--- 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 - 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 ### 2. 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. ### 3. Flowforma has been great for business process flows, with a lot of capabilities. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2022 **What do you like best about FlowForma Process Automation?** All functions available to use are in one place, easily accessible and categorised, which makes it easy to find what you need and also discover other options available without having to go to other pages etc. The help modules are equally well organsied and easy to find your way around. **What do you dislike about FlowForma Process Automation?** There's a bit of a learning curve when first starting to understand how steps and questions work as it's not immediately viewable to test the flow without creating a test form. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Processes involving forms to be filled out by certain employees, then verified and confirmed by a manager or another employee, or processes involving setting up new starters. These processes are much more efficient and don't need to rely on certain sections to completed before progressing to other ones if that is what you want and can allocate sections to certain people allowing for security. ### 4. 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. ### 5. 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 ### 6. 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. ### 7. 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. ### 8. 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 ### 9. It is easy to use **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** I would say the best thing is the ease at which you can use Flowforma **What do you dislike about FlowForma Process Automation?** There is not much to dislike when it comes to Flowforma **Recommendations to others considering FlowForma Process Automation:** If you wish to make your life easier, then FlowForma is the way to go **What problems is FlowForma Process Automation solving and how is that benefiting you?** It makes the onboarding process easier for everyone ### 10. Great platform and do regularly recommend during audits or through continuous improvement reviews. **Rating:** 4.0/5.0 stars **Reviewed by:** Andy R. | Technical Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 07, 2022 **What do you like best about FlowForma Process Automation?** Easier to rollout compared to Power Platform. Easier for stakeholders to manage effectively within their own IT infrastructure. **What do you dislike about FlowForma Process Automation?** Sometimes with SMEs they just don't have the capital to pay for the minimum pricing currently available. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Onboarding, absence management, vendor management, tracking tools inventory, approvals, expenditures. Huge timesavings and an appreciation of how easy it can be to update. ### 11. 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. ### 12. 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 ### 13. Its good, but I worry there is better solutions out there **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** February 17, 2022 **What do you like best about FlowForma Process Automation?** Its easy to start creating forms, most people could get to grips with it. **What do you dislike about FlowForma Process Automation?** There seem to be some bugs that we have ran into that have caused some of our systems to go down. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Gathering data accross the project, easy access, low technical capability required. ### 14. 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. ### 15. 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. ### 16. 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. ### 17. useful **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Devices | Enterprise (> 1000 emp.) **Reviewed Date:** November 30, 2021 **What do you like best about FlowForma Process Automation?** The ease of the automation once you have the flow clear in your head. **What do you dislike about FlowForma Process Automation?** Leaning the special language to code the process. It will come with practice, for sure! **Recommendations to others considering FlowForma Process Automation:** Have at least one person dedicated to learning how to set it up and be the SPOC. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Sharing of documents for multi-level approval with a track of the process. ### 18. 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 ### 19. 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. ### 20. 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. ### 21. 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. ### 22. Automate all your company workflows with ease/ **Rating:** 5.0/5.0 stars **Reviewed by:** Imelda B. | Sharepoint Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2020 **What do you like best about FlowForma Process Automation?** I love that FlowForma is SharePoint based so I can use content stored in existing SharePoint Lists to populate different fields in my form. I can then use the data I collect from one workflow and it can also be stored in SharePoint Lists to use within that and other forms on the same site. We have multiple flows on the same site for the same business unit so we can find a lot of consistency with this capability. I also like that I can create an unlimited number of flows for different business problems and have unlimited records. **What do you dislike about FlowForma Process Automation?