--- title: FlowForma Process Automation Reviews meta_title: 'FlowForma Process Automation Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 108 reviews by the users' company size, role or industry to find out how FlowForma Process Automation works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 108 scale: '5' date_modified: '2026-08-07' parent_category: name: Process Automation url: https://www.g2.com/categories/process-automation --- # FlowForma Process Automation Reviews **Vendor:** FlowForma **Category:** [Digital Process Automation (DPA) Software](https://www.g2.com/categories/digital-process-automation-dpa) **Average Rating:** 4.5/5.0 **Total Reviews:** 108 ## About FlowForma Process Automation FlowForma is a type of process automation solution designed to help users digitize, automate, and optimize business processes across various complexities. This enterprise-grade platform leverages AI technology to provide a no-code environment, allowing users, regardless of their technical expertise, to create and manage automated workflows efficiently. By integrating intelligent automation into everyday operations, FlowForma addresses the growing need for organizations to enhance productivity and streamline processes. The target audience for FlowForma includes business leaders, IT professionals, and organizations of all sizes seeking to improve their operational efficiency. With its user-friendly interface, FlowForma caters to both small businesses and large enterprises, making it an adaptable solution for diverse industries. Specific use cases range from automating simple tasks, such as data entry and approvals, to managing complex workflows that require intricate decision-making and collaboration among multiple stakeholders. Key features of FlowForma include its agentic AI capabilities, which allow users to design and optimize processes with the assistance of AI as an active collaborator. This functionality not only enhances the automation experience but also enables users to evolve their processes intelligently over time. The platform is built to be scalable and secure, ensuring that organizations can grow and adapt their automation strategies without compromising data integrity or system performance. FlowForma stands out in the process automation category by making automation accessible and affordable. With over 300,000 users worldwide, the platform has proven its effectiveness in delivering measurable results. Users benefit from the ability to streamline operations, reduce manual errors, and enhance overall productivity. The no-code aspect of FlowForma empowers individuals to take control of their automation needs without relying heavily on IT resources, fostering a culture of innovation and agility within organizations. In addition to its robust features, FlowForma offers a free trial, allowing potential users to experience the platform's capabilities firsthand. This trial period provides an opportunity for organizations to evaluate how FlowForma can transform their processes and drive efficiency, ultimately leading to improved business outcomes. ## FlowForma Process Automation Pros & Cons **What users like:** - Users find the **ease of use** in FlowForma Process Automation enhances efficiency and integration within their business. (18 reviews) - Users find **automation features** of FlowForma invaluable for enhancing efficiency and simplifying client data management. (16 reviews) - Users commend the **efficiency** of FlowForma, highlighting its ability to streamline workflows and reduce workload effectively. (16 reviews) - Users find **automation efficiency** in FlowForma Process Automation boosts productivity and simplifies data management seamlessly. (10 reviews) - Users value the **productivity improvement** FlowForma delivers, enhancing efficiency and reducing team workload significantly. (10 reviews) - Customer Support (8 reviews) - Integrations (7 reviews) - No Coding (7 reviews) - User Interface (6 reviews) - Automation Excellence (5 reviews) **What users dislike:** - Users find the **learning curve steep** , requiring time and training to navigate FlowForma’s system effectively. (8 reviews) - Users find the **difficult learning curve** of FlowForma challenging, requiring time and training to navigate effectively. (5 reviews) - Users find the **missing features** in FlowForma Process Automation lead to customization and integration limitations. (5 reviews) - Users find that **learning difficulty** impacts their ability to navigate and manage complex tasks effectively in FlowForma. (4 reviews) - Users find the **complexity** of FlowForma challenging, hindering smooth navigation and efficient task management. (3 reviews) - Insufficient Tutorials (3 reviews) - Document Management (2 reviews) - Form Issues (2 reviews) - Functionality Limitations (2 reviews) - Integration Issues (2 reviews) ## FlowForma Process Automation Reviews ### 1. 