# 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:** 104 ## 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 value the **ease of use** of FlowForma Process Automation, appreciating its user-friendly features and low-code setup. (18 reviews) - Users appreciate the **efficiency of automation** in FlowForma, enhancing productivity and streamlining previously paper-based processes. (16 reviews) - Users enjoy the **enhanced efficiency** of FlowForma Process Automation, streamlining workflows and improving productivity significantly. (16 reviews) - Users appreciate the **automation efficiency** of FlowForma, streamlining processes and enhancing productivity for nonprofits and their clients. (10 reviews) - Users value the **productivity improvement** from FlowForma, as it simplifies workflows and reduces team workloads effectively. (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 significant time and effort to master FlowForma's process automation. (8 reviews) - Users find **difficult learning** due to a complex interface that complicates task management and navigation. (5 reviews) - Users face **missing features** like customization limitations and inadequate integration, affecting the overall visual experience of FlowForma. (5 reviews) - Users find the **learning difficulty** significant, requiring time investment to fully grasp FlowForma’s navigation and capabilities. (4 reviews) - Users find the **complexity** of FlowForma challenging, suggesting improvements for smoother navigation and simpler task management. (3 reviews) - Insufficient Tutorials (3 reviews) - Document Management (2 reviews) - Form Issues (2 reviews) - Functionality Limitations (2 reviews) - Integration Issues (2 reviews) ## FlowForma Process Automation Reviews ### 1. FlowForma Makes Automating Forms and Document Generation a Breeze **Rating:** 4.0/5.0 stars **Reviewed by:** Jolanta L. | Vice President, Small-Business (50 or fewer emp.) **Reviewed Date:** March 12, 2026 **What do you like best about FlowForma Process Automation?** FlowForma is very helpful when it comes to automating forms, applications, and record collection, as well as generating documents. Once everything is built and set up, the flows enable more automation and save a lot of time. **What do you dislike about FlowForma Process Automation?** Sometimes the system has glitches, and it can be hard to figure out what’s going wrong or what’s possible to do when something breaks. The flowforma design part can also be confusing at times, especially when I’m trying to set things up the way I want. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma helps our program run more smoothly by streamlining our processes and keeping information and records in one place. It also offers some built-in functions that save time once the flows are up and running. Overall, it helps staff stay more organized and be more effective with time management. **Official Response from Niamh Lordan:** > Jolanta, thank you for your review. I'm really pleased to hear your feedback on how our product is helping streamline your processes and save you time. I know our support team has been working closely with your team to modernize your bespoke solution, with a new version going live next month. Our team is always here to support you, along with our training days. ### 2. Fast, Responsive Support That Resolves Tickets Quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | IT Support Technician , Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** February 18, 2026 **What do you like best about FlowForma Process Automation?** The support team are very quick to respond, and all of my tickets have been resolved in a timely manner. **What do you dislike about FlowForma Process Automation?** I honestly cannot think of anything I dislike about the system. It is easy to use, you receive responses quickly and the support team are very knowledgeable. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I have had a few issues with some of my flows, most recently with generating a PDF for a completed form. I submitted a ticket asking for assistance as I could not get it working and after a few emails back and fourth, I had a call with a member of the support team and they were able to help me solve the issue. They explained to me what I needed to do and I have since been able to help my colleague who was having the same problem. **Official Response from Niamh Lordan:** > Alex, thank you for the great feedback. We really appreciate you taking the time to share your experience. One of our goals is not just to resolve tickets, but to make sure customers feel confident managing their own workflows afterwards, so it’s great to hear you were able to apply what you learned and support a colleague as well. We’re delighted that you’re finding FlowForma Process Automation easy to use and that the responsiveness of the support experience is making a difference. If there’s ever anything you’d like to see added or improved, we’d love to hear your ideas. Customer feedback plays a big role in shaping our roadmap. ### 3. Effortless Safety Management with Reliable Insights **Rating:** 5.0/5.0 stars **Reviewed by:** Niall M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about FlowForma Process Automation?** I use FlowForma Process Automation for inputting and reviewing safety information for a construction project, and I've found it very effective. It provides clear and concise information and dashboards, which help me with my tasks. I like the varied processes we can use, and the fact that the information is live, making it easy to access and monitor. I can track the number of safety observations being raised by our team as they upload them, and it speeds up the admin side of collating the information for review. The initial setup was very easy, and overall, I've been very happy with the product. **What do you dislike about FlowForma Process Automation?** Nothing **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to input and review safety information. It provides clear and concise info with dashboards, making it easy to access and monitor. It speeds up collating information for review, and I can track the number of safety observations raised. **Official Response from Niamh Lordan:** > Thanks for sharing your feedback, Niall. We’re thrilled to hear that FlowForma Process Automation is making Safety Management effortless for your organization and empowering you to make faster, more informed decisions with the real-time data from your processes. ### 4. Flexible and Automated, But Some Coding Necessary **Rating:** 4.5/5.0 stars **Reviewed by:** Will J. | Director of MIS, Mid-Market (51-1000 emp.) **Reviewed Date:** March 17, 2026 **What do you like best about FlowForma Process Automation?** We really appreciate the flexibility of FlowForma Process Automation. Even though it's marketed as a no or low code tool, we've been able to push it to its limits by using small amounts of code and integrating it with our other systems. I value the SQL and API functionality that lets us pull information out and push it back into our databases, ensuring everything is audited within both platforms. This provides us with massive flexibility by using all the rules the system offers. **What do you dislike about FlowForma Process Automation?