Power Automate & Workflow Automation for Microsoft 365

Every manual process in your business - approval chains, data entry, report generation, system integrations - is costing you time and money. We build Power Automate solutions that eliminate repetitive work, connect your systems, and give you visibility you've never had before.

Is This You?

If any of these sound familiar, Power Automate can fix them.

Your team spends hours every week on repetitive approvals, status updates and manual data entry

Data gets manually copied between systems - spreadsheets, email, SharePoint, CRM - creating errors and duplicates

Weekly and monthly reports are compiled manually - someone spends half a day pulling numbers from different sources

You have line-of-business systems with no way to connect them to Microsoft 365 - data lives in silos

New starter onboarding involves 15+ manual steps across different tools - things get missed every time

You know automation is possible but don't have the time or expertise to build it properly

What We Build

We work across four areas of Power Automate - from simple approval flows to complex API integrations with external systems.

Workflows

Business Process Automation

The core of what Power Automate does best. We build cloud flows that automate the manual, repetitive processes that consume your team's time.

Approval chains - expenses, purchase orders, leave requests, document sign-offs
Employee onboarding and offboarding - IT setup, welcome emails, training assignments, equipment requests
Document routing - automatic filing, review notifications, version alerts
Scheduled tasks - recurring notifications, reminder chains, deadline escalations
Form-triggered flows - Microsoft Forms or SharePoint list submissions that kick off multi-step processes
Reporting

Automated Reporting & Notifications

Stop compiling reports manually. We build flows that pull data from multiple sources, format it, and deliver it to the right people on schedule.

Scheduled report generation - daily, weekly, monthly reports compiled and emailed automatically
Data aggregation from SharePoint, Excel, Dataverse and external systems into a single output
Threshold alerts - get notified when KPIs breach targets, budgets are exceeded, or SLAs are at risk
Adaptive Cards in Teams - interactive summary cards delivered to channels with approve/reject actions inline
PDF generation - automated document creation from templates with dynamic data population
Integrations

API & System Integration

Connect Microsoft 365 to your other business systems. We use Power Automate's HTTP actions and premium connectors to integrate with any system that has an API.

REST API calls - connect to any external system with HTTP triggers and actions (GET, POST, PUT, PATCH, DELETE)
CRM sync - bi-directional data flow between SharePoint/Dataverse and Salesforce, HubSpot, Dynamics
Finance system integration - Xero, QuickBooks, Sage, SAP - automated invoice creation, payment status sync
Webhook listeners - trigger flows from external events (form submissions, payment callbacks, system alerts)
OAuth2 authentication handling - secure token management for protected APIs
Custom Connectors

Custom Connectors & Advanced Integration

When pre-built connectors don't exist for your systems, we build custom Power Platform connectors that make external APIs available as native actions in your flows.

Custom connector development - wrap any REST API as a reusable Power Platform connector
OpenAPI/Swagger definition authoring - define actions, parameters and response schemas
Authentication configuration - API key, OAuth2, basic auth, or custom auth schemes
Azure Functions middleware - when APIs need data transformation, pagination handling, or complex logic before reaching Power Automate
Connector sharing and governance - deploy connectors across environments with proper DLP policy compliance

How We Build Flows That Don't Break

Anyone can build a simple Power Automate flow. The difference is building flows that handle edge cases, scale under load, and don't fail silently at 2am on a Friday. Here's what we do differently.

Error Handling & Retry Logic

Every flow we build includes proper try-catch patterns using Power Automate's scope actions and run-after configuration. When an API call fails or a condition isn't met, the flow handles it gracefully - logging the error, notifying the right person, and retrying where appropriate instead of just stopping.

Concurrency & Throttling Control

Flows that process large volumes of data (bulk uploads, batch processing) need concurrency controls to avoid hitting API limits and connector throttling thresholds. We configure parallel branch limits, pagination settings, and do-until loops that respect rate limits.

Environment Strategy & ALM

For organisations with multiple environments, we set up proper application lifecycle management. Flows are developed in a dev environment, tested in UAT, and promoted to production using Power Platform solutions. No more editing live flows and hoping for the best.

Connection Management & Service Accounts

Flows built under a user's personal account break when that person leaves or changes their password. We configure flows to run under dedicated service accounts with appropriate licensing, so your automations aren't tied to any individual.

Monitoring & Alerting

We set up flow run monitoring so failures don't go unnoticed. Automated alerts notify your team (or us, if you're on a retainer) when flows fail, timeout, or produce unexpected results. You'll know something's wrong before your users do.

Common Automation Use Cases

These are the automations we build most often. If your process is manual and repeatable, it can almost certainly be automated.

