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FlowForma Process Automation

AI-powered no-code business process automation

No-code platform that integrates with Microsoft 365 to automate end-to-end business processes using AI-powered workflow creation, document generation, and compliance audit trails.

$4.21M raisedEstablished
Founded 2012 · 300,000+ users globally including Fortune 500 organizations
Website →← All Tools
WHY IT EXISTS

Why This Tool Exists

The Problem

Enterprise teams manually handle repetitive approval workflows, document routing, and compliance processes across disconnected systems, spending 15-20 hours/week on administrative overhead and risking errors in regulated environments.

The Solution

No-code platform integrates with Microsoft 365 to automate end-to-end business processes with AI-powered workflow creation, document generation, and compliance audit trails - reducing administrative work by 60-80%.

USAGE

How You Use It

Delivery Method
SaaSMobile AppMarketplace Integration
Integrations
Microsoft 365SharePointTeamsREST APIsSOAP APIs
Disciplines
Architecture, Construction, Mep Engineering, Facility Management
Workflows
Data & Automation, Operations & Facility Management
Project Phases
Construction Administration, Operations/FM
Project Types
Commercial, Healthcare, Education, Infrastructure, Industrial
TRANSPARENCY

Data Transparency

Exactly what this tool uses and how

Input
What it needs
Required:Business process definition, Microsoft 365 access
Optional:Existing forms, Document templates, Meeting transcripts, Process diagrams
Formats:Natural language descriptions, SharePoint data, Office documents, API data
Output
What you get
Format:Automated workflow processes with real-time dashboards
Fields:Process completion status, Approval tracking, Document generation, Audit trails, Performance analytics
Algorithm
How it works
Model:Proprietary AI using Microsoft OpenAI services
Accuracy:Algorithm accuracy metrics not publicly disclosed
Privacy
How your data is protected
Retention:Data stored in customer's SharePoint Online tenancy under their control
Training:AI requests are one-time transactions, data not stored or used for training
Compliance:ISO certification, Microsoft security standards, Enterprise-grade audit trails
API
Integration
Endpoint:Contact vendor for API access
Method:REST and SOAP APIs supported
USE CASES

Use Cases

  • ·Automate approval workflows for change orders and contract reviews
  • ·Streamline compliance processes for safety audits and quality control
  • ·Generate project documents and reports automatically from templates
  • ·Route RFIs and submittals to appropriate stakeholders with tracking
  • ·Manage vendor onboarding and procurement workflows
PRICING

Pricing

Free
7-day free trial available
Pro
Essentials: €2,067/month (3 processes), Professional: €2,900/month (30 processes)
Enterprise
Enterprise: Custom pricing for unlimited processes
Sources & Research NotesResearch date: 2026-02-01
Data Sources (8)
Fields Checked (12)
problem, solution, deliveryMethod, integrations, pricing, privacy-policy, company-background, funding, customerBase, maturityStage, yearFounded, algorithm-approach
Not Found (5)
specific-api-documentation, detailed-compliance-certifications, accuracy-metrics, rate-limits, webhook-capabilities
About this research: This record summarizes the cited sources and fields checked. A research date does not establish hands-on testing. Consult the original sources for current details and limitations.
ALTERNATIVES

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