Construction Process Automation Platform, Native To Microsoft 365

FlowForma is the AI-Native, no-code workflow automation platform that helps construction teams digitize site processes, strengthen health and safety, and stay audit-ready and compliant, cutting admin and delivering projects faster, without leaving SharePoint, Teams or Outlook.

Rated 4.5/5 on G2 Microsoft AI Cloud Partner
Works OfflineSyncs When Back Online
Saved to SharePointYour Tenant, Full Audit Trail
AI-NativeCopilot & AI Agents
Enterprise ReadySecure & Compliant
Site to OfficeOne Connected Process
Trusted by
Downer Coinford PJ Hegarty Breheny Gallagher
The State Of Construction

Construction Is Slowly Automating, H&S Is A Key Concern

47%

Just under half rate their construction firm at either a beginner or intermediate stage of digital maturity.

90%

A clear majority still rely on outdated methods, email, Excel and paper forms, for around a quarter of their business processes.

94%

An overwhelming majority of construction leaders want to improve worker safety, but lack the digital tools to support it.

Source: FlowForma 2022 Construction Survey in Partnership With Construction Dive

The Fix

FlowForma Makes Construction Faster, Safer And Audit-Ready

Turn manual, error-prone steps into connected, audit-ready processes, with health and safety built in, not bolted on.

FlowForma is an AI-Native, no-code process automation platform for construction. It helps building and civil firms digitize and standardize critical site processes, contractor onboarding, permits, RFIs, safety inspections, incident management, document control and compliance, running natively inside Microsoft 365, so your data never leaves your tenant.

Site and office teams work from the same connected processes: capture inspections and incidents on mobile (even offline), automate approvals, and keep a full audit trail on every job, strengthening health and safety and keeping you audit-ready.

Schedule a demo to see FlowForma in action
Raise
1
Safety
2
Approve
3
Issue
4
Log
5
Project
Location
Permit type
Risk level
Flag if edge protection incomplete
I also recommend:
Auto-escalate to site manager
Construction Video Screengrab
2-min overview
Built for construction teams

Made For Every Role On Site And In The Office

One platform that works the way each team works, from the site hut to the back office to IT.

Run The Site From Your Phone Or Tablet

Site teams capture what's happening on the ground, no paper, no double entry, no waiting to get back to the office.

  • Site inspections & sign-offs
  • Permits to dig & RAMS
  • Incident capture, with photos
  • Works offline, syncs when back online
Site inspection On site
Scaffold tagged & inspected
Exclusion zone signage
AI flagged, escalate to site manager
Submit inspection

Make Safety Provable, Not Paperwork

Standardize health & safety across every site and keep an audit-ready record of every check, talk and incident.

  • Risk assessments & method statements
  • Toolbox talks & site inductions
  • Incident & near-miss reporting
  • Full audit trail on every record
Risk assessment · RA-014 Audit-ready
Activity
Risk level
Controls
Compliant · full audit trail

Standardize Delivery Across Every Project

Run the same connected processes on every job, with automated routing and live visibility into where things stand.

  • One process across all sites
  • Automated approvals & routing
  • Real-time dashboards
  • Fewer delays and less rework
Process insightsThis month
94%On time
12Approvals

Empower The Business, Keep Control

Give teams a no-code platform that runs entirely inside your Microsoft 365 tenant, with the governance you set.

  • Runs in your own M365 tenant
  • Mirrors your SharePoint permissions
  • No-code, low IT burden
  • Full governance & audit trail
Your M365 tenant Isolated
Data stays in your tenant
SharePoint permissions mirrored
Full governance & audit
What you can automate

Automating Business-Critical Processes In Construction

From the first contractor application to final handover, FlowForma replaces manual, error-prone steps with connected, auditable workflows.

1
Pre-construction
Win The Work

Contractor Onboarding

Collect documentation, verify qualifications and route approvals automatically.

Quotes & Tenders

Extract and validate data so teams produce faster, more accurate quotes and bids.
2
On-site delivery
Run The Site

Project & Document Management

Centralize plans, change orders and permits with automated sign-off and version tracking.

Incident & Issue Management

Report, verify and follow up on incidents with real-time visibility to reduce risk.
3
Closeout & compliance
Hand Over

Milestone & Renewal Tracking

Automate reminders and monitor approvals to keep tasks and certifications on schedule.

Compliance & Audit Management

Automated audit trails and enforced workflows keep every project audit-ready.
Why FlowForma

The FlowForma Advantage For Construction

Why building and civil firms choose FlowForma to run faster, safer projects.

Smart, AI-Driven Processes

AI handles data collection, validation, safety checks and compliance monitoring, so construction processes run faster, smarter and with fewer errors.

Built-In Compliance & Safety

Track audits, inspections and regulatory requirements across every project. Enforce safety protocols and internal controls to reduce risk and stay compliant.

Seamless System Integration

Native to M365 and SharePoint. You can easily connect to thousands of other platforms including ERP, BIM and Procore.

Insightful Reporting & Analytics

Get real-time visibility into progress, workloads, safety compliance and resource use. Make data-driven decisions with dashboards built for construction.

Accelerated Project Workflows

From initiation to site inspections and handovers, FlowForma automates every step, removing bottlenecks so teams focus on delivering quality on time.

Enhanced Experiences

From subcontractors to clients, FlowForma streamlines approvals, inspections and reporting, creating smoother workflows and better satisfaction across every project.

