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Automation

Automate the busywork. Properly.

Power Automate flows and Power Apps that quietly remove hours of manual work every week, built to be governed and supportable, not a sprawl of personal flows.

Most automation in a tenant is a graveyard of half-finished personal flows that break the moment someone leaves. We build automation as a proper deliverable: mapped to the real process, documented, monitored, and owned by the business rather than one person's account.

Most of what we build sits behind a SharePoint intranet, the flows that run approvals, routing and notifications, but we also build standalone automations for email, finance and operations processes that have nothing to do with SharePoint.

How it works

  1. 01

    Map the process

    We document the real process, the people, the exceptions and the handoffs, before automating anything.

  2. 02

    Build

    Flows and apps built with proper connections, error handling and naming, on a service account, not a personal one.

  3. 03

    Handover

    A runbook so the business can see what runs, why, and what to do when something changes.

The outcome

Automation that runs itself, and proves it.

A real business process, mapped and automated: a CRM event provisions a SharePoint site, builds the folder structure and reference number, and logs the outcome. Error handling and an audit trail are built in, so the business can see exactly what ran, and what needs a look.

Client & project provisioning Power Automate

CRM: opportunity won

polled trigger, native connector

Milestone matches, and not a duplicate

early condition gate

Provision client site

Azure Automation runbook (PnP)

Create project folder + reference no.

unique 5-digit ID

Update project register

SharePoint list

On any failure: retry, then log to the audit list, no silent breakage.
Project register auto-maintained
RefClient / projectStatus
10428

Riverbank Ltd

Active project

Done
10427

Meridian Group

Opportunity

Done
10426

Harbourview

Active project

Done
n/a

Unmatched folder

Naming mismatch

Review

47

provisioned

3

skipped (idempotent)

1

manual review

Illustrative of a real client build. Business-owned service account, documented, monitored.

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