Leave the routine to automation
Give your team more time for customers and business priorities by automating data entry, approvals, and reminders.
Your process, with less manual work
Collecting information, checking details, updating systems and passing work to a colleague all take time. When the same steps repeat every day, there’s an opportunity to automate them.
We use Power Automate to connect those steps so work moves forward automatically. Copilot agents can read emails and documents, pull out the relevant details and prepare the next action.
Together, we decide which steps to automate, where your team needs to review or approve, and how to handle exceptions. You keep track of progress without having to move every task along yourself.
The building blocks of automation
Power Automate
Move information between systems, create tasks, send reminders and route documents for approval. Workflows can run on a schedule, start when a request arrives or a record is updated, or be started by your team. We set them up to follow your process.
Copilot agents
Some tasks need more than a fixed set of rules. Copilot agents can interpret requests and documents, extract relevant details and pass them to the next step. We define which information they can use, what actions they can take and when your team should review the result.
Connections to your systems
Connect your Microsoft tools and other business systems so your team spends less time entering the same information in different places. We check what can be connected and explain any additional setup or costs before work begins.
Practical uses for automation
Finance
Collect invoice details and prepare draft entries for review.
Compare an invoice with the order or contract before approval.
Send payment reminders for unpaid invoices.
Sales
Record new inquiries and pass them to the right salesperson.
Remind the team when a proposal needs a follow-up.
Transfer agreed order details to accounting without retyping them.
Management
Receive regular summaries of the figures you track.
Review approval requests with the supporting information attached.
Get notified when a payment or delivery is late.
Administration and operations
Prepare documents from templates and send them for review or signature.
Route employee requests to the right person.
Send reminders before contracts, certificates, or other documents expire.
Frequently asked questions
Start with work that repeats often, follows clear steps, and takes up your team’s time. We help compare the cost of automating it with the time saved and mistakes avoided.
In many cases, yes. Many business systems, including accounting and CRM tools, have ready-made connections. Where these are unavailable, exchanging data through files or email may be an option. We confirm what your systems support before agreeing the work.
Yes. We can add review and approval steps wherever they are needed. People can approve requests from Teams or Outlook, and the next step can wait for their decision.
The workflow’s history shows which step failed and provides details to help identify the cause. We agree how failures are handled, who is notified, and who resolves them, including any monitoring or support you need from us.
Yes. Workflows can be updated when your process, team, or systems change. The amount of work depends on what needs adjusting, from changing an approver to connecting another system.
Microsoft 365 includes some Power Automate capabilities. Depending on the systems you want to connect and the features you need, additional licenses may be required. We check what your subscription covers and explain any extra licensing costs before you commit.
Each workflow uses the accounts and permissions set up for it. We configure these with you to limit access to the data it needs, and agree who can change the workflow and view its history.
Find your first task to automate
Tell us which tasks take up your team’s time and where work gets held up. We’ll help you choose a practical starting point, explain how automation could help, and outline the likely cost.