Use this playground to prototype your process in seconds. When you're ready to add sophisticated logic, test scenarios, and move to production, unlock the full experience with a 7-day free trial.
✔ Build workflows in minutes using Copilot & advanced agentic AI
✔ All-in-one access (Copilot, forms, workflows & document generation)
✔ See your process go from a prototype to live process
✔ Get process optimization advice and 1-2-1 access to process experts
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FlowForma unites forms, workflow, insights, AI, document generation, and much more into one powerful platform for business process automation.
It's a no‑code, AI‑powered DPA platform built for speed, ease, and deep Microsoft ecosystem integration. It allows rapid automation of business processes with governance, insights, and document handling all in one place.
Using agentic AI, FlowForma Copilot can convert simple natural-language prompts—describing the process, steps, or even an uploaded process diagram —into a working prototype in seconds, reducing build time from hours to minutes.
FlowForma’s AI Suite enhances its no‑code process automation platform with four powerful generative AI capabilities.
Copilot acts as an intelligent process builder.
The AI Agent Rule lets users embed domain‑specific AI agents within workflows to read uploaded documents—like invoices—automatically extracting, validating, and formatting data per user‑defined instructions.
The Smart Assistants feature guides both builders and end‑users by offering auto‑suggested configuration steps, natural‑language triggers for workflows, and in‑process to‑do prompts. AI
Summarization generates real‑time, context‑aware summaries of form entries and workflow history.
Once you have built your process prototype, register for a free trial and you’d be able to add sophisticated logic, test scenarios, and move your automated process to a live production environment.
FlowForma is designed for IT and business leaders in mid‑ to large-sized enterprises using Microsoft 365, particularly in regulated or process-heavy industries.
Yes, it does. FlowForma Process Automation sits on SharePoint Online - which is part of the Microsoft 365 suite - and can integrate with other Microsoft 365 applications.
FlowForma Process Automation empowers organizations to easily connect to thousands of systems and applications
FlowForma helps organizations manage and maintain compliance by automating processes, enforcing consistent practices, and providing clear audit trails—all without requiring code.
FlowForma helps automotive dealerships digitize and automate critical processes such as vehicle sales approvals, finance applications, service scheduling, parts ordering, and customer onboarding—without requiring coding or IT support. By replacing paper-based tasks with automated workflows, dealerships can speed up operations, reduce errors, and deliver a more streamlined customer experience.
With its no-code interface and seamless integration with Microsoft 365, FlowForma allows sales, service, and administrative teams to create and manage their own workflows easily. Real-time updates, mobile access, and secure data handling enhance collaboration between departments while supporting compliance and reporting needs. The result is a more efficient, responsive dealership that can focus more on sales and customer satisfaction.
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