** While FlowForma Process Automation is touted as a no or low code system, you really need a bit of coding to do the more advanced things. We're using some JavaScript and regular expressions for more advanced data validation work. Working with the support team at FlowForma, we've been able to achieve these things, though not without a little bit of effort. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation integrates with our student record system, automating changes that don't need human review, and ensuring auditability where there is a need for it. It saves time, simplifies processes, and ensures governance and data validation, making changes auditable and valid. **Official Response from Niamh Lordan:** > Will, thank you for your detailed review. We’re on a mission to make automation accessible to all. While some complex scenarios can benefit from light scripting, this flexibility allows users to achieve highly tailored workflows, without affecting the core no-code experience. We’re glad our support team was able to assist you along the way, and we’ll be sure to share your feedback with them. Our goal is always to help customers automate faster, maintain full auditability, and save time. ### 5. Streamlined Process Automation with Room for Speed Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Callum W. | IT Support Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2026 **What do you like best about FlowForma Process Automation?** I like having FlowForma Process Automation as a one-stop place for all our automated processes. It allows us to have all our processes in one location and includes an approval matrix in the background. I appreciate the ease of creating new processes and having complex approvals when required. We are able to implement a global approval matrix across the company to ensure all approvals are done in accordance. FlowForma's design process is far more streamlined compared to what we used before. The initial setup was incredibly easy and well thought out. **What do you dislike about FlowForma Process Automation?** At times the service can be slow and it would be nice to see it improved. Our end users often complain that forms don't load in an expected time frame. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to centralize our automated processes, ensuring all approvals are done in accordance with our global approval matrix. ### 6. Empowers Nonprofits with Effortless Automation **Rating:** 5.0/5.0 stars **Reviewed by:** Beth R. | Executive Director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** I love how FlowForma Process Automation has made our voucher-based healthcare access program more efficient by automating processes that were previously paper- and fax-based. The automation helps not only our clients but also benefits other nonprofits involved and our staff. Many nonprofits are still dependent on paper, and FlowForma eliminates double effort and data entry issues. I believe having clients complete their registration forms through FlowForma gives them a greater sense of ownership over their health. The switch to this platform has provided us with autonomy and a purpose-built system that works much better than our previous setup. Even though learning to configure workflows takes time, the low-code/no-code nature of FlowForma makes it faster and user-friendly, which I really appreciate. Finally, I love this product and appreciate the great team at FlowForma. **What do you dislike about FlowForma Process Automation?** We are learning more about how to configure workflows on our own. This takes a lot of time, but it's worth the effort so we can be more independent and create flows when we need them. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation has made our voucher program more efficient, moving it from paper and fax to digital automation. It saves time and effort for data entry, freeing our staff and associated nonprofits. Clients gain ownership over their health by completing registration forms. **Official Response from Niamh Lordan:** > Wow, thanks, Beth, for your detailed review. We really appreciate it. Great to hear that you love our product and support. I will share this feedback internally. The outcomes you are achieving are exceptional, so well done to you and your team on making a difference. It's great that you are learning more about configuring workflows on your own. Our AI agents are there to support you with rapid process digitalization and supporting on the execution and reporting. ### 7. Intuitive and User-Friendly, But Needs Improved Stability **Rating:** 3.5/5.0 stars **Reviewed by:** Shane M. | Senior EHS Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2026 **What do you like best about FlowForma Process Automation?** I use FlowForma Process Automation to carry out checks on work equipment and record safety observations in the construction industry. It ensures the equipment is compliant and is easy to use. The interface is intuitive, and the support is helpful, which makes my experience better. FlowForma helps streamline processes that were previously paper-based. **What do you dislike about FlowForma Process Automation?** The app can sometimes not open correctly. It sometimes hangs and doesn't open. **What problems is FlowForma Process Automation solving and how is that benefiting you?** I use FlowForma Process Automation to ensure compliance of work equipment and record safety observations. It streamlines previously paper-based processes. I find it easy to use, and the intuitive interface with helpful support enhances my experience. **Official Response from Niamh Lordan:** > Thank you for your feedback, Shane. We’re thrilled to hear that you find FlowForma Process Automation intuitive and easy to use, making processes simpler for you is exactly what we aim for. I’ve reached out to you directly regarding the issue with the app opening. Our team is ready to review what you’re experiencing and work with you to get it resolved as quickly as possible. Thanks again for sharing your experience. ### 8. FlowForma Review **Rating:** 5.0/5.0 stars **Reviewed by:** Karen L. | SharePoint Developer, Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** Everything is already configured so less time is wasted on coding. **What do you dislike about FlowForma Process Automation?** In FF7 it was possible to adjust the CSS file and change the colour of the tiles but in FF8 this is not possible. So while the site itself is our company colour the tiles are FF colours and clash. It is only a visual look but doesn't make it look seamless. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Automating business processes that are currently achieved by sending emails around with attachments. Also sending reminders to approvers. **Official Response from Niamh Lordan:** > Thanks so much for your feedback, Karen. Delighted that the pre-configured approach is helping you save time. There is a way to modify the CSS file in the latest version of FlowForma (FF8), and our team will happily guide you through this. ### 9. Streamlining NHS Processes with FlowForma: A Game Changer for Efficiency, Accuracy and Compliance **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** December 02, 2025 **What do you like best about FlowForma Process Automation?