Workflow Automation Software

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.