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
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 actually happens first, so the flow matches your real permissions, exceptions and owners, not a tidy diagram.
Platform specific workflows
Work we build in Microsoft 365
We start with the real handoffs, decisions and data rules already happening in your business.
Document routing and generation
Generate documents from approved templates and file them in the correct SharePoint location.
Teams notifications
Send operational events to the right channel or person with the context needed to act.
SharePoint organisation
Apply consistent libraries, metadata, names and handoffs when new content arrives.
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.
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.
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.
Facts and ground rules
Microsoft 365 Automation facts and what's included
We get the facts from whoever owns the platform, then check the controls against your setup.
- Microsoft workflow surface
- Power AutomatecontextMicrosoft Learn
- Connector rules
- DLP policiescontextMicrosoft Power Platform guidance
- Flow support and change responsibility
- Named ownerproposedConfirmed before production handover
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 actually 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.
Clients
What clients say about the way we work
General feedback on how we listen, plan the work and deliver it, not a case study tied to one platform.
Josh and the VibeZero team turned a mess of ideas into a working product faster than I thought possible. 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.
Working with VibeZero was refreshingly straightforward. No jargon, no upselling, just solid work delivered on time. They understood our business from the first call and built exactly what we asked for. I'd recommend them to any small business looking to actually get results from AI.
Delivery
From Microsoft 365 workflow map to handover
We agree the connector, who approves and who owns it before we build, and we document it before handover.
Conversation
Free consultation
A conversation about what you need, with no pitch deck and no commitment, and a straight answer on whether we can help.Agreement
Scope and proposal
You get a clear proposal with fixed pricing, deliverables and timing, and you know what you are getting before any work starts.Delivery
Build and deliver
You get regular check ins, no surprises and a finished system that works in production, with delivery timing agreed in the proposal.Aftercare
Support and iterate
We do not disappear after launch, and ongoing support, managed services and the option to keep improving remain available.
Related work
What tends to sit beside Microsoft 365 Automation
Work that connects this platform safely to the systems and people around it.
Practical details
Questions about Microsoft 365 Automation
Access, platform fit, handover and control boundaries in plain language.
Use the platform you already have
Put Microsoft 365 to work for you
Microsoft 365 and Power Automate, Perth or remote across Australia.