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.

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. 

FlowForma can automate any health and safety workflow but some of our most popular flows include, including hot work permits, site inspections, safety checklists, risk assessments, incident reporting, and accreditation tracking.

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.

Yes. FlowForma supports mobile access, allowing site teams to complete inspections, submit reports, and take action on workflows directly from smartphones or tablets.

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.

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.

Yes. Safety checklists and site inspection forms support real‑time data capture including photos, which help verify conditions and provide a central audit trail.

FlowForma includes validation and escalation rules that can automatically flag high‑risk items, notify stakeholders, and require additional approvals or mitigation actions.

Yes. FlowForma centralizes accreditation processes, allowing workers and subcontractors to upload qualifications and licenses and receive automated reminders before documents expire.

FlowForma can integrate with existing construction systems and data sources, ensuring safety data and workflows stay connected across platforms.

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.