Services / Automate

04

Service area

Automate services.

Build useful workflows, automations and agents around real processes.

Talk through your plans Back to all services

Automate is where repeated work starts to move more smoothly. We use Power Automate, Microsoft 365 workflows and Copilot Studio agents when they fit the process.

The work is designed around clear ownership, documentation and handover so automations stay useful after launch.

Services in Automate

Choose the support that fits where you are now.

Full page

Power Automate Consultancy

Power Automate consultancy designs, builds and documents the workflows behind Copilot agents and AI-assisted Microsoft 365 work. It is for teams that need approvals, notifications, file movement and hand-offs to run reliably, turning an AI suggestion into a completed task. We start with the process, then build workflows that stay useful and maintainable after launch, not flows that only one person understands.

Explore this service →

What this helps with

  • Process selection
  • Flow design
  • Build support
  • Troubleshooting
  • Documentation
  • Handover

Outcome

Automations that are useful, maintainable and not left as a mystery after launch.

Full page

Microsoft 365 Workflow Automation

Microsoft 365 AI automation connects the repeated steps across Teams, Outlook, SharePoint, forms, documents and approvals so routine work stops bouncing between them by hand. It is for organisations on Microsoft 365 that want to reduce manual admin, using Power Automate and Copilot Studio agents while keeping the workflow understandable for the people who own it.

Explore this service →

What this helps with

  • Approvals
  • Notifications
  • Forms
  • Documents
  • SharePoint
  • Teams
  • Outlook
  • Reporting workflows

Outcome

Everyday processes that run more smoothly with less manual effort.

Full page

Copilot Studio Agent Builds

Copilot Studio agents are custom AI assistants built around a defined job, audience and trusted knowledge source. This service helps teams move from a vague idea to a focused agent people can trust, defining the job, source knowledge, testing route and ownership before anything is launched.

Explore this service →

What this helps with

  • Use case selection
  • Knowledge grounding
  • Testing
  • Permissions
  • Rollout
  • Training
  • Support

Outcome

Agents that support real work after launch and continue improving with use.

Available here

SharePoint Workflow Automation

Practical SharePoint workflows that help content, approvals and requests move properly. The aim is to make SharePoint support the work, not become another place people avoid.

What this helps with

  • Lists
  • Libraries
  • Approvals
  • Notifications
  • Intake
  • Document processes
  • Simple handover guidance

Outcome

SharePoint supporting the work instead of getting in the way, and tidy enough that Copilot and agents return trustworthy answers.

Available here

Document Automation

Automation for documents, templates, approvals and repeatable admin around files. It is useful when the same document steps keep being chased manually.

What this helps with

  • Templates
  • Metadata
  • Approvals
  • Notifications
  • File movement
  • Document generation
  • Simple reporting

Outcome

Less manual document admin and fewer missed steps around routine files, with templates and metadata clean enough for Copilot to draw on.

What we do next

Explore related services with more detail.

Power Automate Consultancy

Automations that are useful, maintainable and not left as a mystery after launch.

Microsoft 365 Workflow Automation

Everyday processes that run more smoothly with less manual effort.

Copilot Studio Agent Builds

Agents that support real work after launch and continue improving with use.

Related service areas

Related work that often connects.

Automation Roadmap

A sensible order of priority for automating the work that slows people down. We separate quick wins from processes that need more thought before anything is built.

Power Automate Training

Hands-on training for the Power Automate workflows behind Copilot agents and AI-assisted Microsoft 365 work, built to be useful and maintainable, not brittle flows nobody understands.

Copilot Studio Training

Understand what agents can do, what they should not do and how to approach them properly.

Ongoing Microsoft 365 AI Support

Practical support for improving Copilot, automation and agent use over time. The focus is on keeping useful work moving rather than creating a one-off launch.

Pricing

Bespoke automation work is scoped after discovery. See the pricing page for how engagements are structured.

See pricing