Workflow automation

Eliminate repetitive work.

Approvals, requests, notifications, and document handoffs become workflows with an owner, a status, and a record. Power Automate is usually enough. A custom service is added only when a system cannot be reached any other way.

Approval automation

Power Automate · Teams · Outlook · SharePoint

Replace a chain of messages with rules that know who must decide, what happens if they do not, and where the decision is stored.

  1. Request
  2. Rules
  3. Approval
  4. Escalation
  5. Decision
  6. Audit trail

Typical work: purchase requests, time away, document release, vendor onboarding, quality deviations, access requests.

Request management

Power Apps · Power Automate · SharePoint or Dataverse

Internal work that arrives by email gets a form, a queue, and a close. People stop asking “did anyone see this?”

  1. Submit
  2. Route
  3. Assign
  4. Process
  5. Escalate
  6. Close
  7. Report

Typical work: facilities, IT requests that are not a helpdesk product, engineering changes, procurement intake, internal services.

Document flow

SharePoint · Power Automate · Document Intelligence when needed

A document should not sit in an inbox waiting for someone to retype it. Extraction fills the record. A person handles the exceptions.

  1. Document
  2. Extraction
  3. Validation
  4. System update
  5. Exception handling

Typical work: invoices, certificates, inspection reports, packing lists, contracts that need a status rather than a folder.

A single handoff

Name the process that gets chased.

Discuss a workflow Start an Automation Audit