Process Automation Platform, Native to Microsoft 365

The AI-powered process automation platform built natively inside the Microsoft 365 tools your teams already use, SharePoint, Teams and Outlook. Design, automate and govern any business process, with workflows business teams can build and IT can trust.
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★★★★★ Rated 4.5/5 on G2 Microsoft AI Cloud Partner

Humans + AI, One WorkflowBuilding
Copilot builds the processDescribe it — Copilot drafts the workflow
Request submittedCaptured via a no-code form
AI agent review & risk checkValidates data, flags risk
Manager approvalRouted automatically for sign-off
Approved & loggedDocument generated, full audit trail
Reports & insightsReal-time analytics and dashboards
AI-PoweredCopilot & AI Agents
Enterprise ReadySecure & Compliant
10× FasterProcess Delivery

Trusted by global enterprises

What is FlowForma?

FlowForma’s AI-powered Process Automation Platform

Orchestrate humans, AI, and automation in hybrid workflows that drive smarter decisions.

FlowForma is a secure, enterprise-ready, no-code platform that makes process automation fast, intelligent and scalable, built natively for Microsoft 365 and used by over 300,000 users across global enterprises.

At its core, FlowForma is AI-Native. FlowForma Copilot lets you build a workflow simply by describing it, while AI Agents act as a built-in, AI-powered assistant, reading uploaded documents, extracting and validating structured data, and returning the results straight back to your forms and systems.

See the platform

 

The Platform

Your All-In-One Process Automation Platform

One platform replaces the patchwork of disconnected tools, so everything works together out of the box.

Leave request
Employee
Leave type
Dates
Submit

Forms

Smart, guided data capture that adapts as users complete it.
Change request flow
Create RFC17 Jul
Technical review17 Jul
Schedule workPending
Implement changePending

Workflow

Route, approve and orchestrate processes across teams.
Generated document
PDF · on-brand

Document generation

Produce accurate, on-brand, compliant documents automatically.
Process insights

Analytics

Real-time reporting and dashboards across every process.
FlowForma AI Suite

Your Team Brings The Judgment, AI Handles The Rest

AI built into the platform, not bolted on the side. Your people, processes and data work smarter together.

FlowForma Copilot

Build A Working Process Just By Describing It

Describe what to automate, or upload a process diagram, and Copilot fast-tracks the build, generating forms, workflow and approvals in seconds.

Try FlowForma Copilot
FlowForma Copilot AI
Build a vendor onboarding process with manager approval and a welcome document.
Generating your process…
Onboarding form
Manager approval
Welcome document
AI Agent
Vendor
Amount
Date

AI Agents

Read documents, extract and validate data, then return results to your forms.
Assistant
How can I help?
Summarize this request
3 approvals · £42k · low risk

AI Assistants

In-context assistants that guide users and summarize submissions.
Discovery
Invoice approval+38%
Leave requests+22%
12 opportunities found

Ambient Discovery

Surfaces automation opportunities across your organization.

Smarter automation. Faster outcomes. Confidently governed. Explore the AI Suite →

Integrations

Native to M365, Integrates With 1,000s More Platforms

Seamlessly connect via APIs and custom connectors. FlowForma runs where your data already lives and 1,000s more platforms.

SharePoint SharePoint T Teams O Outlook Azure SQL Power Automate REST API …1,000s more
See all integrations →
Security & trust

Enterprise-Grade Security And Governance

Built natively in SharePoint, deployed in your own Microsoft 365 tenant, your data stays secure and 100% under your control.

Your Microsoft 365 tenant Tenant-isolated
Runs inside SharePoint
Your data
Your content
Your security
Your control
Seamlessly embedded Granular permissions Full audit trail
Your data never leaves your tenant.
Secure

Runs entirely inside Microsoft 365, no data leaves your environment, ever.

Compliant

Built for compliance and full auditability, with a complete trail on every process.

Controlled

Mirrors your SharePoint permissions, and goes further, with granular control across sites, lists, libraries and items.

Read about governance →
FlowAssure · AI agents for vendor risk

Reduce Vendor Risk Reviews From Days To Minutes

FlowAssure deploys explainable AI agents that read vendor evidence, assess risk against your frameworks and route findings through collaborative, evidence-first workflows, so reviews that took days complete in minutes.

Explore FlowAssure
ISO 27001 Agent Reviewed just now
Acme Cloud Services — vendor onboarding
FrameworksISO 27001 · SOC 2
Risk score Low
EvidenceLinked & auditable
Auto-approve recommended
Customer success

Fast, Proven Results For Every Process

Real outcomes from teams who replaced spreadsheets, email and legacy tools with FlowForma.

Case study
2Operational efficiency transformed by replacing InfoPath & Nintex with FlowForma
Morley College
★★★★★

“We needed to move beyond legacy systems like InfoPath and Nintex. With FlowForma, we didn’t just replace, we improved. The platform is easier to use, highly customisable, and scales with our college’s needs.”

