--- title: FlowForma Process Automation Reviews meta_title: 'FlowForma Process Automation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 108 reviews by the users' company size, role or industry to find out how FlowForma Process Automation works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 108 scale: '5' date_modified: '2026-08-07' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # FlowForma Process Automation Reviews **Vendor:** FlowForma **Category:** [Digital Process Automation (DPA) Software](https://www.g2.com/categories/digital-process-automation-dpa) **Average Rating:** 4.5/5.0 **Total Reviews:** 108 ## About FlowForma Process Automation FlowForma is a type of process automation solution designed to help users digitize, automate, and optimize business processes across various complexities. This enterprise-grade platform leverages AI technology to provide a no-code environment, allowing users, regardless of their technical expertise, to create and manage automated workflows efficiently. By integrating intelligent automation into everyday operations, FlowForma addresses the growing need for organizations to enhance productivity and streamline processes. The target audience for FlowForma includes business leaders, IT professionals, and organizations of all sizes seeking to improve their operational efficiency. With its user-friendly interface, FlowForma caters to both small businesses and large enterprises, making it an adaptable solution for diverse industries. Specific use cases range from automating simple tasks, such as data entry and approvals, to managing complex workflows that require intricate decision-making and collaboration among multiple stakeholders. Key features of FlowForma include its agentic AI capabilities, which allow users to design and optimize processes with the assistance of AI as an active collaborator. This functionality not only enhances the automation experience but also enables users to evolve their processes intelligently over time. The platform is built to be scalable and secure, ensuring that organizations can grow and adapt their automation strategies without compromising data integrity or system performance. FlowForma stands out in the process automation category by making automation accessible and affordable. With over 300,000 users worldwide, the platform has proven its effectiveness in delivering measurable results. Users benefit from the ability to streamline operations, reduce manual errors, and enhance overall productivity. The no-code aspect of FlowForma empowers individuals to take control of their automation needs without relying heavily on IT resources, fostering a culture of innovation and agility within organizations. In addition to its robust features, FlowForma offers a free trial, allowing potential users to experience the platform's capabilities firsthand. This trial period provides an opportunity for organizations to evaluate how FlowForma can transform their processes and drive efficiency, ultimately leading to improved business outcomes. ## FlowForma Process Automation Pros & Cons **What users like:** - Users find the **ease of use** in FlowForma Process Automation enhances efficiency and integration within their business. (18 reviews) - Users find **automation features** of FlowForma invaluable for enhancing efficiency and simplifying client data management. (16 reviews) - Users commend the **efficiency** of FlowForma, highlighting its ability to streamline workflows and reduce workload effectively. (16 reviews) - Users find **automation efficiency** in FlowForma Process Automation boosts productivity and simplifies data management seamlessly. (10 reviews) - Users value the **productivity improvement** FlowForma delivers, enhancing efficiency and reducing team workload significantly. (10 reviews) - Customer Support (8 reviews) - Integrations (7 reviews) - No Coding (7 reviews) - User Interface (6 reviews) - Automation Excellence (5 reviews) **What users dislike:** - Users find the **learning curve steep** , requiring time and training to navigate FlowForma’s system effectively. (8 reviews) - Users find the **difficult learning curve** of FlowForma challenging, requiring time and training to navigate effectively. (5 reviews) - Users find the **missing features** in FlowForma Process Automation lead to customization and integration limitations. (5 reviews) - Users find that **learning difficulty** impacts their ability to navigate and manage complex tasks effectively in FlowForma. (4 reviews) - Users find the **complexity** of FlowForma challenging, hindering smooth navigation and efficient task management. (3 reviews) - Insufficient Tutorials (3 reviews) - Document Management (2 reviews) - Form Issues (2 reviews) - Functionality Limitations (2 reviews) - Integration Issues (2 reviews) ## FlowForma Process Automation Reviews ### 1. Intuitive Workflow Design with Powerful Built-In Rules **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** July 28, 2026 **What do you like best about FlowForma Process Automation?** I find it easy to design and launch new workflows because the tools are intuitive, allowing you to build them quickly. It offers a strong selection of built-in rules to handle different scenarios, and when your company procedures change, you can update the digital process just as fast to keep everyone on track. **What do you dislike about FlowForma Process Automation?** To make FlowForma do really cleaver things you have to use code but as it is promoted as a no-code product there are no guides to help. Also there is no entry point for small businesses so it is only viable for larger businesses that can afford the enterprise price tag. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Replacing paper based manual processes, controlled approval processes, improving reporting to work with live data and visibility of where a process is and what is causing delays, improving compliance by reducing errors **Official Response from Niamh Lordan:** > Thank you for your thoughtful review. We're delighted to hear that you've found FlowForma intuitive to use and that it's helping you replace manual processes, improve visibility, and strengthen compliance. We also appreciate your feedback on advanced customization and documentation. While FlowForma is designed as a no-code platform, we know there are some advanced scenarios where additional technical guidance is helpful. We've continued to invest in FlowForma Academy, our AI assistants, and our documentation, with an updated Documentation Area launching next week to make these resources even easier to access. Regarding pricing, we offer Essentials, Professional, and Enterprise plans to support organizations of different sizes and requirements. Thanks again for sharing your experience and for helping us continue to improve FlowForma. ### 2. Fast, Responsive Support That Resolves Tickets Quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | IT Support Technician , Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about FlowForma Process Automation?** The support team are very quick to respond, and all of my tickets have been resolved in a timely manner. **What do you dislike about FlowForma Process Automation?** I honestly cannot think of anything I dislike about the system. It is easy to use, you receive responses quickly and the support team are very knowledgeable. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I have had a few issues with some of my flows, most recently with generating a PDF for a completed form. I submitted a ticket asking for assistance as I could not get it working and after a few emails back and fourth, I had a call with a member of the support team and they were able to help me solve the issue. They explained to me what I needed to do and I have since been able to help my colleague who was having the same problem. **Official Response from Niamh Lordan:** > Alex, thank you for the great feedback. We really appreciate you taking the time to share your experience. One of our goals is not just to resolve tickets, but to make sure customers feel confident managing their own workflows afterwards, so it’s great to hear you were able to apply what you learned and support a colleague as well. We’re delighted that you’re finding FlowForma Process Automation easy to use and that the responsiveness of the support experience is making a difference. If there’s ever anything you’d like to see added or improved, we’d love to hear your ideas. Customer feedback plays a big role in shaping our roadmap. ### 3. Effortless Safety Management with Reliable Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Niall M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about FlowForma Process Automation?