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Transforming Process Pain into Workflow Gain with FlowForma
"Workflow management used to be a nightmare. Now it's completely seamless with one integrated product, FlowForma Process Automation."
FlowForma Workflow Automation combines no-code simplicity with AI intelligence, empowering users to design, deploy, and optimize workflows faster, reduce manual work, and make smarter, data-driven decisions.
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Workflows Supercharged With AI For Enhanced Productivity
FlowForma Workflow Automation is an intuitive, feature-rich component of our all-in-one Process Automation platform, combining forms, workflows, insights, AI, and document generation.
Enhanced with AI tools like Copilot, Discovery Agent, AI Assistant, Summarization, and AI Agent Rules, FlowForma accelerates workflow creation, automates data extraction and validation, and delivers actionable insights, making it easier than ever for organizations to deploy smarter workflows and drive operational excellence.
FlowForma customers benefitting from Workflow Automation include:
✔️ Managers & Process Owners: Track, optimize, and manage workflows for efficiency.
✔️ HR Professionals: Automate onboarding, approvals, and employee requests
✔️ Finance & Procurement Teams: Streamline invoice processing, expense claims, and vendor approvals.
✔️ Operations & Project Managers: Coordinate cross-departmental tasks and eliminate bottlenecks.
✔️ Customer Service & Support Teams: Automate ticket routing, approvals, and escalations for faster service.
✔️ IT Administrators: Manage workflow deployment, integrations, and platform security.
✔️ Compliance Officers: Ensure workflows meet governance and regulatory requirements.
✔️ Data & Security Teams: Maintain data integrity, validation, and audit trails.
✔️ System Architects: Design scalable, efficient workflow structures across the organization.
✔️ Support & Operations IT Teams: Monitor performance, troubleshoot issues, and maintain workflow reliability.
Why Mid-Size and Enterprise Organizations Choose FlowForma
Process Design
With FlowForma, building workflows is intuitive and visual. Copilot instantly generates workflow prototypes from natural language prompts, and you can import forms, diagrams, or meeting outputs to kickstart creation.
Tasks & Rules
Automate tasks such as approvals, routing, escalations, and notifications, ensuring every step follows your business rules. AI Agent Rules allow you to extract, validate, and format data from uploaded documents in seconds.
Smart Digital Forms
Digital forms are fully customizable and mobile-friendly, featuring voice-to-text input, dynamic language translation, real-time validation, automatic field population, and AI-powered form summarization.
Integrations
FlowForma seamlessly integrates with Microsoft 365, SharePoint, Teams, CRM, ERP, and thousands of other systems, ensuring smooth data flow, consistency, and a single source of truth for all business data.
AI Insights
Real-time insights provide visibility into every aspect of your workflows, highlighting bottlenecks and tracking key metrics, while AI analyzes usage patterns, suggests process improvements, and an AI assistant helps users gain actionable insights.
Secure
Built-in governance, audit trails, and error handling ensure compliance, strengthened by AI validation, while data stays secure in your own SharePoint Online tenancy.
Copilot
- With FlowForma Copilot, you can fast-track process automation with Agentic AI. Conversing with our copilot, you can create a high-level version of your business process in seconds.
Forms
- Empower your business with FlowForma’s user friendly forms that ensure accurate, validated data collection, boosted productivity and accelerated processes.
Insights
- Take your reporting to the next level, by creating dashboards in minutes to assess all aspects of your processes and business data, all from within the FlowForma platform.
Governance
- Allow IT departments to easily govern how FlowForma Process Automation is used across the business while empowering users to build and test in a controlled environment.
Integrations
- The FlowForma Process Automation platforms integrates with thousands of other systems, empowering you to seamlessly send and receive data at any step in your processes.
Mobile App
- Fill out and submit forms, review and approve documents and keep your business processes moving anywhere, anytime with the FlowForma Mobile App for iOS and Android.
Engage
- FlowForma Engage empowers you to engage external stakeholders such as customers and suppliers in your internal digital business processes such as onboarding and vetting.
Document Generation
- FlowForma Document Generation enables users to effortlessly automate document creation at scale. Replace manual processes with professionally designed documents in just one click.
Discovery Agent
- With FlowForma’s Ambient Process Discovery Agent, you can instantly turn conversations in meetings into ready-to-use workflows. Just talk, and your processes are captured in detail.
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