“In one hour, many of my AI worries were gone and a load of my admin was automated. This left me with so much more time to get on with the job of flying drones.”
Thomas HaywoodDirector, Haywood Productions
Microsoft 365 · Workflow automation
Microsoft 365 workflow automation,built around your actual processes.
Your organisation already pays for Power Automate, SharePoint and Teams. Most of it sits unused. We audit where the manual friction actually is, then build the specific automations that remove it, inside your existing tenancy, with no new platforms.
Inside your existing licencesNo new platformsNo-obligation call
The problem with most M365 estates
The tools are already paid for. Nobody built with them.
Approvals move through email with no audit trail. Documents get sent as attachments and filed by hand. Onboarding is a spreadsheet HR reruns for every new starter. None of this is unusual, it is the standard state of most Microsoft 365 tenants that were rolled out without an automation layer.
This is project work, not a feature you switch on: we map the manual processes, design the governance around them, build the specific flows in Power Automate and SharePoint, then hand the whole thing over documented and trained, so your team can maintain and extend it without staying dependent on us.
How the project runs
Four phases, each with a defined output.
01Process auditMapping current manual processes to find where time is lost, where errors happen, and where audit trails are missing across your M365 estate.
02Governance designDeciding who owns each flow, what connections are permitted, and how sensitive data is handled, agreed before anything is built.
03Build & configureDesigning and implementing the automation inside your existing Microsoft 365 tenancy with Power Automate, SharePoint and Teams. No new platforms.
04Handover & trainingEvery flow documented and your team trained to maintain and extend it, so the automation does not quietly stop working once we leave.
05Audit trail by designEvery automated approval, document move and notification logged, turning compliance reporting from manual reconstruction into a standing record.
06Sequenced with CopilotProcess automation and governance done first, Copilot layered on second. Organisations that skip this order see noticeably lower returns from Copilot.
Proof, not promises
Judge us on what we ship.
“I reckon it will save me at least 4 hours per week. This will only increase as I become more efficient with the tech. You are a tech wizard!”
Dionne ReadBNI Regional Manager
“Real expertise, 25 years of experience shows. No corporate waffle. If you're a Scottish business looking to get ahead with AI, Steven's the real deal.”
Garry LynchDirector, Bear Media & AI Consultant
Questions
Asked and answered.
What is a Microsoft 365 workflow automation project, versus just switching on a feature?
It is structured project work: a process audit to find where time and accuracy are being lost, a governance design that decides who owns each flow, the build itself inside Power Automate and SharePoint, then a documented handover. Turning on Power Automate is trivial. Building flows that hold up under audit is the actual job.
Which manual processes should be automated first?
The highest-value starting points are usually approval chains running through email, document review and sign-off, employee onboarding task sequences, and recurring manual reports. These are where organisations consistently lose the most time and where automation produces the fastest, most measurable return.
How long does a typical workflow automation project take?
A focused engagement usually runs four to twelve weeks depending on how many processes are in scope and the state of the existing environment. Simple approval automation can be live within days. Complex, multi-system workflows with compliance requirements take longer but return proportionally more.
What happens after the project ends? Do we depend on you to maintain it?
No. Every flow is documented and your team is trained throughout the build, not just at the end. The intent is that your organisation understands what was built and why, and can maintain and extend it without ongoing external dependency.
How is the work governed so it does not create ungoverned flows or shadow IT?
Governance is designed before anything is built: flow ownership, which connections are permitted, how sensitive data is handled, and documentation standards for future maintenance. This is agreed up front specifically so automation does not accumulate unmanaged over time, which is the most common cause of automation going wrong.
How is an audit trail produced for automated approvals and documents?
Approval routing, document movement and notifications are logged as part of the flow itself, so the audit trail is a by-product of the automation rather than a separate manual task. For regulated organisations this turns compliance reporting from reconstruction after the fact into a record that already exists.
Should we automate workflows before or after deploying Microsoft Copilot?
Before. Copilot performs best inside an already-automated, well-governed environment, and organisations that deploy Copilot onto manual, ungoverned processes see a smaller return. Removing manual friction and setting governance first means Copilot is layered onto a foundation that is ready for it.
What does it cost?
It depends on how many processes are in scope and how complex they are. Many of the underlying capabilities are already included in your existing Microsoft 365 licence, so the audit focuses on getting value from what you already pay for. 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