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. ### 2. Fast, easy and it just works **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** The no code solution works, no need for costly programmers or in supported custom solutions. **What do you dislike about FlowForma Process Automation?** Unfortunately we cannot copy questions without any further changes effecting the original question... maybe and option to completely make a copy separate from its original may be better **Recommendations to others considering FlowForma Process Automation:** Make sure you have time to develop what you need to implement **What problems is FlowForma Process Automation solving and how is that benefiting you?** Every business process is being evaluated for use with FlowForma , we just need time to implement! Finance , HR , ICT it is all going to be done! ### 3. Very profesional and helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** There is always a quick and helpful response from the Flow Forma team. They are very responsive to user requests the improve the product. **What do you dislike about FlowForma Process Automation?** In out situation we have a need to synchronize on premise databases with our Azure databases. The product can only be on premise to on premise or Office 365 to Office 365 **Recommendations to others considering FlowForma Process Automation:** A great product to use hopefully it will keep improving the features **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are replacing a Grant Payment system using the Flow Forma workflow tool. The benefits are the speed and ease of development. The products also links through Stored Procedures to our SQL Database this allows IDA to maintain all our historic data, we therefore do not need to re-write all our management reports. ### 4. An easily-accessible automation platform experience **Rating:** 5.0/5.0 stars **Reviewed by:** Dustin R. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** The ability to quickly launch Workflow processes without the need for any code. **What do you dislike about FlowForma Process Automation?** Ability to troubleshoot failed operations and assignments can be challenging at time. **Recommendations to others considering FlowForma Process Automation:** While ease of use is there, I still highly recommend the FlowForma Startup/Onboarding Training Package to get you going even faster **What problems is FlowForma Process Automation solving and how is that benefiting you?** Organization has been greatly improved as employees can readily see the progress of their automation activities, and what responsibilities lay before them. **Official Response from Anna Zdun:** > Hi Dustin, really appreciate your feedback! Re troubleshooting failed operations - we are actively looking into this and will be committing it to our roadmap. If you'd like to feed into this feature, please contact our R&D team at support@flowforma.com. ### 5. FlowFroma Review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** Out of the box improvements over SharePoint native workflow capabilities. Out of the box workflow visibility on the process for trackImg and analytics **What do you dislike about FlowForma Process Automation?** The lock down and constraints in using SharePoint functionality with flow forms, example have Flowforma able store files in other libraries in the same site or site collection (currently restricted to flow orma site) **What problems is FlowForma Process Automation solving and how is that benefiting you?** Tracking and managing changement management items in the quality process **Official Response from Anna Zdun:** > Thanks for the review! Just wanted to let you know that a feature was released this month to allow FlowForma to go across site collections and Microsoft Teams. Please contact your Account Manager if you'd like more information. ### 6. process improvement excellence **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 29, 2018 **What do you like best about FlowForma Process Automation?** automation, user friendly, I love the simplicity, its great to approve on the go, real addition to the gig economy **What do you dislike about FlowForma Process Automation?** n/a **Recommendations to others considering FlowForma Process Automation:** along with Skype, O365, this product gives me extra hours in my day **What problems is FlowForma Process Automation solving and how is that benefiting you?