Repetitive manual data entry
Staff retype the same details from emails, PDFs or spreadsheets into another system, every day.
We design and build Power Automate workflows and desktop RPA that cut manual effort, speed up approvals and connect your applications, so your team can spend its time on work that needs judgement.
Cloud flows Approvals Power Automate Desktop SharePoint & Microsoft 365
Automation works best on frequent, rule-based steps. We assess each process first and keep people involved where judgement is needed.
Illustrative flow with sample run figures, not client data.
Most organisations recognise a few of these. Each one costs time every week, and the cost grows with volume.
Staff retype the same details from emails, PDFs or spreadsheets into another system, every day.
Requests wait in inboxes with no reminders, so simple approvals take days and nobody knows where they are.
Shared workbooks become the system of record, with version clashes and no audit trail.
Attachments are downloaded, renamed, filed and forwarded by hand, and some get missed.
Customer, supplier or employee details are maintained separately and drift out of step.
Information is copied from one screen to another because the systems are not connected.
Managers have to ask around to find out whether a request, document or task is complete.
When each person follows the process slightly differently, mistakes and rework follow.
Older desktop or line-of-business systems have no connector or API, so they stay manual.
From finding the right processes to keeping automations running. Workflow automation, desktop RPA and integrations are different tools, and we use each where it fits.
We review your processes, identify which ones are worth automating, and assess feasibility, risks, licensing and expected benefit before anything is built.
Cloud flows that run on a trigger or schedule: routing work, sending notifications and moving information between systems.
Approvals in Outlook and Teams with the right approver, reminders, escalation and a clear status for everyone involved.
Desktop flows that carry out rule-based tasks in desktop and legacy applications, where no connector or API is available.
Workflows across SharePoint, Teams, Outlook, Excel and OneDrive, built around how your teams already work.
Connecting systems with prebuilt connectors, HTTP calls to APIs or custom connectors, after checking what each system supports.
Moving, filing and reading documents automatically, using AI Builder to extract fields where the documents are suitable.
Keeping existing flows healthy: fixing failures, handling change and improving reliability and performance.
Not sure which of your processes can be automated? A short call is usually enough to find the first candidates.
Book a Free ConsultationPower Automate covers both cloud workflow automation and desktop RPA. Connectors and APIs are usually the first choice; RPA is for applications that offer neither.
Automation handles the routine path. Approvals, unclear documents, low-confidence AI results and unusual exceptions should go to a person, with the context they need to decide quickly.
Illustrative scenarios showing the problem, the automation approach and the operational benefit. They are examples, not client results.
Have a process like one of these? Tell us how it works today and we will outline how it could be automated.
Book a Free ConsultationThe systems we commonly automate around. Connector availability, authentication and licensing are confirmed for each project before we commit to an approach.
SharePointMicrosoft TeamsOutlookExcelOneDriveMicrosoft FormsApprovals
Power BIPower AppsMicrosoft DataverseAI BuilderDynamics 365, where licensed
Third-party apps with a connectorREST APIs and custom connectorsSQL databasesOn-premises data via a gatewayDesktop and legacy applications via desktop flows
Seven steps, scaled to the size of the work. Timelines depend on the processes and systems involved, so we agree them after the assessment.
Understand the current process, pain points, stakeholders and what success looks like.
Check feasibility, volumes, dependencies, exceptions, risks and licensing.
Choose cloud flow, connector, API, desktop flow or a combination, and agree where people stay involved.
Build in a solution with clear naming, connection references and documentation.
Test the business logic, exceptions, permissions and edge cases with real examples.
Release to production through your environment and change process, with owners agreed.
Watch run history and failures, fix issues and improve the flow over time.
Practices we apply when building automations. They support your organisation's own security and compliance requirements; they do not replace them.
Flows and service accounts get only the permissions they need, managed through Microsoft Entra ID.
Connections and connection references instead of passwords in flows; secrets kept out of flow definitions.