** I use FlowForma Process Automation for inputting and reviewing safety information for a construction project, and I've found it very effective. It provides clear and concise information and dashboards, which help me with my tasks. I like the varied processes we can use, and the fact that the information is live, making it easy to access and monitor. I can track the number of safety observations being raised by our team as they upload them, and it speeds up the admin side of collating the information for review. The initial setup was very easy, and overall, I've been very happy with the product. **What do you dislike about FlowForma Process Automation?** Nothing **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to input and review safety information. It provides clear and concise info with dashboards, making it easy to access and monitor. It speeds up collating information for review, and I can track the number of safety observations raised. **Official Response from Niamh Lordan:** > Thanks for sharing your feedback, Niall. We’re thrilled to hear that FlowForma Process Automation is making Safety Management effortless for your organization and empowering you to make faster, more informed decisions with the real-time data from your processes. ### 4. Flexible and Automated, But Some Coding Necessary **Rating:** 4.5/5.0 stars **Reviewed by:** Will J. | Director of MIS, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2026 **What do you like best about FlowForma Process Automation?** We really appreciate the flexibility of FlowForma Process Automation. Even though it's marketed as a no or low code tool, we've been able to push it to its limits by using small amounts of code and integrating it with our other systems. I value the SQL and API functionality that lets us pull information out and push it back into our databases, ensuring everything is audited within both platforms. This provides us with massive flexibility by using all the rules the system offers. **What do you dislike about FlowForma Process Automation?** While FlowForma Process Automation is touted as a no or low code system, you really need a bit of coding to do the more advanced things. We're using some JavaScript and regular expressions for more advanced data validation work. Working with the support team at FlowForma, we've been able to achieve these things, though not without a little bit of effort. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation integrates with our student record system, automating changes that don't need human review, and ensuring auditability where there is a need for it. It saves time, simplifies processes, and ensures governance and data validation, making changes auditable and valid. **Official Response from Niamh Lordan:** > Will, thank you for your detailed review. We’re on a mission to make automation accessible to all. While some complex scenarios can benefit from light scripting, this flexibility allows users to achieve highly tailored workflows, without affecting the core no-code experience. We’re glad our support team was able to assist you along the way, and we’ll be sure to share your feedback with them. Our goal is always to help customers automate faster, maintain full auditability, and save time. ### 5. Streamlined Process Automation with Room for Speed Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Callum W. | IT Support Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about FlowForma Process Automation?** I like having FlowForma Process Automation as a one-stop place for all our automated processes. It allows us to have all our processes in one location and includes an approval matrix in the background. I appreciate the ease of creating new processes and having complex approvals when required. We are able to implement a global approval matrix across the company to ensure all approvals are done in accordance. FlowForma's design process is far more streamlined compared to what we used before. The initial setup was incredibly easy and well thought out. **What do you dislike about FlowForma Process Automation?** At times the service can be slow and it would be nice to see it improved. Our end users often complain that forms don't load in an expected time frame. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to centralize our automated processes, ensuring all approvals are done in accordance with our global approval matrix. **Official Response from Niamh Lordan:** > Thank you for sharing your positive experience with FlowForma Process Automation! We're glad to hear that you find it convenient to have all your automated processes in one place and appreciate the ease of creating new processes and implementing complex approvals. We understand your concern about the speed at times, this is not the norm. Please feel free to reach out to our support team so we can investigate further and address any issues promptly. Thank you for choosing FlowForma Process Automation! ### 6. Empowers Nonprofits with Effortless Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Beth R. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** I love how FlowForma Process Automation has made our voucher-based healthcare access program more efficient by automating processes that were previously paper- and fax-based. The automation helps not only our clients but also benefits other nonprofits involved and our staff. Many nonprofits are still dependent on paper, and FlowForma eliminates double effort and data entry issues. I believe having clients complete their registration forms through FlowForma gives them a greater sense of ownership over their health. The switch to this platform has provided us with autonomy and a purpose-built system that works much better than our previous setup. Even though learning to configure workflows takes time, the low-code/no-code nature of FlowForma makes it faster and user-friendly, which I really appreciate. Finally, I love this product and appreciate the great team at FlowForma. **What do you dislike about FlowForma Process Automation?** We are learning more about how to configure workflows on our own. This takes a lot of time, but it's worth the effort so we can be more independent and create flows when we need them. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation has made our voucher program more efficient, moving it from paper and fax to digital automation. It saves time and effort for data entry, freeing our staff and associated nonprofits. Clients gain ownership over their health by completing registration forms. **Official Response from Niamh Lordan:** > Wow, thanks, Beth, for your detailed review. We really appreciate it. Great to hear that you love our product and support. I will share this feedback internally. The outcomes you are achieving are exceptional, so well done to you and your team on making a difference. It's great that you are learning more about configuring workflows on your own. Our AI agents are there to support you with rapid process digitalization and supporting on the execution and reporting. ### 7. FlowForma Review **Rating:** 5.0/5.0 stars **Reviewed by:** Karen L. | SharePoint Developer, Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** Everything is already configured so less time is wasted on coding. **What do you dislike about FlowForma Process Automation?** In FF7 it was possible to adjust the CSS file and change the colour of the tiles but in FF8 this is not possible. So while the site itself is our company colour the tiles are FF colours and clash. It is only a visual look but doesn't make it look seamless. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Automating business processes that are currently achieved by sending emails around with attachments. Also sending reminders to approvers. **Official Response from Niamh Lordan:** > Thanks so much for your feedback, Karen. Delighted that the pre-configured approach is helping you save time. There is a way to modify the CSS file in the latest version of FlowForma (FF8), and our team will happily guide you through this. ### 8. Streamlining NHS Processes with FlowForma: A Game Changer for Efficiency, Accuracy and Compliance **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2025 **What do you like best about FlowForma Process Automation?** Our experience with FlowForma Process Automation has been incredibly positive. As an NHS shared service working with eight NHS Trusts across the North West London area, FlowForma has been instrumental in standardising our processes. The implementation of FlowForma enabled us to create our first standardised process, significantly improving efficiency and output quality. One of the key advantages of FlowForma is its integration with various Microsoft functions. For instance, its connection to the Outlook address book using the 'Persons or Group' and 'Get User Profile Property' features has reduced typing errors by approximately 80% when staff input email addresses, especially when assigning steps to different approvers.  