About FlowForma — AI Process Automation Platform for Microsoft 365
Overview
FlowForma is an AI-powered, no-code process automation platform that builds, automates, and governs business workflows natively inside Microsoft 365 and SharePoint. Founded in 2012 as a spin-off from the Irish IT services company Ergo, it serves more than 300,000 users across manufacturing, financial services, healthcare, construction, education, and the public sector.
The platform combines AI, forms, workflows, analytics, and document generation in one system. It runs inside a customer's own Microsoft 365 tenant on the SharePoint Framework, keeps data within the tenancy, and is ISO 27001 certified.
Key Benefits
- Convert uploaded documents, diagrams, or process notes into working forms and workflows automatically using AI
- Route and approve processes at scale with a workflow engine and AI agents that complete tasks, check data, flag issues, and act on your behalf
- Keep full audit trails and controls over how processes run and how AI agents are allowed to act
- Get real-time visibility into every process, with AI highlighting bottlenecks, delays, and trends
- Connect to 1,000+ platforms to exchange data and create end-to-end digital processes
- Build, adapt, and own processes without writing code or waiting on developers
How It Works
Users start by uploading existing documents, diagrams, or process notes. AI turns these into a working form and workflow automatically, ready to refine and launch. Business teams then manage routing, approvals, and governance within their Microsoft 365 environment, while AI agents handle tasks, check data, flag issues, and act on their behalf.
Use Cases
- Manufacturing teams automate quality control, health and safety compliance, and supplier management
- Financial services organizations streamline client onboarding, credit and loan approvals, and audit-ready records
- Healthcare staff manage clinical safety checks, procurement, and policies and procedures
- Construction firms handle contractor onboarding, environmental health and safety, and risk assessments
- Public sector bodies manage contracts, grants, and compliance workflows
- IT and HR teams automate procurement, operations, and employee onboarding processes
Why Choose This Product
FlowForma is native to SharePoint, Teams, and Outlook, so data stays within a customer's Microsoft 365 tenancy and requires no new systems. The company targets highly regulated industries with governance and audit capabilities, and its Essentials, Professional, and Enterprise plans scale from a few processes to organization-wide automation.
Key Features
AI process automation
Professional+Upload existing documents, diagrams, or process notes and AI turns them into a working form and workflow automatically, ready to refine and launch.
AI agents
Professional+AI agents complete tasks, check data, flag issues, and act on behalf of users within automated workflows.
Governance and audit
All plansFull audit trails and controls govern how processes run and how AI agents are allowed to act, keeping automation compliant.
Real-time insights
All plansDashboards give real-time visibility into every process, with AI highlighting bottlenecks, delays, and trends.
Unlimited forms
All plansCreate user-friendly digital forms that validate data as part of any process.
Document generation
All plansAutomate documents using templates, merging in data captured in processes.
Mobile app
All plansAccess processes anywhere, anytime through the FlowForma mobile app.
Advanced integrations
Professional+Integrate processes to thousands of other applications via REST API and database integrations.
External users
All plansInvolve external users in internal processes with controlled access.
FlowForma — AI Process Automation Platform for Microsoft 365 Pricing
View full pricing →- Automate up to 3 end-to-end business processes
- Unlimited forms
- Insights dashboards
- Unlimited document generation
- Mobile app
- External users
- SharePoint integration
- Governance
- Onboarding and adoption services
- Automate up to 30 end-to-end business processes
- FlowForma Copilot and AI Agents included
- Unlimited forms and document generation
- Insights dashboards
- Mobile app and external users
- Advanced integrations
- Governance, onboarding and adoption services
- Unlimited processes based on your process estate
- FlowForma Copilot and AI Agents included
- Unlimited forms and document generation
- Insights dashboards
- Mobile app and external users
- Advanced integrations and governance
| Feature | Essentials €2067/mo | Professional €2900/mo | Enterprise Custom |
|---|---|---|---|
| AI process automation | |||
| AI agents | |||
| Governance and audit | |||
| Real-time insights | |||
| Unlimited forms | |||
| Document generation | |||
| Mobile app | |||
| Advanced integrations | |||
| External users |
Pricing extracted from the product website and may change. Check the source for current details.