** I dislike that if I make any changes to an existing workflow, the changes don't effect older records already created with the previous versions of the flow, unless I "upgrade" the record but its a minor inconvenience. Another downside is only an initial issue in that my company is new to SharePoint and it has been a learning curve to get users to understand why somethings are built the way the are based on SharePoints lists and libraries, but with training and education we have been able to overcome this issue. This can happen with any new system a company introduces to its employees. **Recommendations to others considering FlowForma Process Automation:** Yes, I would recommend FlowForma to any business using SharePoint as well as one needing workflows. Its so highly customization and I have been able to build many different types of automation that I feel its really a great tool for any company. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are using it to 1) approve complex documentation within multiple departments; 2) capture customer complaint submissions, assign team members to investigate the issue and apply priority and targeted due dates to finding solutions and approvals; 3) we are also using a flow to capture IT Change Management with parallel approvals based on the types of changes and who are affected. Being able to write all the captured information to one PDF file for record summary is also helpful. ### 23. A simple but powerful tool to automate business flows **Rating:** 5.0/5.0 stars **Reviewed by:** Sergio F. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 16, 2018 **What do you like best about FlowForma Process Automation?** The flexibility to implement a very tailored flow mirroring your existing business flows without loosing functionalities. Also, there is no need to be a programmer or expert in building code. **What do you dislike about FlowForma Process Automation?** Due to the above, you have to start pretty much from scratch to build your business flows, unless you take some of the pre-built processes created by FlowForma. **Recommendations to others considering FlowForma Process Automation:** Functionality to better administer user access rights. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We implemented some flows to handle the contract management life cycle for some of our key business partners. We have achieved process transparency, efficiency, accountability, time saving, and records management. We build both a business flow and an associated database with hyperlinks to contracts. ### 24. Filed Operations Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** June 19, 2020 **What do you like best about FlowForma Process Automation?** We were able to go paperless on processes that were not efficient. The process is accessed by our employees in different roles and our contractors. **What do you dislike about FlowForma Process Automation?** Since implementation we have not had any issues. We put a lot of thought into how we wanted the process built out and included a sampling of all associated parties to ensure we had reached every level of interaction. **Recommendations to others considering FlowForma Process Automation:** Walk thru your process thoroughly. Both what you need and what you want. Talk to your contact at FlowForma about them. The team at FlowForma is very open about what it can do. They were clear in their feedback and input. **What problems is FlowForma Process Automation solving and how is that benefiting you?** The process steps that we built in allow visibility to any bottlenecks or resource issues. We are able to keep a continuous process flow that is extremely more efficient. ### 25. Automating paper processes with a digital solution **Rating:** 5.0/5.0 stars **Reviewed by:** Imelda B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2020 **What do you like best about FlowForma Process Automation?** I love the ease of use in setting up a workflow with different task assignments and approvals. Publishing generated PDFs of files to share to distribution lists is also very helpful. **What do you dislike about FlowForma Process Automation?** While the process is no code, it can be a bit limiting at first, until you start getting used to the rules options, which can be pretty powerful and easy to implement after you get the hang of the software. **Recommendations to others considering FlowForma Process Automation:** It definitely solved our needs of automating many manual processes. I would definitely recommend FlowForma to other interested in an SharePoint workflow solution. Their support team is fantastic! **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have launched 6 workflows that cover different engineering change approvals, documentation, patent submission processes, IT change management processes and more. Quick a diverse group of flows. We have many more ideas to build out as well and getting other users to support and start building flows with me has been relatively easy. ### 26. Electronic forms & approvals **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** June 22, 2020 **What do you like best about FlowForma Process Automation?** Everything is paperless, Compliments the working from home culture we are getting used to now. **What do you dislike about FlowForma Process Automation?** Server capacity issues which sometimes slows the process. Large number of data input to some forms slows it down. **Recommendations to others considering FlowForma Process Automation:** Define the process requirement early **What problems is FlowForma Process Automation solving and how is that benefiting you?