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.
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.
Each of these runs on tools in your existing subscription. Each one has its own page with the detail, the systems involved and the questions people usually ask.
In most cases there is nothing new to buy. These are the parts of the subscription the automation is built on:
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.
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 quote after a free call, as a written scope with a fixed price.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
We quote after the free call. You get a written scope with a fixed price, and nothing is built until you agree it.
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.
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.