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Microsoft 365 Automation

Give routine work a reliable workflow.

Connect Outlook, SharePoint, Teams and Power Automate around your existing business processes.

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ILLUSTRATIVE WORKFLOW
01Receive request
02Apply rules
03Review exceptions
04Approve
05Store & notify
KEY CAPABILITIES

What we can help you build.

Process automation

Replace repeatable handoffs with consistent workflow steps.

Approvals & notifications

Route work to the appropriate people and track progress.

Connected Microsoft tools

Coordinate files, lists and communications across Microsoft 365.

ILLUSTRATIVE WORKFLOW
01Receive request
02Apply rules
03Review exceptions
04Approve
05Store & notify
EXAMPLE SOLUTION

Invoice approval

Capture documents, validate fields and route approval requests.

  • Workflow requirements and design
  • Configured flows and supporting lists
  • Testing and team handover
HOW IT WORKS

A clear, connected process.

01Discover
02Design
03Build
04Validate
05Support
PRACTICAL APPLICATIONS

Designed for real business needs.

Finance approvals

We scope this use case around your systems, business rules and the information available to your team.

Team handoffs

We scope this use case around your systems, business rules and the information available to your team.

Document lifecycle

We scope this use case around your systems, business rules and the information available to your team.

CONTROL & RELIABILITY

Document requests

Track requests and coordinate document review across your team.

Employee onboarding

Coordinate agreed onboarding tasks and notifications.

ILLUSTRATIVE WORKFLOW
01Receive request
02Apply rules
03Review exceptions
04Approve
05Store & notify
DELIVERY & HANDOVER

Practical outputs your team can maintain.

1

Workflow requirements and design

Agreed during discovery and reviewed with your team before handover.

2

Configured flows and supporting lists

Agreed during discovery and reviewed with your team before handover.

3

Testing and team handover

Agreed during discovery and reviewed with your team before handover.

FREQUENTLY ASKED QUESTIONS

Microsoft 365 Automation FAQs

Have a specific requirement? Let’s discuss your setup.

Can you work with our existing systems?

We review your environment, access and current setup before confirming the integration approach.

How is the scope agreed?

We define deliverables, responsibilities and acceptance criteria after discovery.

How long will the project take?

Timing depends on scope, source access and review availability. We provide an estimate after requirements are clear.

What happens after delivery?

Documentation and handover are included in the agreed scope; ongoing support can be arranged separately.