** improved business process improved transaction times, instant and continuous interactions with my teams regardless where I am ### 7. Easy to setup and configure for citizenship dev **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Civic & Social Organization | Enterprise (> 1000 emp.) **Reviewed Date:** July 17, 2018 **What do you like best about FlowForma Process Automation?** Easy to setup and configure for citizenship dev **What do you dislike about FlowForma Process Automation?** Speed to load the initial form. There is a huge amount of data in the initial form load, so if using IE with a proxy, this can take 30 secs to load! **Recommendations to others considering FlowForma Process Automation:** Test the performance of the form loads before buying **What problems is FlowForma Process Automation solving and how is that benefiting you?** ICT Change requests, and other case management solutions **Official Response from Anna Zdun:** > Hi there, thanks for the review! Just wanted to say that we'd be happy to look at your Flow and suggest ways to make it run faster? (FlowForma is designed to run in Office 365. The minimum browser support is IE 11 which should run FlowForma at a better speed than you are seeing. Other issues could be the amount of rules, security matrix etc.) Please contact support@flowforma.com and we would be more than happy to assist. ### 8. Simple and business enhancing **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** July 13, 2018 **What do you like best about FlowForma Process Automation?** Affordability, simplicity and quick response from flowforma on technical issues **What do you dislike about FlowForma Process Automation?** Some bugs e.g. having to delete cache, I feel sometimes the user interface intimidates some users **What problems is FlowForma Process Automation solving and how is that benefiting you?** Authorisation of projects streamlined. This covers 4 countries and has significantly reduced response time, enabling business units to receive notifications on a much quicker timescale ## 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=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-08-09+22%3A38%3A14+-0500&secure%5Bsession_id%5D=fe6eae91-5507-4aa0-8ff3-8dbb555f328a&secure%5Btoken%5D=7ea821a33002a1491ab00a87de81cc36a9567fdb33ee48fda02183454bfea55f&format=llm_user) ## FlowForma Process Automation Integrations - [Azure](https://www.g2.com/products/hopem-azure/reviews) - [DM Valid](https://www.g2.com/products/dm-valid/reviews) - [Dynamics](https://www.g2.com/products/dynamics/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [HubSpot Service Hub](https://www.g2.com/products/hubspot-service-hub/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) - [Microsoft SharePoint](https://www.g2.com/products/microsoft-sharepoint/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [SAP Concur](https://www.g2.com/products/sap-concur/reviews) - [SharePoint Integration](https://www.g2.com/products/sharepoint-integration/reviews) - [Xero](https://www.g2.com/products/xero/reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) ## FlowForma Process Automation Features **Additional Functionality** - Third-Party Integrations - To-Do List - @mentions - Single Sign On - File Management - Activity Dashboard - Drag & Drop - Alerts/Notifications - Prioritization - Access Controls/Permissions - Screen Sharing - Content Management - Brainstorming - AI Copilot - File Transfer - Calendar Management - Status Tracking - Real-Time Notifications - Version Control - Task Management - Activity Tracking - Real Time Editing - Communication Management - Chat/Messaging - Tagging - Generative AI - Assignment Management - Task Scheduling - Project Management - Collaboration Tools - Workflow Management - Secure Data Storage - File Sharing - Document Storage - Task Progress Tracking - Discussions/Forums - Commenting/Notes - Reporting & Statistics - Contact Management - Video Conferencing - Progress Tracking - Mobile Access - API - Document Management - Customizable Branding **Setup** - Activities - Flows - Dependencies - Notifications - Calendar Management - Business Process Automation **Data Sources** - Software - Spreadsheets - Documents **Generation** - Templates - Automation - Branding - Email Templates - Alerts/Notifications - Document Templates - Customizable Templates **Digital Workflows** - Logic and Conditions - No-Code Or Low-Code - Document Management **Onboarding Setup** - Workflows - Templates - Checklists **Generative AI** - AI Text Generation - AI Text Summarization - Generative AI **Data Capture** - Multi-format Support - OCR Capabilities **Agentic AI - Decision-Making** - Autonomous Task Execution **Additional Functionality** - Third-Party