** Huge trail of paper copies, authorisations, and ease of approvals for systems requiring approvals. ### 27. Currently setting up to simplify company process, working well **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2020 **What do you like best about FlowForma Process Automation?** We are currently using FlowForma to simplify the entire process for our company from holiday forms to contracts, it has been great to work towards building these with FlowForma. **What do you dislike about FlowForma Process Automation?** We have struggled to get some of our forms build within the timeframe set, although this could be due to us rather than FlowForma. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We will be going paperless (hopefully!) in the very near future and this is due to the problems we have been able to solve using FlowForma, will simplify the process of signing documents for us too. ### 28. Enabling business flows and empowering users **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Textiles | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2020 **What do you like best about FlowForma Process Automation?** The possibility to create any business process workflow to automate it and make it more effective and efficient. **What do you dislike about FlowForma Process Automation?** The fact that further enhancements might pose troubles in the workflow due to the design of the software if the upgrade functionality does not work well. **Recommendations to others considering FlowForma Process Automation:** Perform a good and solid functional analysis of the business flow to automate to ensure that the design and implementation fulfills the requirements and needs. **What problems is FlowForma Process Automation solving and how is that benefiting you?** contract management, approval process to pay commissions, product registration database. ### 29. Process Automation in Further Education **Rating:** 4.0/5.0 stars **Reviewed by:** Lucy W. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** July 01, 2019 **What do you like best about FlowForma Process Automation?** Multiple question types and business rules make forms flexible enough to meet ever changing business requirements. The Support team are very responsive and knowledgable of both the product and understanding requirements. The product has really engaged process owners and after a few high profile wins, managers are starting to approach the team with ideas for processes they'd like to improve with FlowForma. **What do you dislike about FlowForma Process Automation?** There are some limiting features around integration if the knowledge/resource doesn't exist within the organisation. **Recommendations to others considering FlowForma Process Automation:** Communication of progress/process launch etc. to the organisation is crucial for gaining stakeholder and end user interest and acceptance. We've found that having multiple channels for help, advice and training has led to quality engagement of employees with the product. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma has enabled an organisation previously highly dependant on manual paper based process to embrace digital change. We have so far implemented 7 key electronic business processes, saving the organisation over 5000 admin hours annually. Data is accurately captured and with the help of a BI tool, always available to management in real time. ### 30. Superb process automation platform **Rating:** 5.0/5.0 stars **Reviewed by:** Chris H. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 03, 2020 **What do you like best about FlowForma Process Automation?** Easy to use, always being improved and can get a vast range of data produced automatically **What do you dislike about FlowForma Process Automation?** Not the best visually, but this is minor **Recommendations to others considering FlowForma Process Automation:** Get stuck in **What problems is FlowForma Process Automation solving and how is that benefiting you?** Automating mundane processes and digitising complex ones which have a big business impact ### 31. Flowforma reduces non value added activity **Rating:** 4.0/5.0 stars **Reviewed by:** Mark L. | Finance Director, Mid-Market (51-1000 emp.) **Reviewed Date:** July 02, 2019 **What do you like best about FlowForma Process Automation?** The ease of setting up electronic flows that removed paper based processes and also created great management information reports **What do you dislike about FlowForma Process Automation?** It isn't easy to integrate flowforma with some existing processes **Recommendations to others considering FlowForma Process Automation:** Clearly map out the process and get all stakeholders to agree it in advance of creating it **What problems is FlowForma Process Automation solving and how is that benefiting you?** Too many paper based processes operated in the organisation. Flowforma removes them - speeding processing data up and creating accurate management information at the same time. ### 32. Transforming housing association corporate processes **Rating:** 4.5/5.0 stars **Reviewed by:** Geraint V. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2018 **What do you like best about FlowForma Process Automation?** Enables us to do true RAD using agile methodology. Nothing beats being able to show changes to a form or process, due to feedback from testers/users, 'there and then' in an agile scrum meeting. Processes are quick to develop and easy to adapt. **What do you dislike about FlowForma Process Automation?