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FlowForma

by FlowForma

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What FlowForma is

FlowForma is a no-code process automation platform built natively on Microsoft 365. It helps business teams digitize, standardize, and scale work such as approvals, routing, escalations, and notifications through business rules. Teams can create customizable mobile-friendly forms and generate documents, with unlimited document generation listed in every plan. Its AI offerings include Copilot, AI Agent Rules, Discovery, and Summarization for workflow creation, data processing, and insights. FlowForma connects with SharePoint, Teams, Outlook, REST or SOAP APIs, SQL databases, Power Automate, and Azure Logic Apps. The mobile app supports submitting forms and reviewing or approving documents on iOS and Android. FlowForma says data and documents remain in the customer’s Microsoft 365 tenant, with identity managed through Microsoft Entra ID. It states ISO 27001 certification, Cyber Essentials accreditation, and GDPR compliance. A free trial is available, but there is no free plan.

Who it suits

FlowForma suits HR, finance, procurement, operations, customer support, IT, and compliance teams managing structured processes. It is designed for organizations using Microsoft 365 and needing forms, approvals, documents, and integrations.

What it does well

  • Microsoft 365 integration with SharePoint, Teams, and Outlook
  • Mobile forms and document approvals on iOS and Android
  • Unlimited document generation in all plans
  • AI tools for workflows, data, and insights
  • REST, SOAP, SQL, Power Automate, and Azure integrations

What to know first

  • No free plan
  • Essentials excludes advanced integrations
  • FlowForma AI is an add-on in Essentials
  • Professional costs $3,293 a month billed annually

Plans

PlanBilled and limitsPrice
EnterpriseCustom pricing based on your process estate · Unlimited processes · Unlimited forms · Advanced integrations includedOn request
Essentialsper month, billed annually · Up to 3 automated processes · Unlimited forms · Copilot and AI Agents available as an add-on$2,347
Professionalper month, billed annually · Up to 30 automated processes · Unlimited forms · Advanced integrations included$3,293

As flowforma.com lists them, read 7 Oct 2026. The maker's own page has the final word.

Verdict

FlowForma combines Microsoft 365-based workflow automation, forms, documents, integrations, and mobile approvals. Its paid plans differ in process capacity and access to advanced integrations and AI, with a free trial but no free plan.

Facts from FlowForma's own pages

AI data handling
FlowForma says Copilot prompts and uploaded documents are not shared with other customers or used to train AI models without permission, and uploaded documents are not stored beyond the session. · flowforma.com, 7 Oct 2026
AI features
The platform describes Copilot, AI Agent Rules, Discovery, and Summarization as tools for creating workflows, processing data, and generating insights. · flowforma.com, 7 Oct 2026
Compliance
FlowForma states that it is ISO 27001 certified, Cyber Essentials accredited, and GDPR compliant. · flowforma.com, 7 Oct 2026
Forms and documents
It offers customizable, mobile-friendly digital forms and document generation, with unlimited document generation listed in all three plans. · flowforma.com, 7 Oct 2026
Founded
2012 · flowforma.com, 28 Sept 2026
Headquarters
Dublin, Ireland · flowforma.com, 28 Sept 2026
Integrations
FlowForma connects with Microsoft 365 apps including SharePoint, Teams, and Outlook, and supports REST or SOAP APIs, SQL databases, and Power Automate or Azure Logic Apps. · flowforma.com, 7 Oct 2026
Intended users
The product page identifies business teams such as HR, finance, procurement, operations, and customer support, as well as IT and compliance teams, as intended users. · flowforma.com, 7 Oct 2026
Mobile
The FlowForma mobile app supports completing and submitting forms and reviewing and approving documents on iOS and Android. · flowforma.com, 7 Oct 2026
Notable plan limit
Essentials does not include advanced integrations, and FlowForma AI is an add-on; Professional and Enterprise include both advanced integrations and FlowForma AI. · flowforma.com, 7 Oct 2026
Purpose
FlowForma is a no-code process automation platform built natively on Microsoft 365 for digitizing, standardizing, and scaling business processes. · flowforma.com, 7 Oct 2026
Security and data
FlowForma says process data and documents stay in the customer’s Microsoft 365 tenant, with identity managed through Microsoft Entra ID. · flowforma.com, 7 Oct 2026
Paid from
2347 · flowforma.com, 19 Sept 2026
Support
Core product support, regular feature updates, bug fixes, and general technical support under a defined SLA are included with the standard licence; premium support and consultancy days are paid add-ons. · flowforma.com, 7 Oct 2026
Workflow automation
Its workflow engine automates tasks such as approvals, routing, escalations, and notifications using business rules. · flowforma.com, 7 Oct 2026

Where FlowForma stands on Freedom251

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