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Power Automate workflow automation

The emails you send every day? A robot should send them.

Every morning someone on your team compiles the same report, chases the same approvals, forwards the same reminders. We build Power Automate flows that do that work automatically — approvals, reports, reminders and data syncing — on the Microsoft 365 licenses you already pay for.

5–15 hrssaved / team / week
Daysto your first flow live
$0extra license for standard connectors
What we deliver

Automation that runs while your team does real work.

Every flow we build is documented, monitored and owned by your organization — not stuck in a consultant's account.

01

Approval workflows

Requests that route themselves instead of dying in inboxes.

  • Leave, expense & purchase-order approvals
  • Document review & sign-off routing
  • Multi-stage approvals with delegation & escalation
  • Approve from Teams, Outlook or mobile — one tap
02

Scheduled & event-driven automation

The daily grind, handled before your team logs in.

  • Daily & weekly reports compiled and sent automatically
  • Reminders, follow-ups & SLA escalations
  • Data syncing between SharePoint, Excel & other systems
  • Triggers on new files, form submissions & status changes
03

Flow rescue & optimization

For flows that exist but fail, crawl or multiply.

  • Diagnose & fix failing or stuck flows
  • Error handling & retry patterns added properly
  • Consolidate duplicate & overlapping flows
  • Run-history monitoring with owner alerts
Automation, in depth

How we turn repetitive work into flows that just run

Process mapping first

We count the hours before we automate a single step.

Automating a bad process just makes mistakes faster. We start by mapping how the work actually happens today — who touches it, where it waits, how many hours it eats per week — then automate the steps with the highest return first. Sometimes that's the big approval chain; often it's the boring daily email nobody thought to question.

We're also honest about licensing up front: standard connectors (SharePoint, Outlook, Teams, Excel and hundreds more) are included in the Microsoft 365 plans you already own, while premium connectors and RPA cost extra. You'll know the real running cost of every flow before we build it.

  • Manual-process mapping with the people who do the work
  • Hours-per-week baseline so ROI is measurable, not vibes
  • Highest-ROI steps automated first, quick wins in week one
  • Standard-first design — premium licenses only when they earn it

Flows we build most

Approval routingLeave · expenses · POs
Scheduled reportsDaily & weekly digests
Document generationTemplates auto-filled
Onboarding tasksAccounts · access · kit
Notification digestsOne email, not forty
Cross-system syncSharePoint ↔ ERP · CRM
Built to not break

The difference between a demo flow and one you can bet payroll on.

Anyone can record a flow that works once. Production automation is different: it retries when a service hiccups, catches errors in a dedicated branch, tells a human when it genuinely can't recover, and keeps running when the person who built it leaves the company.

Every flow we ship runs under a service account you control, lives in the right environment, and comes with plain-English documentation — so your IT team can support it without reverse-engineering forty actions at 6 p.m. on a Friday.

  • Error-handling branches & retry patterns on every external call
  • Service-account ownership — never tied to a person's login
  • Dev / production environment strategy, not one big sandbox
  • One-page runbook per flow: what it does, how to fix it

Our reliability checklist

Error handling on every action
Automatic retries where safe
Owner alerted on failure
Service account, not personal login
Run-history monitoring set up
Documentation IT can support
Beyond the basics

When "send an email" isn't enough, the platform goes further.

Power Automate reaches well past Microsoft 365. AI Builder reads invoices, receipts and forms and extracts the fields — no more retyping supplier PDFs into the accounting system. RPA desktop flows click and type through legacy applications that have no API at all, so even that twenty-year-old ERP screen can be automated.

And with more than 1,000 connectors plus HTTP and custom connectors for anything with an API, your flows can span Salesforce, SAP, QuickBooks, Slack and whatever your stack throws at them.

  • AI Builder document & invoice extraction into your systems
  • RPA desktop flows for legacy apps with no API
  • 1,000+ prebuilt connectors across the tools you already use
  • HTTP & custom connectors for in-house and niche systems

Connectors we reach for

SharePoint · Teams · OutlookStandard
Excel · Forms · PlannerStandard
SQL Server · Salesforce · SAPPremium
QuickBooks · Slack · DocuSignPremium
Legacy desktop appsRPA
Anything with an APIHTTP / custom
How it works

From first call to flows running on their own

Free audit call

30 minutes on the repetitive work eating your team's week. No obligation, no jargon.

Map & prioritize

We map the manual processes, count the hours, and rank candidates by ROI and effort.

Build with weekly demos

Flows built in short cycles — you see working automation every week, not a big reveal at the end.

Parallel-run & test

Flows run alongside the manual process until the outputs match — then, and only then, the manual work stops.

Launch, monitor & train

Go-live with run-history monitoring, owner alerts, and training so your team can maintain and extend everything.

Case studies

Flows that gave whole days back

Manufacturing · 50 people

Three flows killed eight hours of weekly paperwork.

Problem: Supervisors spent every Friday compiling production numbers into a report, chasing safety-checklist signatures and re-typing purchase requests into email threads.

We did: A scheduled flow that compiles the production report from SharePoint lists and emails it Friday 7 a.m., a checklist flow with automatic sign-off reminders, and a purchase-request approval routed through Teams.

