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Automation

Fewer repetitive steps, clearer follow-up

We map your current process, then automate the repeated steps — collecting, checking, notifying and routing — using tools your team already works with.

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What you receive

  • The agreed workflow, built and tested in your environment.
  • Documentation of its steps, rules and operating requirements (accounts, permissions, licences).
  • Handover notes on how to monitor and adjust the flow.

Final tools and deliverables are set in the quote.

Three automation scenarios

Three common flows, each with the problem, the steps and the outputs.

These scenarios are visual simulations of the logic; no real integration runs on this page. Tools, data locations and rules are agreed per project, and the integration is built and tested in your environment.

We do not quote time-saving figures in advance; results depend on your process and are measured after go-live if needed.

1 / 3 · For sales and customer service teams

Website request intake

Every website request is logged automatically, the owner is notified, and its status is tracked in one place.

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The problem

Website requests land in a shared inbox, some get late replies or are missed, and nobody knows the status of each one.

Steps

Visual simulation — no live integration

Outputs

  • A single log of all requests and their status
  • Immediate notification to the owner
  • Reminders for unanswered requests

Possible tools

  • Power Automate
  • SharePoint
  • Excel
  • Outlook
  • Microsoft Teams

Examples only — the actual sources are agreed per project.

2 / 3 · For project management offices

Recurring project reports

Collect, validate and consolidate project updates into a report ready for review on a fixed schedule.

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The problem

Every week the PMO collects updates by hand from scattered files and emails, then reformats them into a report.

Steps

Visual simulation — no live integration

Outputs

  • A recurring report in one consistent format
  • A list of missing updates
  • A historical record of updates

Possible tools

  • Power Automate
  • Microsoft Forms
  • Excel
  • SharePoint
  • Power BI

Examples only — the actual sources are agreed per project.

3 / 3 · For procurement, finance and HR

Approvals

Route requests to the right reviewer, record approval or return, and notify the requester.

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The problem

Purchase, leave or expense requests move through email, so nobody knows where a request is stuck or who approved it.

Steps

Visual simulation — no live integration

Outputs

  • A clear, recorded approval trail
  • Visibility of where each request is
  • Automatic notifications for everyone involved

Possible tools

  • Power Automate (Approvals)
  • SharePoint
  • Microsoft Forms
  • Outlook
  • Microsoft Teams

Examples only — the actual sources are agreed per project.

Have a report, a website or a process in mind?

Tell us briefly what you need. We will reply by email with questions or a written quote.

Request a quoteinfo@techvalueplus.com