Expense Approvals

Employee submits claim, manager gets notified via Teams or email, approves from their phone. Finance receives the approved claim with all documentation attached.

Employee Onboarding

New starter record triggers IT equipment request, account setup tasks, welcome email sequence, training assignment, and manager notification - all automatically.

Contract Renewal Alerts

90-day, 60-day, 30-day reminders sent automatically when contract expiry dates approach. No more missed renewals or last-minute scrambles.

Weekly Status Reports

Data pulled from SharePoint lists, Planner tasks and project trackers. Formatted into a summary and delivered to management every Monday morning.

CRM to SharePoint Sync

New deal closes in Salesforce or HubSpot, project folder created in SharePoint, team notified in Teams, onboarding checklist generated automatically.

Invoice Processing

Invoice arrives via email, AI Builder extracts key fields, data routed for approval, then pushed to Xero/Sage/QuickBooks for payment processing.

Document Generation

Populate Word or PDF templates with data from SharePoint, Dataverse or form submissions. Proposals, contracts, certificates - generated in seconds, not hours.

External API Automation

Credit checks, address validation, payment gateway callbacks, shipping status updates - any external API can be called from Power Automate and the results written back to your systems.

Helpdesk Ticket Routing

Support request submitted via form, categorised automatically, assigned to the right team, SLA timer started, escalation triggered if not resolved within threshold.

Power Automate Licensing - What You Actually Need

Licensing is the most confusing part of Power Automate. Here's a clear breakdown so you know what's included and what costs extra.

Included in M365
Premium Required
Standard connectors
SharePoint, Outlook, Teams triggers
Approval workflows
HTTP/REST API calls
Custom connectors
Dataverse connector
Salesforce, SAP, Oracle connectors

Power Automate Premium is currently £12.30 per user/month or £121.80 per flow/month (unattended). We'll advise on the most cost-effective licensing model for your specific needs during discovery.

How We Work

1

Map

We document your current manual process end-to-end, identify edge cases, and define success criteria

2

Design

We design the automated workflow with error handling, licensing requirements and integration dependencies mapped out

3

Build & Test

Build in Power Automate, test with real scenarios including failure cases, and validate with your team before going live

4

Go Live & Monitor

Deploy, train your team, set up monitoring, and provide support documentation. Ongoing retainer available.

How many hours is your team wasting on manual tasks?

Book a free call to map out your automation opportunities.

Book Free Consultation →

Power Automate FAQ

Do we need Power Automate Premium licences?

It depends on what you need to connect to. Flows using only standard connectors (SharePoint, Outlook, Teams, Forms, OneDrive, Excel) are included in Microsoft 365. Premium is required for HTTP/API calls, custom connectors, Dataverse, and enterprise connectors like Salesforce. We'll advise on the most cost-effective licensing model during discovery.

Can Power Automate connect to our existing systems?

Almost certainly. Power Automate has 1,000+ pre-built connectors including Salesforce, DocuSign, Slack, Jira, Trello, Mailchimp, Stripe, Xero, QuickBooks and many more. For systems without a pre-built connector, we can use HTTP actions to call REST APIs directly, or build a custom connector that wraps the API as a reusable Power Platform component.

What is a custom connector and when do we need one?

A custom connector wraps a REST API so it appears as a native connector in Power Automate and Power Apps. You need one when you're integrating with a system that doesn't have a pre-built connector and you want a clean, reusable integration rather than raw HTTP actions scattered across multiple flows. Custom connectors also make the API available to citizen developers building their own flows.

How long does it take to build a workflow?

A simple approval flow can be built and tested in 1-2 days. Complex multi-step workflows with integrations typically take 1-2 weeks. Custom connector development adds another 3-5 days depending on the API. We'll give you a realistic timeline after the discovery session.

What happens if the workflow breaks?

Every flow we build includes error handling and retry logic. We configure monitoring so failures trigger alerts to your team or to us if you're on a support retainer. Power Automate also maintains a 28-day run history so we can diagnose issues from the full execution log. Most failures are caused by expired connections or upstream API changes - both are straightforward to resolve.

Can Power Automate handle high-volume processing?

Yes, with proper design. Power Automate can process thousands of items per run using pagination and batch patterns. For very high-volume scenarios (tens of thousands of records), we may recommend Azure Functions or Azure Logic Apps alongside Power Automate to handle the heavy lifting while keeping the orchestration in Power Automate.

Do you offer ongoing support for our flows?

Yes. Many clients choose a retained support arrangement - typically a few hours per month covering flow monitoring, updates when connected systems change, new automation builds, and troubleshooting. We act as your on-demand automation team without the overhead of a full-time hire.