** Our experience with FlowForma Process Automation has been incredibly positive. As an NHS shared service working with eight NHS Trusts across the North West London area, FlowForma has been instrumental in standardising our processes. The implementation of FlowForma enabled us to create our first standardised process, significantly improving efficiency and output quality. One of the key advantages of FlowForma is its integration with various Microsoft functions. For instance, its connection to the Outlook address book using the 'Persons or Group' and 'Get User Profile Property' features has reduced typing errors by approximately 80% when staff input email addresses, especially when assigning steps to different approvers.  FlowForma's hosting on SharePoint has allowed us to create a central hub accessible to users from all eight NHS Trusts, despite their separate IT networks. This centralisation has simplified access and management. Moreover, FlowForma's flexibility has enabled us to tailor digital forms slightly for specific Trusts when needed. The support team at FlowForma has been really helpful. Whenever I need assistance, I feel very comfortable reaching out to them. Overall, FlowForma has empowered our staff to efficiently track and manage their digital forms, enhancing our operational effectiveness. **What do you dislike about FlowForma Process Automation?** There are some risks associated with FlowForma Process Automation for organisations or departments handling personal or commercially sensitive information. Since the app is hosted on SharePoint, the list view used to manage forms is accessible to all our stakeholders across the eight Trusts. They have edit-level permissions, which means staff can view and delete other members' forms and edit key functions like email templates. Even if these features are hidden, the 'search my site' function allows access to the backend of the app. Additionally, documents generated by the app and stored in SharePoint folders are accessible to all stakeholders. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma has significantly streamlined our operations by hosting a central SharePoint site accessible to all eight Trusts. One of our first successful automated processes was the waiver form, which is now widely used across multiple Trusts. Implementing mandatory questions has been an audit requirement that was challenging to achieve using MS Word. FlowForma has simplified this task by providing various question types and data validation rules, allowing us to collect high-quality, consistent responses. Each Trust operates under its own internal financial thresholds. The 'get list data' rule, connected to a SharePoint list, enables us to standardise processes while adhering to these thresholds. When a Trust name is selected, our digital workflows automatically adjust to the Trust's threshold values and approver details. This has greatly improved accuracy and compliance with Trust financial instruction guidelines, which had been a common struggle. Additionally, the ability for users to track their own forms has reduced email traffic, freeing up resources within our teams. **Official Response from Niamh Lordan:** > Thank you for sharing your experience of using FlowForma Process Automation. We love hearing how it’s helping standardise processes and improve efficiency across your NHS Trusts. We appreciate your comments on document access, while certain permissions are needed for the system to operate, it’s possible to restrict access to generated or uploaded documents, assigning permissions to specific user groups or individuals for added security. I’ll have someone from our Customer Success team reach out to ensure your setup fully supports your needs. ### 10. Outstanding Customer Service That Makes Every Meeting Feel Like Home **Rating:** 5.0/5.0 stars **Reviewed by:** Ryan B. | IT admin, Enterprise (> 1000 emp.) **Reviewed Date:** April 23, 2026 **What do you like best about FlowForma Process Automation?** The customer service is outstanding. I feel at home in the meetings. **What do you dislike about FlowForma Process Automation?** There needs to be a better search function/chat ability with the AI to understand how to accomplish goals. The AI is very limited. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Approvals. **Official Response from Niamh Lordan:** > Ryan, thank you for your thoughtful review. We’re delighted to hear that your experience with our customer service team has made such a positive impression. Creating a supportive, welcoming environment in every interaction is something we care deeply about, so it’s great to know that’s coming through. FlowForma Process Automation AI is designed to support both the rapid build and execution of processes, enabling users to automate workflows at speed. We recognise your point around the need for more advanced conversational guidance when it comes to workflow logic and design decisions. This is a natural next step in the evolution of our AI capability, and an area we are actively investing in as we extend our AI support. ### 11. easy process tool that saves time **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** December 03, 2025 **What do you like best about FlowForma Process Automation?** i like that flowforma process automation makes things kinda easy even if i'm not super technical. the forms are simple to setup and most things work just by dragging and dropping stuff. it saves a lot of time because we don’t have to chase people for updates, the workflow just moves on its own. also the interface feels clean, so it's not confusing like other tools i tried before. **What do you dislike about FlowForma Process Automation?** i dont really dislike much, but sometimes flowforma feels a bit slow when the workflows get bigger. like if there are too many steps, it takes a few seconds to load and that kinda bothers me. **What problems is FlowForma Process Automation solving and how is that benefiting you?** flowforma is helping us fix a lot of manual work problems. before, we used to send emails back and forth and things got lost or delayed. now the whole process is in one place, so everyone knows what to do next. it cuts down a lot of time and stops confusion. it also helps us track approvals better, so we don’t have to chase people or remind them all the time. ### 12. Straightforward Tool That Helps Build Processes Quickly **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about FlowForma Process Automation?** Pretty straight forward product and helps you build processes quickly **What do you dislike about FlowForma Process Automation?** Sometimes you not sure where the code should be on the step or the question **What problems is FlowForma Process Automation solving and how is that benefiting you?