All of Microsoft 365
The API underneath
Microsoft Graph
Microsoft Graph is the single API across Microsoft 365: mail, files, calendars, users, groups. It is how our automations reach your tenant. Be clear about the shape of that access: there is ONE application with ONE fixed set of five permissions, identical for every customer and not assembled per workflow, and because they are application permissions they are tenant-wide rather than limited to the mailboxes and sites you nominate. We point the automations only at what you nominate — that is our configuration, not a boundary Microsoft enforces on us. The terms set out exactly how wide it is and how to narrow the Exchange half from inside your own tenant.
What we set up
- An app registration in your tenant for the work we do, with consent recorded and reviewable by you.
- One application registration, consented to by your own administrator, with the consent recorded and reviewable by you at any time.
- A named application your admin consents to and can revoke at any time from your own admin center — no standing password to your tenant.
- Audit logging for the work we run, configured for your account during onboarding so you can see what ran, when, and against what.
- A documented list of every scope granted, handed to you so a future IT hire inherits a clear picture.
What we automate
- Reading mail and files to file, summarise, and route — never more broadly than one workflow requires.
- Creating and revoking user accounts, licences, and group membership as people join and leave.
- Resolving who owns what, so routing and approvals reach a real person rather than a shared alias.
- Writing results back where you work: a filed document, a drafted reply, an updated list.
Configuration is work we perform in your tenant during onboarding, and each automation is designed and built for you rather than switched on. See how it fits together.
What people call us about
The Microsoft Graph problems we are usually hired to fix
A previous provider holds a global admin account with a password nobody has rotated.
We move you to a named application consent you can revoke yourself, and help you retire the standing account.
An old integration was granted sweeping consent and nobody remembers approving it.
We review the app registrations and consents in your tenant with you, and revoke what is no longer used.
You cannot tell what an outside provider has touched.
We set up audit logging for your account as part of onboarding, so every action our automations take is recorded against your tenant.
A line-of-business system needs to talk to Microsoft 365 and there is no off-the-shelf connector.
We build a bespoke Graph integration for it, tested against your real data before go-live.
Automations that use Microsoft Graph
All automationsRunning now
Invoice filing
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
Running now
Lead routing
New enquiries reach your team in minutes, with a drafted first reply ready to review and send.
Built on request
Employee onboarding & offboarding
A new hire is ready on day one, and loses access just as cleanly when they leave.
Running now
Morning operations digest
A weekday email briefing of recent unread messages and today's calendar, sent at 12:00 UTC.
We switch it on
Deadline tracking and chase
Certificates, licences, inspections and promised follow-ups get chased on a schedule, and every chase is recorded as evidence.
Built on request
Renewal & follow-up reminders
Renewals, quotes, and follow-ups get chased on time, with the right context attached.
Built on request
Quote & proposal follow-up
Sent proposals get a polite, drafted follow-up sequence instead of being forgotten.
Built on request
Shared mailbox triage
Shared-inbox mail is sorted, owned, and chased before it passes the response time you promise.
Built on request
Signed contract filing
Signed paperwork lands in the client's folder with its dates recorded, not in somebody's sent items.
Running now
Expense receipt capture
Staff receipts become a finished monthly claim sheet without anyone retyping a total.
Built on request
Monthly customer statements
Month-end statements are written, filed, and waiting as drafts on the first working morning.
Built on request
Overdue invoice chasing
Late payers get chased on the schedule you set, and you see the aged-debt position every week.
Running now
Meeting prep briefs
A calendar-only weekday email briefing of today's meetings, sent at 12:00 UTC.
Built on request
Appointment booking & reminders
Appointments book against real availability, and both sides get reminded without anyone typing a confirmation.
Built on request
Leave requests & team calendar
Time off is approved in Teams, lands on the team calendar, and keeps its own running balance.
Built on request
New client setup
A won deal becomes a set-up client — folders, channel, kickoff, welcome pack — in one step.
Built on request
Dormant client re-engagement
Clients who have gone quiet surface on a list each month, with a check-in already drafted.
Built on request
Threshold alerts to Teams
The few events worth interrupting people for post to the right channel — and nothing else does.
Built on request
Access & guest review
Every quarter you see who can reach what, guests and external links included, and clear out what should not be there.
