Power Automate Flows
Custom-built automations that eliminate manual work. Approvals, notifications, data processing and integrations, all built for your specific needs.
Approval Workflows
- Single and multi-stage approvals
- Parallel and sequential approval chains
- Conditional routing based on criteria
- Mobile approval capabilities
- Audit trails and tracking
Notifications and Alerts
- Email notifications triggered by events
- Teams messages and channel posts
- Scheduled reminders and digests
- Escalation workflows
- Custom notification formatting
Data Processing
- Data transformation and formatting
- Moving data between systems
- Scheduled data exports and imports
- Data validation and cleansing
- Reporting automation
Document Workflows
- Document generation from templates
- PDF creation and conversion
- File routing and organisation
- Metadata extraction and tagging
Integrations
- Microsoft 365 apps (SharePoint, Teams, Outlook, etc.)
- Dynamics 365 and Power Apps
- Third-party apps (Salesforce, HubSpot, etc.)
- Custom APIs and connectors
Discovery
We start by understanding your manual processes to understand what's taking time, what's error-prone, what's frustrating your team. This identifies automation opportunities.
Design
We design the automation with you, covering what triggers it, what it does, and what the outputs are. You see exactly what we'll build before we build it.
Build
We create the flow, test it thoroughly, and refine based on real-world use. Complex automations are built iteratively with checkpoints.
Documentation and Handover
Every automation comes with documentation covering what it does, how to modify it, and how to troubleshoot it. We train your team to maintain it independently.
Pricing
Fixed project pricing based on complexity and value delivered. You know the cost upfront, not an open-ended hourly engagement.
Delivery Options
- Build for you: We create the automation; you receive documentation and training
- Guided build: We build together, transferring knowledge throughout
- Training: We teach your team to build their own automations
This Service Is For
- Teams with repetitive manual processes
- Organisations using M365 who want more automation
- Departments tired of copying data between systems
- Anyone who's thought there must be a better way
Common Automation Candidates
- Approval processes done via email chains
- Data entered manually into multiple systems
- Reports compiled by hand from multiple sources
- Notifications that someone has to remember to send
- Documents created from templates with manual population
Signs You Need Automation
- Staff spending hours on tasks that feel like they should be automatic
- Errors from manual data entry or copying
- Things falling through cracks because someone forgot
- Processes that only one person knows how to do
Return on Investment
Most automations pay for themselves within months through time savings. We focus on high-value opportunities that make a real difference. We have built automations for accounting firms including client onboarding workflows, document generation and approval processes.
Automation is also highly relevant for finance teams streamlining reporting workflows and HR teams automating onboarding and approval processes.
Ready to get more from Microsoft 365?
Book a free consultation to talk through where you are and where you want to be. No pressure, no hard sell. Just an honest conversation.
