Each of these is a done-for-you service: we design it around your workflow, build it on Microsoft's own cloud, and operate it inside your tenant. Most of them are provisioned per client during onboarding; the handful already running on our platform you can add yourself in the portal once your tenant is connected.
Connect your tenant and complete the setup needed for each workflow.
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
A weekday email briefing of recent unread messages and today's calendar, sent at 12:00 UTC.
Certificates, licences, inspections and promised follow-ups get chased on a schedule, and every chase is recorded as evidence.
Staff receipts become a finished monthly claim sheet without anyone retyping a total.
A calendar-only weekday email briefing of today's meetings, sent at 12:00 UTC.
Implemented templates, configured and activated for your business after review.
A quote preparation brief from incoming email, prepared for your team to review.
A bid requirements checklist from incoming email, prepared for your team to review.
A discovery call brief from incoming email, prepared for your team to review.
An objection handling draft from incoming email, prepared for your team to review.
A partnership review brief from incoming email, prepared for your team to review.
A customer setup checklist from incoming email, prepared for your team to review.
A support triage record from incoming email, prepared for your team to review.
A complaint handling brief from incoming email, prepared for your team to review.
A return review checklist from incoming email, prepared for your team to review.
A delivery investigation brief from incoming email, prepared for your team to review.
A review response draft from incoming email, prepared for your team to review.
An answer preparation brief from incoming email, prepared for your team to review.
A scheduling handoff from incoming email, prepared for your team to review.
A maintenance handoff brief from incoming email, prepared for your team to review.
A project kickoff checklist from incoming email, prepared for your team to review.
A change request review from incoming email, prepared for your team to review.
A meeting action list from incoming email, prepared for your team to review.
A vendor onboarding checklist from incoming email, prepared for your team to review.
An order review brief from incoming email, prepared for your team to review.
A supplier quote review from incoming email, prepared for your team to review.
Three social post drafts from incoming email, prepared for your team to review.
A newsletter draft from incoming email, prepared for your team to review.
A product copy pack from incoming email, prepared for your team to review.
A campaign planning brief from incoming email, prepared for your team to review.
A proposal outline from incoming email, prepared for your team to review.
A renewal conversation brief from incoming email, prepared for your team to review.
A referral handoff from incoming email, prepared for your team to review.
A cancellation review brief from incoming email, prepared for your team to review.
A warranty review checklist from incoming email, prepared for your team to review.
A service recovery brief from incoming email, prepared for your team to review.
An event planning intake from incoming email, prepared for your team to review.
A fulfillment instruction checklist from incoming email, prepared for your team to review.
A weekly status draft from incoming email, prepared for your team to review.
A blog outline from incoming email, prepared for your team to review.
Three ad copy variants from incoming email, prepared for your team to review.
A short video script outline from incoming email, prepared for your team to review.
Work we scope and build for you. These workflows are not already running.
A new hire is ready on day one, and loses access just as cleanly when they leave.
Approvals reach the right person and the outcome lands back on the request, not in someone's inbox.
Renewals, quotes, and follow-ups get chased on time, with the right context attached.
Sent proposals get a polite, drafted follow-up sequence instead of being forgotten.
Shared-inbox mail is sorted, owned, and chased before it passes the response time you promise.
Signed paperwork lands in the client's folder with its dates recorded, not in somebody's sent items.
Month-end statements are written, filed, and waiting as drafts on the first working morning.
Late payers get chased on the schedule you set, and you see the aged-debt position every week.
Appointments book against real availability, and both sides get reminded without anyone typing a confirmation.
Time off is approved in Teams, lands on the team calendar, and keeps its own running balance.
A won deal becomes a set-up client — folders, channel, kickoff, welcome pack — in one step.
Clients who have gone quiet surface on a list each month, with a check-in already drafted.
The few events worth interrupting people for post to the right channel — and nothing else does.
Every quarter you see who can reach what, guests and external links included, and clear out what should not be there.
You stop paying for seats nobody uses, and hear about a storage ceiling before it stops your mail.
Records that have served their retention period are cleared deliberately, against a list somebody signed.
A bespoke automation built for a workflow that is specific to your business.
Launch includes 2 standard automations, Growth up to 6, and Scale adds unlimited standard automations plus custom Graph integrations. See what each plan includes.
Tell us the workflow that eats your week and we'll tell you what we'd build first.