Built on request
Licence & storage reconciliation
You stop paying for seats nobody uses, and hear about a storage ceiling before it stops your mail.
Built on request
Document retention housekeeping
Records that have served their retention period are cleared deliberately, against a list somebody signed.
Ready for setup
Quote request briefs
A quote preparation brief from incoming email, prepared for your team to review.
Ready for setup
RFP requirements briefs
A bid requirements checklist from incoming email, prepared for your team to review.
Ready for setup
Discovery call preparation
A discovery call brief from incoming email, prepared for your team to review.
Ready for setup
Sales objection response drafts
An objection handling draft from incoming email, prepared for your team to review.
Ready for setup
Partnership enquiry briefs
A partnership review brief from incoming email, prepared for your team to review.
Ready for setup
New customer intake briefs
A customer setup checklist from incoming email, prepared for your team to review.
Ready for setup
Support ticket triage briefs
A support triage record from incoming email, prepared for your team to review.
Ready for setup
Complaint response drafts
A complaint handling brief from incoming email, prepared for your team to review.
Ready for setup
Return request intake
A return review checklist from incoming email, prepared for your team to review.
Ready for setup
Delivery issue intake
A delivery investigation brief from incoming email, prepared for your team to review.
Ready for setup
Customer review response drafts
A review response draft from incoming email, prepared for your team to review.
Ready for setup
FAQ answer drafts
An answer preparation brief from incoming email, prepared for your team to review.
Ready for setup
Appointment request intake
A scheduling handoff from incoming email, prepared for your team to review.
Ready for setup
Maintenance request intake
A maintenance handoff brief from incoming email, prepared for your team to review.
Ready for setup
Project handoff briefs
A project kickoff checklist from incoming email, prepared for your team to review.
Ready for setup
Scope change review
A change request review from incoming email, prepared for your team to review.
Ready for setup
Meeting notes to action lists
A meeting action list from incoming email, prepared for your team to review.
Ready for setup
Vendor onboarding intake
A vendor onboarding checklist from incoming email, prepared for your team to review.
Ready for setup
Purchase order intake
An order review brief from incoming email, prepared for your team to review.
Ready for setup
Supplier quote extraction
A supplier quote review from incoming email, prepared for your team to review.
Ready for setup
Social post draft packs
Three social post drafts from incoming email, prepared for your team to review.
Ready for setup
Newsletter draft production
A newsletter draft from incoming email, prepared for your team to review.
Ready for setup
Product listing copy drafts
A product copy pack from incoming email, prepared for your team to review.
Ready for setup
Campaign brief preparation
A campaign planning brief from incoming email, prepared for your team to review.
Ready for setup
Proposal outline drafting
A proposal outline from incoming email, prepared for your team to review.
Ready for setup
Renewal conversation preparation
A renewal conversation brief from incoming email, prepared for your team to review.
Ready for setup
Referral introduction drafts
A referral handoff from incoming email, prepared for your team to review.
Ready for setup
Cancellation request review
A cancellation review brief from incoming email, prepared for your team to review.
Ready for setup
Warranty claim intake
A warranty review checklist from incoming email, prepared for your team to review.
Ready for setup
Service recovery preparation
A service recovery brief from incoming email, prepared for your team to review.
Ready for setup
Event enquiry intake
An event planning intake from incoming email, prepared for your team to review.
Ready for setup
Shipping instruction handoffs
A fulfillment instruction checklist from incoming email, prepared for your team to review.
Ready for setup
Weekly update preparation
A weekly status draft from incoming email, prepared for your team to review.
Ready for setup
Blog outline production
A blog outline from incoming email, prepared for your team to review.
Ready for setup
Advertising copy variants
Three ad copy variants from incoming email, prepared for your team to review.
Ready for setup
Short video script outlines
A short video script outline from incoming email, prepared for your team to review.
Built on request
Custom Graph integration
A bespoke automation built for a workflow that is specific to your business.
The rest of the stack
Outlook
Business email and calendars on your own domain, set up properly and then kept out of your way.
OneDrive
Each person's working files, backed up, synced across their devices, and recoverable after a mistake.
SharePoint
A file structure your team can actually navigate, with permissions that survive people joining and leaving.
Want this sorted properly?
Book a 20-minute call. We'll look at your Microsoft Graph setup as it is today and tell you what we would change first.
Choose a management plan