Daily tasks, handled by automation.
Your team’s hours are worth more than data entry.
Power Automate & Copilot Studio
The routine takes care of itself.
Power Automate reads incoming invoices, enters orders that arrive by email, and moves data between your systems on its own. Copilot Studio takes the steps that need a decision: it reads free-form requests, sorts them, and pulls the details into the right place. More than 1,000 ready-made connections reach your Microsoft products and the tools around them, and any process with clear, repeatable rules can run this way. Every workflow sits in one place where you can see each run and change a step, and there is nothing to host or patch.
Power Platform for task automation.
Power Automate
Power Automate routes approvals, sends reminders, and moves data between your systems — any repeating process with clear rules can run on it. Every run is logged, so you can audit what ran, when, and with what result.
Copilot Studio
Copilot Studio handles the workflow steps that need judgment: it reads free-form text, categorizes and files incoming requests, and extracts data from documents into your systems. When input is unclear it asks for clarification, and once it has the answer it acts on its own.
Business connectors
Native connectors cover every Microsoft 365 product — Outlook, Excel, Teams, SharePoint — and Dynamics 365, and workflows follow the access rights your team already has. The full catalog counts over 1,000 ready-made connections, reaching well beyond Microsoft: DocuSign, Dokobit, Stripe, Mailchimp, and most systems your business already uses.
Automation scenarios for each role
Finance
- Read incoming invoices and create draft entries in your accounting system.
- Check each invoice against the order or contract before approval.
- Collect expense receipts for review and approval.
- Send payment reminders based on live accounting data, following your rules.
- Import and export data between your accounting system and other tools automatically.
- Send invoices to your customers.
Sales
- Send website enquiries straight into your CRM.
- Reply to new enquiries instantly and log the details into a customer record.
- Read incoming orders from emails and attachments and enter them into your system.
- Send a follow-up when a sent quote goes unanswered.
- Update customer records from email replies.
- Turn a won deal into an order and an invoice without retyping.
CEO / Founder
- Assemble the weekly numbers on the schedule you set: sales, cash, unpaid invoices.
- Deliver each approval to your phone with the documents and numbers already attached — one tap to decide.
- Alert you when a big order comes in or a payment goes overdue.
Operations
- Generate contracts, acts, and orders from a template and send them for signature.
- Collect vacation requests, check overlaps, and prepare the vacation order.
- Do the same for business trips: approval, trip order, allowance sheet.
- Check stock and prices in vendor systems and update your price lists.
- Update records in bulk from a file: prices, products, customers.
- Remind before certificates, insurance, and contracts expire.
Frequently asked questions
Any process that follows a repeatable pattern — approval requests, invoice processing, employee onboarding checklists, report generation, data entry between systems, notification chains, and scheduled reminders. If your team does it the same way every time, Power Automate can run it.
A single workflow takes 1–2 weeks from scoping to go-live. A full Process Pack (3–5 connected workflows) takes 4–8 weeks. We deliver one working automation at a time — your team sees results before the project is finished.
Power Automate connects natively to Microsoft 365, Dynamics 365, SharePoint, and Dataverse. It also connects to hundreds of third-party services — SAP, Salesforce, Google Workspace, Slack, and most modern business tools.
No. Most workflows are built with drag-and-drop tools that require no coding. For complex scenarios involving custom integrations or advanced logic, we write the code and deliver a solution your team can operate without developer skills.
We hand over fully documented workflows with admin training. Your team can make simple changes independently. For ongoing development and complex modifications, the Automation Retainer provides monthly capacity with priority support — same consultant, same number.
All projects are fixed price — scoped on the planning call, agreed before work starts. No hourly billing. No surprise invoices. Monthly retainers carry a fixed fee with a defined scope of work.
Every workflow runs inside your company’s own Microsoft environment, under your security rules. We set those rules so automations only see the data they need — and only for people allowed to see it.