Workflows Supercharged With AI For Enhanced Productivity 

 

FlowForma Workflow Automation is an intuitive, feature-rich component of our all-in-one Process Automation platform, combining forms, workflows, insights, AI,  and document generation.


Enhanced with AI tools like Copilot, Discovery Agent, AI Assistant, Summarization, and AI Agent Rules, FlowForma accelerates workflow creation, automates data extraction and validation, and delivers actionable insights, making it easier than ever for organizations to deploy smarter workflows and drive operational excellence.

 

FlowForma customers benefitting from Workflow Automation include:

NHS AON TRINITY LOGO

 

Business Leaders Use FlowForma Process Automation To:

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✔️ Managers & Process Owners: Track, optimize, and manage workflows for efficiency.

✔️ HR Professionals: Automate onboarding, approvals, and employee requests

✔️ Finance & Procurement Teams: Streamline invoice processing, expense claims, and vendor approvals.

✔️ Operations & Project Managers: Coordinate cross-departmental tasks and eliminate bottlenecks.

✔️ Customer Service & Support Teams: Automate ticket routing, approvals, and escalations for faster service.

IT And Compliance Leaders Use FlowForma Process Automation To: 

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✔️ IT Administrators: Manage workflow deployment, integrations, and platform security.

✔️ Compliance Officers: Ensure workflows meet governance and regulatory requirements.

✔️ Data & Security Teams: Maintain data integrity, validation, and audit trails.

✔️ System Architects: Design scalable, efficient workflow structures across the organization.

✔️ Support & Operations IT Teams: Monitor performance, troubleshoot issues, and maintain workflow reliability.

What Makes FlowForma's Workflow Automation Unique

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No-Code

The FlowForma platform requires no coding, meaning both the business and IT can digitalize processes.

Powerful

FlowForma boasts a powerful forms and workflow engine, that can automate the most complex processes without writing code.

 

 

AI-powered

Copilot, Discovery, AI Agent Rules, and Summarization rapidly streamline workflows for peak performance. 

Rapid ROI

Our customers get a significant return on investment after digitalizing 3 processes within our platform, no external partners needed.


Why Mid-Size and Enterprise Organizations Choose FlowForma

Process Design

Process Design

With FlowForma, building workflows is intuitive and visual. Copilot instantly generates workflow prototypes from natural language prompts, and you can import forms, diagrams, or meeting outputs to kickstart creation.

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Tasks & Rules

Tasks & Rules

Automate tasks such as approvals, routing, escalations, and notifications, ensuring every step follows your business rules. AI Agent Rules allow you to extract, validate, and format data from uploaded documents in seconds.

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Smart Digital Forms

Smart Digital Forms

Digital forms are fully customizable and mobile-friendly, featuring voice-to-text input, dynamic language translation, real-time validation, automatic field population, and AI-powered form summarization.

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Integrations

Integrations

FlowForma seamlessly integrates with Microsoft 365, SharePoint, Teams, CRM, ERP, and thousands of other systems, ensuring smooth data flow, consistency, and a single source of truth for all business data. 

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AI Insights

AI Insights

Real-time insights provide visibility into every aspect of your workflows, highlighting bottlenecks and tracking key metrics, while AI analyzes usage patterns, suggests process improvements, and an AI assistant helps users gain actionable insights.

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Secure

Secure

Built-in governance, audit trails, and error handling ensure compliance, strengthened by AI validation, while data stays secure in your own SharePoint Online tenancy.

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More AI-powered Features of FlowForma Process Automation

Copilot

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  • 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.

Insights

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  • Take your reporting to the next level, by creating dashboards in minutes to assess all aspects of your processes and business data, all from within the FlowForma platform.

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.

Integrations

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  • 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

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  • 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

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  • 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

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  • 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.

Transforming Process Pain into Workflow Gain with FlowForma

 

"Workflow management used to be a nightmare. Now it's completely seamless with one integrated product, FlowForma Process Automation."

Mark Graham
ICT Manager, Beaumont Hospital

 

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 Workflow Automation?

FlowForma Workflow Automation is the no-code, AI-powered workflow component of the FlowForma Process Automation platform. It lets organizations design, deploy, and optimize business workflows, from simple approvals to complex multi-step enterprise processes, without writing code. It combines forms, workflow, insights, AI, and document generation in one platform, built natively for Microsoft 365 and SharePoint. Customers include the NHS, Aon, Grant Thornton, and Trinity College Dublin. 

How does FlowForma workflow automation work?

You build a workflow visually using FlowForma's no-code designer, or let AI Copilot generate a working prototype from a plain-language prompt, diagram, or meeting conversation in seconds. The engine then routes tasks, applies your business rules, and triggers approvals, escalations, and notifications automatically. Data is validated at each step, documents are generated on demand, and every action is recorded in a full audit trail. 

Do I need coding skills to build workflows with FlowForma?

No. FlowForma requires no coding, so both business users and IT teams can design and deploy workflows through the visual, no-code interface. Process owners can build and manage their own workflows without relying on developers, while IT keeps governance and oversight across the platform. 

How does AI improve FlowForma workflow automation?

FlowForma's AI tools accelerate every stage of workflow automation. Copilot generates functional workflow prototypes from a plain-language description, the Ambient Process Discovery Agent turns meeting conversations into ready-to-use workflows, AI Agent Rules extract and validate data from documents at any step, AI Summarization gives real-time progress summaries, and Smart Assistants guide users with no training needed. AI Insights also surface bottlenecks and suggest process improvements. 

How is FlowForma different from Power Automate?

FlowForma is a no-code platform built for business users and IT alike, combining forms, workflow, AI, insights, and document generation in one product, natively inside Microsoft 365 and SharePoint. Where tools like Power Automate often need developer skills for complex logic and split forms and workflow across separate products, FlowForma keeps everything in a single no-code environment, with data staying in your own SharePoint Online tenancy. 

What types of workflows can FlowForma automate?

FlowForma automates workflows across every department, including HR onboarding, employee requests, and approvals; finance and procurement processes like invoice processing, expense claims, and vendor approvals; operations and project tasks; customer service ticket routing and escalations; IT incident management; and compliance and audit workflows. It supports industry-specific processes across insurance, healthcare, construction, manufacturing, pharma, and financial services. 

What does FlowForma integrate with?

FlowForma integrates natively with Microsoft 365, SharePoint, and Microsoft Teams, and connects to CRM systems, ERP platforms, and thousands of other third-party systems. This keeps data flowing consistently across your business with a single source of truth. Because data is stored in your own SharePoint Online tenancy, it stays secure within your Microsoft environment. 

How does FlowForma keep workflows secure and compliant?

FlowForma delivers enterprise-grade security by keeping your data within your own SharePoint Online tenancy, so you retain full control. Built-in IT governance, comprehensive audit trails, and error handling at every step support compliance, strengthened by AI-powered data validation. FlowForma is ISO 27001:2022 certified and compliant with GDPR and NIS 2.

Can external stakeholders take part in FlowForma workflows?

 Yes. FlowForma Engage lets you involve external stakeholders, such as customers, suppliers, and partners, directly in internal workflow processes like onboarding, vetting, and approvals, without those external users needing a FlowForma license. 

How quickly can I see ROI from FlowForma?

FlowForma is built for rapid ROI. Most customers achieve a significant return after automating just three processes, with no external implementation partners needed. The no-code approach and AI-assisted workflow creation mean internal teams can build and deploy processes in minutes rather than months.