Microsoft Power Automate

Connect Routine Work into a Process That Keeps Moving⁠.

Replace repeated handovers, approvals and data entry with workflows that connect your applications. We build Power Automate solutions around clear triggers, business rules, exceptions and the people who own the result.

Automate the Repeatable Steps. Keep Decisions Accountable.

A useful workflow needs a reliable trigger, clear completion criteria and a route for work that cannot finish automatically.

Cloud Flows

Start workflows from supported events, schedules or user actions.

Connectors and APIs

Connect supported applications and extend the process with authenticated custom connectors.

Approvals

Request decisions from authorised reviewers and record the agreed approval outcome.

Desktop Automation

Automate selected desktop interactions where an API is unavailable and the operating setup is suitable.

Process Mining

Analyse supported event logs to understand process paths, delays and improvement opportunities.

Run Monitoring

Review execution history, handle failures and define ownership for operational exceptions.

Put AI to Work in Clearly Defined Tasks.

Choose a useful role for AI, then define the information, access and review needed for that role.

Describe and Refine a Cloud Flow

Use natural language to propose or change a supported cloud flow. Verify triggers, connections and business rules before enabling it.

AI Builder Document Processing

Extract proposed document fields or use configured prompts inside a flow. Review uncertain results and validate them against source records.

Explore Process-Mining Insights

Ask about supported process analytics and explore delays or paths. Check the interpretation against the event log and the actual operation.

Connect the Product to Modern Business Experiences.

Combine the agreed product configuration with the systems and development that make the complete experience work.

See How the Process Connects.

Choose an example to see the work, decision, handover and completion point.

From Received Document to Approved System Entry

Follow the work through the decision, handover and confirmed result.

Illustrative Solution
  1. 01

    Capture the Document

    Store the invoice and assign a stable processing identifier.

  2. 02

    Extract and Check

    Propose fields with AI and validate supplier, amount and duplicate rules.

  3. 03

    Route Review

    Send uncertain fields or approval decisions to the right person.

  4. 04

    Confirm Handover

    Write the approved record to the ERP and track acceptance.

Product or Platform FoundationFlow orchestration, supported connectors, approvals and selected AI Builder capability.
Connected or Configured Alongside ItDocument storage, ERP API and provider-specific invoice rules.

Measures to Agree

Field Accuracy

Reviewed extracted fields matching the source.

Processing Time

Time from valid document to approved handover.

Exception Backlog

Documents still awaiting an owned correction.

ERP Acceptance

Approved records accepted by the destination.

Connect the Experience to the Systems Behind It.

Use the application that owns each record and make the handover between systems explicit.

Microsoft Power Automate
Microsoft 365Start flows from emails, files and Teams messages. Send approvals people answer in Outlook or Teams.
Dynamics 365 & DataverseTrigger flows when records change in Dataverse. Update Dynamics 365 records with the right permissions.
Business Central or ERPSync orders, invoices and customers with your ERP. Keep finance as the system of record.
AzureHand heavy processing to Azure Functions and Logic Apps. Use Service Bus for reliable event handling.
DocuSignSend documents for signature from a flow. Continue only when signing is confirmed.
Stripe Online PaymentsReact to verified payment events, not browser redirects. Update the order and notify the customer.

Start with One Useful Process. Build from an Agreed Foundation.

Agree the business outcome, prepare the foundation and validate the complete experience before expanding it.

Agree the Outcome

Choose the first process, its owner, completion criteria and baseline measures.

Prepare the Foundation

Connector entitlements, execution identity, request volume, retry behaviour and exception ownership determine the workflow design.

Build and Connect

Configure or develop the agreed experience, permissions and system handovers.

Test and Launch

Check realistic data, permissions, exceptions and confirmed outcomes. Prepare the team for a controlled launch.

Measure and Improve

Review source-confirmed results, operational issues and adoption before extending the next use case.

Understand the Offering. Plan the Right Scope.

The starting point depends on the process and the systems you already use.

Should every process be automated end to end?

Only when its rules and failure handling are clear. We keep approvals, uncertain AI results and exceptional financial actions with authorised people, while automating the repeatable handovers around them.

Which AI capabilities should be included first?

Start with a specific task and the evidence needed to evaluate it. We check current feature status, environment prerequisites, data quality, permissions and cost. Preview capabilities are assessed separately from the agreed production scope.

Are these use cases included as standard?

The examples describe configured or custom solutions. The feature cards explain the product or delivery foundation; each use case and process identifies the connections, development and related services it needs.

What do we need to define before starting?

Connector entitlements, execution identity, request volume, retry behaviour and exception ownership determine the workflow design. We also agree ownership, acceptance criteria, operating responsibility and the first measurable outcome.

Looking for the Right Platform?

Explore the applications, data platforms, and development capabilities that can support your requirements.

Start with a Business Task.

Browse practical use cases for payments, subscriptions, portals, approvals, customer communications, and connected operations.

Which Process Should Work Better?

Tell us where customers or teams lose time, context or a clear next action. We’ll help identify a practical starting point for Microsoft Power Automate.

  • The task or problem you want to address
  • The systems and information involved
  • The outcome you want to measure