Common workflows we streamline
These are the starting points. Every business has its own version of these problems.
Where the hours go — and come back
Client onboarding
Structured checklist, automated folder creation in SharePoint, task assignment and progress visibility — from a single form submission.
Typical saving: 2–3 hours per client onboarded See before & afterClient onboarding
Structured checklist, automated folder creation in SharePoint, task assignment and progress visibility — from a single form submission.
Typical saving: 2–3 hours per client onboarded- Welcome email drafted by hand, every time→One form kicks off the whole sequence
- Folders and checklists copied from the last client→SharePoint folders + tasks created automatically
- Who's done what? Ask around→Live progress board, owner per step
Invoice chasing
Automated payment reminders at configurable intervals, finance tracker updates and escalation alerts to the right person — no manual chasing.
Typical saving: 4–6 hours per week in finance teams See before & afterInvoice chasing
Automated payment reminders at configurable intervals, finance tracker updates and escalation alerts to the right person — no manual chasing.
Typical saving: 4–6 hours per week in finance teams- Aged-debtor list checked by hand→Power Automate watches the tracker
- Each reminder drafted and sent individually→Staged reminders send themselves, on schedule
- Spreadsheet updated... when someone remembers→Every step logged automatically
Admin request desk
A single Power App for all internal requests. Ownership assigned, SLAs tracked, Teams notifications sent automatically.
Replaces the bulk of internal request email volume See before & afterAdmin request desk
A single Power App for all internal requests. Ownership assigned, SLAs tracked, Teams notifications sent automatically.
Replaces the bulk of internal request email volume- Requests scattered across inboxes and chats→One intake — every request logged
- No owner, no deadline, no audit trail→Owner + SLA assigned automatically
- "Did anyone pick that up?"→Teams pings at every handoff
Document approvals
Approval routing to the right people, full audit trail, version control and stakeholder notifications — without email chains.
Typical saving: days shaved off each approval cycle See before & afterDocument approvals
Approval routing to the right people, full audit trail, version control and stakeholder notifications — without email chains.
Typical saving: days shaved off each approval cycle- Draft emailed around for sign-off→Routed to the right approvers automatically
- Versions multiply: final_v3_FINAL.docx→One version, full history
- Who approved what? Dig through inboxes→Every approval logged with timestamp
Internal knowledge agent
An AI assistant grounded on your approved policies, SOPs and templates — answers questions instantly without pulling colleagues away from work.
Cuts repetitive policy & process queries dramatically See before & afterInternal knowledge agent
An AI assistant grounded on your approved policies, SOPs and templates — answers questions instantly without pulling colleagues away from work.
Cuts repetitive policy & process queries dramatically- Same questions asked again and again→Copilot agent answers from approved docs only
- Experts interrupted mid-task→Instant, consistent, sourced answers
- Answers vary by who you ask→Experts stay focused
Management reporting
Automated data collection, exception summaries and simple dashboards — so management reports write themselves instead of taking half a Friday.
Typical saving: 3–5 hours per reporting cycle See before & afterManagement reporting
Automated data collection, exception summaries and simple dashboards — so management reports write themselves instead of taking half a Friday.
Typical saving: 3–5 hours per reporting cycle- Numbers copy-pasted from five places→Data collected automatically
- Half a Friday lost to formatting→Dashboard always current
- Out of date by Monday→Exceptions flagged the day they happen
Same job, manual steps removed
- Welcome email drafted by hand, every time
- Folders and checklists copied from the last client
- Who's done what? Ask around
- Steps missed when it gets busy
- One form kicks off the whole sequence
- SharePoint folders + tasks created automatically
- Live progress board, owner per step
- Nothing skipped — the flow won't allow it
- Aged-debtor list checked by hand
- Each reminder drafted and sent individually
- Spreadsheet updated... when someone remembers
- Follow-ups missed, cash delayed
- Power Automate watches the tracker
- Staged reminders send themselves, on schedule
- Every step logged automatically
- Overdue accounts escalate to the right person
- Requests scattered across inboxes and chats
- No owner, no deadline, no audit trail
- "Did anyone pick that up?"
- Things fall through the cracks
- One intake — every request logged
- Owner + SLA assigned automatically
- Teams pings at every handoff
- Full audit trail, zero chasing
A worked example
Finance chases every invoice by hand
Someone checks the aged-debtor list, drafts each reminder, sends it, notes it in a spreadsheet, then remembers to follow up. Things get missed.
Reminders send themselves, on schedule
Power Automate watches the finance tracker, sends staged reminders automatically, logs every step and escalates overdue accounts to the right person.
Illustrative example: 3.5 hours/week saved at a loaded staff cost of £25/hour. Your discovery sprint produces numbers specific to your business — that's the point of it.
The admin is costing you more than you think.
Most clients are surprised by how much time the first discovery session finds. Let’s find yours.