Invoices stuck in someone’s inbox. Approvals that take three days and five emails. Data typed twice into three different systems. It’s not your team — it’s the process. I build workflows inside Microsoft 365 that handle the routine stuff so your people can do real work.
Book a Free Strategy CallRaised manually, sent to the wrong person, approved by email, then keyed into accounts. Every step adds delay and a chance for error.
Someone needs to sign off but they’re on holiday, didn’t see the email, or forgot. The work waits. The customer waits.
The same information is keyed into your CRM, your accounts system, a spreadsheet and an email. It’s boring, slow and wrong too often.
Proof of delivery, signed forms, purchase orders — they’re scattered across emails and drives. You spend more time finding paperwork than acting on it.
New customer or new starter means a flurry of tasks, emails and reminders. Some things get done twice, some not at all.
When everything is manual, it’s hard to see where things are stuck. Managers end up chasing people instead of managing the work.
I build approval and data-flow automations using Power Automate, SharePoint and Teams. Each one removes a manual handoff from your business.
We start with one annoying process — usually the one that causes the most chasing or the most mistakes.
Who approves what? What triggers the next step? What happens if someone is off? We design the flow before building it.
Using Power Automate, SharePoint and Teams, I create a workflow that handles the routine and alerts the right people at the right time.
We run it with real examples, fix any edge cases, and I stay around after go-live to make sure it keeps running smoothly.
I’ve built approval workflows and invoice automation for my own clients, so I understand the real-world mess: part-time approvers, holiday cover, partial approvals, and finance systems that don’t talk to anything else.
No. The automation sits alongside Xero, QuickBooks or Sage and handles the approval, reminders and data entry — so your finance system gets clean, approved data.
They get a Teams or email notification with an Approve/Reject button. No app to install, no training needed. They can approve from their phone.
We build in deputy approvers, escalation timers and out-of-office handling. The process doesn’t stall because one person is off.
A single approval workflow is typically live within 1–2 weeks. More complex multi-step processes take 2–4 weeks.
Pick the process that wastes the most time. I’ll show you how it could run without the manual back-and-forth.
Book a Free Strategy Call