Digital process automation solutions for every industry and role

FlowForma is an AI-powered, no-code process automation platform built for organizations using Microsoft 365. We help regulated enterprises automate business processes across industries including healthcare, financial services, construction, manufacturing, education, insurance and the public sector.

Built for highly regulated industries

Trusted across multiple sectors to digitize complex, regulated processes quickly.

Insurance

  • Customer onboarding
  • Regulations and compliance
  • Claims approvals
  • Policy renewals

Financial services

  • Client engagement
  • Product lifecycle management
  • Pension administration
  • Risk management

Healthcare

  • Paper-lite initiatives
  • Appointment booking
  • Patient admission and discharge
  • Clinical notes

Education

  • Trips and visits
  • Student update forms
  • Grant applications
  • Employee onboarding

Not-for-profit

  • Complaints management
  • Volunteer recruiting
  • Travel booking
  • Training requests

Construction

  • Safety equipment requests
  • Permit to dig
  • Site visit requests
  • Material requisition

Oil and gas

  • Waste transfer
  • Equipment requests
  • Process safety
  • Health referrals

Manufacturing

  • Supply chain management
  • Compliance automation
  • Quality control
  • Incident management

Aerospace

  • Aircraft and component onboarding
  • Maintenance scheduling
  • Regulatory compliance and safety audits
  • Incident and quality management

Logistics

  • Streamlined eVetting
  • Supply chain and vendor collaboration
  • Compliance and procedures
  • Warehouse task automation

Maritime shipping

  • Maritime incidents
  • Maintenance
  • SLA monitoring
  • Contracts and compliance

EU agencies

  • Grants
  • Performance reviews
  • Communications and publication approval
  • Payments

Public Sector

  • Policies and procedures
  • Contract management
  • Grant management
  • Risk assessments and compliance

Mining

  • Standardizing operational processes
  • Health and safety compliance
  • Procurement and asset management
  • Sustainability reporting

Telecoms

  • Service and plan management
  • Order and provisioning
  • Fault and incident management
  • Billing and renewals

Professional services

  • Client onboarding
  • Proposals and engagements
  • Timesheet and billing management
  • Contracts

Don't see your industry?

FlowForma adapts to any process. Book a demo and we'll show you yours.