FlowForma's hosting on SharePoint has allowed us to create a central hub accessible to users from all eight NHS Trusts, despite their separate IT networks. This centralisation has simplified access and management. Moreover, FlowForma's flexibility has enabled us to tailor digital forms slightly for specific Trusts when needed. The support team at FlowForma has been really helpful. Whenever I need assistance, I feel very comfortable reaching out to them. Overall, FlowForma has empowered our staff to efficiently track and manage their digital forms, enhancing our operational effectiveness. **What do you dislike about FlowForma Process Automation?** There are some risks associated with FlowForma Process Automation for organisations or departments handling personal or commercially sensitive information. Since the app is hosted on SharePoint, the list view used to manage forms is accessible to all our stakeholders across the eight Trusts. They have edit-level permissions, which means staff can view and delete other members' forms and edit key functions like email templates. Even if these features are hidden, the 'search my site' function allows access to the backend of the app. Additionally, documents generated by the app and stored in SharePoint folders are accessible to all stakeholders. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma has significantly streamlined our operations by hosting a central SharePoint site accessible to all eight Trusts. One of our first successful automated processes was the waiver form, which is now widely used across multiple Trusts. Implementing mandatory questions has been an audit requirement that was challenging to achieve using MS Word. FlowForma has simplified this task by providing various question types and data validation rules, allowing us to collect high-quality, consistent responses. Each Trust operates under its own internal financial thresholds. The 'get list data' rule, connected to a SharePoint list, enables us to standardise processes while adhering to these thresholds. When a Trust name is selected, our digital workflows automatically adjust to the Trust's threshold values and approver details. This has greatly improved accuracy and compliance with Trust financial instruction guidelines, which had been a common struggle. Additionally, the ability for users to track their own forms has reduced email traffic, freeing up resources within our teams. **Official Response from Niamh Lordan:** > Thank you for sharing your experience of using FlowForma Process Automation. We love hearing how it’s helping standardise processes and improve efficiency across your NHS Trusts. We appreciate your comments on document access, while certain permissions are needed for the system to operate, it’s possible to restrict access to generated or uploaded documents, assigning permissions to specific user groups or individuals for added security. I’ll have someone from our Customer Success team reach out to ensure your setup fully supports your needs. ### 9. Outstanding Customer Service That Makes Every Meeting Feel Like Home **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan B. | IT admin, Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about FlowForma Process Automation?** The customer service is outstanding. I feel at home in the meetings. **What do you dislike about FlowForma Process Automation?** There needs to be a better search function/chat ability with the AI to understand how to accomplish goals. The AI is very limited. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Approvals. **Official Response from Niamh Lordan:** > Ryan, thank you for your thoughtful review. We’re delighted to hear that your experience with our customer service team has made such a positive impression. Creating a supportive, welcoming environment in every interaction is something we care deeply about, so it’s great to know that’s coming through. FlowForma Process Automation AI is designed to support both the rapid build and execution of processes, enabling users to automate workflows at speed. We recognise your point around the need for more advanced conversational guidance when it comes to workflow logic and design decisions. This is a natural next step in the evolution of our AI capability, and an area we are actively investing in as we extend our AI support. ### 10. easy process tool that saves time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about FlowForma Process Automation?** i like that flowforma process automation makes things kinda easy even if i'm not super technical. the forms are simple to setup and most things work just by dragging and dropping stuff. it saves a lot of time because we don’t have to chase people for updates, the workflow just moves on its own. also the interface feels clean, so it's not confusing like other tools i tried before. **What do you dislike about FlowForma Process Automation?** i dont really dislike much, but sometimes flowforma feels a bit slow when the workflows get bigger. like if there are too many steps, it takes a few seconds to load and that kinda bothers me. **What problems is FlowForma Process Automation solving and how is that benefiting you?** flowforma is helping us fix a lot of manual work problems. before, we used to send emails back and forth and things got lost or delayed. now the whole process is in one place, so everyone knows what to do next. it cuts down a lot of time and stops confusion. it also helps us track approvals better, so we don’t have to chase people or remind them all the time. **Official Response from Niamh Lordan:** > Thank you for taking the time to share your experience with FlowForma. We're happy to hear that you've found the platform intuitive to use and that it's helping your team automate manual processes, reduce email back-and-forth, and keep approvals moving efficiently. We also appreciate your feedback on workflow performance. While larger, more complex workflows should continue to perform well, we'd be happy to investigate the delays you've experienced. Our Support team would be glad to work with you to understand your environment and help optimize performance. Thank you again for your feedback. ### 11. Straightforward Tool That Helps Build Processes Quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about FlowForma Process Automation?** Pretty straight forward product and helps you build processes quickly **What do you dislike about FlowForma Process Automation?** Sometimes you not sure where the code should be on the step or the question **What problems is FlowForma Process Automation solving and how is that benefiting you?** Helps build processes for the buisness **Official Response from Niamh Lordan:** > Hi there, thank you for your review. We really appreciate it. I recommend you use the FlowForma AI Chat facility to guide you in real-time. Should you need any further help, our Customer Services team can help you at support@flowforma.com ### 12. BPA Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Kishore R. | Digital marketing , Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** This automation software is very useful to store and process the client data and proceeds the client database for quick access and readability. This makes the automation life easier and quicker. **What do you dislike about FlowForma Process Automation?** It has to. Improve the user interface to navigate the process smoothly and find the option easily. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation helps organizations streamline and automate their business processes, reducing manual tasks, improving collaboration, and increasing overall efficiency. This helped me to save time and cost savings, improved productivity, and better decision-making. ### 13. No-code excellence, enhance office efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User | Mid-Market (51-1000 emp.) **Reviewed Date:** June 07, 2026 **What do you like best about FlowForma Process Automation?** I like that FlowForma Process Automation can transform processes from manual paper-based to online processes in a very short time. The biggest feature is that it truly achieves no-code development, greatly lowering the threshold for implementing BPM solutions and significantly shortening the time from idea to process launch. I think FlowForma's AI capabilities have greatly improved compared to last year, and its understanding of Chinese requirements is also very accurate. Additionally, I find FlowForma easier to use than Power Automate/Power Apps because it has a lower usage threshold and shorter process delivery time. **What do you dislike about FlowForma Process Automation?** I think that although the AI features of FlowForma have greatly improved, there is still room for enhancement. Currently, it seems unable to handle all instructions related to process rules, and occasionally "AI hallucinations" occur. Additionally, the initial setup requires a learning and familiarization period of 1 to 2 weeks, which involves a certain learning cost. