Fixed price before we start.

Microsoft 365 automation for small businesses

If your business runs on Microsoft 365, a lot of the admin that fills your week can be automated using tools already in the licence you pay for every month. Power Automate, Forms and SharePoint come with most business plans, and in a lot of small businesses they have never been opened.

David Hall, AI Elevation founder

Built with Power Automate inside your own Microsoft 365 account.


Microsoft 365

Power Automate

The problem

Paying for automation tools nobody has set up

Microsoft 365 usually gets bought for email, Word and Excel. Power Automate comes with it on most business plans, and it tends to stay untouched. The admin carries on being done by hand while the tool that would do it sits in the subscription, already paid for.

  • The same customer details typed into three different systems
  • Reports rebuilt by hand each week from the same spreadsheets
  • New starter paperwork chased round the office by email
  • Enquiries sitting in a shared inbox until somebody has time to deal with them
  • Approvals waiting on one person who is out on site

The tools

What does the work inside Microsoft 365

In most cases there is nothing new to buy. These are the parts of the subscription the automation is built on:

  • Power Automate builds and runs the flows. It is included in most Microsoft 365 business plans, though some connectors need a paid add-on.
  • Microsoft Forms collects enquiries, requests and site information as structured answers rather than free text in an email.
  • SharePoint and OneDrive hold the lists, files and templates the flows read from and write to.
  • Outlook and Teams are where the reminders, approvals and notifications arrive, so people work where they already work.
  • Excel is still the format most people want a report in, and a flow can fill an existing template rather than replace it.

Which of these apply depends on your plan and the job. We check what your subscription covers during the assessment and name anything extra in the scope before work starts.

Power Automate consultancy

A Power Automate consultant for small businesses

Most small businesses do not need a Power Automate developer on the payroll. They need the flows for two or three regular jobs built, checked and handed over. That is the work we take on.

  • We work out which jobs are worth automating and which are not
  • We build the flows in your own Microsoft 365 account, under permissions you control
  • We name any paid connector or add-on in the scope before work starts
  • We show whoever runs the flow how it behaves and what to do if it stops

We quote after a free call, as a written scope with a fixed price.

How it works

From assessment to a flow running in your own account

1

Free 30-minute assessment

We look at what your Microsoft 365 plan already includes, and which jobs are worth automating first. If the answer is that none of them are, we say so.

2

Written scope and fixed price

You get the scope in writing with a fixed price before anything is built. Nothing starts until you agree it.

3

Built in your own tenant

The flows are built inside your Microsoft 365 account, under permissions you control. What access we need while building it is agreed in the scope.

4

Handed over working

We check it against real work, show whoever runs it how it behaves and what to do if it stops, and leave it running.

Common questions

Microsoft 365 automation: answered

Is Power Automate included in my Microsoft 365 plan?

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.

Where does the automation run?

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.

Can it connect to systems outside Microsoft 365?

Power Automate has connectors for many common business systems, so a flow is not limited to Microsoft tools. Some connectors need a paid add-on, and we name those in the scope rather than leaving you to find out later.

We are not on Microsoft 365. Can you still help?

Yes. The same jobs can usually be automated on whatever you already run. Invoice chasing, for example, runs from the accounting software you already use rather than from Microsoft 365. The assessment starts with what you have.

Will staff have to learn something new?

The automation runs behind the tools they already use, so for most people the change is that a job arrives already done. Where somebody does need to approve something or fill in a form, we show them how at handover.

Can we build Power Automate flows ourselves?

Often, yes. A simple flow, such as saving email attachments to a folder, is worth trying yourself. Where a flow moves information between several systems or waits on someone’s approval, that is the work we take on.

How is Power Automate work priced?

We quote after the free call. You get a written scope with a fixed price, and nothing is built until you agree it.

Which job should we automate first?

Usually the one that is done most often and the same way every time, because that is where the hand work is most repetitive and the flow is most predictable. The assessment is there to work that out on your own figures rather than in the abstract.

Serving businesses across the UK on Microsoft Teams, and in person in Market Harborough, Leicester, Northampton, Coventry, Milton Keynes, Derby, Nottingham and Peterborough.

Book a free 30-minute assessment

Tell us which admin job eats the most time and we will tell you plainly whether Microsoft 365 can take it on. You get a written scope and a fixed price before anything is built. Or call 01858 589789.

David Hall, AI Elevation founder