Approval workflows
Route requests through Teams or email and retain the decision in the agreed system of record.
Microsoft 365 automation | Australia
Microsoft 365 automation, no new platform
Microsoft 365 automation for Australian SMBs that want approvals, document routing, Teams alerts and inbox triage running on their own, using the licences they already pay for. We build the workflows in Power Automate across Teams, SharePoint, Outlook, Excel and Forms, then document the ownership and controls inside your tenant.
Perth on site | remote across Australia | built inside your Microsoft environment
- Best fit
- A repeatable Microsoft 365 workflow with an accountable owner
- Main deliverable
- A tested workflow, run log and documented handover
- What we need
- A platform owner, limited access and representative records
- Commercial model
- Scoped and quoted before build, with platform costs separate
Delivery ownership
- Scope
- Connect
- Test
- Handover
The accountable team maps the workflow, connects the systems, tests the failure paths and records the handover. Platform access and ownership stay visible throughout.
Platform specific workflows
Work we build in Microsoft 365
Three common workflow paths, with the trigger, approval and exception rules agreed before the build starts.
Approve and organise
Route decisions and documents through the Microsoft environment you already use.
Document routing and generation
Generate documents from approved templates and file them in the correct SharePoint location.SharePoint organisation
Apply consistent libraries, metadata, names and handoffs when new content arrives.
Coordinate the team
Put the right update, message or action in front of the person who owns it.
Teams notifications
Send operational events to the right channel or person with the context needed to act.Outlook inbox triage
Classify, tag and route repeatable message types while escalating ambiguous cases.Meeting action handoff
Move agreed actions into a task or tracking list with an owner and due date.
Run recurring work
Use one approved event to start the reports, records and setup work that follows.
Excel report automation
Refresh and distribute recurring reports without rebuilding the workbook every cycle.Staff or client onboarding
Create folders, tasks, notifications and checklists from one approved trigger.Cross system connectors
Connect Microsoft 365 to accounting, CRM or operational systems when connector and licensing fit is sound.
Facts and ground rules
Microsoft 365 facts we verify before build
We check the platform, connector and operating facts against your setup before the workflow is quoted.
- Microsoft workflow surface
- Power AutomateMicrosoft Learn
- Connector rules
- DLP policiesMicrosoft Power Platform guidance
- Flow support and change responsibility
- Named ownerproposedConfirmed before production handover
Delivery feedback
A client view of the work
This feedback is about how we scope, build and hand over technical work. It is not a case study for this platform.
They actually listened to what we needed, didn't overcomplicate things, and delivered something our team could use straight away. Genuinely one of the best tech experiences I've had as a business owner.
The operating problem
Paying for Microsoft 365, but still doing it all by hand
Approvals are chased over email, files land in the wrong SharePoint libraries and recurring Excel reports are rebuilt by hand.
Power Automate can handle those events inside Microsoft 365. We map how the work happens first, so the flow matches your real permissions, exceptions and owners, not a tidy diagram. When the work is mostly flow design, premium connectors and licensing, our dedicated Power Automate consultant page covers that scope in depth.
If this is the workflow causing trouble, send us the handoff and systems involved. We will tell you whether it is worth changing before anything is scoped.
Workflow in practice
One approved event can coordinate the whole handoff
Before
Onboarding depends on a chain of emails
An administrator creates the SharePoint folder, copies the welcome documents, adds tasks and tells the team that the client is ready.
Controlled workflow
The approval triggers a documented set of actions
The approved record creates the folder, documents, tasks and Teams notification, and flags any failure to whoever owns the workflow.
Permissions and fit
Inside your tenant, with clear ownership of every connector
Flows run under your Microsoft 365 identities and permissions. We design for least privilege, meaning each flow only gets the access it needs, keep significant approvals with people and separate testing from production where that’s warranted.
For SharePoint oversharing and sensitivity labels, see data loss prevention. For adoption alongside the workflows, see Copilot training and Copilot Studio training.
Pricing
How we scope and quote the workflow
You receive a fixed project price once the workflow, access and acceptance checks are clear. The first 30 minute consult, mapping pass and written estimate cost nothing.
Before you commit
Free mapping and written estimate
The first consult, workflow mapping pass and written estimate cost nothing. You see the assumptions before deciding whether to proceed.
Approved workflow
One fixed build price
The trigger, access, approvals, exception handling, acceptance checks and handover are agreed before the project quote is issued.
Platform costs
Licences and usage listed separately
Platform licences, premium connectors, API usage and any ongoing monitoring are identified separately. Support continues only when an ongoing arrangement is agreed.
Practical details
Questions about Microsoft 365 Automation
Access, platform fit, handover and control boundaries in plain language.
The everyday workflows across the apps you already pay for, approvals, document routing and generation, Teams notifications, SharePoint file organisation, Outlook inbox triage, Excel reporting and staff onboarding checklists. We build these with Power Automate and the Microsoft 365 platform.
Use the platform you already have
Put Microsoft 365 to work for you
We will tell you if Power Automate is the wrong starting point.Enquiries get a reply within one business day.