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to convert offline paper processes into online processes, achieving no-code development, reducing implementation barriers, and significantly shortening the time to go live. **Official Response from Niamh Lordan:** > Thank you for sharing your detailed feedback on FlowForma Process Automation! We're thrilled to hear that you appreciate the platform's ability to streamline processes and its no-code development approach. Your insights on the AI capabilities and ease of use are valuable to us. We hear your concerns about the AI features and the learning curve. We are continuously working to enhance our AI capabilities and improve the user experience. Your feedback will be shared with our team to address these areas for improvement. If you need support, we suggest using the AI Assistant or reaching out to our support team. We are here to help and ensure you have a seamless experience with FlowForma. Thank you for choosing FlowForma Process Automation! ### 14. Powerful application to digitalize your business processes **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2024 **What do you like best about FlowForma Process Automation?** FlowForma could become a strategic technological asset for your organization if it is serious about digitalizing its business. One of the best features of the product is the customer care. They are always ready to give you a hand in the development of your own processes. The road is not easy, and the learning curve will be somehow steep because after all you need to learn to no code; that entails learning the language of the tool, though, plus, other skills like understanding how your SharePoint list must be structured. For this reason, having such strong customer service is fundamental, and FlowForma has it. If your organization's leadership bets on going serious about automating your processes, FlowForma is a great choice as a technological enabler of such strategic choice. The tool is easy to use, but you need to start small and not choose your most complex process as your first to automate (trust FlowForma advisors on this). It can be integrated with other applications, but that's an advanced API feature that we have not yet implemented, although we surely intend to. **What do you dislike about FlowForma Process Automation?** The learning curve will be steep and you need to accept that you'll have to dedicate time to it. Developers have done a great job of allowing non-IT people to create digital processes, but still, a proper learning effort is demanded. However, that's ok because as you go along with your learning effort, you'll become more and more creative and design your processes in a much more elegant manner. **What problems is FlowForma Process Automation solving and how is that benefiting you?** It greatly helps with process standards compliance, since process requirements can be embedded in the flows. You will be able to implement built-in quality measures, mistake-proofing and easing process participants into the flow. How user-friendly your flows are depends on your ability to design them properly, but this is learned along the way and seeking feedback from users. ### 15. The 1 on 1 consultation with PawelWierzgon **Rating:** 5.0/5.0 stars **Reviewed by:** Mark K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about FlowForma Process Automation?** Pawel Wierzgon was patient, solutions focused and was timely in his responses to our many knay queries. The ease at which he could bring us though the process and allowed us to look at how best to implement this system into our existing sharepoints. He also identified feature we did not knew existed in Flowforma which will allow us to roll this form out to all employees to use on an annual basis. The ease of integration was excellent and we aim to now transition all our forms to Flowforma. **What do you dislike about FlowForma Process Automation?** The look and feel is still an issue of mine. I know the enw look and feel is going live shortly, so hope that our current forms can transition across once this is launched. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Currenlty we have paper PDR forms which is combursome and time consuming to process. With leaning this process it will allow managers to cnetralise all documents into a central forum and for new manager to be able to access historial PDRs to reveiw performance of existing employees. **Official Response from Niamh Lordan:** > Thank you for taking the time to share your experience with FlowForma. We're delighted to hear that our team helped you identify new ways to use the platform, integrate with SharePoint, and expand your use of digital processes across your organisation. It's great to hear that FlowForma is helping you move away from manual paper-based PDR forms and create a more centralised, accessible approach to managing employee records and approvals. We also appreciate your feedback on the look and feel of the platform. Since this review was shared, we’ve rolled out a new user interface designed to provide a more modern and intuitive experience for both process builders and end users. Thank you again for your feedback and for recognising the support provided during your implementation journey. Our Support and Customer Success teams are always committed to helping customers get the most from FlowForma. ### 16. FlowForma review **Rating:** 5.0/5.0 stars **Reviewed by:** Suzy P. | Systems Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2022 **What do you like best about FlowForma Process Automation?** The ability to create business processes without code, with simple business logic, and to engage with external contributors and to dynamically file generated reports and analyis data collected by each form. Good customer support. **What do you dislike about FlowForma Process Automation?** It has limited housekeeping routines, and does not have the built-in ability to reduce image sizes on upload to use SharePoint space more efficiently. **What problems is FlowForma Process Automation solving and how is that benefiting you?** It reduces the time to complete a process, improving accountability in completing the process and allowing reporting of captured data to give business control reports, improves compliance ### 17. Flow forma like its title has a great flow to creating automated processes which are easy to follow. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2024 **What do you like best about FlowForma Process Automation?** I find that evey step makes sense and that it links together in a way that is efficient. Flow forma support is always on hand with good detailed responses to any quiries too. Very easy to intergrate into the business and has a large amount of features which we frequently use. **What do you dislike about FlowForma Process Automation?** Not really something against flowforma but there isnt much documentation online of others using flowforma. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Helping with capex's and approvals to bids amongst others ### 18. Flow Forma Review **Rating:** 5.0/5.0 stars **Reviewed by:** Seenivasan Kandasamy T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** Firstly, The user interface offered is reasonable, It is very straightforward to understand and utilize. One thing I learned, if we create a Simple flow or a complex one, we must be clear about our requirements and the logic. And there is " No Code" involved in this process automation. **What do you dislike about FlowForma Process Automation?** Nothing! The system does everything we require it to do as a business. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Our Main Intension is to reduce the work time of our field staff, I believe we built the process flow to reduce their workload. Apart from that we planned to automate "Admin" Releated workflows to promote a " Paper-free environment". ### 19. Highly configurable and can adapt quickly to changing needs within an organisation. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2018 **What do you like best about FlowForma Process Automation?** Very easy to use and design / configure workflow processes that improve data flows, data accuracy and seamlessly manage approval processes. I am also impressed with the range of available configuration tools and options demonstrating continuous product development. We have used the application across many different sectors of our business to great effect, demonstrating its range of capabilities. **What do you dislike about FlowForma Process Automation?