Microsoft 365 automation

Let routine work move without you.

Connect forms, email, Teams, calendars, and records so the next step happens without manual chasing.

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Interactive sample

Purchase request approval

New equipment requestSubmitted by operations
Ready
  1. Request capturedForm details saved in one record
  2. Approval sentThe right manager receives it in Teams
  3. Decision recordedRequester notified and history updated

Press “Run sample” to see the handoff.

From request to recorded decision.

See how a Power App and Power Automate can work together as one practical business process.

Request to recorded decisionPress play to watch a request get filled in, submitted, approved, and logged.

Generated sample screens for illustration. No customer data or live Microsoft tenant is shown.

See where the manual work disappears.

Choose a common small-business workflow. Each example starts with the process you already have.

Approvals

Stop asking, “Did you approve this?”

Route purchase requests, time-off, or expenses to the right person, then keep the result in one searchable place.

BeforeEmail threads, reminders, missing history
AfterOne request, automatic routing, visible status
Discuss an approval workflow

What the automation handles

  1. RequestA form captures the needed details
  2. RoutePower Automate finds the right approver
  3. RespondThe decision happens from email or Teams
  4. RecordThe result is logged and shared
Microsoft 365 setup

Standard-connector workflows often work with existing Microsoft 365 business licensing. Dataverse or other premium connectors can add licensing.

Invoices and receipts

Turn incoming documents into usable records.

Forward an invoice or send a receipt photo. Important details are captured, while uncertain entries wait for review.

BeforeRetyping vendors, dates, and totals
AfterCaptured fields with exceptions flagged
Discuss invoice capture

What the automation handles

  1. ReceiveA photo or invoice arrives by email
  2. ExtractAI Builder reads vendor, amount, and date
  3. StoreThe fields are added to your record
  4. ReviewOnly uncertain entries need attention
Microsoft 365 setup

AI Builder uses paid AI capacity. Licensing depends on document volume and Microsoft’s current credit model. Most records can live in Excel or SharePoint.

Appointments and follow-up

Keep customers informed without remembering each message.

Schedule reminders before a job, then send the right follow-up after the work is complete.

BeforeCalendar checks and one-off messages
AfterConsistent reminders and follow-up
Discuss appointment follow-up

What the automation handles

  1. ScheduleAn appointment enters the calendar
  2. PrepareThe reminder is queued automatically
  3. NotifyThe customer receives email or text
  4. Follow upA review or check-in is sent later
Microsoft 365 setup

Standard-connector workflows often work with existing Microsoft 365 business licensing. Text messages require an SMS connector and may add licensing.

A good first automation is easy to recognize.

Start with one task that repeats, follows a few rules, and regularly gets delayed between people or tools.

The same information is retypedFrom email into Excel, SharePoint, or another record.
Someone has to remember the next stepA reminder, approval, update, or customer message.
Status lives in one person’s inboxThe team has to ask what happened or what comes next.
The exceptions are clearMost cases follow a pattern, and unusual ones can be flagged.

Bring one frustrating task.

We will map the handoffs, identify the smallest useful build, and give you a clear scope before work starts.

Book a consultation