[ FlowFor... Reviews ](https://www.g2.com/products/flowforma-process-automation/reviews) [ FlowFor... Reviews ](https://www.g2.com/products/flowforma-process-automation/reviews) # FlowForma Process Automation Features ##### ## Customization (5) Document Generation Enables users to create documents for business processes and provides a wide array of templates which are customizable. Process Design The ability to create custom workflows aligned with business objectives. Process Repository A library in which to keep previously used or designed workflows for future use or to use parts of for upcoming custom workflows. No-Code App Development 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. Low-Code App Development Provides development environments to allow users to develop applications which automate workflows and business processes with minimal coding. Show More ##### ## Collaboration (4) Permissions for Sharing Enable decision-makers to easily share processes with the proper employees. Data Unification Compile data from across all systems so that users can view relevant information easily. Accessibility Allow users to access workflows and processes from anywhere given that employees in different locations and roles will require. Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Process Management (7) Process Overview Provides users a holistic view of all workflows so as to see how all processes work together. Process Analysis Delivers data points such as time and cost of a process on a dashboard to evaluate process efficacy. Real-Time Process Monitoring Allows users to view progress of a business process in real-time enabling them to view performance or manage tasks within the process. Unstructured Processes Provides the ability to manage unstructured processes. API Connection Connect with existing systems via API. Intelligence Gives user machine learning tools for intelligent process improvement Document Approval Streamline and simplify document approval processes. Show More ##### ## User Interface Design (4) WYSIWYG Editor Provides the ability to drag-and-drop elements into the application to customize interface. Customized Branding Provides tools for inserting brand logos, colors, quotes, and other proprietary content. App Templates Provides base-level application templates to build atop and customize for specifc users and actions. Workflow Management Allows the creation ofpage sequences, forms, and libraries for users navigating the application. Show More ##### ## Data Control (3) Data Migration Lets users add data from existing sources when creating the initial application or changing data sources. Data Synchronization Continuously updates data as users or external data sources are edited. Data Security Encrypts or provides some form of firewall to prevent external parties from accessing sensitive data. Show More ##### ## Publishing (3) Application Deployment Releases the application for access on desktop or mobile devices. Platform Compatibility Lets users build cross-platform applications or provide specific templates for different device types. Lifecycle Management Provides ability to manage application and maintenance from build, throughout the release, and until it's deactivation. Show More ##### ## Setup (4) Activities Provide standard activities and tasks that can be customized by users Flows Users can easily create flows using drag and drop features Dependencies Define and manage dependencies between tasks and workflows Notifications Include alters that can be used with workflows Show More ##### ## Management (3) Updates Ability to update multiple workflows at the same time Audit Trail Maintain a history of all workflow changes Integration Integrate with ERP or project management software Show More ##### ## Data Sources (3) Software Integrate with software such as ERP or CRM to use data for document generation Spreadsheets Allows users to generate documents using information from spreadsheets Documents Ability to generate new documents using other documents in multiple formats Show More ##### ## Generation (3) Templates Include templates for various types of documents such as invoices or quotes Automation Automate document generation based on customizable rules Branding Allow users to personalize documents for branding purposes Show More ##### ## Delivery (3) Workflow Define and manage workflows for document distribution Schedule Create a schedule to deliver documents at predefined times Batch Provide the ability to generate and deliver documents by batch Show More ##### ## Digital Workflows (3) Logic and Conditions 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. No-Code Or Low-Code Provides the user with a no-code or low-code environment in which they can build applications and workflows, including drag-and-drop features. Document Management Gives the user the ability to manage documents, including versioning and the ability to integrate those document with third-party applications. Show More ##### ## Forms (3) Data Mapping Integrates data and processes from multiple sources into a single system. Templates Build interfaces once and use them across one or more processes. Mobile-Friendly Forms Gives the user the ability to build and use forms on mobile devices. Show More ##### ## Automation (4) Workflow Automation 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. Workflow Mapping Visually displays connected applications and integrated data. Allows customization and management of workflow structures. Real-Time Updates Processing changes to data sources and applications as changes are made in real-time. Robotic Process Automation Offers the ability to record processes performed by humans to be recreated by bots. Show More ##### ## Process Development (1) Process Routing Ensures the right task is being assigned to the proper employee across an entire process. Show More ##### ## Onboarding Setup (3) Workflows Provide customizable workflows for onboarding activities and tasks. Templates Include templates for onboarding project plans and documents. Checklists Generate checklists to monitor the prograss of onboarding projects. Show More ##### ## Project Tracking (5) Monitoring Track