FlowForma Process Automation Reviews (108)

Reviews

FlowForma Process Automation Reviews (108)

4.5
108 reviews

What do users say?

Generated using AI from real user reviews
Users consistently praise the ease of use and no-code functionality of FlowForma Process Automation, which allows non-technical staff to create and manage workflows efficiently. The intuitive interface and drag-and-drop features significantly enhance productivity and streamline processes. However, some users note that the user interface could be improved for a more modern experience.

Pros & Cons

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KL
Karen L.
SharePoint Developer
Enterprise (> 1000 emp.)
"FlowForma Review"
5/5
What do you like best about FlowForma Process Automation?

Everything is already configured so less time is wasted on coding. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

In FF7 it was possible to adjust the CSS file and change the colour of the tiles but in FF8 this is not possible. So while the site itself is our company colour the tiles are FF colours and clash. It is only a visual look but doesn't make it look seamless. Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Thanks so much for your feedback, Karen.

Delighted that the pre-configured approach is helping you save time.

There is a way to modify the CSS file in the latest version of FlowForma (FF8), and our team will happily guide you through this.

Verified User in Hospital & Health Care
AH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"Streamlining NHS Processes with FlowForma: A Game Changer for Efficiency, Accuracy and Compliance"
4.5/5
What do you like best about FlowForma Process Automation?

Our experience with FlowForma Process Automation has been incredibly positive. As an NHS shared service working with eight NHS Trusts across the North West London area, FlowForma has been instrumental in standardising our processes. The implementation of FlowForma enabled us to create our first standardised process, significantly improving efficiency and output quality.

One of the key advantages of FlowForma is its integration with various Microsoft functions. For instance, its connection to the Outlook address book using the 'Persons or Group' and 'Get User Profile Property' features has reduced typing errors by approximately 80% when staff input email addresses, especially when assigning steps to different approvers. 

FlowForma's hosting on SharePoint has allowed us to create a central hub accessible to users from all eight NHS Trusts, despite their separate IT networks. This centralisation has simplified access and management. Moreover, FlowForma's flexibility has enabled us to tailor digital forms slightly for specific Trusts when needed.

The support team at FlowForma has been really helpful. Whenever I need assistance, I feel very comfortable reaching out to them.

Overall, FlowForma has empowered our staff to efficiently track and manage their digital forms, enhancing our operational effectiveness. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

There are some risks associated with FlowForma Process Automation for organisations or departments handling personal or commercially sensitive information. Since the app is hosted on SharePoint, the list view used to manage forms is accessible to all our stakeholders across the eight Trusts. They have edit-level permissions, which means staff can view and delete other members' forms and edit key functions like email templates. Even if these features are hidden, the 'search my site' function allows access to the backend of the app. Additionally, documents generated by the app and stored in SharePoint folders are accessible to all stakeholders. Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Thank you for sharing your experience of using FlowForma Process Automation. We love hearing how it’s helping standardise processes and improve efficiency across your NHS Trusts.

We appreciate your comments on document access, while certain permissions are needed for the system to operate, it’s possible to restrict access to generated or uploaded documents, assigning permissions to specific user groups or individuals for added security. I’ll have someone from our Customer Success team reach out to ensure your setup fully supports your needs.

RB
Ryan B.
IT admin
Enterprise (> 1000 emp.)
"Outstanding Customer Service That Makes Every Meeting Feel Like Home"
5/5
What do you like best about FlowForma Process Automation?

The customer service is outstanding. I feel at home in the meetings. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

There needs to be a better search function/chat ability with the AI to understand how to accomplish goals. The AI is very limited. Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Ryan, thank you for your thoughtful review. We’re delighted to hear that your experience with our customer service team has made such a positive impression. Creating a supportive, welcoming environment in every interaction is something we care deeply about, so it’s great to know that’s coming through.

FlowForma Process Automation AI is designed to support both the rapid build and execution of processes, enabling users to automate workflows at speed.

We recognise your point around the need for more advanced conversational guidance when it comes to workflow logic and design decisions. This is a natural next step in the evolution of our AI capability, and an area we are actively investing in as we extend our AI support.

SG
sophie g.
technical leader
Small-Business (50 or fewer emp.)
Business partner of the seller or seller's competitor, not included in G2 scores.
"AI Assistant and Office Integration That Boost Productivity"
4/5
What do you like best about FlowForma Process Automation?

AI assistant, integrate with office components Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

Chinese legacy application integration, performance Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Thanks, Sophie. We appreciate you taking the time to leave this review.

Yes, we are receiving great feedback on our AI features, so I'm glad you are getting value from them too.

I have asked a colleague to reach out to you to support on the legacy application integration, that's usually straightforward for FlowForma, and we can fix the performance issue for you.

We look forward to speaking to you next.

Verified User in Information Technology and Services
GI
Verified User in Information Technology and Services
Mid-Market (51-1000 emp.)
Guest users or non-business users of the software, not included in G2 scores.
"easy process tool that saves time"
4.5/5
What do you like best about FlowForma Process Automation?

i like that flowforma process automation makes things kinda easy even if i'm not super technical. the forms are simple to setup and most things work just by dragging and dropping stuff. it saves a lot of time because we don’t have to chase people for updates, the workflow just moves on its own. also the interface feels clean, so it's not confusing like other tools i tried before. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

i dont really dislike much, but sometimes flowforma feels a bit slow when the workflows get bigger. like if there are too many steps, it takes a few seconds to load and that kinda bothers me. Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Thank you for taking the time to share your experience with FlowForma. We're happy to hear that you've found the platform intuitive to use and that it's helping your team automate manual processes, reduce email back-and-forth, and keep approvals moving efficiently.

