All automations
Won → Set up
New client setup
This is the client-side twin of employee provisioning. When a deal is won, the workflow creates that client's SharePoint folder set from your template, opens the Teams channel and adds the account team, sends the welcome pack with an expiring upload link for the documents you need back, and schedules the kickoff. The first week with a new client stops depending on who remembered the checklist.
Built on requestIncluded from GrowthSharePointTeamsOutlookMicrosoft GraphAzure Functions
Trigger
You mark a new client as won
What we make happen
Their folder set, channel, kickoff invitations, and welcome pack are created in one step
How we deliver it
- 1
We build the folder template, the welcome pack, and the intake checklist with you.
- 2
We build the provisioning on Azure, pointed at the client site and the account team.
- 3
Missing intake documents are chased until the checklist is complete, then the owner is told in Teams.
- 4
We keep the template in step with your onboarding as it changes.
Built for you, not running yet
This one is not yet running on our platform. We design and build it for your tenant as part of your plan: we scope it on a call, agree what it does and what it must not do, and give you a go-live date before any work starts.
This is a managed service, not off-the-shelf software. We build the Microsoft Graph and Azure implementation for your tenant during onboarding and run it against the permissions listed in our terms. Review recorded automated runs in your Microsoft 365 activity view. Coverage is partial, not a record of every access or a complete cross-product audit trail. See how it fits together.
Other automations
Invoice filing
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
Lead routing
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
Employee onboarding & offboarding
A new hire is ready on day one, and loses access just as cleanly when they leave.
Want this running on your inbox?
Choose a management plan to begin onboarding. We will review the fit and agree an estimated setup timeline based on scope, Microsoft licensing, admin access, and DNS readiness. This is not a guaranteed go-live date.
Choose a management plan