Transform Data into Actionable Intelligence with AI-Powered Insights

 

Designed for process owners, FlowForma Insights leverages AI to simplify the generation, reporting, and analysis of process and business intelligence. Its no-code, no-configuration interface enables users to create intelligent dashboards in minutes.

 

With AI-driven insights, raw data becomes actionable intelligence, empowering real-time, confident decisions and a complete view of your operations. AI turns data into clarity, guiding decisions with precision and giving you instant operational visibility.

 

What Makes FlowForma's Insights Unique

 

Watch The Latest Showcase

 

 

AI Data Assistant

Using natural language, your AI assistant helps you explore dashboard data effortlessly, intuitively, and instantly.

 

AI-Driven, Instant Impact

AI puts actionable insights at your fingertips, so your business can move faster than ever.

Analyse Data 

Analyse your data, with AI instantly highlighting delays and inefficiencies for seamless process improvement.

 

Precision Data Analysis

Easily manipulate and report on data with guaranteed accuracy, enabling data-driven insights.

 

Create Dynamic Dashboards at the Touch of a Button

FlowForma Insights-1
FlowForma Insights 2-1
FlowForma Insights 4

Monitor usage patterns

Learn more

Review forms in progress

Learn more

Track process users

Learn more


How Mid-Size and Enterprise Organizations Use FlowForma Insights

Process Insights

Process Insights

Leverage AI to gain real-time insights into ongoing processes: track what’s on time or overdue, analyze high-performing automated flows, uncover patterns, identify the most-used workflows, and measure end-to-end process timelines.

Business Insights

Business Insights

Unlock AI-powered insights with all your data at your fingertips. Fuel your curiosity and let AI help you create intelligent charts instantly. Share insights to drive collaboration, or keep them private for focused, data-driven analysis.

All in one tool

Get Inspired

Be inspired to go further with all the data you need right at your fingertips. Fuel your curiosity and take control by creating your own charts. Share your insights with others to drive collaboration, or keep them private to focus on your unique analysis. 

 

Discover More AI-powered Features Of FlowForma Process Automation

Copilot

FlowForma How It Works - Copilot-1 Learn More
  • With FlowForma Copilot, you can fast-track process automation with Agentic AI. Conversing with our copilot, you can create a high-level version of your business process in seconds.

Forms

FlowForma How It Works - Forms Learn More
  • Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.

Workflow

FlowForma How It Works - Workflow Learn More
  • Standardize processes with FlowForma’s powerful workflow engine, providing automated communications, audit trails, seamless delegation etc. for simple to complex processes.

Governance

FlowForma How It Works - Governance Learn More
  • Allow IT departments to easily govern how FlowForma Process Automation is used across the business while empowering users to build and test in a controlled environment.

Integration

FlowForma How It Works - Integrations Learn More
  • The FlowForma Process Automation platforms integrates with thousands of other systems, empowering you to seamlessly send and receive data at any step in your processes.

Mobile App

FlowForma How It Works - Mobile v2 Learn More
  • Fill out and submit forms, review and approve documents and keep your business processes moving anywhere, anytime with the FlowForma Mobile App for iOS and Android.

Engage

FlowForma How It Works - Engage Learn More
  • FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.

Document Generation

FlowForma How It Works - Document Generation Learn More
  • FlowForma Document Generation enables users to effortlessly automate document creation at scale. Replace manual processes with professionally designed documents in just one click.

Discovery Agent

FlowForma How It Works - Platform Features Learn More
  • With FlowForma’s Ambient Process Discovery Agent, you can instantly turn conversations in meetings into ready-to-use workflows. Just talk, and your processes are captured in detail.
FlowForma gives us a lot of flexibility, you can make it as complex as you want but it also has great off-the-shelf options. Users can pretty much do anything they want it to.
Cameron Hyndman
National Digital Engineering Lead, Downer New Zealand

 

Recognized By

 

 

G2 Ranking High Performer DPA-1

 

Forrester Wave - Icon for NHS Page-1

 

ms-gold-partner

 

Peoples Choice

 

Frequently Asked Questions

What is FlowForma Insights?

FlowForma Insights is the AI-powered analytics and business intelligence component built natively into the FlowForma Process Automation platform. It lets process owners and business users create intelligent dashboards in minutes through a no-code, no-configuration interface. AI turns raw process and business data into actionable intelligence, giving real-time visibility across operations, with no separate BI tool or data export required. 

Do I need technical skills or a separate BI tool to use FlowForma Insights?

No. FlowForma Insights is built for business users, not data analysts or developers. Its no-code, no-configuration interface means anyone can create dashboards and explore data without specialist skills, and there's no need for a separate business intelligence tool. Insights are generated directly from your process data inside the FlowForma platform. 

How does AI improve FlowForma Insights?

FlowForma's AI Data Assistant lets you explore and interrogate dashboard data using natural-language questions, while AI instantly highlights delays, inefficiencies, and bottlenecks in your process data. AI also analyzes usage patterns and suggests improvements, and AI-driven chart creation generates intelligent visualizations from your data in seconds, turning raw data into precise, actionable intelligence without manual analysis. 

What types of insights can FlowForma provide?

FlowForma Insights offers two categories. Process Insights give real-time visibility into ongoing workflows, tracking what's on time or overdue, identifying the most-used workflows, analyzing high-performing automated flows, uncovering usage patterns, and measuring end-to-end process timelines. Business Insights give a broader view of all your business data, letting you create custom charts, share findings across teams, or keep analysis private for focused decision-making. 

Can I monitor forms and workflows that are currently in progress?

Yes. FlowForma Insights gives live visibility into forms currently in progress, so managers and process owners can see where each item sits in a workflow, identify bottlenecks or overdue steps, and track individual process users, all in real time from within the platform. 

How quickly can I build a dashboard in FlowForma Insights?
FlowForma Insights is designed so users can create dashboards in minutes. The no-code interface needs no configuration or setup, and AI can generate intelligent charts instantly from your data. That means teams move from raw process data to actionable visualizations rapidly, without waiting for IT or a data team.
How does FlowForma Insights help identify process inefficiencies?

FlowForma's AI automatically analyzes process data to highlight delays, inefficiencies, and bottlenecks as they happen. Process owners can see which steps are causing slowdowns, which workflows are overdue, and where automation could be improved, enabling continuous, data-led optimization without manual investigation. 

Is FlowForma Insights part of the wider FlowForma platform?

Yes. FlowForma Insights is a native component of the all-in-one FlowForma Process Automation platform. It draws directly on data from forms, workflows, and document generation, so there's no need to export data or connect an external analytics tool. It works alongside Copilot, the AI Suite, Governance, Integrations, and the Mobile App, with data staying secure in your own SharePoint Online tenancy. 

How is FlowForma Insights different from a separate BI tool like Power BI?

FlowForma Insights is built directly into the platform where your processes run, so it reads live process and business data with no export, connectors, or data modeling. Where a standalone BI tool like Power BI typically needs data pipelines and specialist skills to set up, FlowForma Insights lets business users build dashboards in minutes and ask questions in plain language, with data remaining in your own SharePoint Online tenancy.