** No specific areas come to my attention at the moment **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have been able to design forms quickly for public use, at very short notice, and at very low cost and effort. For example, our Ukrainian School Transport application process. We have stopped printing & filling many paper forms. It has had a real & measurable impact on people's lives. ### 20. Great Experience Overall **Rating:** 5.0/5.0 stars **Reviewed by:** Sachin S. | Product Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation is an efficient and user-friendly tool for automating business processes. Its intuitive interface and drag-and-drop functionality make it easy to design and implement workflows. With features like task management and integration capabilities, it streamlines operations and improves productivity. **What do you dislike about FlowForma Process Automation?** I don't have any specific dislikes about FlowForma Process Automation. It's a good tool for process automation and can't find anything negative about it. They can still improve on UI to become more user friendly **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation solves manual inefficiencies, streamlines workflows, increases productivity, improves visibility, enhances collaboration, and ensures compliance. These benefits can lead to improved efficiency, faster processes, better communication, and reduced risks for organizations. ### 21. Powerful tool backed by excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about FlowForma Process Automation?** The conditional questioning structure and ability to automatically trigger alerts and step changes is what makes this a better tool than others I have tried before. **What do you dislike about FlowForma Process Automation?** It can be tricky to know what type of rules to apply to certain question types, however the help function is excellent and the SureStart programme does aim to get you through the first few hurdles and get you more used to using the tool. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are new enough to FlowForma, however we have implemented some regulatory Health & Safety procedures which were previously email, excel, and paper heavy processes. Automating these processes using FlowForma has freed up time to spend on the items within these processes that need intervention. ### 22. Easy to use product from a fantastic company with great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about FlowForma Process Automation?** If the requirements are well thought through and documented, it is very easy to automate new processes with FlowForma. While some capability may require enhanced knowledge of the product, the vendor are always happy to support an organisation in creating these. **What do you dislike about FlowForma Process Automation?** I have not seen any downsides to FlowForma. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma is currently supporting our organisation in the automation of operational processes where the support of a workflow is required and there are a range of stakeholders with actions as part of that workflow. We are seeing benefits in being able to automatically track progress, prompt users to action and retain a record. ### 23. Streamlined automated approval process! **Rating:** 5.0/5.0 stars **Reviewed by:** Dianne V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about FlowForma Process Automation?** It eliminates manual follow-up for approval of invoices via email as reminders are built in and set to be sent to the end users automatically. The form is user friendly. **What do you dislike about FlowForma Process Automation?** As a new user to Flowforma it will take some time to get used to navigating the system. An introductory training session on navigating the system and where to get information would be helpful. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Manual tracking of approval of invoices via email is eliminated as an automated reminder is built into the process flow and increases productivity. It allows users to focus on other tasks. ### 24. An efficient automated process flow **Rating:** 5.0/5.0 stars **Reviewed by:** Annalize V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about FlowForma Process Automation?** Flowforma process automation is efficient and increases pay on time to suppliers. The approval status of invoices is visible to management at any stage of the process. **What do you dislike about FlowForma Process Automation?** No negative feedback can be given at this stage, as everything works as planned. Updates can be implemented as we get suggestions from end users to improve the flow. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma solved our process to go paperless, approve invoices for payment automatically and will increase productivity in our department. It is too soon to review business performance. ### 25. Best process automation that suits for any kind of business processes. **Rating:** 5.0/5.0 stars **Reviewed by:** Suneal C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about FlowForma Process Automation?** we like best is that there is no code in building up and automating the processes. Only thing we must know about the logic we use and we must be clear about our requirments. **What do you dislike about FlowForma Process Automation?** currently we do not have anything specific. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Our core business depends on one business process mostly which we have automated and it will save our entire field staff time working as silos currently. This will provide the realtime status and updates to the different departments involved in the process including the status update to the management to take right decisions. Additonally we are planning to automate all our business process which will help our admin, HR, Finance, Commercial, WH and delivery depatments to save their time which can be realised into money. ### 26. A powerful, user friendly application for customized document, information or work flow control. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Semiconductors | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** FlowForma is well-documented and intuitive to use. It has powerful capabilities covering a broad range of document and information management needs. Customer support is superb. The ability to seamlessly live test while developing speeds time to a releasable flow. **What do you dislike about FlowForma Process Automation?** The finished user form " look & feel" editing/customization is limited. With a more capable form editor, this will be a killer app. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma allows us to manage complex activity/information flows while hiding that complexity from the end user. ### 27. Very efficient trainers and easy to use system **Rating:** 5.0/5.0 stars **Reviewed by:** Chantal L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** How easy it is create the forms and visibility of any errors. **What do you dislike about FlowForma Process Automation?** Navigation pages are a little tricky and the naming of question is tricky. **What problems is FlowForma Process Automation solving and how is that benefiting you?** The extended time it takes to get approvals for invoices from sites in another country. ### 28. it does what it says on the box... **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** the team has been supportive and quick in responding, the first item rolled out was done faster than expected and performs as was expected to reduce our teams workload. **What do you dislike about FlowForma Process Automation?** nothing i have seen so far, it's not extremely simple to use and needs to have structured thinking when working with it. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flow forma solved our very manual invoice approval system being automated and creating not only faster approval but more control over the process. ### 29. FlowForma Best application **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation provides seamless workflow automation, boosting efficiency and streamlining business processes effectively. **What do you dislike about FlowForma Process Automation?** While FlowForma Process Automation offers great functionality, the user interface could be more intuitive and visually appealing **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation solves the problem of manual and inefficient processes by streamlining workflows, improving collaboration, and boosting productivity, ultimately benefiting businesses by saving time and resources ### 30. Excellent customer service, dedicated sessions were productive and informative. **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel H. | Local Master Data Steward, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about FlowForma Process Automation?