** Not much! Greater form design control would be welcomed. **Recommendations to others considering FlowForma Process Automation:** Go for it! There are bigger names out there (which we also considered), but ask yourself what you are actually wanting to do with your BPM software? Flow Forma will get us where we want to be quicker and with less effort than the obvious competitors. **What problems is FlowForma Process Automation solving and how is that benefiting you?** 7 paper forms that handled different leaves of absence (annual leave, toil, maternity etc) are now 1 dynamic electronic form. This process is now paper free and fully monitored to avoid any delays. Expenses, pool car booking, financial transfer requests, starters&leavers are all on our radar to be automated online using Flow Forma. ### 33. FlowForma and process automation in construction **Rating:** 5.0/5.0 stars **Reviewed by:** James M. | Enterprise (> 1000 emp.) **Reviewed Date:** August 28, 2018 **What do you like best about FlowForma Process Automation?** The simplicity of the application, that lends itself well to moving the ownership of processes away from the hands of IT and into the process owners themselves. This improves the development of a process as the owner becomes more engaged in the outcome they are trying to achieve and a closer understanding of what is entailed in process automation. **What do you dislike about FlowForma Process Automation?** There are some limiting features around integration with mapping and GIS solutions that would be advantageous to the construction industry. These have been discussed with FlowForma and we hoping to see this integration in the roadmap for the product. **Recommendations to others considering FlowForma Process Automation:** Don't think of the product as simply a solution for IT. It still needs control by IT, but the real power comes from ownership and development of processes by the business. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are using FlowForma across the business from the simplest processes, like capturing data for car park number plate recognition systems, to more involved and detailed processes for ordering materials and plant. The main areas of benefit are around the accurate capturing of data in terms of controlled lists and the increased visibility of process timings. In particular with the ordering processes we can now track and address any bottlenecks in the process and understand the reasons behind these. ### 34. Sensible and Effective WorkFlow construction **Rating:** 4.0/5.0 stars **Reviewed by:** Conan P. | I.S. Analyst/Developer - Web & Social Media, Government Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2018 **What do you like best about FlowForma Process Automation?** I find FlowForma a no nonsense way of constructing workflows and data gathering forms. There is a huige amount of functionality in the system too. **What do you dislike about FlowForma Process Automation?** One cannot update a form on the fly - having saved a change to a step or question, a new form must be kicked off to see the change. **Recommendations to others considering FlowForma Process Automation:** Easy to use, having completed the initial training - company always on hand to lend advice. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have created a series of flows to deal with employees who leave, join or move within our organisation. It involved a series of data gathering forms, pushing these responsibilities back to the departments from the HR and IT departments. **Official Response from Anna Zdun:** > Hi Conan, Thank you for the feedback! Regarding updating the forms, there is an option to 'upgrade/downgrade' in-process forms, which means that you can display newly created steps/questions in existing forms. You can find more information @ http://bit.ly/UpgradeForms. If this still doesn't solve the issue or if you have any more questions, please contact support@flowforma.com and they'll be happy to assist. All the best, Anna. ### 35. Perfect platform for anyone looking to migrate from InfoPath **Rating:** 4.5/5.0 stars **Reviewed by:** Mark G. | Enterprise (> 1000 emp.) **Reviewed Date:** July 23, 2018 **What do you like best about FlowForma Process Automation?** Anyone who ever spent any time struggling against and working around some of the brick walls which InfoPath throws up will love this product. It solves most of those and adds so much more. We're using it in an increasing number of areas across our organisation where custom development either cannot be justified or is simply less expedient. The support is excellent and the design team seem to be adding useful features with each revision. **What do you dislike about FlowForma Process Automation?** Honestly, very little. Somewhat weighty file sizes of form instances when compared to InfoPath's xml. Perhaps as a developer the lack of ability to get "under the hood" causes some instinctive unease but it hasn't been a real problem. **Recommendations to others considering FlowForma Process Automation:** Have a look at a demo and see if it fits. **What problems is FlowForma Process Automation solving and how is that benefiting you?