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FlowForma

The 3-in-1 Process Automation Tool

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Overview

FlowForma is a no-code process automation tool designed to empower business users to digitize processes with speed and flexibility. It integrates with Microsoft 365 and allows for the creation of workflows, forms, and document generation to streamline various business operations, including underwriting.

✨ Key Features

  • No-code workflow builder
  • Drag-and-drop forms designer
  • Document generation
  • Integration with Microsoft 365
  • Dashboards and reporting
  • Mobile access

🎯 Key Differentiators

  • 100% no-code approach, empowering business users
  • Deep integration with Microsoft 365
  • Rapid deployment and time-to-value

Unique Value: Provides a powerful yet easy-to-use no-code platform that enables businesspeople to automate their own processes, reducing reliance on IT and accelerating digital transformation.

🎯 Use Cases (4)

Insurance underwriting and claims processing Loan application and approval workflows Employee onboarding and HR processes Compliance and risk management

✅ Best For

  • Digitizing paper-based approval processes

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Complex, code-heavy custom application development

🏆 Alternatives

Nintex K2 Power Automate

Offers a more focused and user-friendly no-code experience for process automation compared to more complex low-code platforms, particularly for those using Microsoft 365.

💻 Platforms

Web iOS Android

✅ Offline Mode Available

🔌 Integrations

Microsoft 365 SharePoint Zapier APIs

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Enterprise tier)

🔒 Compliance & Security

✓ GDPR ✓ SSO

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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