** The system is logical and once designed was relatively simple to build and will be easy to maintain going forward. **What do you dislike about FlowForma Process Automation?** Nothing! The system does everything we require it to do as a business. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Updating an existing workflow to make it more suitable for our business needs. The workflow is much simpler to use and does exactly what it needs to do. ### 31. FlowForma allows us to extend our own products functionality to meet client specific requirements **Rating:** 5.0/5.0 stars **Reviewed by:** Darrell H. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** No-Code Rapid Development: FlowForma is a process automation framework that allows for rapid (non-code) development of workflows and forms. Open Standards: FlowForma is a Cloud-based offering powered by Microsoft Office 365. We can further enhance this open standards framework by configuring the tool to align to standard Contract Frameworks Flexibility: FlowForma allows for the development of custom components and integration to Azure Logicapp in scenarios where the base product does not meet specific/complex technical requirements Document Management: FlowForma extends our own products' core functionality into Document Management, including the generation of actual Contracts (based on standard contract clauses) and Client / Project specific Form Templates. **What do you dislike about FlowForma Process Automation?** We would prefer to be able to use the same SQL & Repeating Table components (questions) over multiple steps/forms instead of having to recreate new questions each time. This enhancement would enable us to confirm/create a Common Data Model that would be used across our flows. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma allows us to extend the functionality of our own products to meet client-specific requirements. We can achieve this quickly using FlowForma's No-Code Rapid Development environment. Given FlowForma is an Open Standards framework, we can also utilise other third-party frameworks such as Azure Logic app components to offer our clients a fully integrated Contract Management solution. ### 32. Top process automation platform for company wide innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron F. | Director of Process Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** The development approach is easy to understand, and the fact that it is a no-code platform allows you to achieve more faster. The development abilities are placed in the hands of the process users rather than just IT resulting in processes that better fit the current business need and quickly adapt as requirements change. **What do you dislike about FlowForma Process Automation?** I do not have any significant dislikes with the product. New features continue to be added to enhance the product, such as greater integration and design capabilities. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have been able to solve a range of problems for our clients with FlowForma from the creation of single processes in HR, Quality Assurance, Accounting, and Operations to using FlowForma as the base to develop entire systems of record. A couple of examples include a Construction fleet and maintenance tracking system and Regulatory College registrant management system. ### 33. It's a good platform to quickly build up digital form and process **Rating:** 5.0/5.0 stars **Reviewed by:** Hins Z. | National Geospatial & Automation Lead (Digital Engineering) - Transport, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2022 **What do you like best about FlowForma Process Automation?** -Ready to go business rules inside cover most use cases -Business process flow unlock possible back/forward process situations -Different built-in question types cover all use cases -Link to Sharepoint and SQL, which can link to PowerAutomate etc. -No-Code required **What do you dislike about FlowForma Process Automation?** The limited functions on mapping/geolocation capture; The limitation to embed external resources; The limitation of the interface look and feel configuration; Confusion on trigger events etc. **Recommendations to others considering FlowForma Process Automation:** It's a no code required, short learning curve platform suitable for all business forms/processes. **What problems is FlowForma Process Automation solving and how is that benefiting you?** To make most of our current business process paperless and digitized now, and integration with a series of Powerautomate flows to make the whole process smarter; Benefits: to make the whole process crystal clear for everyone involved with a prompt notification and audit history tracking; ### 34. Programme is designed for ease of use without complications. **Rating:** 4.5/5.0 stars **Reviewed by:** Emma B. | Reiki Healer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about FlowForma Process Automation?** Good design Process. Enables me to set up documents without fuss. The engagement app is easy to use. Sharepoint is a great tool to access the main portal. Its affordable, great team behind the programe. **What do you dislike about FlowForma Process Automation?** Took a shortwhile to get my head round the process. But once trained up we could set up our pages without any problems. **Recommendations to others considering FlowForma Process Automation:** Easy to use, you have control over your information. Cuts out the high costs of IT software companies. **What problems is FlowForma Process Automation solving and how is that benefiting you?** This automation is set up for our On Boarding. Accessible to all onsite without printing huge documents. Saved huge amount of time. Increased performance cuts out time wasting and saves the environment from unnecessary printing. ### 35. FlowForma - Process Automation Done Right **Rating:** 4.5/5.0 stars **Reviewed by:** William M. | I, Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2022 **What do you like best about FlowForma Process Automation?** For step driven processes, it is perfect for creating flows to map out the process in an easy to follow manner that anyone can work out **What do you dislike about FlowForma Process Automation?** With all products, FlowForma is missing a few items to make it easier to use, but when reported to support, if you have a good business case it can end up a new feature **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are mapping out a lot of approval requests, from setting up new clients to staff requesting IT assets, cuts down on the paper trail and has an electronic trail that can be viewed easily ### 36. Intuitive workflow automation that really helps! **Rating:** 5.0/5.0 stars **Reviewed by:** Paul S. | Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 08, 2022 **What do you like best about FlowForma Process Automation?** The accessibility to using the tool to create and maintain automated workflows really stands out. With some initial guidance, users can feel confident navigating the tool quickly to get real benefits. Creating functional automation for common processes.' really saves time and provides a tangible benefit that can be easily demonstrated. **What do you dislike about FlowForma Process Automation?** There is nothing of note to dislike about the tool. It sets about providing exactly what it is designed to do with minimal fuss. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Several processes were cumbersome and lacked ownership and consistency. Using FloForma to automate these processes has meant we have reliable and repeatable automation that ensures we consistently deliver on tasks (such as onboarding) comprehensively. ### 37. Great Tool for Process Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about FlowForma Process Automation?** It is a great tool to move projects along to the correct stakeholders and ensure tasks/steps are completed on time and in the right sequence. **What do you dislike about FlowForma Process Automation?** Building out the forms can be a bit cumbersome but once you get the hang of it, it goes smoothly. **Recommendations to others considering FlowForma Process Automation:** It may take a bit to get up and running depending on the processes needed but well worth the effort. The support team is very helpful in working through concerns and questions. **What problems is FlowForma Process Automation solving and how is that benefiting you?** The system eliminates multiple versions of information. We have one version that can be easily accessed and updated by all stakeholders. ### 38. Very interesting **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in International Affairs | Small-Business (50 or fewer emp.) **Reviewed Date:** August 19, 2022 **What do you like best about FlowForma Process Automation?** Tool easy to use with various fonctions. **What do you dislike about FlowForma Process Automation?