A trigger
A form is submitted, a file arrives, a record changes, or a scheduled time is reached.
PROCESS AUTOMATION
Start with one process. Make everyday work easier.
Practical automation for repetitive work: reminders, approvals, document routing and information handoffs. Start with a clearly defined workflow, prove it in a pilot, and expand only when it works for your team.
01
What process automation actually means
A process automation follows agreed rules: when something happens, check the information, perform the next step, and involve a person when a decision is needed. A good first project removes routine coordination without taking away accountability.
A rule
Check required information, an amount, a due date, or a responsible team before continuing.
An action and an owner
Create a task, route an approval or prepare an update. Send exceptions to a named person instead of silently discarding them.
02
Good candidates for a first automation
These are project ideas to assess with your team, not claims of completed customer implementations.
Enquiry-to-task workflow
Capture an enquiry, create a lead or follow-up task, assign an owner and send an internal notification. Confirm consent before any marketing follow-up.
Approval requests
Route a purchase or expense request to the appropriate reviewer, remind them if it is pending, and record the decision. Keep financial approval with authorised people.
Document filing
Move approved attachments into a defined SharePoint or document-library folder, use consistent names and flag missing references. Validate permission and file-type rules.
Due-date reminders
Find approaching renewal, task or invoice dates and prepare a reminder for the responsible colleague. Customer-facing messages need agreed wording and recipient checks.
Onboarding checklists
Create a standard set of tasks for a new customer, supplier or colleague and track completion. Privileged account creation remains subject to a separate approval.
Scheduled summaries
Collect agreed operational figures and send a daily or weekly summary. Clearly identify the data source, reporting time and any incomplete records.
03
How we scope and deliver it
We begin with process discovery and a small, testable pilot. The final tool and scope follow the actual workflow, available connectors and access requirements.
Map the current process
Identify the inputs, frequency, decision rules, handoffs, exceptions and person accountable for each step.
Choose the simplest suitable approach
Assess Power Automate, Zapier, an existing application feature or a small custom .NET service. Prefer an API or supported connector over brittle screen automation where available.
Test normal and failure paths
Use sample records to test missing information, duplicate events, access failures, rejections and retries before production use.
Hand over a usable workflow
Agree on deliverables such as the flow, a process map, connection inventory, test results, runbook and owner training. Define monitoring and support separately.
04
When to slow down before automating
An unclear process usually produces an unclear automation. Stabilise rules and ownership first.
Judgement-heavy or sensitive work
Keep human review for payments, accounting entries, access changes, sensitive communications and regulated decisions.
Unreliable inputs or unsupported tools
Review poor-quality data, frequently changing screens and missing APIs. OCR or AI extraction needs additional validation and is not automatically reliable.
Access and running costs
Connector licences, premium features, desktop execution, hosting and usage charges depend on the chosen platform. We identify these during discovery; no licence is implied by a website enquiry.
Common questions
What is an easy place to start?
A reminder, internal notification, approval-routing or task-creation workflow with a clear trigger and an accountable owner. Start with a low-risk process and agreed acceptance criteria.
Will automation replace our staff?
The aim of these projects is to reduce routine coordination and data entry. Roles, approval authority and exception handling are agreed with your team.
Can an old application be automated?
Possibly. We first assess supported APIs, exports or connectors. Desktop automation can be evaluated if needed, with attention to UI changes, permissions and operational support.
Technology references
Product capabilities and licensing are governed by the respective vendors. These links are references, not partner or certification claims.
Microsoft: Power Automate overview ↗START WITH A CONVERSATION
Bring one challenge.
Define the next step.
Share the process, systems involved and what a useful outcome would look like. We will assess scope, dependencies and the right starting engagement.