M365 Automation Solutions
Three problems every small business has. Already solved.
This is the technical side of HanFlows — everywhere else on this site stays simple. Each solution below is a working starting point, built on the Microsoft 365 tools you may already be paying for, then customized to your business.
Solution Template 01
Approval Workflow Automation
Purchase requests, time-off, expense sign-offs — routed to the right person automatically, with a clean record of who approved what and when.
- Request submitted from a simple form
- Routed to the right approver automatically
- Approver responds from email or Teams — no login needed
- Requester notified, record kept automatically
Under the hood
Solution Template 02
Invoice & Receipt Processing
Snap a photo or forward an email — the details get pulled out automatically and logged, so bookkeeping stops being a monthly scramble.
- Receipt photo or email comes in
- Vendor, amount, and date extracted automatically
- Logged to a spreadsheet or accounting tool
- Flagged for review only if something looks off
Under the hood
Solution Template 03
Appointment Reminders & Follow-ups
Fewer no-shows, fewer "wait, when was my appointment again" calls — reminders and follow-ups go out without you remembering to send them.
- Appointment booked or scheduled
- Automatic reminder sent 24 hours ahead
- Job completed
- Automatic follow-up / review request sent
Under the hood