** Nothing at the moment, it's too ealy to say **What problems is FlowForma Process Automation solving and how is that benefiting you?** Outside request for reimbursement with automation of calculation and injection of dara via an API ### 39. Transforming paper based processes to a digital world **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** February 13, 2022 **What do you like best about FlowForma Process Automation?** I love the ability to create digital processes on the fly to fix on-site process issues. By Improving the time it takes to complete menial tasks, it allows the team to do what they do best, Build things. Out of the box, Flowforma is easy to learn, but the ability to integrate with the Mircosoft 365 toolset takes it to the next level. **What do you dislike about FlowForma Process Automation?** The only limitations of Flowforma are Sharepoint and the user's ability not to think outside the box. The Flowforma solution has been tested multiple times against similar solutions and beats everything hands down. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma has given us the ability to create solutions that help us work safer, more efficiently, and plan and communicate better with our sub-contractors and designers. ### 40. Learning curve is relatively short **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2022 **What do you like best about FlowForma Process Automation?** I like how adaptable the workflow is. It aided our back and forth business procedures. **What do you dislike about FlowForma Process Automation?** Accessing SharePoint's past data from huge lists in SharePoint is difficult (Over 10,0000 items). In addition, the FlowForma On Premise edition has less features than the online version. We're still using SharePoint on-premises for now, but we're moving toward an online migration that will be more robust. **What problems is FlowForma Process Automation solving and how is that benefiting you?** With the increase in remote work at our organization, FlowForma assists in the automation and centralization of our business processes. ### 41. FlowForma is a great product for creating workflows and automated process **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** How easy it is for non technical staff to create complex workflows **What do you dislike about FlowForma Process Automation?** Sometimes development of new features can take a while to be implemented **Recommendations to others considering FlowForma Process Automation:** I would definitely recommend FlowForma to other companies who are looking to implement automated processes for paper based processes **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have taken most of our paper based processes and created online forms for them now, which was a massive help during the pandemic when everyone had to work from home overnight ### 42. Flowforma BPA - Powerful tool, easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Kerry-anne P. | Member Board Of Directors, Mid-Market (51-1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation helps Tech teams become more efficient in processes and roll out self-service process management **What do you dislike about FlowForma Process Automation?** Nothing really to dislike about this product, does exaclty as it says on the tin **Recommendations to others considering FlowForma Process Automation:** This software helps organisations embrace digital transformation, moving the needle by enhancing operational efficiency, improving customer service and really will provide a quick ROI **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have been able to implement process automation at pace. As a result of its UI and usability, we have been able to increase our speed and improve the quality of what we do. ### 43. Automated our archaic QA check sheet system **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2022 **What do you like best about FlowForma Process Automation?** We have been able to take our paper-based QA checksheet system & turn them into living documents that can be completed in the field then automatically uploaded to SharePoint. **What do you dislike about FlowForma Process Automation?** some of the development has hit barriers when linking IT systems **What problems is FlowForma Process Automation solving and how is that benefiting you?** Greater utilisation of QA check sheets has resulted in less defects at handover ### 44. FlowForma Process Automation is an excellent product being both powerful and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Mark J. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** July 19, 2021 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation is a no code, logic only tool that combines forms, workflow and document generation in one. As a single tool for building forms and workflow it increases the efficiency of building solutions and ultimately drives user acceptance. Being genuinly no code, allows business users to augment IT and accelerate the rate of automation throughout the business. **What do you dislike about FlowForma Process Automation?** I have not anything that I dislike about the FlowForma Process Automation tool. **Recommendations to others considering FlowForma Process Automation:** When implementing start with a small number of processes that you can deliver swiftly. An agile approach can then be adopted to deliver FlowForma Process Automation throughout the business. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have been able to implement automated processes throughout the organisation at a much higher cadence than we had been previously. The ability for more of our team to use the tool due its no code logic has meant we have achieved this acceleration and once implemented these automated process have increased speed and quality of delivery. ### 45. FlowForma was quite simple to learn and use. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2022 **What do you like best about FlowForma Process Automation?** It was easy to create Forms and automate them according to the needed sequence. It was easy to test the automated form! **What do you dislike about FlowForma Process Automation?** It was difficult customizing the form, and some more guidance on that would have been helpful. **What problems is FlowForma Process Automation solving and how is that benefiting you?** The benefits are that it is simple for anyone to create automated forms and saves a lot of time than using MS forms, for example, and automating it with Powerapps. ### 46. Fresh and easy **Rating:** 5.0/5.0 stars **Reviewed by:** Josh B. | Contracts manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** Its simple to use and very very affective **What do you dislike about FlowForma Process Automation?** Nothing a dislike about FlowForma, it makes my life very easy **What problems is FlowForma Process Automation solving and how is that benefiting you?** Making sure that all the correct documentation is completed at the right time. ### 47. Very easy to use and very user friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about FlowForma Process Automation?** Easy for our employees to complete contracts and holiday forms **What do you dislike about FlowForma Process Automation?** Sometimes employees have issues login into their accounts **Recommendations to others considering FlowForma Process Automation:** I would advise them to get some training on how to use FlowForma **What problems is FlowForma Process Automation solving and how is that benefiting you?** No paperwork ### 48. Robust work flow tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Public Policy | Mid-Market (51-1000 emp.) **Reviewed Date:** February 02, 2022 **What do you like best about FlowForma Process Automation?** Flexible enough, robust, great user support **What do you dislike about FlowForma Process Automation?** Simple export to excel is not straightforward **What problems is FlowForma Process Automation solving and how is that benefiting you?** Fast implementation of digital work flows which are easy to understand and to use. Processes run faster. ### 49. Process Automation Without The Need For Computer Programmers **Rating:** 5.0/5.0 stars **Reviewed by:** Rick D. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2020 **What do you like best about FlowForma Process Automation?** It improves the productivity of our business and is able to be used by multiple departments. It has the ability to tie together different business functions and has a pricing structure that allows us to build as many processes as we need without price increases. **What do you dislike about FlowForma Process Automation?** It doesn't have specific RPA functionality, however it is a tool that is focused on automating workflows, which is more useful for us. