Automation & Internal Tools
The request came in.
Make the next steps happen.
Connect the forms, inboxes and applications your team already uses. Build the approvals, system updates and exception handling into one process people can follow.
A defined project. Tested with your cases. Handed to an owner.
Alex is joining Operations.
Standard access · team workspace · device setup
- Validate the request
Required details and department rules
- Get the right approval
Review access before applying changes
- Apply, check and hand over
Updated records, IT tasks and run history
Start with a process you can name
Useful automation has a clear job.
We agree the inputs, the actions, the people who approve them and the result to test. The platform follows those requirements.
Employee onboarding & offboarding
HR has sent the request. IT still has to work out the accounts, access, equipment and handover.
- HR request
- Approved access plan
- Account & IT tasks
- Recorded checks
What you receive
A workflow for one agreed employee journey: required details, approval, account and access tasks, failure handling and an owner handover.
Define joiners and leavers separately. Agree retention, privileged access and device actions before connecting live systems.
Possible toolsMicrosoft 365, Entra ID, Microsoft Graph, Power Automate
Scope this workflow Try onboarding and offboardingCRM, intake & approval workflows
An inquiry arrives, but someone still has to retype it, find its owner and chase the next action.
- Form or inbox
- Validate & deduplicate
- CRM owner & task
- Approval or follow-up
What you receive
One connected process that validates requests, updates the agreed records, assigns an owner and holds exceptions for review.
Agree which system owns each field. Messages can remain drafts or require approval before sending.
Possible toolsYour CRM, forms, APIs, Power Automate, n8n or Make
Scope this workflowAI agents & application integrations
Someone reads every request, gathers context from several tools and decides which routine step comes next.
- Request & approved context
- AI proposes next action
- Rules & human approval
- Tool action & result check
What you receive
A bounded agent for one use case: approved knowledge, specific tools, an approval gate and tests for incorrect or incomplete answers.
Define what it may read and change. Sensitive actions need approval; uncertain results reach a named person. Model usage and hosting are agreed separately.
Possible toolsCopilot Studio or an API-based agent, approved business tools and scoped connectors
Scope this workflowInternal tools & document workflows
A spreadsheet has become the application. Staff copy the same information into forms, documents and status reports.
- Structured request
- Business rules
- Review queue
- Document & system update
What you receive
A focused tool for one job, such as reviewing invoice fields, preparing a quote or tracking approvals. It includes the agreed screen, records and export.
AI-extracted fields need validation. Financial approvals and payments remain separate decisions with their own controls.
Possible toolsPower Apps, SharePoint, Dataverse or a custom application where the scope calls for it
Scope this workflowInteractive sandbox / Employee lifecycle
One request.
A workspace ready for what’s next.
Set up a new colleague or close access when someone leaves. Approve the plan, run it and inspect what changed.
Working demonstration with fictional records. No live systems are connected. The plan uses fixed rules, not a live AI model. Switching examples or reloading clears the workspace.
- Request
- Review & approve
- Apply & check
- Handover
02 / Change plan
A request becomes specific actions.
Start with the sample request.
The plan will name each system, the change and the result to check.
03 / Sample workspace
See the records change.
Entra ID
No sessions
Groups & workspace
No access
Exchange Online
Sample record · no live connection
IT work queue
Physical device work is handled by IT
From the example to your business
A working process.
An owner who can run it.
- Choose the first workflow.
Bring the current steps, a few real examples and the exception that causes the most chasing.
- Agree the build and the fee.
We check integrations, licensing, access, approval rules and delivery effort before quoting. Extra workflows are separate scopes.
- Test the difficult cases too.
Missing information, rejected requests, duplicate events and failed connections belong in the acceptance tests.
- Hand it to your team.
Receive the workflow or source, run history, operating instructions and a walkthrough. Ongoing support is a separate agreement.