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FlowForma Process Automation

AI-powered no-code business process automation

No-code platform that integrates with Microsoft 365 to automate end-to-end business processes using AI-powered workflow creation, document generation, and compliance audit trails.

$4.21M raised 🏢 Established

Founded 2012 • 300,000+ users globally including Fortune 500 organizations

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Why This Tool Exists

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The Problem

Enterprise teams manually handle repetitive approval workflows, document routing, and compliance processes across disconnected systems, spending 15-20 hours/week on administrative overhead and risking errors in regulated environments.

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The Solution

No-code platform integrates with Microsoft 365 to automate end-to-end business processes with AI-powered workflow creation, document generation, and compliance audit trails - reducing administrative work by 60-80%.

How You Use It

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Delivery Method

SaaS Mobile App Marketplace Integration

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Integrations

Microsoft 365 SharePoint Teams REST APIs SOAP APIs

Disciplines

Architecture, Construction, MEP Engineering, Facility Management, Owner/Developer

Project Phases

Construction Administration, Operations/FM

Project Types

Commercial, Healthcare, Education, Infrastructure, Industrial

Data Transparency

Exactly what this tool uses and how

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Input

What it needs

Required: Business process definition, Microsoft 365 access

Optional: Existing forms, Document templates, Meeting transcripts, Process diagrams

Formats: Natural language descriptions, SharePoint data, Office documents, API data

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Output

What you get

Format: Automated workflow processes with real-time dashboards

Fields: Process completion status, Approval tracking, Document generation, Audit trails, Performance analytics

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Algorithm

How it works

Model: Proprietary AI using Microsoft OpenAI services

Accuracy: Algorithm accuracy metrics not publicly disclosed

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Privacy

How your data is protected

Retention: Data stored in customer's SharePoint Online tenancy under their control

Training: AI requests are one-time transactions, data not stored or used for training

Compliance: ISO certification, Microsoft security standards, Enterprise-grade audit trails

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API

Integration

Endpoint: Contact vendor for API access

Method: REST and SOAP APIs supported

Use Cases

• Automate approval workflows for change orders and contract reviews
• Streamline compliance processes for safety audits and quality control
• Generate project documents and reports automatically from templates
• Route RFIs and submittals to appropriate stakeholders with tracking
• Manage vendor onboarding and procurement workflows

Pricing

Free

7-day free trial available

Pro

Essentials: €2,067/month (3 processes), Professional: €2,900/month (30 processes)

Enterprise

Enterprise: Custom pricing for unlimited processes

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📚 Research Sources & Data Quality Last verified: 2026-02-01

Data Sources (8)

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Verified Data (12)

problem, solution, deliveryMethod, integrations, pricing, privacy-policy, company-background, funding, customerBase, maturityStage, yearFounded, algorithm-approach

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Not Found (5)

specific-api-documentation, detailed-compliance-certifications, accuracy-metrics, rate-limits, webhook-capabilities

Our Commitment: We only include verified data from official sources. If information isn't publicly available, we mark it as "Not publicly specified" rather than guessing.