FlowForma
FlowForma is a no-code process automation platform built natively on Microsoft 365.
What FlowForma is
FlowForma is a no-code process automation platform built natively on Microsoft 365. It helps business teams digitize and standardize approvals, routing, escalations, notifications, and other workflows through business rules. Teams can create mobile-friendly forms, generate documents, and use unlimited document generation in every listed plan. AI capabilities include Copilot, AI Agent Rules, Discovery, and Summarization for workflow creation, data handling, and insights. Connections include SharePoint, Teams, Outlook, REST or SOAP APIs, SQL databases, Power Automate, and Azure Logic Apps. Its iOS and Android app supports submitting forms and reviewing or approving documents. FlowForma says data remains in the customer’s Microsoft 365 tenant, with identity managed through Microsoft Entra ID. A free trial is available, but there is no free plan.
Good
- Built natively on Microsoft 365
- Automates approvals, routing, and notifications
- Unlimited document generation in every plan
- Mobile apps support forms and approvals
- Connects to APIs, databases, and Microsoft tools
Watch out
- No free plan
- Essentials excludes advanced integrations
- FlowForma AI is an add-on for Essentials
Who it suits
FlowForma is aimed at HR, finance, procurement, operations, customer support, IT, and compliance teams. It suits organizations already using Microsoft 365 that need configurable workflows, forms, documents, and approvals.
Verdict
FlowForma combines Microsoft 365 workflow automation with forms, documents, integrations, and mobile approvals. Its plan structure and add-ons should be checked against the processes and integrations your organization requires.
Plans and prices
From FlowForma's own pricing page, checked 7 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Enterprise | Priced on request | Unlimited processes · Unlimited forms · Advanced integrations included · Custom pricing based on your process estate |
| Essentials | $2,347 | Up to 3 automated processes · Unlimited forms · Copilot and AI Agents available as an add-on · per month, billed annually |
| Professional | $3,293 | Up to 30 automated processes · Unlimited forms · Advanced integrations included · per month, billed annually |
The facts
Each one read from FlowForma's own pages, with the date it was checked.
What it does
- 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.checked 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.checked 7 Oct 2026
- Compliance
- FlowForma states that it is ISO 27001 certified, Cyber Essentials accredited, and GDPR compliant.checked 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.checked 7 Oct 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.checked 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.checked 7 Oct 2026
- Mobile
- The FlowForma mobile app supports completing and submitting forms and reviewing and approving documents on iOS and Android.checked 7 Oct 2026
- Paid from
- 2347checked 19 Sep 2026
- Purpose
- FlowForma is a no-code process automation platform built natively on Microsoft 365 for digitizing, standardizing, and scaling business processes.checked 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.checked 7 Oct 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.checked 7 Oct 2026
- Workflow automation
- Its workflow engine automates tasks such as approvals, routing, escalations, and notifications using business rules.checked 7 Oct 2026
The company
- Founded
- 2012checked 28 Sep 2026
- Headquarters
- Dublin, Irelandchecked 28 Sep 2026
Money
- 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.checked 7 Oct 2026
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