FlowForma
The enterprise AI-powered process automation platform
About FlowForma
FlowForma is a no-code process automation platform that runs natively inside Microsoft 365 and SharePoint. Business users build forms, multi-step workflows, and document generation without code, while IT keeps governance and audit trails. Recent releases add an AI Copilot that turns existing documents or diagrams into working workflows, plus AI agents that check data and complete tasks.
Pros & Cons
Pros
- Runs natively in SharePoint and Microsoft 365, so data stays in the tenant you already govern
- Genuinely no-code: reviewers report analysts without coding skills build working processes
- Unlimited forms, runs, and document generation on every plan; you pay per process, not per user
- Onboarding and adoption services are included rather than sold separately
- Common replacement for InfoPath and Nintex, with migration support aimed at those users
- Reviewers consistently praise customer support
Cons
- Entry price of about $28,000 per year puts it out of reach for small teams
- Tied to Microsoft 365 and SharePoint; not a fit for organizations outside that stack
- Reviewers cite limited form layout customization and SharePoint list size limits
- AI features and advanced integrations require Professional or a paid add-on
- Contract and Assure modules are priced separately on request
Key Features
No-code process builder
Design complete business processes with forms, steps, rules, and approvals in a visual designer, with unlimited forms on every plan.
FlowForma Copilot
Upload existing documents, process diagrams, or notes and AI generates a working form and workflow you can refine and launch.
AI agents
Agents inside workflows can complete tasks, check data, flag issues, and act on a user's behalf under configurable controls.
Native SharePoint and Microsoft 365
Runs inside your SharePoint environment and Teams, reading and writing SharePoint lists and libraries directly.
Document generation
Merge captured process data into templates to produce contracts, reports, and certificates, with no volume limit.
Governance and audit trails
IT controls who can build and run processes and what AI agents may do, with full audit records for regulated industries.
Insights dashboards
Build dashboards on process data and get AI-highlighted bottlenecks, delays, and trends.
Advanced integrations
Connect to SAP, Oracle, DocuSign, databases, and other systems via REST API and connectors (Professional and Enterprise).
Mobile app and external users
Run processes from a mobile app and bring suppliers, contractors, or clients into internal workflows.
Contract and Assure modules
Separately priced products for procurement, tender, and contract lifecycle management and for AI-assisted vendor security assessments.
Pricing
- Up to 3 automated end-to-end processes
- Unlimited forms and document generation
- Insights dashboards
- Mobile app and external users
- SharePoint integration and governance
- Onboarding and adoption services
- FlowForma AI available as an add-on
- Billed annually (EUR 2,067 / GBP 1,722 per month)
- Up to 30 automated end-to-end processes
- Everything in Essentials
- FlowForma Copilot and AI agents included
- Advanced integrations (REST API, databases)
- Billed annually (EUR 2,900 / GBP 2,486 per month)
- Unlimited processes
- Everything in Professional
- Pricing based on your process estate
- Bespoke plan built with the sales team
Best For
InfoPath and Nintex migration
Replace retired InfoPath forms or Nintex workflows with no-code processes that stay inside SharePoint.
Health and safety compliance
Construction and manufacturing teams digitize risk assessments, permits, incident reports, and safety observations on mobile.
Procurement and contract management
Route purchase requests, tenders, and contract approvals with audit trails, or use the FlowForma Contract module end to end.
Client and employee onboarding
Financial services and HR teams automate onboarding, approvals, and document generation with audit-ready records.
Vendor security assessments
Risk and security teams use FlowForma Assure to have AI agents review supplier evidence before human sign-off.
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