** To take one example of many, we have a variety of forms which handle identity management and after some basic training all of these were designed and administered by the team responsible. The no code platform means that their forms are always matched to their processes rather than vice versa. ### 36. A great product that has massively reduced our develoment time. **Rating:** 5.0/5.0 stars **Reviewed by:** Paul F. | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** Basic functionality is so simple, I can turn around a project in a matter of a couple of hours - but there is much deeper functionality available so that we can do much more complicated things and don't need to code anything. **What do you dislike about FlowForma Process Automation?** The product could do with better reporting tools, we are finding that the tools available require a bit of setup on our part to export data so we can use other tools to generate reports and dashboards. **Recommendations to others considering FlowForma Process Automation:** If you are considering any of the Process Automation systems, FlowForma offer a trial and are very helpful in getting you started. The system is easy, built on top of SharePoint by people who know SharePoint and InfoPath inside out. There are so many features that make it simple to get your business processes automated. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have implemented a number of processes - new starter forms; waiting list initiatives; finance forms - using flowforma means that there is no paper flowing around the organization, staff know where the process is up to and better control is kept of the financial implications of processes. **Official Response from Anna Zdun:** > Hi Paul, really appreciate your feedback! Regarding the reporting - the Entity Data Management and Collabortive Work Management features can both be used for reporting (EDM will put data into a custom database in a structure defined by the process owner. CWM has built-in reports which you can modify, in the browser.) If you'd like to find out more, please feel free to reach out to your Account Manager, they'll be happy to help! ### 37. Amazing innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2018 **What do you like best about FlowForma Process Automation?** We love flowforma because it's very user friendly, easy to customize and make changes according to our needs. The pricing is affordable so for a non profit organization like ours, it really helped us save a lot of manual work and increase our productivity **What do you dislike about FlowForma Process Automation?** I wish that there is a privacy setting so that the contend for the forms are not visible to all users. We would love to put our performance appraisal form onto flowform but because the form is visible to all users, we could not do that. **What problems is FlowForma Process Automation solving and how is that benefiting you?** reduced manual processing of paper work, reduced risk of documentation being lost, increased productivity, approver can log on anywhere in the world and still be able to access to the work process. Ability to download reports **Official Response from Anna Zdun:** > Hi there, Thanks for a great review, we really appreciate your feedback! Regarding the privacy settings, our Security Wizard feature allows you to set permission levels for users or groups (the ability to view and / or edit FlowForma forms). You can find more information and how to use Security Wizard @ http://bit.ly/SecurityWizard I hope this helps! Feel free to reach out to your Account Manager or support@flowforma.com if you have any questions. Thank you, Anna. ### 38. Innovation! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** November 13, 2018 **What do you like best about FlowForma Process Automation?** The development of FlowForma has been something that's been needed for a while. The ability to take your paper forms and word/pdf documents and convert them into a digital form have created an amazing work flow like no other. An amazing feature is the ability to build our own page with linking to the forms directly. Truly worth the investment! **What do you dislike about FlowForma Process Automation?** Aside from the cost to develop FlowForma to fit your company needs, this will pay for itself in the long run. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Currently updating our old processes and building our digital database with company forms. ### 39. Difficult review process made easy by automation that FlowForma app and staff made happen. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** I like that we are able to customize any form/workflow that we create. It is a tool that any one can use with practice and tons of testing any one is able to do what they want in FlowForma. **What do you dislike about FlowForma Process Automation?** I don't personally like that you can't really customize the layout of the questions on visual form designer. I feel like it's not as user friendly as other application that I used. The ability to just drag and drop given an allowable space to work with or to be able to put the questions above the answer box so that it looks much more sleek. **Recommendations to others considering FlowForma Process Automation:** It's a great tool if you don't have access to an IT or a programmer. You can stream line any process and be able to get rid of the blind processes. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have solve the problems of backlogs and hold ups on reviews as we can now track where the process is being held up. We realize that we can use this product on other processes that we deal with in the Division such as maintenance request, and Field Hazard Assessment form tools. ### 40. Makes light work of several processes **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2018 **What do you like best about FlowForma Process Automation?