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Rated 4.5/5 on G2 | Microsoft AI Cloud Partner

AI-Powered Process Automation Software for Construction

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.

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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.

FlowForma construction case study video
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At a glance

Sector
Construction: building and civil
Platform
FlowForma Process Automation
Built on
Microsoft 365 and SharePoint Online
Processes
Contractor onboarding, quotes and tenders, project and document management, incidents and issues, milestones and renewals, compliance and audit
On site
Inspections and incidents captured on mobile, even offline, synced when back online
Integrates with
ERP, BIM and Procore, plus thousands of other platforms
Data
Stays in your own Microsoft 365 tenant, under your SharePoint permissions
On this page The processes The FlowForma advantage Customer story FAQs

Updated

Automating Business-Critical Processes In Construction

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

Pre-construction

Contractor Onboarding

Collect documentation, verify qualifications and route approvals automatically.

Pre-construction

Quotes & Tenders

Extract and validate data so teams produce faster, more accurate quotes and bids.

On-site delivery

Project & Document Management

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

On-site delivery

Incident & Issue Management

Report, verify and follow up on incidents with real-time visibility to reduce risk.

Closeout & compliance

Milestone & Renewal Tracking

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

Closeout & compliance

Compliance & Audit Management

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

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

See FlowForma automate one of your construction processes.

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Results Construction Teams Can Measure

Downer crew on site
”
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 NZ

Read the Downer story
A PJ Hegarty engineer on site
”
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

EHS Regional Manager, PJ Hegarty & Sons

Read the PJ Hegarty story
Coinford plant on site
”
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

Read the Coinford story

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 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.

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