Project Management - Corporation X Webflow Template

SharePoint Automations

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Automated document workflows, approvals, and processes within SharePoint. Make your document management work harder for you.

Document Approvals

  • Document review and approval workflows
  • Multi-stage approval chains
  • Conditional routing based on metadata
  • Approval tracking and audit trails
  • Rejection and revision handling

Metadata and Organisation

  • Automatic metadata tagging
  • Content type assignment
  • Document classification
  • Folder routing based on properties

Notifications and Alerts

  • Document change notifications
  • Expiry and review reminders
  • Task assignments and follow-ups
  • Digest summaries

Lifecycle Management

  • Retention policy automation
  • Archive workflows
  • Review scheduling
  • Compliance automation

Integration

  • External system connections
  • Email integration
  • Teams notifications
  • Custom business processes

Discovery

We review your current SharePoint setup and document processes. Where are the bottlenecks? What's manual that should be automatic?

Design

We design automations that fit your existing structure and processes. No point building something that doesn't match how you actually work.

Build

We create the automations using Power Automate, test thoroughly with your real content, and refine until they work reliably.

Documentation and Training

Every automation is documented. We train your team (or your SharePoint admins) to maintain and modify as needed.

Pricing

Fixed pricing based on complexity. Simple notifications are quick; complex approval chains take longer. We scope accurately upfront.

Relationship to SharePoint

We work with your existing SharePoint setup. If your SharePoint structure needs work first, we'll tell you — sometimes the foundation needs fixing before automation makes sense.

This Service Is For

  • Organisations using SharePoint for document management
  • Teams with manual approval processes
  • Departments struggling with document lifecycle
  • Anyone who wants SharePoint to do more of the work

Common Automation Candidates

  • Document approvals done via email or verbal requests
  • Manual metadata entry that people skip
  • Review cycles that nobody remembers
  • Archive processes that rely on someone's memory
  • Notifications that get forgotten

Automation Benefits

  • Nothing falls through cracks
  • Clear accountability and audit trails
  • Faster turnaround on approvals
  • Consistent process every time
  • Staff time freed for valuable work

Prerequisites

You need SharePoint already set up and in use. If you're still planning your SharePoint deployment, talk to us about getting the structure right first.

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.