Microsoft automation
Practical help for teams on Microsoft 365 who want reliable flows for approvals, documents and notifications, and honest advice on where Power Automate is not the right tool.
Book a Free Automation AuditPower Automate works well when your data already lives in Microsoft 365: SharePoint lists, Teams, Outlook, Excel, Forms and OneDrive. For approvals, document routing and notifications inside that environment, it is often the quickest path, and your IT team can govern it with tools they already know.
It is a weaker fit when you need to connect many non-Microsoft systems, process very high volumes cheaply, or run custom AI steps with fine control. In those cases tools such as n8n or Make, or custom code, can be better, and we will say so. See our guide to automation tools.
Leave, purchase and document approvals with reminders, escalation and an audit trail.
Save attachments, rename and file documents, extract data and update lists.
Notifications, shared mailbox triage and structured messages to the right channel.
Keep lists and workbooks in sync and remove copy-and-paste work.
Naming, environments, connectors, ownership and what happens when an employee leaves.
Failed runs, throttling, expired connections and flows nobody understands.
We list the flows and manual tasks you have today, and who owns each.
We design flows with error handling, clear naming and the least privileges needed.
Flows are built in a test environment and tried with real cases before go-live.
You receive documentation and a short walkthrough for your team.
Many requests now include AI: summarising emails, classifying requests, extracting invoice fields or answering questions from internal documents. We can add these steps inside or alongside your flows, with a person reviewing anything uncertain. Licensing, data location and connector limits differ by plan, so we check what your Microsoft agreement allows before designing.
They design, build, test and govern flows, advise on licensing and connectors, and fix flows that fail or are hard to maintain.
It depends on your stack. Inside Microsoft 365 it is often the simplest. For many mixed systems or high volumes, other tools can be cheaper or more flexible.
Yes, through built-in AI actions and by calling external AI services. Plan limits and data rules apply, so we check these first.
Yes. We review them, document them, fix errors and add monitoring.
It depends on the number and complexity of flows. We give a custom quote after a short review.
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Book a free audit. We will review your situation and tell you honestly what is worth doing first.
Book a Free Automation Audit