tasks, project, and dependencies using timeline views or GANTT charts. Resources Allocate resources to tasks and projects, and track their costs. Content Manage onboarding documents, training materials, and other content. Tasks Assign and track onboarding tasks to internal and external stakeholders. Optimization Identify trends and analysis that can be used to optimize onboarding. Show More ##### ## Customer Engagement (5) Portal Provider a portal for customers and external users to collaborate and share documents. Engagement Include features to keep customers engaged such as internal communications. Branding Create white-label portals by customer, product, or project. Visibility Provide multiple levels of visibility accrosss all onboarding stages. Collaboration Allow internal and external users to collaborate without loging into the system. Show More ##### ## Generative AI (7) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. AI Image-to-Text Converts images into a textual description, identifying key elements. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. Show More ##### ## Data Capture (2) Multi-format Support Allows the user to process documents in various formats such as PDF, DOCX, and JPEG. OCR Capabilities Gives user the ability to convert different types of documents into machine-readable text using Optical Character Recognition (OCR). Show More ##### ## Data Extraction (2) Entity Recognition Enables the user to identify and extract specific entities like names, dates, and addresses from documents. Text Classification Gives user the ability to categorize sections of text within the document based on preset criteria. Show More ##### ## Data Validation (1) Accuracy Checking Provides the user with the capability to validate the extracted data for accuracy. Show More ##### ## Workflow Automation (2) Batch Processing Enables the user to process multiple documents in a single batch operation. Process Integration Gives user the ability to connect to automation technology, such as robotic process automation (RPA). Show More ##### ## Document Management (2) Search Functionality Enables users to search through the content of processed documents easily. Version Control Allows the user to track changes and manage different versions of a document. Show More ##### ## Machine Learning (1) Custom Model Training Gives user the ability to train custom machine learning models for specific data extraction tasks. Show More ##### ## Natural Language Processing (1) Sentiment Analysis Provides the user with the ability to analyze the sentiment expressed in the textual content of the document. Show More ##### ## Semantic Analysis (1) Contextual Understanding Allows the system to understand the context of words and phrases for better data extraction and classification. Show More ##### ## Data Integration (1) API Support Provides the user with the ability to integrate the IDP system into other applications through APIs. Show More ##### ## Security (2) Compliance Standards Assures the user that the system complies with industry regulations like GDPR. Data Encryption Ensures that all data processed is encrypted for security. Show More ##### ## Agentic AI - No-Code Development Platforms (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Business Process Management (7) Multi-step Planning Ability to break down and plan multi-step processes Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Digital Process Automation (DPA) (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Workflow Management (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Document Generation (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ##### ## Agentic AI - Decision-Making (1) Autonomous Task Execution Capability to perform complex tasks without constant human input Show More ## Top-Rated Alternatives [ ![Nintex](https://images.g2crowd.com/uploads/product/hd_favicon/6d05d223727de012d13b1eb6341b2deb/nintex-nintex.svg "Nintex") Nintex 4.3/5 (1,272) ](https://www.g2.com/products/nintex-nintex/reviews) [ ![Kissflow](https://images.g2crowd.com/uploads/product/hd_favicon/556f5fda4738c6cc6194f324db366caa/kissflow.svg "Kissflow") Kissflow 4.3/5 (560) ](https://www.g2.com/products/kissflow/reviews) [ ![Microsoft Power Apps](https://images.g2crowd.com/uploads/product/hd_favicon/2968ad6f8f915bc21607727d2308e2aa/microsoft-power-apps.svg "Microsoft Power Apps") Microsoft Power Apps 4.3/5 (528) ](https://www.g2.com/products/microsoft-power-apps/reviews) [ View All Alternatives ](https://www.g2.com/products/flowforma-process-automation/competitors/alternatives) FlowForma Process Automation Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b454bcd5efecaf38cd628fc632127538/nintex-nintex.png "Product Avatar Image") Nintex 4.3/5 (1,322) [ Compare Now ](https://www.g2.com/compare/flowforma-process-automation-vs-nintex-nintex) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37bba325a87b24402cfeef57bf2d600/kissflow.png "Product Avatar Image") Kissflow 4.3/5 (591) [ Compare Now ](https://www.g2.com/compare/flowforma-process-automation-vs-kissflow) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_b37510b506065ad3ac5cf01a327e3145/microsoft-power-apps.png "Product Avatar Image") Microsoft Power Apps 4.3/5 (541) [ Compare Now ](https://www.g2.com/compare/flowforma-process-automation-vs-microsoft-power-apps) ##### Categories on G2 [ Workflow Management ](https://www.g2.com/categories/workflow-management)[ No-Code Development Platforms ](https://www.g2.com/categories/no-code-development-platforms)[ Document Generation ](https://www.g2.com/categories/document-generation) [ Intelligent Document Processing (IDP) ](https://www.g2.com/categories/intelligent-document-processing-idp)[ Business Process Management ](https://www.g2.com/categories/business-process-management)[ Client Onboarding ](https://www.g2.com/categories/client-onboarding)[ Digital Process Automation (DPA) ](https://www.g2.com/categories/digital-process-automation-dpa)[ Decision-Making ](https://www.g2.com/categories/decision-making) Show More ##### Explore More [ Which social media analytics platform offers the most comprehensive reporting? 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