uploads, and a central audit trail make it simple to track compliance, identify recurring issues, and prove regulatory adherence. With FlowForma, safety checks are faster, more consistent, and more actionable — helping protect your people, your projects, and your reputation.
Risk Assessment
From hazard identification to risk scoring and mitigation planning, actions are logged in real time and instantly shared with the right stakeholders. Automated approvals, mandatory fields, and embedded best-practice templates ensure assessments are thorough and compliant with industry regulations.
Incident Reporting
Empowers workers to log and detail incidents instantly from any device, capturing critical information such as descriptions, photos, witness statements, and location data on the spot. Automated workflows route reports to supervisors and safety officers immediately, triggering follow-up actions and investigations without delay.
Accreditation
Centralizes the entire accreditation process, from onboarding verification to ongoing renewals. Workers and subcontractors can securely upload qualifications, licenses, and certifications from any device, while automated reminders flag upcoming expirations well before they cause project delays.
Why Construction Firms Choose FlowForma Process Automation
Centralised Data
Health and safety information in one place, providing a single source of truth.
Seamless Integrations
Exchange data and documents across thousands of other systems.
Auditable
Get a 360 view of health and safety, and detailed status reports via embedded analytics and dashboards.
AI-powered Automation
Work smarter, faster, and more efficiently with advanced AI assistants.
Reporting
Analyze your business data with as much granularity as you need for effortless reporting and decision-making.
Risk Management
Offset risk exposure with FlowForma, empowering decision-makers with a comprehensive view of risks.
How PJ Hegarty Cut Safety Admin Time by 25% and Scaled to 50+ Automated Processes
25%
less administration time for the EHS team on Safety Behavior Observations
50+
processes now digitalized across wide-ranging projects, from a single pilot
45%
more Safety Behavior Observations recorded, 2022 to 2023
3 days
to the EHS team’s first working process
Sinead Gaines
EHS ManagerPJ Hegarty
Customer webinar
Automating EHS At Scale in Construction with PJ Hegarty
Sinead Gaines of PJ Hegarty walks through the Safety Behavior Observation pilot, scaling to plant, permits and vehicles, QR codes for subcontractors and the dashboards her team now runs on. Recorded live on 13 May 2026. 47 min.
Key moments
- 5:16 Why site safety admin is hard to keep up with
- 12:36 Starting with Safety Behavior Observations
- 19:34 Scaling to plant, permits and vehicles
- 25:00 QR codes for subcontractors
- 27:02 Dashboards and KPIs in Power BI
Loved By Clients For Making Sites Safer
Since deploying the FlowForma platform, there has been a significant increase in the quantity and quality of information gathered and shared in real-time over mobile devices. Our EHS observation data has increased by 40% and SBOs input increased by 45%.
Sinead Gaines
EHS Regional Manager, PJ Hegarty & Sons
The time spent on admin tasks has been reduced significantly. Our site staff, finance, and survey teams have been relieved from a lot of mundane, time-consuming work. Everyone is working smarter, we have saved over 3,000 hours of work.
Cameron Hyndman
National Digital Engineering Lead, Downer New Zealand
The major impact of using FlowForma Process Automation is not from an IT perspective; it is enabling all departments to be more efficient and have better visibility of what’s going on.
Shaun O'Donnell
IT Director, Coinford
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Discover more industries
Customers typically automate IT, procurement, operations, compliance, HR and finance workflows with measurable business outcomes.
Construction
- Contractor onboarding
- Environmental, health and safety (EHS)
- Risk assessments
Road construction
- Contractor and subcontractor onboarding
- Incident and issue management
- Compliance and audit management
Mining
- Standardized operational processes
- Health and safety compliance
- Quality control and maintenance
Oil & gas
- Standardized operational processes
- Health and safety compliance
- Quality control
Manufacturing
- Supplier and vendor onboarding
- Quality management
- HSE management
Public sector
- Contract management
- Grant revenue management
- Legislative reports
Recognized as an industry leader in process automation
Health and Safety Process Automation: Useful Resources
Case Study
How PJ Hegarty Cut Safety Admin Time by 25% and Scaled to 50+ Automated Processes
Webinar
Strategic Digitalisation: Future-proofing Compliance With Evolving Building Safety Act (2022) Legislation
Case Study
How Coinford Digitalized 25 Site Processes in 18 Months and Gave Managers Back Up to Two Hours a Day
Case Study
How FlowForma Got ISO 27001 Certified Without Hiring Anyone
Guide
The AI Process Automation Playbook
Frequently Asked Questions
What platform is FlowForma built on and how does it run?
FlowForma is built natively on the Microsoft SharePoint and Microsoft 365 platform, meaning it runs directly within your organisation’s existing Microsoft environment. This allows you to design, manage, and automate workflows while leveraging familiar Office tools, seamless integration with SharePoint, Teams, Outlook, and enterprise‑grade Microsoft security features.
Where is our data stored and how is it secured (own tenancy)?
All data collected and managed through FlowForma stays within your own Microsoft 365/SharePoint tenancy under your organisation’s governance and compliance policies. This ensures you retain full control over your data, protected by Microsoft’s security infrastructure, access controls, encryption, and audit logs — with no data hosted outside your environment.
What health and safety processes can FlowForma automate for construction sites?
FlowForma can automate any health and safety workflow but some of our most popular flows include hot work permits, site inspections, safety checklists, risk assessments, incident reporting, and accreditation tracking.
How does FlowForma help improve incident reporting on site?
Workers can instantly log incidents from any device, capturing details like descriptions, photos, witness statements, and location data, and automated workflows immediately route reports to supervisors and safety officers.
Can FlowForma be used on mobile devices while on site?
Yes. FlowForma supports mobile access, allowing site teams to complete inspections, submit reports, and take action on workflows directly from smartphones or tablets.
Does FlowForma support compliance with safety regulations?
Absolutely. FlowForma’s workflows include embedded regulatory controls, audit trails, and centralized documentation to help construction firms enforce compliance with safety standards and internal policies.
How does FlowForma’s AI enhance health and safety workflows?
FlowForma leverages AI to speed up process creation, automate decision logic, validate data, and optimize workflows so safety teams spend less time on admin and more on proactive risk management.
Can I attach photos and evidence in safety checklists and inspections?
Yes. Safety checklists and site inspection forms support real‑time data capture including photos, which help verify conditions and provide a central audit trail.
What happens if a risk assessment identifies a high‑risk hazard?
FlowForma includes validation and escalation rules that can automatically flag high‑risk items, notify stakeholders, and require additional approvals or mitigation actions.
Is it possible to manage worker credentials and certifications with FlowForma?
Yes. FlowForma centralizes accreditation processes, allowing workers and subcontractors to upload qualifications and licenses and receive automated reminders before documents expire.
Can FlowForma integrate with our existing systems and tools?
FlowForma can integrate with existing construction systems and data sources, ensuring safety data and workflows stay connected across platforms.
How does FlowForma support audit readiness and reporting?
FlowForma provides a single source of truth for H&S data, with dashboards and analytics that give visibility into compliance status, past inspections, risk trends, and safety performance.
Transform your site safety processes inside Microsoft 365
See FlowForma automate hot work permits, site inspections, safety checklists, risk assessments, incident reporting and accreditation, right inside Microsoft 365.
