FlowForma Process Automation Features

Enables users to create documents for business processes and provides a wide array of templates which are customizable. This feature was mentioned in 47 FlowForma Process Automation reviews.

The ability to create custom workflows aligned with business objectives. 50 reviewers of FlowForma Process Automation have provided feedback on this feature.

A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. This feature was mentioned in 43 FlowForma Process Automation reviews.

Provides drag and drop tools usable by admins with little to no coding experience in order to build applications which automate workflows and business processes. 42 reviewers of FlowForma Process Automation have provided feedback on this feature.

Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. This feature was mentioned in 39 FlowForma Process Automation reviews.

Enable decision-makers to easily share processes with the proper employees. This feature was mentioned in 46 FlowForma Process Automation reviews.

As reported in 39 FlowForma Process Automation reviews. Compile data from across all systems so that users can view relevant information easily.

Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. 48 reviewers of FlowForma Process Automation have provided feedback on this feature.

Based on 47 FlowForma Process Automation reviews. Ensures the right task is being assigned to the proper employee across an entire process.

As reported in 47 FlowForma Process Automation reviews. Provides users a holistic view of all workflows so as to see how all processes work together.

Based on 40 FlowForma Process Automation reviews. Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy.

Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. This feature was mentioned in 42 FlowForma Process Automation reviews.

Provides the ability to manage unstructured processes. This feature was mentioned in 14 FlowForma Process Automation reviews.

Connect with existing systems via API. 11 reviewers of FlowForma Process Automation have provided feedback on this feature.

Based on 15 FlowForma Process Automation reviews. Gives user machine learning tools for intelligent process improvement

Streamline and simplify document approval processes. 20 reviewers of FlowForma Process Automation have provided feedback on this feature.

Provides the ability to drag-and-drop elements into the application to customize interface. This feature was mentioned in 20 FlowForma Process Automation reviews.

Provides tools for inserting brand logos, colors, quotes, and other proprietary content. 25 reviewers of FlowForma Process Automation have provided feedback on this feature.

Based on 20 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Provides base-level application templates to build atop and customize for specifc users and actions.

Based on 30 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Allows the creation ofpage sequences, forms, and libraries for users navigating the application.

Based on 20 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Lets users add data from existing sources when creating the initial application or changing data sources.

Based on 24 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Continuously updates data as users or external data sources are edited.

Based on 24 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data.

Based on 26 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Releases the application for access on desktop or mobile devices.

Lets users build cross-platform applications or provide specific templates for different device types. This feature was mentioned in 26 FlowForma Process Automation reviews.

Based on 23 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation.

Provide standard activities and tasks that can be customized by users

Users can easily create flows using drag and drop features

Define and manage dependencies between tasks and workflows

Include alters that can be used with workflows

Ability to update multiple workflows at the same time

Maintain a history of all workflow changes

Integrate with ERP or project management software

Integrate with software such as ERP or CRM to use data for document generation

Allows users to generate documents using information from spreadsheets

Ability to generate new documents using other documents in multiple formats

Include templates for various types of documents such as invoices or quotes

Automate document generation based on customizable rules

Allow users to personalize documents for branding purposes

Define and manage workflows for document distribution

Create a schedule to deliver documents at predefined times

Provide the ability to generate and deliver documents by batch

As reported in 24 FlowForma Process Automation reviews. Gives the ability to build a workflow based on business logic or a specific condition in order to route work to different people based on rules.

Based on 22 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features.

Based on 20 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications.

Based on 17 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Integrates data and processes from multiple sources into a single system.

Based on 18 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Build interfaces once and use them across one or more processes.

As reported in 19 FlowForma Process Automation reviews. Gives the user the ability to build and use forms on mobile devices.

Streamline the flow of work processes by establishing triggers and alerts that notify and route information to the appropriate people when their action is required within the compensation process. This feature was mentioned in 23 FlowForma Process Automation reviews.

Visually displays connected applications and integrated data. Allows customization and management of workflow structures. 19 reviewers of FlowForma Process Automation have provided feedback on this feature.

Based on 19 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Processing changes to data sources and applications as changes are made in real-time.

Based on 12 FlowForma Process Automation reviews and verified by the G2 Product R&D team. Offers the ability to record processes performed by humans to be recreated by bots.

Based on 23 FlowForma Process Automation reviews. Ensures the right task is being assigned to the proper employee across an entire process.

Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts.

Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding.

Provider a portal for customers and external users to collaborate and share documents.

Include features to keep customers engaged such as internal communications.

Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages.

Allow internal and external users to collaborate without loging into the system.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Provides the ability to generate images from a text prompt.

Converts images into a textual description, identifying key elements.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Allows users to generate text based on a text prompt.

Allows the user to process documents in various formats such as PDF, DOCX, and JPEG.

Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR).

Enables the user to identify and extract specific entities like names, dates, and addresses from documents.

Gives user the ability to categorize sections of text within the document based on preset criteria.

Provides the user with the capability to validate the extracted data for accuracy.

Enables the user to process multiple documents in a single batch operation.

Gives user the ability to connect to automation technology, such as robotic process automation (RPA).

Enables users to search through the content of processed documents easily.

Allows the user to track changes and manage different versions of a document.

Gives user the ability to train custom machine learning models for specific data extraction tasks.

Provides the user with the ability to analyze the sentiment expressed in the textual content of the document.

Allows the system to understand the context of words and phrases for better data extraction and classification.

Provides the user with the ability to integrate the IDP system into other applications through APIs.

Assures the user that the system complies with industry regulations like GDPR.

Ensures that all data processed is encrypted for security.

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Capability to perform complex tasks without constant human input