See It In Action

Watch FlowForma Automate Construction

Short clips from our product tours, webinars and customer stories, showing real construction processes running end to end.

Product Tour

Fire Safety Checklist, From Site Photo to Sign-Off

2.00
FlowForma AI Suite

Your Team Brings The Judgment, AI Handles The Rest

AI built into the platform, not bolted on the side. Your people, processes and data work smarter together.

FlowForma Copilot

Build A Working Process Just By Describing It

Describe your construction process, or upload a process diagram, and Copilot fast-tracks the build, generating forms, workflow and approvals in seconds.

Try FlowForma Copilot
FlowForma Copilot AI
Build a site safety inspection with site manager sign-off and a corrective action.
Generating your process…
Inspection form
Site manager sign-off
Corrective action
AI Agent
Contractor
Insurance
Expiry

AI Agents

Read documents, extract and validate data, then return results to your forms.

Assistant
How can I help?
Summarize this RFI
3 approvals · low risk

AI Assistants

In-context assistants that guide users and summarize submissions.

Discovery
Permit approvals+38%
Site inspections+22%
12 opportunities found

Ambient Discovery

Surfaces automation opportunities across your organization.

Smarter automation. Faster outcomes. Confidently governed. Explore the AI Suite

See FlowForma automate one of your construction processes.

Integrations

Native To Microsoft 365, Integrates With 1,000s More

Connect via Power Automate, APIs and custom connectors, FlowForma runs where your project data already lives.

SharePoint
SharePoint
T
Teams
O
Outlook
Azure SQL
Power Automate
REST API
Procore
Procore
Autodesk
Autodesk
Sage
Sage
1,000s more

See all integrations

Security & governance

Enterprise-Grade Security & Governance

Built natively in SharePoint, deployed in your own Microsoft 365 tenant, your site, safety and project data stays 100% under your control.

Your Microsoft 365 tenant Tenant-isolated
Runs inside SharePoint
Your data
Your content
Your security
Your control
Seamlessly embedded Granular permissions Full audit trail
Your data never leaves your tenant.
Secure

Runs entirely inside Microsoft 365, no site, safety or project data leaves your environment, ever.

Compliant

Built for compliance and full auditability, with a complete trail on every process and permit.

Controlled

Mirrors your SharePoint permissions, and goes further, with granular control across sites, lists, libraries and items.

Proven on site

Results Construction Teams Can Measure

Case study
Faster to deploy than Power Apps
Downer
★★★★★

"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
Cameron HyndmanNational Digital Engineering Lead, Downer NZ
Read the story
Case study
40%More EHS observation data captured
PJ Hegarty
★★★★★

"Since deploying FlowForma, 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 increased by 40% and SBOs input increased by 45%."

Sinead Gaines
Sinead GainesEHS Regional Manager, PJ Hegarty & Sons
Read the story
Case study
20%Daily time savings across departments
Coinford
★★★★★

"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
Shaun O'DonnellIT Director, Coinford
Read the story
Recognition

Recognized As An Industry Leader In Process Automation

G2 Best ROI
No-CodeDevelopmentPlatforms_HighPerformer_HighPerformer
WorkflowManagement_HighPerformer_HighPerformer
Office Apps
& Services
Awards
★★★
FAQ

Frequently Asked Questions

What is FlowForma and how does it help construction companies?
FlowForma is an AI-Native, no-code process automation platform that helps construction teams digitize, automate and manage workflows such as site approvals, inspections, procurement and compliance.
Which construction processes can FlowForma automate?
FlowForma can automate any construction process. Popular ones include:
  • Onboarding
  • Contractor onboarding
  • Site inductions
  • Safety inspections
  • RFIs
  • Health and safety
  • Incident management
  • Permits to dig
  • Change orders
  • Procurement approvals
  • Quality checks
  • Project handovers
Where is our data stored when using FlowForma?
All data remains in your own Microsoft 365 environment, such as SharePoint, ensuring full ownership, security and compliance with your organization's data governance policies.
What environment is FlowForma deployed in?
FlowForma is deployed within your existing Microsoft 365 environment, running natively in SharePoint. Your data stays in your tenant, under your security, governance and compliance controls.
Can FlowForma be used on construction sites?
Yes. FlowForma works on mobile devices, allowing site teams to complete forms, inspections and approvals on-site, even when moving between locations.
Does FlowForma support health and safety compliance?
Yes. FlowForma helps manage H&S processes such as risk assessments, incident reporting, toolbox talks and audit trails, ensuring compliance with safety regulations.
How does FlowForma improve project visibility?
FlowForma provides real-time dashboards and reporting, giving project managers full visibility into task status, approvals, delays and workloads across projects.
Is FlowForma suitable for large and complex construction projects?
Yes. FlowForma scales easily across multiple projects, sites, teams and contractors, supporting complex approval paths and governance structures.
Can FlowForma integrate with procurement systems?
Yes. FlowForma can integrate with procurement platforms to automate purchase requests, approvals, supplier onboarding and order tracking, ensuring accurate data flow and better cost control.
How does FlowForma support audits and compliance reporting?
FlowForma maintains full audit trails, tracks documentation and ensures every step of a process is recorded and easily accessible for audits.

Ready to Transform Your Construction Workflows

Book a demo and see your construction processes automated with full compliance and audit trails, right inside Microsoft 365.