All automations
Inbox → Filed
Invoice filing
We build a workflow that watches a mailbox you nominate, recognises invoices and receipts, files each one into the correct SharePoint library, and appends a line to a running ledger — vendor, amount, due date, and a short ID360 assistant summary. Your bookkeeper opens one organised folder instead of digging through email.
Running nowIncluded from LaunchOutlookSharePointMicrosoft GraphAzure Functions
Trigger
An invoice or receipt arrives in a shared Outlook mailbox
What we make happen
It is filed to the right SharePoint folder, logged to a running sheet, and summarised for you
How we deliver it
- 1
We design the folder structure and ledger columns with you during onboarding.
- 2
We build the workflow on Azure and point it at that mailbox and that library.
- 3
We test it against a batch of your real invoices before it goes live.
- 4
We monitor it and adjust the filing rules as your vendors change.
Running on our platform today
This one already runs on our platform. It is one of the workflows we operate on Azure for every client on it, so there is nothing to build — once your tenant is connected and the automation is configured, it starts on its next scheduled run.
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.
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Approvals reach the right person and the outcome lands back on the request, not in someone's inbox.
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