--- title: FlowForma Process Automation Reviews meta_title: 'FlowForma Process Automation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 107 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: 107 scale: '5' date_modified: '2026-07-13' 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:** 107 ## 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 appreciate the **ease of use** of FlowForma, finding its interface intuitive and integration seamless with no coding required. (18 reviews) - Users appreciate the **automation efficiency** of FlowForma, enabling quick data access and streamlined business processes. (16 reviews) - Users love the **efficiency** of FlowForma Process Automation, which streamlines workflows and reduces workload significantly. (16 reviews) - Users value the **automation efficiency** of FlowForma Process Automation, enhancing quick access and streamlining workflows dramatically. (10 reviews) - Users appreciate the **productivity improvement** from FlowForma, enabling efficient workflow automation and reduced team workloads. (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 challenging** , suggesting improvements for easier navigation and simpler task management. (8 reviews) - Users find the **difficult learning curve** of FlowForma Process Automation challenging, requiring more intuitive navigation and training support. (5 reviews) - Users express disappointment over **missing features** in FlowForma, particularly in customization and integration capabilities. (5 reviews) - Users find FlowForma's interface requires **learning difficulty** , needing time and structured thinking to navigate effectively. (4 reviews) - Users find the **complexity of the interface** challenging, hindering smooth navigation and 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. FlowForma Makes Automating Forms and Document Generation a Breeze **Rating:** 4.0/5.0 stars **Reviewed by:** Jolanta L. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about FlowForma Process Automation?** FlowForma is very helpful when it comes to automating forms, applications, and record collection, as well as generating documents. Once everything is built and set up, the flows enable more automation and save a lot of time. **What do you dislike about FlowForma Process Automation?** Sometimes the system has glitches, and it can be hard to figure out what’s going wrong or what’s possible to do when something breaks. The flowforma design part can also be confusing at times, especially when I’m trying to set things up the way I want. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma helps our program run more smoothly by streamlining our processes and keeping information and records in one place. It also offers some built-in functions that save time once the flows are up and running. Overall, it helps staff stay more organized and be more effective with time management. **Official Response from Niamh Lordan:** > Jolanta, thank you for your review. I'm really pleased to hear your feedback on how our product is helping streamline your processes and save you time. I know our support team has been working closely with your team to modernize your bespoke solution, with a new version going live next month. Our team is always here to support you, along with our training days. ### 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. Centralizes Data, But Navigation Could Improve **Rating:** 4.0/5.0 stars **Reviewed by:** Nathalie B. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2026 **What do you like best about FlowForma Process Automation?** I like using FlowForma Process Automation because it stores all information in one place, which eliminates the need for paper records and consolidates information instead of relying on several emails. I also enjoy the automated dropdown lists, which save time for the applicant filling in a form and help prevent typos and bad data. Additionally, I think it looks good. **What do you dislike about FlowForma Process Automation?** As an admin user, the navigation around the site is not user-friendly. Granting access to users can be difficult. Better explanation should be given on security around the site - how to troubleshoot when users have issues. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation replaces paper records and consolidates information, saving time with automated dropdowns and reducing typos. ### 4. 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. ### 5. 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. ### 6. 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. ### 7. 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. ### 8. Intuitive and User-Friendly, But Needs Improved Stability **Rating:** 3.5/5.0 stars **Reviewed by:** Shane M. | Senior EHS Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about FlowForma Process Automation?** I use FlowForma Process Automation to carry out checks on work equipment and record safety observations in the construction industry. It ensures the equipment is compliant and is easy to use. The interface is intuitive, and the support is helpful, which makes my experience better. FlowForma helps streamline processes that were previously paper-based. **What do you dislike about FlowForma Process Automation?** The app can sometimes not open correctly. It sometimes hangs and doesn't open. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to ensure compliance of work equipment and record safety observations. It streamlines previously paper-based processes. I find it easy to use, and the intuitive interface with helpful support enhances my experience. **Official Response from Niamh Lordan:** > Thank you for your feedback, Shane. We’re thrilled to hear that you find FlowForma Process Automation intuitive and easy to use, making processes simpler for you is exactly what we aim for. I’ve reached out to you directly regarding the issue with the app opening. Our team is ready to review what you’re experiencing and work with you to get it resolved as quickly as possible. Thanks again for sharing your experience. ### 9. 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. ### 10. 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. ## 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/flowforma-process-automation-review-5325850?section=pricing&secure%5Bexpires_at%5D=2026-07-15+00%3A55%3A18+-0500&secure%5Bsession_id%5D=332ceae7-82ef-4bda-8e04-11ef1308a7f7&secure%5Btoken%5D=6353450e650ffe2fe63fb2e04914b49ea9504d01699ef905ac75fc70804c4978&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 **Setup** - Activities - Flows - Dependencies - Notifications **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding **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 **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Decision-Making** - Autonomous Task Execution **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 **Management** - Updates - Audit Trail - Integration **Forms** - Data Mapping - Templates - Mobile-Friendly Forms **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Data Extraction** - Entity Recognition - Text Classification **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development **Data Control** - Data Migration - Data Synchronization - Data Security **Delivery** - Workflow - Schedule - Batch **Automation** - Workflow Automation - Workflow Mapping - Real-Time Updates - Robotic Process Automation **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation **Data Validation** - Accuracy Checking **Collaboration** - Permissions for Sharing - Data Unification - Accessibility - Process Routing **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text **Workflow Automation** - Batch Processing - Process Integration **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 **Document Management** - Search Functionality - Version Control **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Document Generation** - Autonomous Task Execution **Machine Learning** - Custom Model Training **Natural Language Processing** - Sentiment Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption **Process Development** - Process Routing ## 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 (557 reviews)