Power Automate workflow automation
Power Automate gets used for everything; that's why most Power Automate flows are unmaintainable. We treat it as a tool for the cases where it really is the best fit: workflows where your data is already in SharePoint, Outlook, or Dataverse, and the logic has clear branches a non-developer should be able to read.
What's included in Power Automate · low-code.
Before any flow is built, we map the process as it runs today, including the WhatsApp nudges and 'just forward it to me' exceptions, and agree it in writing. Recent build: a four-step invoice approval flow for a multi-office law firm, with escalation paths, SLA timers, comments captured at each step, and an audit trail their chartered accountant can actually read.
Microsoft 365 organizations whose core workflows (approvals, document generation, scheduled jobs) currently run through email + spreadsheets, with no audit trail. Especially good for finance, legal, ops, and HR teams.
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Approval flows
Sequential, parallel, conditional, and escalating approvals, all with the right comment capture, deadline reminders, and a 'who's holding this up' view for finance.
- 02
Document automation
Word and PDF generation from your data, version-controlled in SharePoint, with e-signature handoff to Adobe Sign or DocuSign.
- 03
Scheduled jobs
Daily roll-ups, monthly reports, dunning reminders, expiry alerts, anything that runs on a clock, with retry on transient failure.
- 04
Integration flows
Two-way sync between SharePoint and a third-party API, between Outlook and a CRM, or between Dataverse and Tally, with idempotency and dedupe baked in.
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Audit trail
Every approval step, every comment, every escalation captured in a Dataverse audit table. Exportable for compliance and readable without a developer.
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Maintenance pattern
Flows organized by domain, named with a convention, and documented in a runbook so your next admin or developer doesn't start from zero.
From email chasers to flows your team can read.
Trace the real process
We follow the process as it runs today, including the phone calls, WhatsApp nudges and forwarded emails that never appear in any written policy. Who acts, in what order, and what happens when someone is away all go into a map we agree with you in writing.
Build readable flows
We build the flows in Power Automate on your SharePoint, Outlook and Dataverse data, grouped by domain and named to a convention. Each flow is tested with real cases, including the exceptions recorded in the map, before any approver sees it.
Run with a runbook
We go live with an audit table for every step, retries on transient failures, and a runbook your admin can follow when a run fails. After launch we adjust flows as policy shifts, and move any piece that outgrows Power Automate into code.
What it looks like in Power Platform.
Agents grounded on your own Dataverse and SharePoint data, answering inside Teams.
A client we built this for.
Questions about Power Automate · low-code.
- Can Power Automate replace approvals that currently run on email and WhatsApp?
- Yes, when your data already lives in SharePoint, Outlook, or Dataverse. We map the approval as it runs today, including the WhatsApp nudges and forward-it-to-me exceptions, then rebuild it with comment capture, deadline reminders, escalation, and an audit trail. On the King Stubb & Kasiva ERP, which includes a four-step invoice approval flow on Power Automate, invoice turnaround is now 2 days, down from 12.
- Can Power Automate sync SharePoint or Outlook with Tally or our CRM?
- Yes. We build two-way flows between SharePoint and a third-party API, between Outlook and a CRM, or between Dataverse and Tally, with idempotency and dedupe so a retried run does not create a second record. Word and PDF documents can be generated from the same data and sent to Adobe Sign or DocuSign in one flow. When volume or branching outgrows Power Automate, we move that piece to a Node.js service.
- How do you scope a Power Automate project before any flows are built?
- We map the process as it runs today with the people who run it: who approves, in what order, what happens when someone is on leave, and which steps are really settled over the phone or on WhatsApp. That map is agreed in writing before any flow is built, and the timeline and cost are set against it. Changes found later are written up and agreed before they are added.
- What happens when a Power Automate flow breaks after go-live?
- Flows are organized by domain, named to a convention, and documented in a runbook, so a failed run can be traced without guesswork. Scheduled jobs retry on transient failures, and every approval step and escalation is logged in a Dataverse audit table your finance team can read. We train admins and approvers before go-live and stay on for support after it, with a maintenance retainer for ongoing changes.
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Tell us what's slowing you down.
A 30-minute discovery call. We map the process, point out the easy wins, and outline a clear plan (no obligation).