** Helps build processes for the buisness **Official Response from Niamh Lordan:** > Hi there, thank you for your review. We really appreciate it. I recommend you use the FlowForma AI Chat facility to guide you in real-time. Should you need any further help, our Customer Services team can help you at support@flowforma.com ### 13. BPA Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Kishore R. | Digital marketing , Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** This automation software is very useful to store and process the client data and proceeds the client database for quick access and readability. This makes the automation life easier and quicker. **What do you dislike about FlowForma Process Automation?** It has to. Improve the user interface to navigate the process smoothly and find the option easily. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation helps organizations streamline and automate their business processes, reducing manual tasks, improving collaboration, and increasing overall efficiency. This helped me to save time and cost savings, improved productivity, and better decision-making. ### 14. Powerful application to digitalize your business processes **Rating:** 5.0/5.0 stars **Reviewed by:** Pablo B. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 14, 2024 **What do you like best about FlowForma Process Automation?** FlowForma could become a strategic technological asset for your organization if it is serious about digitalizing its business. One of the best features of the product is the customer care. They are always ready to give you a hand in the development of your own processes. The road is not easy, and the learning curve will be somehow steep because after all you need to learn to no code; that entails learning the language of the tool, though, plus, other skills like understanding how your SharePoint list must be structured. For this reason, having such strong customer service is fundamental, and FlowForma has it. If your organization's leadership bets on going serious about automating your processes, FlowForma is a great choice as a technological enabler of such strategic choice. The tool is easy to use, but you need to start small and not choose your most complex process as your first to automate (trust FlowForma advisors on this). It can be integrated with other applications, but that's an advanced API feature that we have not yet implemented, although we surely intend to. **What do you dislike about FlowForma Process Automation?** The learning curve will be steep and you need to accept that you'll have to dedicate time to it. Developers have done a great job of allowing non-IT people to create digital processes, but still, a proper learning effort is demanded. However, that's ok because as you go along with your learning effort, you'll become more and more creative and design your processes in a much more elegant manner. **What problems is FlowForma Process Automation solving and how is that benefiting you?** It greatly helps with process standards compliance, since process requirements can be embedded in the flows. You will be able to implement built-in quality measures, mistake-proofing and easing process participants into the flow. How user-friendly your flows are depends on your ability to design them properly, but this is learned along the way and seeking feedback from users. ### 15. The 1 on 1 consultation with PawelWierzgon **Rating:** 5.0/5.0 stars **Reviewed by:** Mark K. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2024 **What do you like best about FlowForma Process Automation?** Pawel Wierzgon was patient, solutions focused and was timely in his responses to our many knay queries. The ease at which he could bring us though the process and allowed us to look at how best to implement this system into our existing sharepoints. He also identified feature we did not knew existed in Flowforma which will allow us to roll this form out to all employees to use on an annual basis. The ease of integration was excellent and we aim to now transition all our forms to Flowforma. **What do you dislike about FlowForma Process Automation?** The look and feel is still an issue of mine. I know the enw look and feel is going live shortly, so hope that our current forms can transition across once this is launched. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Currenlty we have paper PDR forms which is combursome and time consuming to process. With leaning this process it will allow managers to cnetralise all documents into a central forum and for new manager to be able to access historial PDRs to reveiw performance of existing employees. ### 16. FlowForma review **Rating:** 5.0/5.0 stars **Reviewed by:** Suzy P. | Systems Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** October 10, 2022 **What do you like best about FlowForma Process Automation?** The ability to create business processes without code, with simple business logic, and to engage with external contributors and to dynamically file generated reports and analyis data collected by each form. Good customer support. **What do you dislike about FlowForma Process Automation?** It has limited housekeeping routines, and does not have the built-in ability to reduce image sizes on upload to use SharePoint space more efficiently. **What problems is FlowForma Process Automation solving and how is that benefiting you?** It reduces the time to complete a process, improving accountability in completing the process and allowing reporting of captured data to give business control reports, improves compliance ### 17. Useful automation tool; held back by lack of features that could be there. **Rating:** 3.5/5.0 stars **Reviewed by:** Christopher M. | Enterprise (> 1000 emp.) **Reviewed Date:** April 17, 2024 **What do you like best about FlowForma Process Automation?** Quick automated approval process that collects submissions in a centralised location **What do you dislike about FlowForma Process Automation?** Lack of features; such as not being able to handle rejections in the same vain as handling pass backs. Lack of security control. **What problems is FlowForma Process Automation solving and how is that benefiting you?** - Saving manual input of information - Keeping track of approvals and work done - ### 18. Flow forma like its title has a great flow to creating automated processes which are easy to follow. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Oil & Energy | Enterprise (> 1000 emp.) **Reviewed Date:** March 22, 2024 **What do you like best about FlowForma Process Automation?** I find that evey step makes sense and that it links together in a way that is efficient. Flow forma support is always on hand with good detailed responses to any quiries too. Very easy to intergrate into the business and has a large amount of features which we frequently use. **What do you dislike about FlowForma Process Automation?** Not really something against flowforma but there isnt much documentation online of others using flowforma. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Helping with capex's and approvals to bids amongst others ### 19. Flow Forma Review **Rating:** 5.0/5.0 stars **Reviewed by:** Seenivasan Kandasamy T. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** Firstly, The user interface offered is reasonable, It is very straightforward to understand and utilize. One thing I learned, if we create a Simple flow or a complex one, we must be clear about our requirements and the logic. And there is " No Code" involved in this process automation. **What do you dislike about FlowForma Process Automation?** Nothing! The system does everything we require it to do as a business. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Our Main Intension is to reduce the work time of our field staff, I believe we built the process flow to reduce their workload. Apart from that we planned to automate "Admin" Releated workflows to promote a " Paper-free environment". ### 20. Highly configurable and can adapt quickly to changing needs within an organisation. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Transportation/Trucking/Railroad | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2018 **What do you like best about FlowForma Process Automation?** Very easy to use and design / configure workflow processes that improve data flows, data accuracy and seamlessly manage approval processes. I am also impressed with the range of available configuration tools and options demonstrating continuous product development. We have used the application across many different sectors of our business to great effect, demonstrating its range of capabilities. **What do you dislike about FlowForma Process Automation?** No specific areas come to my attention at the moment **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have been able to design forms quickly for public use, at very short notice, and at very low cost and effort. For example, our Ukrainian School Transport application process. We have stopped printing & filling many paper forms. It has had a real & measurable impact on people's lives. ### 21. Great Experience Overall **Rating:** 5.0/5.0 stars **Reviewed by:** Sachin S. | Product Data Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation is an efficient and user-friendly tool for automating business processes. Its intuitive interface and drag-and-drop functionality make it easy to design and implement workflows. With features like task management and integration capabilities, it streamlines operations and improves productivity. **What do you dislike about FlowForma Process Automation?** I don't have any specific dislikes about FlowForma Process Automation. It's a good tool for process automation and can't find anything negative about it. They can still improve on UI to become more user friendly **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation solves manual inefficiencies, streamlines workflows, increases productivity, improves visibility, enhances collaboration, and ensures compliance. These benefits can lead to improved efficiency, faster processes, better communication, and reduced risks for organizations. ### 22. Powerful tool backed by excellent support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about FlowForma Process Automation?** The conditional questioning structure and ability to automatically trigger alerts and step changes is what makes this a better tool than others I have tried before. **What do you dislike about FlowForma Process Automation?** It can be tricky to know what type of rules to apply to certain question types, however the help function is excellent and the SureStart programme does aim to get you through the first few hurdles and get you more used to using the tool. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are new enough to FlowForma, however we have implemented some regulatory Health & Safety procedures which were previously email, excel, and paper heavy processes. Automating these processes using FlowForma has freed up time to spend on the items within these processes that need intervention. ### 23. Easy to use product from a fantastic company with great support **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2023 **What do you like best about FlowForma Process Automation?** If the requirements are well thought through and documented, it is very easy to automate new processes with FlowForma. While some capability may require enhanced knowledge of the product, the vendor are always happy to support an organisation in creating these. **What do you dislike about FlowForma Process Automation?** I have not seen any downsides to FlowForma. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma is currently supporting our organisation in the automation of operational processes where the support of a workflow is required and there are a range of stakeholders with actions as part of that workflow. We are seeing benefits in being able to automatically track progress, prompt users to action and retain a record. ### 24. Efficient automation Process **Rating:** 4.0/5.0 stars **Reviewed by:** Kumarappan M. | Digital Marketing Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation offers a user-friendly and intuitive platform that enables businesses to automate their processes efficiently. Its drag-and-drop interface, customizable forms, and seamless integration capabilities make it a powerful tool for enhancing productivity and streamlining workflows. **What do you dislike about FlowForma Process Automation?** Nothing, from my point if view its perfect according to my use **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation solves common business challenges such as manual processes, inefficient workflows, and lack of visibility. By automating these processes, it improves efficiency, reduces errors, enhances collaboration, provides real-time insights, and ultimately helps organizations save time and resources while increasing productivity. ### 25. The Automation is a good part and useful for small and medium base organizations. **Rating:** 3.5/5.0 stars **Reviewed by:** Abdul Jabbar S. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** The way it goes to each step-by-step process is good. **What do you dislike about FlowForma Process Automation?** It need to adapt a bit more in a simpler way to manage more complex tasks. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Reducing the paper job. It helps the employees to access leave forms and helps the HR dept for getting reminders for document expiry. ### 26. Streamlined automated approval process! **Rating:** 5.0/5.0 stars **Reviewed by:** Dianne V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about FlowForma Process Automation?** It eliminates manual follow-up for approval of invoices via email as reminders are built in and set to be sent to the end users automatically. The form is user friendly. **What do you dislike about FlowForma Process Automation?** As a new user to Flowforma it will take some time to get used to navigating the system. An introductory training session on navigating the system and where to get information would be helpful. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Manual tracking of approval of invoices via email is eliminated as an automated reminder is built into the process flow and increases productivity. It allows users to focus on other tasks. ### 27. Great for internal process automation. **Rating:** 3.0/5.0 stars **Reviewed by:** Lana V. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2023 **What do you like best about FlowForma Process Automation?** The best thing about FlowForma is that the tool is low code allowing non-technical business users to improve internal processes. **What do you dislike about FlowForma Process Automation?** Although the tool is low code, users must creatively utilize and leverage the rules to achieve their desired result. Also, complex forms are prolonged to load and submit. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForm is helping our organization automate business processes such as time entry and project tracking. Because the tool is low code, we don't require expensive technical resources to implement solutions. This allows us to implement solutions faster and continuously improve. ### 28. An efficient automated process flow **Rating:** 5.0/5.0 stars **Reviewed by:** Annalize V. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about FlowForma Process Automation?** Flowforma process automation is efficient and increases pay on time to suppliers. The approval status of invoices is visible to management at any stage of the process. **What do you dislike about FlowForma Process Automation?** No negative feedback can be given at this stage, as everything works as planned. Updates can be implemented as we get suggestions from end users to improve the flow. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma solved our process to go paperless, approve invoices for payment automatically and will increase productivity in our department. It is too soon to review business performance. ### 29. Best process automation that suits for any kind of business processes. **Rating:** 5.0/5.0 stars **Reviewed by:** Suneal C. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 25, 2023 **What do you like best about FlowForma Process Automation?** we like best is that there is no code in building up and automating the processes. Only thing we must know about the logic we use and we must be clear about our requirments. **What do you dislike about FlowForma Process Automation?** currently we do not have anything specific. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Our core business depends on one business process mostly which we have automated and it will save our entire field staff time working as silos currently. This will provide the realtime status and updates to the different departments involved in the process including the status update to the management to take right decisions. Additonally we are planning to automate all our business process which will help our admin, HR, Finance, Commercial, WH and delivery depatments to save their time which can be realised into money. ### 30. A powerful, user friendly application for customized document, information or work flow control. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Semiconductors | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** FlowForma is well-documented and intuitive to use. It has powerful capabilities covering a broad range of document and information management needs. Customer support is superb. The ability to seamlessly live test while developing speeds time to a releasable flow. **What do you dislike about FlowForma Process Automation?** The finished user form " look & feel" editing/customization is limited. With a more capable form editor, this will be a killer app. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flowforma allows us to manage complex activity/information flows while hiding that complexity from the end user. ### 31. Very efficient trainers and easy to use system **Rating:** 5.0/5.0 stars **Reviewed by:** Chantal L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** How easy it is create the forms and visibility of any errors. **What do you dislike about FlowForma Process Automation?** Navigation pages are a little tricky and the naming of question is tricky. **What problems is FlowForma Process Automation solving and how is that benefiting you?** The extended time it takes to get approvals for invoices from sites in another country. ### 32. it does what it says on the box... **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Mining & Metals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** the team has been supportive and quick in responding, the first item rolled out was done faster than expected and performs as was expected to reduce our teams workload. **What do you dislike about FlowForma Process Automation?** nothing i have seen so far, it's not extremely simple to use and needs to have structured thinking when working with it. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Flow forma solved our very manual invoice approval system being automated and creating not only faster approval but more control over the process. ### 33. GaN experience with FlowForma **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2023 **What do you like best about FlowForma Process Automation?** We don't need Coding background to make any changes to the flow, and it is easily convertible as per company requirement **What do you dislike about FlowForma Process Automation?** We will not get more information of product in Social media like You tube **What problems is FlowForma Process Automation solving and how is that benefiting you?** In our company, we are using FlowForma to approve the documents. It helps us identify the records which got approved, who approved it and when it was approved. ### 34. Automation software **Rating:** 4.0/5.0 stars **Reviewed by:** Revanth G. | Procurement Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** 1. User friendly interface 2. Seamless integration 3. Rapid process deployment 4. Collaboration and Transparency 5. Analytics and reporting **What do you dislike about FlowForma Process Automation?** Customization limitation, limited integration options, dependency on share points, pricing **What problems is FlowForma Process Automation solving and how is that benefiting you?** Manual and paper based processes, data driven decision making, agility and adaptability ### 35. Swiss army knife for workflows in the organization **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Semiconductors | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2023 **What do you like best about FlowForma Process Automation?** Quickly delivering value to the organization with their low code/no code solution riding on SharePoint. **What do you dislike about FlowForma Process Automation?** Only works within a single SharePoint site collection, but I understand they are addressing this limitation. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Document and change approval with auditing logs and analytics. Improved form entry for SharePoint list. ### 36. FlowForma Best application **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Medical Devices | Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2023 **What do you like best about FlowForma Process Automation?