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are automating workflows that require multiple stakeholders input and approvals. There is no uncertainty on where process bottlenecks are occurring, which allows us to track and improve our overall process execution time. Client and employee onboarding are now automated and we no longer have to manually track the steps of our processes through email or an excel spreadsheet. ### 50. Easy Way to Automate Business Process **Rating:** 4.5/5.0 stars **Reviewed by:** Sheryl N. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2020 **What do you like best about FlowForma Process Automation?** An easy good thing is that it's a no code solution for businesses to automate workflows from simple processes to more complex. Any changes that need to be made even if the form has been deployed can still be changed very quickly with almost no downtime which we love. Creating really useful management information and easy access to dashboard the information. With the upside of no code being it's more user friendly and you can customise easily with some support to get started without being an IT expert **What do you dislike about FlowForma Process Automation?** User Interface is a bit dated but this is currently in update with the release of the Modern hub and teams app but apart from that nothing negative to say at all. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are able to take processes which used to be paper based and had to go through multiple signed approvals and automate them. Greater audit and compliance and visibility of where the process is has been transformational. Also allowing for greater decision making within the business has created time efficiencies and enabling better decisions. ## FlowForma Process Automation Discussions - [Can FlowForm import / use BPMN Diagrams?](https://www.g2.com/discussions/can-flowform-import-use-bpmn-diagrams) - 1 comment, 1 upvote - [No code?](https://www.g2.com/discussions/no-code) - 1 comment, 1 upvote - [We’re still using InfoPath – would transitioning to FlowForma be difficult?](https://www.g2.com/discussions/migrating-infopath-to-flowforma) - 1 comment, 1 upvote - [Can I access forms on mobile?](https://www.g2.com/discussions/mobile-app-13ce4327-d95e-4406-a60b-1bcf16565c46) - 1 comment, 1 upvote - [Can you pull data from other systems? Does FlowForma integrate with other solutions?](https://www.g2.com/discussions/integrations-with-flowforma) - 1 comment, 1 upvote - [View FlowForma Process Automation pricing details and edition comparison](https://www.g2.com/products/flowforma-process-automation/reviews?filters%5Bnps_score%5D=5§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+18%3A32%3A51+-0500&secure%5Bsession_id%5D=dc1d3348-0f6f-449e-ac72-25f46280c824&secure%5Btoken%5D=4116a9e51073d50a186523d4ee821d814cb43c8176c099d9bb10f086114b6d14&format=llm_user) ## FlowForma Process Automation Integrations - [Azure](https://www.g2.com/products/hopem-azure/reviews) - [DM Valid](https://www.g2.com/products/dm-valid/reviews) - [Dynamics](https://www.g2.com/products/dynamics/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - [SharePoint Integration](https://www.g2.com/products/sharepoint-integration/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) ## FlowForma Process Automation Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Digital Workflows** - Logic and Conditions - No-Code Or Low-Code - Document Management **Onboarding Setup** - Workflows - Templates - Checklists **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Decision-Making** - Autonomous Task Execution **Additional Functionality** - Third-Party Integrations - Customizable Dashboard - Historical Trend Analysis - "What If" Scenarios - Customizable Reports - Drag & Drop - Real-Time Data - Functions/Calculations - Statistical Simulation - Self Service Data Preparation - Predictive Analytics - Generative AI - AI Copilot - Data Visualization - Reporting & Statistics - For Healthcare - Key Performance Indicators - Planning Tools - Monte Carlo Simulation - Multi-Channel Data Collection - KPI Monitoring - Data Source Connectors - Forecasting - Alerts/Notifications - Data Import/Export - Real-Time Analytics - Decision Tree - Data Analysis Tools - Modeling & Simulation - Trend Analysis - Dashboard - Visual Analytics - Performance Metrics - AI/Machine Learning - Data Replication **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Management** - Updates - Audit Trail - Integration **Forms** - Data Mapping - Templates - Mobile-Friendly Forms **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Data Extraction** - Pattern Detection and Recognition - Text Classification - Data Classification - Voice Recognition - Optical Character Recognition **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development - No-Code **Data Control** - Data Migration - Data Synchronization - Data Security **Delivery** - Workflow - Schedule - Batch - Compliance Management - Workflow Management **Automation** - Workflow Automation - Workflow Mapping - Real-Time Updates - Robotic Process Automation **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Generative AI** - AI Text Generation - Generative AI **Data Validation** - Accuracy Checking **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Collaboration** - Access Controls/Permissions - Data Unification - Accessibility - Process Routing - Real-Time Data - Role-Based Permissions **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management - Mobile Access **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Workflow Automation** - Natural Language Processing - Process Integration - Third-Party Integrations **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Digital Process Automation (DPA)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Document Management** - Search Functionality - Version Control - Full Text Search - Semantic Search - Contextual Search - Boolean Search **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Agentic AI - Document Generation** - Autonomous Task Execution **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Machine Learning** - Custom Model Training **Natural Language Processing** - Sentiment Analysis - Text Analysis - Entity Analysis - Trend Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption **Additional Functionality** - Generative AI - Activity Dashboard - AI Copilot - Drag & Drop - Calendar Management - Reporting & Statistics - Customizable Forms - Forms Management - Alerts/Notifications - Role-Based Permissions - Phonetic Variation Detection - CRM - Email Management - Data Capture and Transfer - Access Controls/Permissions - Workflow Management - Electronic Forms - Abbreviation Detection - Web Forms - Multiple Data Sources - Mis-Keyed Variation Detection - Data Import/Export - Data Replication - Document Management - Data Extraction - Customizable Reports - Customizable Branding - Offline Access - Electronic Signature - Data Retrieval - Collaboration Tools - Barcode/Ticket Scanning - Email Address Extraction - Customizable Fields - Task Management - Audit Management - Image Capture - Configurable Workflow - API - Data Visualization - Customizable Templates - Conditional Logic - Audit Trail - Activity Tracking - Real-Time Updates - Summarization - Customer Experience Management - Tagging - Real-Time Analytics - Predictive Modeling - Data Analysis Tools - Filtering - Commenting/Notes - Categorization/Grouping - Data Verification - AI/Machine Learning - Visual Analytics - Customer Segmentation - Search/Filter - Data Cleansing - Topic Clustering - Multi-Language - Language Detection - Spam Detection - Predictive Analytics - Customer Profiles - Metadata Management **Process Development** - Process Routing **Additional Functionality** - Rules-Based Workflow - Mobile Access - Document Storage - Data Import/Export - Collaboration Tools - Document Management - Real-Time Reporting - Customizable Forms - Activity Dashboard - CRM - Process Modeling & Designing - Drag & Drop - Task Progress Tracking - API - Calendar Management - Audit Management - Commenting/Notes - Forms Management - Alerts/Notifications - Reporting/Analytics - Configurable Workflow - Graphical Workflow Editor - Data Visualization - Workflow Management - Process Change Tracking - AI Copilot - Email Management - Templates - Real-Time Updates - Approval Process Control - Customizable Fields - Version Control - Forms Automation - Customizable Templates - Compliance Management - Activity Tracking - Single Sign On - Task Management - Customizable Reports - Business Process Control - Business Process Automation - User Management - Audit Trail ## Top FlowForma Process Automation Alternatives - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews) - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (560 reviews) - [Microsoft Power Apps](https://www.g2.com/products/microsoft-power-apps/reviews) - 4.3/5.0 (558 reviews)