FlowForma: Digital Process Automation Software
FlowForma helps business and IT leaders automate manual processes. It is designed for organizations using Microsoft 365 that need to digitize forms and approval workflows.
At a glance
- Category
- Productivity
- Best for
- Microsoft 365 users, Enterprise companies, Mid-market companies, Operations managers, IT leaders
- Pricing
- Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though free trials are mentioned.
- Key use cases
- Employee and Contractor Onboarding, Construction Health and Safety, IT Incident Management, Financial and Insurance Workflows, Accreditation Tracking
- Integrations
- Microsoft 365, Microsoft SharePoint, SQL Staging Database, REST API, SOAP API
- Official website
- flowforma.com
FlowForma is a no-code digital process automation (DPA) platform designed to help organizations move away from manual, paper-based tasks and legacy systems. It allows users to create digital forms and automate workflows without writing code, using an AI copilot to help prototype processes from text or diagrams.
The tool is built natively on Microsoft SharePoint and Microsoft 365, so data remains within the organization's own tenancy. This architecture is intended for teams that require security and governance over their process data.
It supports a variety of operational tasks, including automated approvals, document generation, and reporting via dashboards. The platform also includes a mobile app for users to submit forms and approve documents in the field.
Buyers should confirm if their current infrastructure is based on Microsoft 365, as the platform is built specifically for that environment. Those looking to replace legacy tools like InfoPath or Nintex may find this to be a viable option.
Key Features
Allows business and IT users to build and manage workflows without writing code.
Supports the creation of process prototypes using text prompts or uploaded process diagrams.
An AI agent designed to convert meeting conversations into workflows.
Provides tools to create digital forms for validated data collection.
Supports the automated creation of documents based on templates.
Includes built-in dashboards to track process performance and business data.
Provides IT departments with tools to control how the platform is used across the business.
Use Cases
Automating the collection of required documentation and routing approvals for new hires or subcontractors.
Digitizing hot work permits, site inspections, and incident reporting for field teams.
Standardizing the way IT issues are reported, tracked, and resolved.
Supporting the transition from quote to claim and managing financial approval paths.
Centralizing the upload of licenses and certifications with automated renewal reminders.
Best For
Integrations
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though free trials are mentioned.
FAQ
All data remains within your own Microsoft 365 or SharePoint tenancy, meaning the organization retains control and ownership under its own governance policies.
No, the platform is a no-code solution, allowing both business users and IT staff to digitize processes without writing code.
Yes, FlowForma provides a mobile app for iOS and Android, which supports filling out forms and reviewing approvals on-site.
The platform includes an AI Copilot for prototyping workflows from text, an Ambient Process Discovery Agent for converting meetings into processes, and agents for data validation and summarization.
Source category: Productivity
Source subcategory: Workflow Automation