Development, test and production environments where your licensing allows, with solutions moved between them.
Data loss prevention policies and connector choices reviewed against your data rules.
Scopes, retries and run-after paths, so failures are caught and reported instead of silently stopping.
Run history, exception logs and a named owner for every production flow.
Changes are tested before release, and flows are documented so others can maintain them.
Licences matched to how each flow runs, reviewed with your Microsoft 365 administrator.
We map the process and its exceptions before choosing a flow, an API or RPA, and we will tell you when a process is not a good candidate.
Many automations feed reports. Our team also builds Power BI and data solutions, with PL-300, DP-600 and DP-700 certified members. Business Intelligence services
We work with your existing Microsoft 365, SharePoint and Teams setup rather than adding another platform.
Every flow has a defined path for failures and unusual cases, including when a person needs to step in.
Solutions, clear naming and documented logic, so your team can understand and extend what we build.
Monitoring, fixes and enhancements as your processes and systems change. Serving businesses since 2020 from our India-based team.
Two recent projects where Power Automate handles the repetitive work. Client names are withheld for confidentiality.
Automation: Power Automate collects sensor data into SharePoint every day and emails each vendor and yard a paginated PDF with only their own machines.
Outcome: the daily reporting cycle runs with no manual steps.
Power AutomateSharePointPower BIReport Builder
Read the case studyAutomation: a Power Automate flow queries the Power BI model after each refresh and emails planners the large forecast changes and unmapped part numbers.
Reported outcome: a forecast cycle went from almost five days to less than one day, as reported by the project team.
Power AutomatePower BISharePointPython
Read the case studyRead: What is Power Automate and why every organisation should use it
Power Automate is Microsoft's automation service. Cloud flows automate processes across Microsoft 365 and other applications using connectors, and Power Automate for desktop automates tasks in desktop applications through desktop flows (RPA).
RPA (robotic process automation) automates an application through its user interface, the way a person would with a keyboard and mouse. Power Automate includes RPA through desktop flows, but most of its automation runs as cloud flows that connect to applications through connectors and APIs instead.
Yes. Desktop flows built in Power Automate for desktop can work with Windows desktop applications, legacy systems and websites. They can run attended, with a user signed in, or unattended on a machine, depending on licensing.
Yes. There are connectors for SharePoint, Outlook, Teams, Excel, OneDrive, Forms and Approvals, among others, so flows can react to new items, files or emails and act on them.
When an application has a connector or an API, that is usually the better option: it is faster and more reliable and is not affected by screen changes. RPA is best kept for applications with no connector and no usable API.
Yes. Approvals can be sent through Outlook and Teams, routed by rules such as amount or department, with reminders, escalation and a record of each decision.
Good candidates are frequent, rule-based and stable, with digital inputs and clear exceptions. We assess volume, variation, systems involved, risk and licensing before recommending what to automate.
We design error handling into each flow: retries for temporary errors, alerts to the flow owner, logs of items that could not be processed, and a route to a person for cases that need judgement.
The number and complexity of processes, the systems to connect, whether desktop flows are needed, exception handling, testing effort and ongoing support. We give an estimate after the process assessment.
Many Microsoft 365 work accounts can use cloud flows with standard connectors. Premium connectors, custom connectors and attended desktop flows need Power Automate Premium; unattended desktop flows need a Power Automate Process licence. We confirm the requirements for your scenario with your administrator.
Yes. We review existing flows, fix failures, improve error handling and performance, move flows into solutions and document them.
We use least-privilege access, connections instead of stored passwords, separate environments where possible, data loss prevention policies and named owners for production flows. We work within your organisation's security policies.
Licensing details are based on Microsoft's Power Automate licence types documentation and can change; confirm them for your tenant.
Talk us through your current workflows, and we will show you where Power Automate or RPA could save time, and where a person should stay in the loop.
Power Automate, desktop RPA and Microsoft 365 automation. Serving businesses since 2020 from our India-based team.