If you build the same weekly or monthly reports by hand from Microsoft 365 data, Power Automate can gather the figures, build the report and send it on schedule.
You know what the report needs and where the data lives. Someone still has to open the spreadsheets, copy the numbers across, format the table, check the formulas and send the email, every week or every month.
Data sources identified
We map the data your report needs: Excel files, SharePoint lists, Dynamics 365, Teams or other Microsoft 365 sources.
Power Automate flow built
A scheduled flow gathers the data, runs the calculations and fills your report template.
Report produced in your format
Your existing Excel template, a PDF, a formatted email or Power BI, whichever suits the people reading it.
Sent to the right people
Different versions can go to different teams, with alerts when a figure crosses a threshold, and a record of what was sent.
A report is a good candidate for automation if it uses Microsoft 365 data and is built the same way each time:
The system in our quotation case study replaced static reports nobody used with live figures for management.
Reporting is one of four jobs the same tools can take on. Microsoft 365 automation covers the others, including data entry, new starter setup and quotes.
Most regular reports built from Microsoft 365 data: sales summaries, monthly financial reports, project updates, stock reports, HR figures and KPI emails that draw on Excel, SharePoint, Dynamics 365 or Teams.
Power Automate is included in Microsoft 365 business plans, though some connectors need a paid add-on. We check what your plan includes during the free assessment and name anything extra in the scope before work starts.
Yes. Different versions can go to different people, and alerts can be sent only when a figure crosses a threshold rather than every week.
The flows run in your own Microsoft 365 account, under permissions you control. What access we need while building it is agreed in the scope.
Yes. Reports can use your existing Excel templates, or be sent as a PDF, an HTML email or a Power BI dashboard.
Show us the reports you build by hand and we will tell you plainly which ones can be automated. The price is fixed before any work begins. Or call 01858 589789.
