Power Platform

Power Platform automation for businesses

We build approval workflows and automations in Power Automate, on top of SharePoint and Microsoft 365. Requests reach the right person on their own, and everyone can see where each one stands.

Microsoft Solutions Partner for Modern Work · ISO/IEC 27001:2022 · 25+ years
You pick the time · 45 minutes, online · Written quote after the assessment · No obligation

What automated approvals look like in practice

Four requests that, in many companies, still travel by email and stall with whoever forgets them first. Here is how each one runs in Power Automate.

Leave, approved from Outlook

The employee fills in the request once. The team lead gets an email with Approve and Reject buttons and can answer from a phone.

HR sees the answer in the list straight away, without asking anyone where the request is.

Purchases above a set limit

Up to an amount you set, the department head approves. Above it, the request moves on to management by itself.

Nobody has to remember the rule, and every decision stays on record with a name and a date.

Expense claims, without the email chain

The claim and the receipts go into a single form, not into three separate emails.

Once approved, it goes on to accounting by itself, and whoever submitted it can see where it stands at any time.

The register kept in a spreadsheet

A register of contracts, equipment or requests, kept today in a spreadsheet that someone updates when they remember, becomes a list in SharePoint.

Each row shows its status and who changed it, and the workflow sends a reminder before a deadline passes.

What we automate in Microsoft 365

Below are two workflows, step by step: approvals in SharePoint and the review of external accounts in Microsoft 365, as seen by the person who sends a request and the person who approves it.

Documents & approvals

SharePoint automation

We build the workflows in Power Automate, right on top of SharePoint, where your documents already are. Requests move on their own, approvals stop sitting in someone’s inbox, and the record no longer depends on a spreadsheet somebody remembers to update. Every request moves through four stages, and at each one it is clear who answers.

The request goes straight to the approver

It no longer depends on someone remembering to forward an email. It goes straight to the approver, through one or several levels, in the order you set. Every step has an owner chosen in advance.

  • Approval workflows across several levels, followed in order
  • If someone is late, the request moves up on its own
  • A written record of who approved what, and when

Everyone finds out when it’s their turn

The workflow does the chasing for you: when it is someone’s turn to approve, shortly before a deadline, and whenever something on the request changes. No follow-up email, no asking on Teams whether anyone has looked at it.

  • Automatic notifications when someone has something to approve
  • A reminder before the deadline passes
  • An alert whenever the status of a request changes

You can see where every request stands

Everything that happens to a request is written down in one place, with a date and time: who sent it, who approved it, what comes next. You stop asking around for where it stands.

  • Every request in one place
  • The full history, step by step
  • A report you can put on the table in an audit

Next time it happens the same way

Repetitive administrative tasks, the ones that come round every month, follow the same rules, not whatever anyone happens to remember. The result is the same every time, and the team deals with decisions instead of procedures.

  • Rules written once, followed every time
  • The same steps, in the same order
  • Fewer mistakes and fewer exceptions to deal with
Accounts & access

External Access Review

Partners, suppliers and contractors get invited into your Microsoft 365 environment every month, and almost none are removed when the work ends. IT can’t decide alone who still belongs there, because only the person who invited the supplier knows. The workflow asks exactly the people who know, and acts on their answer.

It finds the external accounts

On the schedule you set with us, the workflow pulls together the list of external accounts in your environment: who they are, who invited them, and when they last signed in. No exports done by hand, no list kept in a spreadsheet.

  • It runs on the schedule you set with us
  • Every account is tied automatically to whoever invited it
  • For each one, the date it last signed in

It asks the responsible manager

Each manager gets one email, listing only the external accounts they invited themselves. They keep or withdraw access straight from Outlook, in two clicks. No portal, no new sign-in, nothing to learn.

  • One email for each manager, not one for each account
  • Answered from the email itself, on a phone or a laptop
  • We check the reply really came from the manager we wrote to
Example
From: IT Management  ·  Thursday, 09:14

The outside accounts you are responsible for

Marketing agencylast signed in 8 months ago
KeepRemove
External accountantlast signed in 3 days ago
KeepRemove
Maintenance suppliernever signed in
KeepRemove
The manager answers with a single button, from inside the email.

It acts, but nothing is final

Confirmed accounts stay active and are left alone until the next check. The ones nobody answers for get a reminder, then a block, then removal. Silence never counts as agreement.

  • The second notice says exactly what happens, and on which day
  • Blocking comes before deleting, and a blocked account is switched back on in seconds
  • Accounts we can’t trace back to anyone go to a person you nominate

It leaves a written record behind

After every check, your IT contact gets a report: the totals, then one line for each account, with what was done and whether it worked.

  • Totals and detail, in the same document
  • A written record of who approved what, and on which day
  • It carries over from one check to the next

Getting started

Three steps, and there is nothing for your team to install. Together we set which address the emails go out from, who receives the report, who picks up the accounts we can’t trace back to anyone, and how often the check runs. We connect the workflow, with one approval from an administrator. Then the first check runs: managers get their lists, you get the report.

Start with the free 45-minute assessment

We go through your processes together and tell you what is worth automating first.

Get my free 45-minute assessment

How the project works

1

Free assessment

A 45-minute online call. You tell us which requests, approvals and records take up your team's time today.

2

The plan

Together we pick what's worth automating first and how each workflow should run. You get the cost in writing, and we only start once you approve it.

3

The build

We build the workflows in Power Automate, on top of SharePoint, Outlook and Teams, and test them with you before launch.

4

Handover to your team

We show each team how to send a request and approve it from Outlook or Teams, then fine-tune the workflows after the first weeks of use.

After launch

Processes change. The workflows change with them.

A new approver, a changed limit, someone leaving the company: the workflow has to be adjusted. We take care of that, and of the rest of your company's IT, on a monthly subscription with the cost fixed in the contract.

One point of contact

A colleague who knows your company answers, Monday to Friday, 09:30–18:00.

No surprises

You hear about important changes in advance, and every intervention is documented.

Grows with your company

We adjust the subscription together as new employees or needs come along.

“…confident that we would have a dedicated and professional partner beside us, one we can rely on.”

Ovidiu Filip, Operations Manager, Wayfare · Translated from Romanian

Accounting automation

Invoice and data import into SAGA C, straight from Excel, with no manual entry. Data.Import is an app your accountant uses on their own.

Frequently asked questions about Power Platform automation

The project

3 Questions

Which processes can be automated?

Requests and approvals, such as leave, purchases and expenses, notifications and deadlines, records that now live in a spreadsheet, and the review of external accounts in Microsoft 365. At the assessment we tell you what is worth automating first.

Do we need new licenses?

For workflows that use SharePoint, Outlook and Teams, the Microsoft 365 license you already have is usually enough. If a workflow needs an extra license, we tell you at the assessment, before we start.

How long does a project take?

It depends on how many workflows you need and how many apps each one connects. You get the exact timeline in the plan, after the assessment, together with the cost.

Your team and after launch

3 Questions

Does the team have to learn Power Automate?

No. Requests are sent and approved from the apps your team already uses: Outlook, Teams and SharePoint. At handover we show each team how its own workflows work.

Can you automate a process we now run in a spreadsheet?

Yes. We start from how you work today: who fills it in, who approves and what happens next. The record becomes a list in SharePoint, and the workflow takes care of the steps.

Who looks after the workflows after launch?

If you have no IT team of your own, we continue with Managed IT Services. If you already have someone in IT, we work alongside them with Co-Managed IT. Both run on a monthly subscription with the cost fixed in the contract.