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.

A construction team in hard hats reviewing work on site.

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
On this page The processes The FlowForma advantage Customer story FAQs

Updated

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.

How PJ Hegarty Cut Safety Admin Time by 25% and Scaled to 50+ Automated Processes

Figures from FlowForma's published PJ Hegarty case study. Read the full story

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, PJ Hegarty

Sinead Gaines

EHS ManagerPJ Hegarty

Automating EHS At Scale in Construction with PJ 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

Watch the full webinar

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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 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.