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.

Ready to take your process from prototype to production?

Start a 7-day free trial to unlock the full experience.

  • ✔ 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

  • ✔ No credit card.  Just seamless automation, free for 7 days

 

 

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Frequently Asked Questions

What is FlowForma?

FlowForma Process Automation is an AI-driven platform designed to empower IT and business leaders to automate simple to complex business processes.

What is FlowForma Copilot?

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.

I have built a process with FlowForma Copilot, what’s next?

Once you have built your process prototype, register for a free trial and you’ll be able to add sophisticated logic, test scenarios, and move your automated process to a live production environment.

What are the key features of FlowForma?

FlowForma includes features like a code workflow builder, Copilot, AI Assistants, document generation, form automation, and insights.

Does FlowForma integrate with Microsoft 365?

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.

Can FlowForma integrate with other systems?

FlowForma Process Automation empowers organizations to easily connect to thousands of systems and applications.

How does FlowForma help organizations with compliance?

FlowForma helps organizations manage and maintain compliance by automating processes, enforcing consistent practices, and providing clear audit trails—all without requiring code. 

How can FlowForma help support process automation in the financial services sector?

FlowForma helps financial institutions automate complex, compliance-driven processes such as loan approvals, client onboarding, risk assessments, and audit management—without the need for coding or developer support. By streamlining these workflows, organizations can reduce manual errors, improve turnaround times, and ensure adherence to financial regulations and internal policies.

The platform’s no-code interface and integration with Microsoft 365 allow business users to design, update, and manage processes with ease. FlowForma also provides robust audit trails, secure data handling, and real-time visibility into process performance. This leads to greater efficiency, reduced operational costs, and an enhanced customer experience across banking, investment, and advisory services.

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