“Earning within two weeks of launch, and now generating so many leads that Dougie has hired someone just to keep up with them.”
Kerbco →Founder: Dougie Harrold, mentored by Summone
M365 automation · Without replacing anything
Automate M365without 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.
400+ connectors via Power AutomateNo migration or retrainingNo-obligation call
Why automate inside M365
You're already paying for this. Use it.
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.
We don't rip and replace your existing tools. M365 automation works alongside Outlook, Teams, SharePoint, Excel and OneDrive, adding intelligence to the workflows your team already follows. Data stays inside Microsoft's trust boundary, under your existing data residency, DLP and compliance controls, which matters for regulated industries.
What we build
From simple rules to AI-powered workflows.
01Approval workflowsDocument approvals, purchase requests and change requests routed through Teams adaptive cards with multi-level approval chains, escalation rules and full audit trails in SharePoint.
02Document managementFiles uploaded to SharePoint automatically classified, renamed, tagged with metadata and moved to the correct library, with version control and retention policies built in.
03Email and forms processingMicrosoft Forms submissions, shared mailbox emails and Outlook rules feed directly into Power Automate flows, creating records and notifying teams. Zero manual forwarding.
04Onboarding and offboardingNew starter workflows that create accounts, assign licences, set up Teams channels and schedule training. Offboarding flows revoke access and archive data automatically.
05Reporting automationWeekly and monthly reports built from SharePoint lists, Excel workbooks and Dataverse, distributed via email or Teams, with Copilot-written narrative commentary.
06Copilot-powered workflowsIncoming documents classified and summarised, emails drafted from context, meeting actions extracted and assigned. Power Automate plus Copilot as a complete automation stack.
Proof, not promises
Judge us on what we ship.
“We find your buyers, write the emails, and send the outreach. Enquiries land in your inbox. You do nothing.”
Leadhaus →Founder: Tahar Ali, mentored by Summone
“I had an idea and I just wanted to bring it to life. Summone supported me through the whole build, design, planning and testing. It was not just my idea, it was their support.”
TheCog.fit →Founder: Ali Khan, mentored by Summone
Questions
Asked and answered.
Can I automate Microsoft 365 workflows without replacing my existing tools?
Yes. Microsoft 365 has powerful built-in automation capabilities, including 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 and email processing in Outlook, all within the ecosystem you already use and pay for.
What is Power Automate and how does it work with Microsoft 365?
Power Automate is Microsoft's automation platform built into M365. It connects Outlook, SharePoint, Teams, Excel, OneDrive and 400+ third-party services through visual, low-code workflows: approval routing, document processing, email automation and scheduled report generation. Premium connectors enable AI-powered automation via Azure AI services.
How does Microsoft 365 Copilot enhance automation?
Copilot adds AI intelligence to M365 workflows: drafting emails based on context, summarising meeting transcripts and analysing documents. Combined with Power Automate it enables genuinely useful workflows, like incoming emails classified and routed by AI, or meeting actions extracted and assigned to task lists.
Is Microsoft 365 automation secure for regulated industries?
Yes. M365 automation operates within Microsoft's trust boundary. Data stays within your tenant, governed by your existing Purview DLP policies, sensitivity labels and conditional access rules, unlike third-party automation platforms that route data through external servers.
Can you connect Microsoft 365 to non-Microsoft applications?
Yes. Power Automate has 400+ connectors, and for complex integrations we also use Azure Logic Apps or self-hosted alternatives like N8N. We assess your specific integration requirements and recommend the most cost-effective, maintainable approach.
What does it cost?
It depends on how many workflows you need and how complex they are. Many automation capabilities are already included in your existing M365 licence, so the audit focuses on getting value from what you already pay for first. The call gives you clear recommendations and rough numbers; an exact costed plan follows only if you decide to proceed.
Book your call
Let’s talk about your business.
A straight conversation with Steven. No pitch, no juniors, no handoffs. He will map where you are losing time, what it is worth, and what to do about it, before you spend a penny.
steven@summone.co.uk
Glasgow, working with UK businesses remotely and on-site