Automation & Internal Tools
The request came in. Make the next steps happen.
Approvals, system updates and exception handling built into one process your team can follow, on the forms, inboxes and applications you already use.
First conversation free. Scope and price in writing before any access.
Delivered on Microsoft 365, Power Automate, n8n or Make.
When a step failsIllustration
Not repeatedWhen one step fails, the request stays open, its owner is told, and only that step is retried. Finished work is never run twice.
Interactive 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.
Local demonstration · fictional records, fixed rules and no live connections. Switching examples or reloading resets 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.
User directory
No sessions
Groups & workspace
No access
Email service
Sample record · no live connection
IT work queue
Physical device work is handled by IT
Start with a process you can name
Pick the process that keeps getting stuck.
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 toolsYour directory and email platform, such as Microsoft 365, connected through its API or a workflow tool
Exception route Correct the failure → retry that action → reconcile the expected results.
| Step | Control or responsibility | Sample run |
|---|---|---|
| Request and approval | Validate required fields and record the responsible approver. | Approved sample request |
| Account action | Retain the action result so it is not repeated on retry. | Completed action retained |
| Mailbox action | Report failure to the agreed owner; retry the failed step. | Mailbox action failed |
| Reconciliation | Check expected outcomes before closing the request. | Request stays open |
Constructed run. No accounts are created and no systems are connected by this illustration.
CRM, 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 and APIs, with a workflow tool such as n8n, Make or Power Automate
AI 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 toolsAn API-based agent or an agent platform such as Copilot Studio, with approved business tools and scoped connectors
Internal 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 toolsA low-code app platform such as Power Apps, or a custom application where the scope calls for 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 its source, the run history, a System guide covering what was built, what was tested and what is still open, and a walkthrough. Ongoing support is a separate agreement.
How you know the work is good
Judge it by what you can inspect.
The method is written down, the sample records open and the demo can be broken on purpose. Read it the way your technical owner would.
- 01How a project runs
A first conversation, free. An agreed scope with a named technical lead in the proposal. The price fixed in writing before we are given access. Checks before handover.
How we work- 02What is checked
Release checks, access test matrices and ownership maps. Constructed inspection records on the service pages show the standard before you buy.
See sample deliverables- 03What you keep
A System guide: what was agreed, what changed, what was tested and what remains open. With it, the scripts and check results behind the work.