** FlowForma Process Automation provides seamless workflow automation, boosting efficiency and streamlining business processes effectively. **What do you dislike about FlowForma Process Automation?** While FlowForma Process Automation offers great functionality, the user interface could be more intuitive and visually appealing **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma Process Automation solves the problem of manual and inefficient processes by streamlining workflows, improving collaboration, and boosting productivity, ultimately benefiting businesses by saving time and resources ### 37. A Beneficial Way to Simplify Data Acquisition and Alignment **Rating:** 3.5/5.0 stars **Reviewed by:** Joe W. | Construction Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2022 **What do you like best about FlowForma Process Automation?** The user interface offers an extensive array of options whilst being quite straightforward to understand and utilise. The ability to receive clear succinct data from a number of parties on a monthly basis without the need for manual emails and prompts. **What do you dislike about FlowForma Process Automation?** The lengthy set-up process can be frustrating as there is a steep learning curve. In order to set up an efficient form there was a lot of work required, however once this barrier has been overcome, the benefits are well worth it. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have a number of different Contractors working on a variety of different schemes, both in terms of size, cost and quality. Flow Forma enables us to simplify the data we'd like to receive from each in a clear format to help benchmarks KPIs ### 38. How I find FlowForma **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.) **Reviewed Date:** February 03, 2020 **What do you like best about FlowForma Process Automation?** The best thing about FlowForma is the ability to recreate parts of our business that used to require paperwork such as application processes and on boarding processes. Will also really simplify the induction process for everyone. Very handy to be able to have all important docs on FlowForma for ease of use and access. I also like how easy it is to edit your FlowFormas design to fit with your company branding. **What do you dislike about FlowForma Process Automation?** When I first began to learn FlowForma i struggled to work out how to create new forms and flows. Although once you do learn the process is simple the early stages of learning can be difficult if you do not have great IT skills to begin with. **Recommendations to others considering FlowForma Process Automation:** Ensure you have somebody suitable to learn how to use FlowForma to the best of its ability. A great system when implemented correctly. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Our On Boarding process has improved due to no longer requiring paperwork for everybody who wants to register with our company. We have created a link through FlowForma that we use on our website to make it as easy as possible for potential candidates to register their interest with us. With the ability to forward on applications from FlowForma direct to the required management and recruitment teams we are able to ensure that the necessary teams see the applications. This benefits us as we have a trail from start to finish of how the application was dealt with and sent on. ### 39. Excellent customer service, dedicated sessions were productive and informative. **Rating:** 5.0/5.0 stars **Reviewed by:** Rachel H. | Local Master Data Steward, Enterprise (> 1000 emp.) **Reviewed Date:** August 09, 2022 **What do you like best about FlowForma Process Automation?** The system is logical and once designed was relatively simple to build and will be easy to maintain going forward. **What do you dislike about FlowForma Process Automation?** Nothing! The system does everything we require it to do as a business. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Updating an existing workflow to make it more suitable for our business needs. The workflow is much simpler to use and does exactly what it needs to do. ### 40. FlowForma allows us to extend our own products functionality to meet client specific requirements **Rating:** 5.0/5.0 stars **Reviewed by:** Darrell H. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** No-Code Rapid Development: FlowForma is a process automation framework that allows for rapid (non-code) development of workflows and forms. Open Standards: FlowForma is a Cloud-based offering powered by Microsoft Office 365. We can further enhance this open standards framework by configuring the tool to align to standard Contract Frameworks Flexibility: FlowForma allows for the development of custom components and integration to Azure Logicapp in scenarios where the base product does not meet specific/complex technical requirements Document Management: FlowForma extends our own products' core functionality into Document Management, including the generation of actual Contracts (based on standard contract clauses) and Client / Project specific Form Templates. **What do you dislike about FlowForma Process Automation?** We would prefer to be able to use the same SQL & Repeating Table components (questions) over multiple steps/forms instead of having to recreate new questions each time. This enhancement would enable us to confirm/create a Common Data Model that would be used across our flows. **What problems is FlowForma Process Automation solving and how is that benefiting you?** FlowForma allows us to extend the functionality of our own products to meet client-specific requirements. We can achieve this quickly using FlowForma's No-Code Rapid Development environment. Given FlowForma is an Open Standards framework, we can also utilise other third-party frameworks such as Azure Logic app components to offer our clients a fully integrated Contract Management solution. ### 41. Top process automation platform for company wide innovation **Rating:** 5.0/5.0 stars **Reviewed by:** Cameron F. | Director of Process Solutions, Small-Business (50 or fewer emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** The development approach is easy to understand, and the fact that it is a no-code platform allows you to achieve more faster. The development abilities are placed in the hands of the process users rather than just IT resulting in processes that better fit the current business need and quickly adapt as requirements change. **What do you dislike about FlowForma Process Automation?** I do not have any significant dislikes with the product. New features continue to be added to enhance the product, such as greater integration and design capabilities. