Automate M365
Without Replacing Anything
Your organisation already pays for Power Automate, Copilot, and SharePoint workflows. We activate what you already own and build workflows that save your team hours every week, without migration, disruption, or new platforms.
via Power Automate
Why Automate Inside Microsoft 365?
You're already paying for automation capabilities you're not using. Let's change that.
Automation Built Into What You Already Pay For
Most businesses already have Power Automate, Power Apps, and SharePoint workflow capabilities included in their Microsoft 365 licence. They just don't use them. We activate the automation tools you already own before suggesting anything new.
Enhance, Don't Replace
We don't rip and replace your existing tools. M365 automation works alongside Outlook, Teams, SharePoint, Excel, and OneDrive, adding intelligence and automation to the workflows your team already follows. No migration, no retraining, no disruption.
From Simple Rules to AI-Powered Workflows
Start with simple rules (if this email arrives, create a task) and scale to AI-powered workflows (classify incoming documents, extract key entities, route to the right team, generate a summary). Power Automate + Copilot + Azure AI services provides a complete automation stack.
Data Stays in Microsoft's Trust Boundary
Unlike third-party automation tools that route your data through external servers, M365 automation keeps data within Microsoft's trust boundary, under your existing data residency, DLP, and compliance controls. Critical for regulated industries.
25+ Years Inside the Microsoft Ecosystem
We've been deploying Microsoft solutions since before SharePoint had a browser interface. That depth of experience means we understand the M365 platform's strengths and its sharp edges, so your automation workflows are robust, maintainable, and actually work in production.
Every workflow includes proper error handling, retry logic, monitoring, and documentation. When an API changes or a connector breaks (and they do), your team knows exactly what happened and how to fix it.
Start with an M365 auditMicrosoft 365 Workflows Our Clients Use Most
These are the M365 automations that save Scottish businesses the most time right now.
Approval Workflows via Teams & SharePoint
Document approvals, purchase requests, holiday requests, and change requests: all routed through Teams adaptive cards with multi-level approval chains, escalation rules, and full audit trails in SharePoint. Replace email-based approvals with structured, trackable workflows.
Automated Document Management
Files uploaded to SharePoint automatically classified, renamed, tagged with metadata, and moved to the correct library. Version control, retention policies, and notification workflows ensure documents are findable, current, and compliant.
Email & Forms Processing
Microsoft Forms submissions, shared mailbox emails, and Outlook rules feed directly into Power Automate flows, creating CRM records, updating spreadsheets, triggering follow-up sequences, and notifying teams via Teams channels. Zero manual forwarding or data entry.
Staff Onboarding & Offboarding
New starter workflows that automatically create accounts, assign licences, set up Teams channels, send welcome documentation, and schedule training sessions. Offboarding flows revoke access, archive data, and notify relevant teams so no steps are missed.
Reporting & Dashboard Automation
Weekly and monthly reports built automatically from SharePoint lists, Excel workbooks, and Dataverse, distributed via email or Teams. Power BI dashboards updated in real-time. Scheduled summaries generated via Copilot with AI-written narrative commentary.
Microsoft 365 Automation: Frequently Asked Questions
Absolutely. Microsoft 365 has powerful built-in automation capabilities (Power Automate, SharePoint workflows, Outlook rules, and Copilot) that enhance your existing tools without replacing them. You can automate approvals in Teams, document management in SharePoint, email processing in Outlook, and data analysis in Excel, all within the Microsoft ecosystem you already use and pay for.
Power Automate (formerly Microsoft Flow) is Microsoft's automation platform built into M365. It connects Outlook, SharePoint, Teams, Excel, OneDrive, Dynamics 365, and 400+ third-party services through visual, low-code workflows. Common uses include: approval routing, document processing, email automation, data synchronisation between systems, and scheduled report generation. Premium connectors enable AI-powered automation via Azure AI services.
Copilot adds AI intelligence to M365 workflows: drafting emails based on context, summarising meeting transcripts, generating reports from data, and analysing documents. Combined with Power Automate, it enables genuinely useful workflows. Incoming emails classified and routed by AI, documents summarised and tagged automatically, meeting actions extracted and assigned to task lists.
Yes. M365 automation operates within Microsoft's trust boundary. Data stays within your tenant, governed by your existing Microsoft Purview DLP policies, sensitivity labels, and conditional access rules. Unlike third-party automation platforms that route data through external servers, M365 automation maintains your compliance controls. This makes it particularly suitable for financial services, legal, healthcare, and public sector organisations.
Costs depend on the complexity of workflows required. Simple single-process automations (e.g., approval workflows, email routing) typically run £1,500–£5,000. Multi-system automation programmes involving Power Automate, Copilot, SharePoint, and third-party integrations range from £10,000–£30,000+. Many automation capabilities are included in your existing M365 licence, and we maximise value from what you already pay for before suggesting additional tools.
Yes. Power Automate has 400+ connectors including Salesforce, HubSpot, Xero, Sage, SAP, Slack, Google Workspace, and custom APIs. For complex integrations, we use Azure Logic Apps or N8N (an open-source alternative that can be self-hosted). Summone Consulting assesses your specific integration requirements and recommends the most cost-effective and maintainable approach.
You're already paying for automation tools you're not using.
Book a free M365 automation audit with Steven Summone. We'll identify the automation capabilities included in your existing licence and prioritise the workflows that will save your team the most time.