Will Johnson, Morley College London
Will JohnsonHead of IS, Morley College London
Read the story →
Case study
3,0003,000 hours saved by automating permits to dig, project induction, and bitumen testing
Downer
★★★★★

“The time spent on admin tasks has been reduced significantly. Everyone is working smarter, and we’ve saved over 3,000 hours of work.”

Cameron Hyndman
Cameron HyndmanNational Digital Engineering Lead, Downer NZ
Read the story →
Case study
60%60% more efficient by automating job appraisals, client acceptance, and data access requests
Grant Thornton
★★★★★

“The more processes we’ve automated with FlowForma, the more the business sees the benefits. It’s much more business intuitive than other SharePoint apps.”

William McCann
William McCannIT Director, Grant Thornton
Read the story →
Case study
5555 processes automated driving better staff and patient care across accommodation requests, clinical safety checks, and onboarding.
NHS
★★★★★

“The ability to create workflows quickly, with governance from IT without being reliant on them, is critical. It’s a game-changer.”

Martyn-BTS-HP
Martyn McKechnieHead of Digital Identity, Blackpool Teaching Hospital NHS
Read the story →
Case study
40%EHS processes automated with 25% admin time cut and 40% more EHS observation data captured
PJ Hegarty
★★★★★

“Since deploying FlowForma there has been a significant increase in the quantity and quality of information gathered and shared in real time.”

Sinead Gaines Hegarty
Sinead GainesEHS Regional Manager, PJ Hegarty & Sons
Read the story →
Case study
4,000+4,000+ hours saved annually with streamlined workflows across trips, accidents and incidents, expenses, and risk assessment
Abingdon & Witney
★★★★★

“We have transparency and visibility we didn’t have before. I recommend FlowForma as it can save money, improve efficiency and give real-time visibility.”

Mark-Lay-HP
Mark LayFinance Director, Abingdon & Witney College
Read the story →
Case study
20%20% time savings with automated workflows across H&S, QA, compliance, onboarding, and training.
Coinford
★★★★★

“The major impact of using FlowForma is enabling all departments to be more efficient and have better visibility of what’s going on.”

Shaun Circle Testimonial
Shaun O’DonnellIT Director, Coinford
Read the story →
See all customer stories →

Recognized As An Industry Leader In Process Automation

G2 Best ROI
No-CodeDevelopmentPlatforms_HighPerformer_Enterprise_EMEA_HighPerformer
High Performer
OFFICE APPS &SERVICESAWARDS★★★
Industries

Built For Compliance-Heavy Industries

Trusted across multiple sectors to digitize complex, regulated processes, fast.

Manufacturing image Manufacturing

Quality, compliance and supplier processes
top-10-examples-of-bpa-software-faqstomation-for-financial-services Financial Services

Onboarding, approvals and audit-ready records
Education image Education

Automate processes across campus and the student lifecycle
Construction image Construction

Health & safety, site processes and quality
Healthcare image Healthcare

Automate patient care, operations and hospital management
Public admin Public Sector

Contract management, tenders and compliance
Resources

Resources To Inspire Your Process Automation Journey

Guides, tools and insights to help you automate smarter.

Guide

The Buyer’s Guide to No-Code Process Automation
Webinar

Modern Workflow Migration without the Headache
ebook

How PJ Hegarty Digitised 50+ Construction Processes
Visit the resource hub →
FAQs

Frequently Asked Questions

What is FlowForma?

FlowForma is a no-code process automation platform built natively for Microsoft 365. Business teams design, automate and build processes, with IT providing governance guardrails. Forms, workflows, approvals and document generation are included inside SharePoint, Teams and Outlook, with thousands of integrations available for other platforms.

Do I need to know how to code?

No. FlowForma is a no-code platform; business users design and automate processes with FlowForma Copilot and a drag-and-drop workflow builder, no developers required.

How does FlowForma work with Microsoft 365?

It's built natively in SharePoint and deployed in your own tenant, running across SharePoint, Teams and Outlook. 

Does FlowForma run in SharePoint?

Yes. FlowForma is a SharePoint-native application that runs inside your own Microsoft 365 tenant, so your forms, workflows and data stay in SharePoint and never leave your environment, mirroring your existing SharePoint permissions.

What can I automate with FlowForma?

Almost any business process: employee onboarding, approvals and sign-offs, purchase requests, case management, audits and compliance checks, and document generation, across HR, finance and operations.

What does FlowForma integrate with?

FlowForma is native to Microsoft 365, SharePoint, Teams and Outlook, and connects to thousands of other systems via REST APIs and custom connectors.

Is FlowForma secure and compliant?

Yes, full audit trails, version control and role-based access, with your data staying 100% inside your Microsoft 365 tenant.

Can FlowForma replace InfoPath or Nintex?

Yes. Teams regularly use FlowForma to replace tools such as InfoPath and Nintex, migrating forms, workflows and approvals onto a single no-code platform built for Microsoft 365.

Bring AI-Native Automation To Your Microsoft 365

Book a demo and see processes automated with full compliance and audit trails, right inside Microsoft 365.

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