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have been able to solve a range of problems for our clients with FlowForma from the creation of single processes in HR, Quality Assurance, Accounting, and Operations to using FlowForma as the base to develop entire systems of record. A couple of examples include a Construction fleet and maintenance tracking system and Regulatory College registrant management system. ### 42. It's a good platform to quickly build up digital form and process **Rating:** 5.0/5.0 stars **Reviewed by:** Hins Z. | National Geospatial & Automation Lead (Digital Engineering) - Transport, Enterprise (> 1000 emp.) **Reviewed Date:** March 02, 2022 **What do you like best about FlowForma Process Automation?** -Ready to go business rules inside cover most use cases -Business process flow unlock possible back/forward process situations -Different built-in question types cover all use cases -Link to Sharepoint and SQL, which can link to PowerAutomate etc. -No-Code required **What do you dislike about FlowForma Process Automation?** The limited functions on mapping/geolocation capture; The limitation to embed external resources; The limitation of the interface look and feel configuration; Confusion on trigger events etc. **Recommendations to others considering FlowForma Process Automation:** It's a no code required, short learning curve platform suitable for all business forms/processes. **What problems is FlowForma Process Automation solving and how is that benefiting you?** To make most of our current business process paperless and digitized now, and integration with a series of Powerautomate flows to make the whole process smarter; Benefits: to make the whole process crystal clear for everyone involved with a prompt notification and audit history tracking; ### 43. Pros: Usability and interface Cons: Tied to SP in a way not every company can utilize **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2022 **What do you like best about FlowForma Process Automation?** The usability and interface of FlowForma is what distinguishes it to me from its competitors. **What do you dislike about FlowForma Process Automation?** Not a con for us, but in terms of recommending it, I would not be able to recommend this to a peer who does not use SharePoint. **What problems is FlowForma Process Automation solving and how is that benefiting you?** Beyond the usual increased efficiency, I find it helps everyone stay on the same page when there is one process to follow for a given task. ### 44. Good product to automate, not that user friendly and intuitive - Good technical help provided. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** August 16, 2022 **What do you like best about FlowForma Process Automation?** We have started our first flow, like the integration into sharepoint and creating and using inputs to create lists **What do you dislike about FlowForma Process Automation?** Not that intuitive, some areas need code to work, drop-down selections and ready-made templates would be useful that require small tweaks only. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have created a data capture flow which auto-captures the data each month for viewing in Power BI. ### 45. Programme is designed for ease of use without complications. **Rating:** 4.5/5.0 stars **Reviewed by:** Emma B. | Reiki Healer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 11, 2022 **What do you like best about FlowForma Process Automation?** Good design Process. Enables me to set up documents without fuss. The engagement app is easy to use. Sharepoint is a great tool to access the main portal. Its affordable, great team behind the programe. **What do you dislike about FlowForma Process Automation?** Took a shortwhile to get my head round the process. But once trained up we could set up our pages without any problems. **Recommendations to others considering FlowForma Process Automation:** Easy to use, you have control over your information. Cuts out the high costs of IT software companies. **What problems is FlowForma Process Automation solving and how is that benefiting you?** This automation is set up for our On Boarding. Accessible to all onsite without printing huge documents. Saved huge amount of time. Increased performance cuts out time wasting and saves the environment from unnecessary printing. ### 46. FlowForma Automation in the Public Sector **Rating:** 4.0/5.0 stars **Reviewed by:** James M. | Head of Unit, Administration, Mid-Market (51-1000 emp.) **Reviewed Date:** February 04, 2022 **What do you like best about FlowForma Process Automation?** We were already committed users of the Microsoft Suite of tools and in particular, SharePoint is a key platform for us. The integration with SharePoint was one deciding factor, but there were others. FlowForma really is no-code, and the easiest buy-in from staff is to have them deeply involved in the solution. Also ... it works. **What do you dislike about FlowForma Process Automation?** There is a steep learning curve with FlowForma and participation in the training sessions provided by the company is in a sense obligatory. Having said that, the support from the helpdesk is fast and usually they understand the issues very quickly. Some more integrations with third party apps could be helpful. **Recommendations to others considering FlowForma Process Automation:** The tool sits on top of SharePoint. Knowledge of SharePoint helps. As with all workflow automation tools, preparation before implementation is the key to success. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We have operational and financial applications with workflows built in. Flow forma allows us to automate "the rest", all of the orphan workflows. Having seen the tool, we nevertheless see it can do some things better than our own applications. For example everything related to onboarding in HR or requisitions. ### 47. Great overview of a powerful automation tool. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Construction | Enterprise (> 1000 emp.) **Reviewed Date:** August 30, 2022 **What do you like best about FlowForma Process Automation?** Looked to be capable of integrating with many existing products. Had an easy user-friendly format. No coding experience is necessary. Could format to fit in with existing corporate branding. **What do you dislike about FlowForma Process Automation?** The two-day introduction training just scratched the surface of the product's capability. Would have appreciated more focused sessions based on work team output requirements. **What problems is FlowForma Process Automation solving and how is that benefiting you?** We are currently identifying which processes could benefit from swift adoption through the FlowForma platform, to reduce manual administration time, and reduce errors through over-working. ### 48. 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 ### 49. 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. ### 50. 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. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-05-15+10%3A58%3A42+-0500&secure%5Bsession_id%5D=46ac4457-2e12-450d-bb63-27f52dead74c&secure%5Btoken%5D=ecfee93f9a5cb3ab20c7deac9225901d393fefee7a6f3b94d9d6795b2684da5a&format=llm_user) ## FlowForma Process Automation Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [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 (507 reviews)