All of Microsoft 365
Team files & intranet
SharePoint
SharePoint is where your shared documents belong, and it is the piece most often set up badly and then abandoned. We design a library and permission structure around how your team really works, migrate what exists today, and build the automations that keep it tidy — because a filing system only stays useful if filing is not a manual chore.
What we set up
- A team site and library structure designed around your departments and your document types, not a default template.
- Permissions granted through groups rather than to individuals, so joiners and leavers do not leave holes.
- Metadata and views that make documents findable by client, date, or status instead of by remembering a folder path.
- An intranet home page from our template library — policies, forms, contacts, and announcements in one place.
- External sharing rules, including expiring links and which libraries may leave the building at all.
What we automate
- Filing: invoices, contracts, and signed documents are placed in the right library with the right metadata automatically.
- Ledgers: a running sheet updated as documents arrive, so the folder and the summary never drift apart.
- Approvals: documents that need sign-off route to the right approver and land back in the library once decided.
- Renewals: contract and quote dates are watched, and the owner is reminded with the document linked before it lapses.
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 SharePoint problems we are usually hired to fix
The folder structure grew by accident and now nobody can find last year's contract.
We redesign the library structure with you, migrate the content, and add metadata views so search actually works.
Permissions were granted person by person and now a contractor can still open the payroll folder.
We rebuild access on groups, audit who can currently reach what, and hand you the before-and-after.
Half the team still keeps the real version on their own machine.
We make the shared library the path of least resistance — automated filing in, co-authoring, and a home page that links to what people open daily.
Files were shared externally with links that never expire and nobody remembers issuing.
We inventory existing external shares, retire the stale ones, and set expiry defaults going forward.
Automations that use SharePoint
All automationsRunning now
Invoice filing
Every invoice that hits your inbox is filed, logged, and summarised before you open it.
Built on request
Employee onboarding & offboarding
A new hire is ready on day one, and loses access just as cleanly when they leave.
Built on request
Purchase & document approvals
Approvals reach the right person and the outcome lands back on the request, not in someone's inbox.
Built on request
Renewal & follow-up reminders
Renewals, quotes, and follow-ups get chased on time, with the right context attached.
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.
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
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.
Teams
Channels that match how your business is organised, and approvals that happen in the place people already are.
Want this sorted properly?
Book a 20-minute call. We'll look at your SharePoint setup as it is today and tell you what we would change first.
Choose a management plan