FlowForma is an enterprise-class, AI-powered, no-code Digital Process Automation (DPA) platform that empowers business users to rapidly digitize, automate, and optimize complex workflows without relying on IT. It was founded in 2012 and is a Microsoft Gold Partner, integrating deeply with Microsoft 365, SharePoint, Microsoft Teams, and Power BI. The platform is designed for mid-sized to enterprise organizations, particularly those in compliance-heavy industries such as healthcare, life sciences, construction, and financial services.
Key capabilities include a visual, drag-and-drop form and workflow builder that allows non-technical staff to design and deploy multi-step processes with conditional logic. The platform features automated document generation, which instantly creates accurate, compliant documents like contracts, audit reports, and compliance certificates by dynamically populating templates with real-time workflow data. FlowForma also incorporates AI-powered tools, such as Copilot for accelerated process building and summarization, and offers mobile and offline capabilities for on-the-go process management.
For the biotech and healthcare sectors, FlowForma is well-suited for compliance workflows, risk management, and standardizing processes across multiple entities (e.g., NHS Trusts). It ensures compliance assurance by embedding audit tracking, role-based access controls, and compliance checks directly within the automated workflows, helping organizations adhere to industry regulations and standards. Customers are often live with digital processes within four weeks of onboarding, demonstrating rapid ROI and increased operational efficiency.