3flows built
8 hrspaperwork gone / week
2 wksfirst flow to live
Accounting firm · 25 people

Supplier invoices approve themselves — humans just review.

Problem: 400+ supplier invoices a month arrived as PDF attachments, were printed, hand-keyed, and walked to a partner's desk for sign-off. Two errors a week reached the ledger.

We did: AI Builder extraction pulls vendor, amount and line items from each PDF, a flow matches them to purchase orders, and approvals route by amount — one tap in Teams for the partner, automatic filing to SharePoint.

90%less manual data entry
1 dayapproval, down from 6
400+invoices / month automated
Logistics company · 70 people

The 6 a.m. dispatch report writes itself now.

Problem: A coordinator started at 5:30 a.m. to pull shipment data from the ERP, reconcile it against SharePoint trackers, and email the daily dispatch report before drivers rolled out.

We did: A scheduled flow syncs ERP shipment data to SharePoint overnight, flags mismatches for review, and sends the formatted dispatch report to depot managers at 6 a.m. — with an SLA escalation flow for late loads.

10 hrssaved / week
6 a.m.report, zero human effort
2systems kept in sync
Industries we serve

Different industries. Same repetitive work.

The forms change — production reports, invoices, dispatch sheets, lease renewals — but the pattern is identical: someone doing the same steps every day that a flow could do instead. Here's what automation looks like in the sectors we work with most.

Manufacturing

Production reports compiled and sent on schedule, shift-handover notes routed automatically, and safety checklists that chase their own signatures.

§
Accounting & finance

Invoice approvals routed by amount with AI Builder extraction, and month-end packs assembled and distributed without a single manual email.

Logistics & distribution

Order alerts and SLA escalations fired the moment status changes, with carrier and ERP data synced to SharePoint overnight.

Healthcare & clinics

Credential and license renewals flagged before they lapse, and policy sign-offs routed, reminded and recorded for the auditors.

Professional services

Engagement kickoff checklists that provision sites, tasks and access automatically, plus document assembly from templates in seconds.

Real estate & property

Lease renewals surfaced months ahead with owner reminders, and maintenance requests routed from form to contractor to closed.

Tools & technology

The automation stack we work in every day

Flows run on the platform you already own — plus the connectors, AI and reliability patterns that turn a demo flow into one you can bet payroll on.

Power Automate cloud flows Approvals & adaptive cards Scheduled & event triggers Standard connectors (400+) Premium connectors HTTP & custom connectors AI Builder document processing RPA desktop flows Error handling & retry patterns Service accounts & connections Run history monitoring Teams & Outlook actions SharePoint triggers Dataverse integration
FAQ

Power Automate questions, answered

What can Power Automate actually automate?
Any process with a repeatable pattern: approvals for leave, expenses and purchase orders, scheduled reports, reminder and escalation emails, document generation, onboarding checklists, and moving data between systems like SharePoint, Excel, Teams and your ERP. A good rule of thumb: if someone does it the same way every day or every week, a flow can probably do it instead.
Do our flows need premium Power Automate licenses?
Usually not. Standard connectors — SharePoint, Outlook, Teams, Excel, OneDrive, Forms and hundreds more — are included in the Microsoft 365 licenses you already pay for. Premium licenses only come in for premium connectors (SQL Server, Salesforce, HTTP), RPA desktop flows or AI Builder. We tell you the licensing cost of every flow before we build it, and we design around premium connectors when a standard approach does the job.
What happens when a flow fails?
With a well-built flow, three things: the error is caught by a dedicated error-handling branch, the failed step retries automatically where it is safe to do so, and a notification goes to a nominated owner with a link to the run history. We build every flow this way and set up run-history monitoring — so a failure is a Tuesday-morning email, not a silent gap someone discovers three weeks later.
Can Power Automate connect to systems outside Microsoft 365?
Yes. Power Automate ships with more than 1,000 connectors covering tools like Salesforce, SAP, QuickBooks, Slack, Dropbox and Google Workspace. Anything with a web API can be reached through the HTTP connector or a custom connector, and legacy desktop applications with no API at all can be automated with RPA desktop flows that click and type like a human would.
How do you hand over flows when the project ends?
Every engagement ends with flows owned by a service account you control (never a consultant's login), a plain-English document per flow describing what it does and how to fix common failures, and a working session with your IT team or power users. You are never locked in — your team can support, change and extend everything we build, and a support retainer is optional, not required.
How do you decide what to automate first?
We rank every candidate with a simple formula: hours saved multiplied by how often the process runs, divided by build effort. The audit scores each manual process against it, so the first flows we build are the ones that pay for themselves fastest — usually a scheduled report or reminder chain in week one, with the bigger approval workflows following once the quick wins have earned trust.
Can flows generate documents like PDFs, invoices or contracts?
Yes — document generation is one of the most common flows we build. A Word or SharePoint template holds the layout, the flow fills in the data — customer, amounts, dates, line items — and converts the result to PDF for sending or filing automatically. Invoices, contracts, quotes, certificates and onboarding letters all follow the same pattern, triggered by a form submission, a status change or a schedule.

Stop sending the same email every morning.

Book a free 30-minute call. We'll walk through your team's most repetitive processes and tell you which flows would pay for themselves first — no obligation.

Chat with us