** Takes out need for several paper forms and adding workflows to documents etc as its all provided within flowforma. **What do you dislike about FlowForma Process Automation?** Would like more tutorials on rules and more options for rules. **Recommendations to others considering FlowForma Process Automation:** Make sure you have time to implement it and create the flows. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We use to digitize new joiners to the company so all the various departments are informed of work needed to be done and report back on it,. ### 41. FlowForma the best way to digitalize efficiently your business processes **Rating:** 4.5/5.0 stars **Reviewed by:** Grant A. | External service provider European Fisheries Control Agency - Webmaster, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2018 **What do you like best about FlowForma Process Automation?** The ease of use and the speed of which my business processes can be converted to electronic forms effectively saving me many hours of development. **What do you dislike about FlowForma Process Automation?** Could do with some improvement for the GUI **What problems is FlowForma Process Automation solving and how is that benefiting you?** On-boarding new staff Permission requests Leave requests ### 42. Good Business Process Modelling Tool **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Environmental Services | Small-Business (50 or fewer emp.) **Reviewed Date:** August 23, 2018 **What do you like best about FlowForma Process Automation?** Simple initial setup, good flow building interface, good value for money. **What do you dislike about FlowForma Process Automation?** The 'homepage' of the app could be better laid out and utilize the Modern SharePoint platform to make the homepage more intuitive and modern looking. An option to add rules triggered when a flow completes would be of value. I would also like to have the ability to add custom buttons to steps and flows.. I'd also like a feature where if users do not have access to a flow they cannot see submitted flows in the list. At the moment they can see and click into flows they don't have access to. They will then be met with a permissions message inside the flow, but I would prefer if the just never saw the flow at all. **What problems is FlowForma Process Automation solving and how is that benefiting you?** CAPEX Requests, Customer Setups and Mobile forms for non-laptop users. Benefits include speed of initial flow setup, improved ability to track requests, ability to interact with processes through mobile. **Official Response from Anna Zdun:** > Hi there, Thanks for taking the time to write a review, we really appreciate it! Regarding your feedback, Modern SharePoint is achieved using FlowForma Collaborate - the user can define digital workspaces for teams to collaborate on, actioning steps in a process. Completed Flow Rules is a great idea and our R&D team would love to move forward on this! Please email info@flowforma.com if you'd like to share your use case. Custom buttons to use on Steps are available in the Add-Ons gallery. Finally, in regards to Flow access, there are two possible ways to achieve this: • Changing the View on the list to essentially hide that entry, • Use FlowForma Collaborate to create team specific workspaces (find out more @ flowforma.com/collaborate) Again, thanks for your feedback, and feel free to reach out to your Account Manager if you'd like to discuss any of the above. ### 43. Good product that can be as simple or complex as you need **Rating:** 4.0/5.0 stars **Reviewed by:** Rachel N. | Online Manager, Government Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** November 09, 2018 **What do you like best about FlowForma Process Automation?** Being able to reuse data in SharePoint lists **What do you dislike about FlowForma Process Automation?** Where to add Rules! I find it confusing as to where the rules should go (on the Step, on the Question) **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma is streamlining our Join/Move/Leave process **Official Response from Anna Zdun:** > Hi Rachel, Thanks for the review! Rules can be added at a number of different levels (flows, steps, questions and sub-questions). You can find more information on Business Rules @ http://bit.ly/FFBusinessRules Someone from our Customer Success team will get in touch with you shortly to arrange a call to answer any questions you may have. Have a lovely weekend, Anna. ### 44. Awesome Product **Rating:** 5.0/5.0 stars **Reviewed by:** Louise d. | PMO/Portfolio Analyst, Computer Software, Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** ease of use not complicated being able to "wow" my colleagues and myself **What do you dislike about FlowForma Process Automation?** Nothing really....everything I need to do is available in the product, some minor enhancements would be great but that is more wrt the making the forms look pretty **What problems is FlowForma Process Automation solving and how is that benefiting you?** None of our processes are automated and this caused ridiculous amounts of emails back and forth as well as no centralised view or being able to track the process or keep record of this. So the tool saves us man hours and enable us to track and report on our processes ### 45. Our experierance has being very postive, it has enable us to deliver quick process improvements. **Rating:** 4.0/5.0 stars **Reviewed by:** James F. