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 energy companies streamline and automate essential processes such as asset inspections, maintenance requests, compliance reporting, and environmental health and safety (EHS) tracking—without requiring coding or developer input. By replacing manual, paper-based workflows with digital solutions, energy providers can improve accuracy, reduce operational delays, and ensure regulatory compliance across complex, multi-site operations.
With its no-code platform and integration with Microsoft 365, FlowForma empowers field teams and office staff to design and manage workflows from anywhere. Real-time data capture, mobile access, and automated reporting enhance transparency and decision-making, while reducing risk and administrative overhead. The result is increased operational efficiency, improved safety outcomes, and more sustainable energy management.
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