Integrations - Customizable Dashboard - Historical Trend Analysis - "What If" Scenarios - Customizable Reports - Drag & Drop - Real-Time Data - Functions/Calculations - Statistical Simulation - Self Service Data Preparation - Predictive Analytics - Generative AI - AI Copilot - Data Visualization - Reporting & Statistics - For Healthcare - Key Performance Indicators - Planning Tools - Monte Carlo Simulation - Multi-Channel Data Collection - KPI Monitoring - Data Source Connectors - Forecasting - Alerts/Notifications - Data Import/Export - Real-Time Analytics - Decision Tree - Data Analysis Tools - Modeling & Simulation - Trend Analysis - Dashboard - Visual Analytics - Performance Metrics - AI/Machine Learning - Data Replication **Process Management** - Process Overview - Process Analysis - Real-Time Process Monitoring - Unstructured Processes - API Connection - Intelligence - Document Approval **User Interface Design** - WYSIWYG Editor - Customized Branding - App Templates - Workflow Management - Task Management - Configurable Workflow - Deployment Management - Integrations Management **Management** - Updates - Audit Trail - Integration **Forms** - Data Mapping - Templates - Mobile-Friendly Forms **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization - Kanban Board - Goal Setting/Tracking - Communication Management **Data Extraction** - Pattern Detection and Recognition - Text Classification - Data Classification - Voice Recognition - Optical Character Recognition **Customization** - Document Generation - Process Design - Process Repository - No-Code App Development - Low-Code App Development - No-Code **Data Control** - Data Migration - Data Synchronization - Data Security **Delivery** - Workflow - Schedule - Batch - Compliance Management - Workflow Management **Automation** - Workflow Automation - Workflow Mapping - Real-Time Updates - Robotic Process Automation **Customer Engagement** - Portal - Customer Engagement - Branding - Visibility - Collaboration - Customizable Branding **Generative AI** - AI Text Generation - Generative AI **Data Validation** - Accuracy Checking **Additional Functionality** - Commenting/Notes - API - Third-Party Integrations - Task Management - Alerts/Notifications - Drag & Drop - Performance Metrics - Reporting & Statistics - Time Tracking - Data Security - Single Sign On - Activity Tracking - Customizable Fields - Content Management - Churn Management - Ad hoc Analysis - Client Management - Chat/Messaging - Forecasting - Mobile Access - Form Builder - Surveys & Feedback - Revenue Management - Onboarding - Workflow Management - AI Copilot - Calendar Management - Compliance Management - Client Database - Electronic Forms - Gantt/Timeline View - Client Tracking - To-Do List - Document Management - Generative AI - Self Service Tools - Customer Segmentation - Role-Based Permissions - Data Import/Export - Collaboration Tools - Electronic Signature - Task Progress Tracking - Audit Trail - Reminders - Online Payments - Activity Dashboard - Document Generation - Real-Time Data - CRM - Email Management - Multi-Language **Collaboration** - Access Controls/Permissions - Data Unification - Accessibility - Process Routing - Real-Time Data - Role-Based Permissions **Publishing** - Application Deployment - Platform Compatibility - Lifecycle Management - Mobile Access **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Image - AI Image-to-Text - Generative AI - Document Generation **Workflow Automation** - Natural Language Processing - Process Integration - Third-Party Integrations **Agentic AI - No-Code Development Platforms** - Adaptive Learning - Natural Language Interaction - Proactive Assistance **Agentic AI - Digital Process Automation (DPA)** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Workflow Management** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Role-Based Permissions - Real-Time Updates - Graphical User Interface - No-Code - Real-Time Reporting - Data Visualization - Customizable Fields - Charting - Integrated Development Environment - Customizable Forms - Generative AI - API - Reporting & Statistics - Agile Methodologies - Web Forms - Custom Development - Offline Access - Customizable Reports - Visual Modeling - Access Controls/Permissions - Authentication - Search/Filter - Alerts/Notifications - Activity Dashboard - AI Copilot - Secure Data Storage - Collaboration Tools - Approval Process Control - Web/Mobile App Development - Data Import/Export - Version Control - Real-Time Notifications - Drag & Drop - For No-Code Development - Performance Metrics - Pre-Built Modules **Additional Functionality** - Drag & Drop - Template Management - Approval Process Control - Customizable Dashboard - Rules-Based Workflow - Document Management - Monitoring - Progress Tracking - Workflow Configuration - Collaboration Tools - Commenting/Notes - Task Management - Forms Management - No-Code - Data Import/Export - Email Management - Customizable Reports - Access Controls/Permissions - Graphical Workflow Editor - Real-Time Data - API - Search/Filter - AI Copilot - Mobile Access - Customizable Fields - Activity Tracking - Compliance Tracking - Role-Based Permissions - Reporting/Analytics - Project Workflow - Activity Dashboard **Document Management** - Search Functionality - Version Control - Full Text Search - Semantic Search - Contextual Search - Boolean Search **Agentic AI - Business Process Management** - Multi-step Planning - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Third-Party Integrations **Agentic AI - Document Generation** - Autonomous Task Execution **Additional Functionality** - Customizable Forms - Multiple Format Support - Activity Dashboard - Activity Tracking - Drag & Drop - Digital Signature - Collaboration Tools - API - Search/Filter - Third-Party Integrations - Text Editing - Audit Trail - Approval Process Control - Content Management - Multiple Output Formats - Offline Access - Data Import/Export - Access Controls/Permissions - Forms Management - Data Synchronization - Content Library - Customizable Fields - Multi-Language - Data Storage Management - Contract Drafting - Archiving & Retention - Full Text Search - Interaction Tracking - Contract/License Management - Document Review - Batch Processing - Conditional Logic - Document Management - Document Storage - Template Management - Electronic Signature - Reporting & Statistics - Version Control - AI Copilot - Workflow Automation **Machine Learning** - Custom Model Training **Natural Language Processing** - Sentiment Analysis - Text Analysis - Entity Analysis - Trend Analysis **Semantic Analysis** - Contextual Understanding **Data Integration** - API Support **Security** - Compliance Standards - Data Encryption **Additional Functionality** - Generative AI - Activity Dashboard - AI Copilot - Drag & Drop - Calendar Management - Reporting & Statistics - Customizable Forms - Forms Management - Alerts/Notifications - Role-Based Permissions - Phonetic Variation Detection - CRM - Email Management - Data Capture and Transfer - Access Controls/Permissions - Workflow Management - Electronic Forms - Abbreviation Detection - Web Forms - Multiple Data Sources - Mis-Keyed Variation Detection - Data Import/Export - Data Replication - Document Management - Data Extraction - Customizable Reports - Customizable Branding - Offline Access - Electronic Signature - Data Retrieval - Collaboration Tools - Barcode/Ticket Scanning - Email Address Extraction - Customizable Fields - Task Management - Audit Management - Image Capture - Configurable Workflow - API - Data Visualization - Customizable Templates - Conditional Logic - Audit Trail - Activity Tracking - Real-Time Updates - Summarization - Customer Experience Management - Tagging - Real-Time Analytics - Predictive Modeling - Data Analysis Tools - Filtering - Commenting/Notes - Categorization/Grouping - Data Verification - AI/Machine Learning - Visual Analytics - Customer Segmentation - Search/Filter - Data Cleansing - Topic Clustering - Multi-Language - Language Detection - Spam Detection - Predictive Analytics - Customer Profiles - Metadata Management **Process Development** - Process Routing **Additional Functionality** - Rules-Based Workflow - Mobile Access - Document Storage - Data Import/Export - Collaboration Tools - Document Management - Real-Time Reporting - Customizable Forms - Activity Dashboard - CRM - Process Modeling & Designing - Drag & Drop - Task Progress Tracking - API - Calendar Management - Audit Management - Commenting/Notes - Forms Management - Alerts/Notifications - Reporting/Analytics - Configurable Workflow - Graphical Workflow Editor - Data Visualization - Workflow Management - Process Change Tracking - AI Copilot - Email Management - Templates - Real-Time Updates - Approval Process Control - Customizable Fields - Version Control - Forms Automation - Customizable Templates - Compliance Management - Activity Tracking - Single Sign On - Task Management - Customizable Reports - Business Process Control - Business Process Automation - User Management - Audit Trail ## Top FlowForma Process Automation Alternatives - [Nintex](https://www.g2.com/products/nintex-nintex/reviews) - 4.3/5.0 (1,272 reviews) - [Kissflow](https://www.g2.com/products/kissflow/reviews) - 4.3/5.0 (560 reviews) - [Microsoft Power Apps](https://www.g2.com/products/microsoft-power-apps/reviews) - 4.3/5.0 (558 reviews)