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** The ease of use after receiveing the training from the FlowForma team, the support from the FlowForma is excellent and the way they interact is always to a high professional standard. **What do you dislike about FlowForma Process Automation?** Nothing in general, we have taken the approach of learning as we are doing and issues we have faced, FlowForma have typically been able to assist. **Recommendations to others considering FlowForma Process Automation:** Have your process mapped out in full, it will help speed up the delivery of project **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are solving a lot of MI problems with FlowForma by removing processes which where being tracked manually and replacing them with FlowForma which gives us great insight to the process in an immediate fashion. We have also removed manual approval processes which have quickened up delivery. ### 46. Great for document sign off and getting authorisation from different people in the organisation **Rating:** 4.0/5.0 stars **Reviewed by:** Ben H. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** How easy it is to create a form that would take a long time to make any other way with SharePoint. **What do you dislike about FlowForma Process Automation?** Not much. Formatting on a form doesn't come through to the form document. **What problems is FlowForma Process Automation solving and how is that benefiting you?** A lot of out forms are now paperless processes and people aren't having to walk around the organisation getting things signed off. The audit process is also improved as we can store things online in SharePoint rather than in filing cabinets. **Official Response from Anna Zdun:** > Hi Ben, thanks for your feedback! I've forwarded your note on formatting over to our R&D team - will keep you posted on any updates. ### 47. Great BPM software on the Cloud **Rating:** 4.0/5.0 stars **Reviewed by:** PM L. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2018 **What do you like best about FlowForma Process Automation?** It is fully integrated with Office 365, as an administrator, I do not have to create separate user id. **What do you dislike about FlowForma Process Automation?** Migrating test forms to live forms can be improved **Recommendations to others considering FlowForma Process Automation:** If you are on Office 365, it makes great sense to choose a product that is integrated with Office 365. Flowforma is one such BPM product **What problems is FlowForma Process Automation solving and how is that benefiting you?** Manual forms approval across diverse locations especially when various approval heads are spread out across various locations. **Official Response from Anna Zdun:** > Thank you for your feedback! Our R&D team is currently working hard on a new feature that will resolve your migrating test forms issue. The Governance Platform will be released on October 4th. If you've any questions about it, please don't hesitate to contact your Territory Manager. ### 48. Fast and intuitive **Rating:** 4.5/5.0 stars **Reviewed by:** Borja J. | Enterprise (> 1000 emp.) **Reviewed Date:** August 27, 2018 **What do you like best about FlowForma Process Automation?** Ease of creating workflows without coding. Their customer support is superb and always willing to incorporate our ideas/suggestions **What do you dislike about FlowForma Process Automation?** Not much, a few glitches here and there but they get fixed with new versions. **What problems is FlowForma Process Automation solving and how is that benefiting you?** At the moment we are replacing all hospital's paper forms with FlowForma ### 49. Experience with FlowForma **Rating:** 5.0/5.0 stars **Reviewed by:** Robert M. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** No coding, easy for a business analyst to use. Ability to trend information from flows and forms in SharePoint lists and graphics. **What do you dislike about FlowForma Process Automation?** Can become complex if you try to apply to very complex business processes - may require vendor support on these. **Recommendations to others considering FlowForma Process Automation:** Try it yourself and see! **What problems is FlowForma Process Automation solving and how is that benefiting you?** Transforming legacy paper processes into SharePoint. Productivity improvements and information security. ### 50. FF Processes **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Civil Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** July 18, 2018 **What do you like best about FlowForma Process Automation?** Makes process streamlined and is easy to use, the approval processes work very well **What do you dislike about FlowForma Process Automation?** There are some strange quirks to system which can be quite annoying. Also the user interface isn't the most beautiful thing in the world. **Recommendations to others considering FlowForma Process Automation:** Ensure you get the right people to create the flows and control and use the data out the back end **What problems is FlowForma Process Automation solving and how is that benefiting you?** Requisition system, site inspections, quality inspections to name just a few. Benefits are slick processes with good data being analysed at the back end. ## 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?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-16+02%3A54%3A37+-0500&secure%5Bsession_id%5D=81277fd2-7d75-44e5-aaeb-9cc4d89328ec&secure%5Btoken%5D=28f35534c94629de700222b248add5f3f4b164c46b2aedb73f31acd9d87a26db&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)