We also appreciate your feedback on workflow performance. While larger, more complex workflows should continue to perform well, we'd be happy to investigate the delays you've experienced. Our Support team would be glad to work with you to understand your environment and help optimize performance.

Thank you again for your feedback.

Verified User in Accounting
UA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Straightforward Tool That Helps Build Processes Quickly"
5/5
What do you like best about FlowForma Process Automation?

Pretty straight forward product and helps you build processes quickly Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

Sometimes you not sure where the code should be on the step or the question Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Hi there, thank you for your review. We really appreciate it.

I recommend you use the FlowForma AI Chat facility to guide you in real-time. Should you need any further help, our Customer Services team can help you at support@flowforma.com

Kishore R.
KR
Kishore R.
Digital marketing
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"BPA Tool"
4.5/5
What do you like best about FlowForma Process Automation?

This automation software is very useful to store and process the client data and proceeds the client database for quick access and readability. This makes the automation life easier and quicker. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

It has to. Improve the user interface to navigate the process smoothly and find the option easily. Review collected by and hosted on G2.com.

Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"No-code excellence, enhance office efficiency"
4.5/5
What do you like best about FlowForma Process Automation?

I like that FlowForma Process Automation can transform processes from manual paper-based to online processes in a very short time. The biggest feature is that it truly achieves no-code development, greatly lowering the threshold for implementing BPM solutions and significantly shortening the time from idea to process launch. I think FlowForma's AI capabilities have greatly improved compared to last year, and its understanding of Chinese requirements is also very accurate. Additionally, I find FlowForma easier to use than Power Automate/Power Apps because it has a lower usage threshold and shorter process delivery time. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

I think that although the AI features of FlowForma have greatly improved, there is still room for enhancement. Currently, it seems unable to handle all instructions related to process rules, and occasionally "AI hallucinations" occur. Additionally, the initial setup requires a learning and familiarization period of 1 to 2 weeks, which involves a certain learning cost. Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Thank you for sharing your detailed feedback on FlowForma Process Automation! We're thrilled to hear that you appreciate the platform's ability to streamline processes and its no-code development approach. Your insights on the AI capabilities and ease of use are valuable to us.

We hear your concerns about the AI features and the learning curve. We are continuously working to enhance our AI capabilities and improve the user experience. Your feedback will be shared with our team to address these areas for improvement.

If you need support, we suggest using the AI Assistant or reaching out to our support team. We are here to help and ensure you have a seamless experience with FlowForma. Thank you for choosing FlowForma Process Automation!

PB
Pablo B.
Small-Business (50 or fewer emp.)
"Powerful application to digitalize your business processes"
5/5
What do you like best about FlowForma Process Automation?

FlowForma could become a strategic technological asset for your organization if it is serious about digitalizing its business. One of the best features of the product is the customer care. They are always ready to give you a hand in the development of your own processes. The road is not easy, and the learning curve will be somehow steep because after all you need to learn to no code; that entails learning the language of the tool, though, plus, other skills like understanding how your SharePoint list must be structured. For this reason, having such strong customer service is fundamental, and FlowForma has it. If your organization's leadership bets on going serious about automating your processes, FlowForma is a great choice as a technological enabler of such strategic choice. The tool is easy to use, but you need to start small and not choose your most complex process as your first to automate (trust FlowForma advisors on this). It can be integrated with other applications, but that's an advanced API feature that we have not yet implemented, although we surely intend to. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

The learning curve will be steep and you need to accept that you'll have to dedicate time to it. Developers have done a great job of allowing non-IT people to create digital processes, but still, a proper learning effort is demanded. However, that's ok because as you go along with your learning effort, you'll become more and more creative and design your processes in a much more elegant manner. Review collected by and hosted on G2.com.

MK
Mark K.
Mid-Market (51-1000 emp.)
"The 1 on 1 consultation with PawelWierzgon"
5/5
What do you like best about FlowForma Process Automation?

Pawel Wierzgon was patient, solutions focused and was timely in his responses to our many knay queries. The ease at which he could bring us though the process and allowed us to look at how best to implement this system into our existing sharepoints. He also identified feature we did not knew existed in Flowforma which will allow us to roll this form out to all employees to use on an annual basis. The ease of integration was excellent and we aim to now transition all our forms to Flowforma. Review collected by and hosted on G2.com.

What do you dislike about FlowForma Process Automation?

The look and feel is still an issue of mine. I know the enw look and feel is going live shortly, so hope that our current forms can transition across once this is launched. Review collected by and hosted on G2.com.

Response from Niamh Lordan of FlowForma Process Automation

Thank you for taking the time to share your experience with FlowForma. We're delighted to hear that our team helped you identify new ways to use the platform, integrate with SharePoint, and expand your use of digital processes across your organisation.

It's great to hear that FlowForma is helping you move away from manual paper-based PDR forms and create a more centralised, accessible approach to managing employee records and approvals.

We also appreciate your feedback on the look and feel of the platform. Since this review was shared, we’ve rolled out a new user interface designed to provide a more modern and intuitive experience for both process builders and end users.

Thank you again for your feedback and for recognising the support provided during your implementation journey. Our Support and Customer Success teams are always committed to helping customers get the most from FlowForma.