AI TOOL PROFILE
FlowForma: Digital Process Automation Software
- Productivity
- Workflow Automation
- 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.
At a glance
- Best for
- Microsoft 365 users, Enterprise companies, Mid-market companies, Operations managers, IT leaders
- 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
- Visit flowforma official website
How AI is used
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
No-code process automation
Allows business and IT users to build and manage workflows without writing code.
AI Copilot
Supports the creation of process prototypes using text prompts or uploaded process diagrams.
Ambient Process Discovery
An AI agent designed to convert meeting conversations into workflows.
Form Automation
Provides tools to create digital forms for validated data collection.
Document Generation
Supports the automated creation of documents based on templates.
Insights and Analytics
Includes built-in dashboards to track process performance and business data.
Governance and Compliance
Provides IT departments with tools to control how the platform is used across the business.
Use Cases
Employee and Contractor Onboarding
Automating the collection of required documentation and routing approvals for new hires or subcontractors.
Construction Health and Safety
Digitizing hot work permits, site inspections, and incident reporting for field teams.
IT Incident Management
Standardizing the way IT issues are reported, tracked, and resolved.
Financial and Insurance Workflows
Supporting the transition from quote to claim and managing financial approval paths.
Accreditation Tracking
Centralizing the upload of licenses and certifications with automated renewal reminders.
Integrations
- Microsoft 365
- Microsoft SharePoint
- SQL Staging Database
- REST API
- SOAP API
FAQ
Where is data stored when using FlowForma?
- All data remains within your own Microsoft 365 or SharePoint tenancy, meaning the organization retains control and ownership under its own governance policies.
Does FlowForma require coding knowledge?
- No, the platform is a no-code solution, allowing both business users and IT staff to digitize processes without writing code.
Can FlowForma be used on mobile devices?
- Yes, FlowForma provides a mobile app for iOS and Android, which supports filling out forms and reviewing approvals on-site.
What are the AI capabilities of the platform?
- 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
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