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Automation

Let recurring tasks take care of themselves.

Repeated manual tasks take time and can cause mistakes. We automate them with Microsoft 365 and Power Automate, from notifications to complete approval workflows.

  • Microsoft 365 automation
  • Power Automate workflows
  • Excel automation
  • Outlook, Teams & SharePoint
Who it’s for

Is this right for you?

Typical situations where we can help.

You regularly copy data from one list to the next.

Approvals run through emails that get lost.

Reports are put together by hand every week.

Your team already works with Microsoft 365.

Your benefits

What you gain

Save time

Routine tasks run automatically. You can gain hours each week.

Avoid mistakes

Automated workflows operate reliably and consistently.

Seamlessly integrated

We use your existing Microsoft 365 tools.

Result

What you actually get

At the end you hold tangible results, not just ideas.

Configured workflows

Automated processes in Power Automate or your existing environment.

Forms and approvals

Digital requests with clear approval steps.

Notifications

Alerts by email or Teams when something needs doing.

Documentation

A clear description of what happens automatically and how to adjust it.

In detail

Scope of services

Specific services tailored to your situation.

  • Microsoft 365 automation
  • Power Automate workflows
  • Excel automation
  • Outlook, Teams & SharePoint
  • Forms & approvals
  • Notifications & reporting
Automation live

A workflow at work.

This is what a typical Microsoft 365 automation looks like: something happens, and everything else runs on its own, without retyping or forwarding by hand. Pick an example.

Example workflowAnna Keller · Quote for a new website
TriggerFormNew enquiry via the web form
ActionSharePointSave contact to the customer list
ConditionConditionIs it a quote request?
Yes
ActionPlannerCreate a task for the sales team
ActionTeamsNotify the team in the channel
No
ActionOutlookForward to support
ActionOutlookSend confirmation to the customer

Run history

Running

    0.0 s

    Duration of this run

    0

    Steps without manual work

    Simplified example. We plan the processes for your business together.

    The principle is that simple

    Every automation is made of just three building blocks. You can spot them in each step above.

    Trigger

    The event that starts everything. For example a new email or a completed form.

    Condition

    A yes or no question. Depending on the answer, the flow continues along a different path.

    Action

    Something that gets done automatically. For example saving, creating a task or sending a message.

    Before: by hand

    1. 1Read and sort the email
    2. 2Type the contact details into the list
    3. 3Inform a colleague
    4. 4Write a reply to the customer

    Every single time, and often something gets forgotten.

    After: automatic

    • Runs on its own in the background
    • Every step is done the same way, reliably
    • Everyone involved is informed automatically
    • You can see at any time what happened

    Your team only handles what truly needs a person.

    Process

    How we work together

    1

    Identify tasks

    We identify recurring tasks that can be automated.

    2

    Build the workflow

    We set up the workflow in Power Automate.

    3

    Testing

    We thoroughly test the workflow together.

    4

    Handover

    You receive a short introduction and documentation.

    Good to know

    What to expect

    So you know what to expect before our first conversation.

    What we need from you

    • Access to your Microsoft 365 environment
    • An example of the current process
    • A contact person for testing
    • Details on licences and permissions

    Duration

    Simple workflows are often set up quickly. Processes spanning several systems are planned in stages.

    Costs

    The quote depends on the number and complexity of the processes. Any licence costs are clarified in advance.

    The initial consultation is free and non-binding.

    FAQ

    Frequently asked questions

    Any questions left? We are happy to answer them personally.

    For many automations, yes. We check what is possible in your environment beforehand.

    For example, notifications, approvals, data transfers, reports or filing documents.

    No. Once set up, it runs in the background and reduces your manual workload.

    We set up notifications so errors are noticed, and document how to fix them. On request we take over support.

    The automations run in your own Microsoft 365 environment, with the permissions defined there.

    Ready for the next step?

    In a free initial consultation we find out what you really need. The conversation is personal and non-binding.