Customer inquiries
Record the request, assign the person responsible, and track the follow-up.
Business automationThe same task, every week?
The same task, every week?
Let’s automate it.
We build and repair workflows for requests, approvals, onboarding, and reporting. Start with one task your team keeps doing by hand.
What we can help with
Start with the task. Connect the steps.
Show us how the job works today. We map the steps, remove unnecessary copying or chasing, and build a workflow in the tools agreed for your project. Microsoft 365 and Power Automate are often a useful starting point.
Purchase approvals
Send a request to the right approver and save the decision with the supporting details.
Staff onboarding
Assign checklists to HR, IT, and managers, with a shared view of what is ready.
Routine reports
Connect supported data sources and reduce repeated copying into recurring reports.
Examples
See how a workflow could help.
Example · Customer inquiries
Every new inquiry has someone responsible for it.
A message lands in a shared inbox. Someone copies it into a spreadsheet, forwards it, and tries to remember to follow up.
What changes
A shared view of who owns each inquiry and what happens next.
- 01
Capture the request
A form records the inquiry in one list.
- 02
Assign an owner
The right person gets a Teams notification.
- 03
Keep track of follow-up
A reminder flags inquiries that still need attention.
Microsoft Forms · SharePoint · Teams · Outlook
Your team decides who should receive a request and when reminders should go out.
Example · Staff onboarding
Give every new starter a checklist, with owners.
HR emails IT and the manager separately. Accounts, documents, and equipment requests are tracked in different places.
What changes
One checklist that shows the work still needed for a new starter.
- 01
Submit one starter request
Capture the start date, role, and manager.
- 02
Assign the tasks
Give HR, IT, and the manager their checklists.
- 03
Review what is ready
Track completion and flag missing tasks before the start date.
Microsoft Forms · SharePoint · Teams · Power Automate
Account access and permissions still need approval. The example does not create accounts automatically.
Example · Purchase approvals
Know where a purchase request is waiting.
A request passes through email threads. The decision, comments, and final document can be hard to find later.
What changes
A request, an approver, and a recorded decision in one process.
- 01
Record the request
Store the details and supporting document.
- 02
Ask the right approver
Route it using the approval rules you agree.
- 03
Save the decision
Record the outcome and notify the requester.
SharePoint · Power Automate · Outlook
A person approves or declines the request. This example does not place orders or make payments.
Illustrative workflows. No live systems are connected. Tools and licensing are confirmed before a project starts.
What you getA working solution.
A working solution.
Help using it.
- A diagram of the process and who owns each step
- A workflow built and tested with your team
- Instructions for exceptions and a manual fallback
- A way to compare how the task works before and after
How we work
How we get the work done.
You review the proposal before work starts. We keep you involved as we make and test the changes.
- 01
Tell us what is happening
Describe the problem, your tools, and who is affected.
- 02
Review the proposal
Agree the work, the cost, and when it can be done.
- 03
Build and test
We make the changes and check them with your team.
- 04
Learn how to use it
You receive instructions and a walkthrough of the work.
Your questions
Good to know.
How do we choose a first process?
Start with something recurring, reasonably consistent, and costly in time or missed handoffs. A smaller workflow is often easier to test and improve than a business-wide redesign.
Can you repair an automation we already have?
Yes. We review the workflow, integrations, permissions, failures, and operating costs, then scope the changes the platform supports.
Do we have to replace our existing tools?
We first review the tools you already use. The approach depends on available integrations, licensing, and the process itself. Tool changes are discussed before implementation.
Your next useful step
Tell us what you needWhat would you like help with?
Tell us what is happening and which tools your team uses.