All automations
Month end → Drafted
Monthly customer statements
We build a statement run against the ledger you already keep — a SharePoint list or a workbook in a SharePoint library. On the first working day each customer's open items are totalled, a statement is rendered and saved to their folder as the record, and the covering email waits in drafts. Nothing leaves the building until a person has looked at the run.
Built on requestIncluded from GrowthSharePointOutlookMicrosoft GraphAzure Functions
Trigger
The first working day of the month
What we make happen
Each customer's statement is generated from your ledger, filed to their folder, and queued as a draft
How we deliver it
- 1
We agree where the ledger lives, what the statement shows, and who reviews the run.
- 2
We build the generation on Azure, pointed at that list, that library, and the sending mailbox.
- 3
We reconcile a full run against your last manual month-end before the first live send.
- 4
Statements are drafted, never auto-sent — a person releases the batch.
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