Microsoft 365 Automation for Small Business
Microsoft 365 includes Outlook, Teams, SharePoint, Excel, and OneDrive. Most businesses pay for these tools but only use a fraction of what they can do. OpFlow builds automations inside your Microsoft 365 environment so you get full value from the tools you are already paying for.
Join the waitlistWhere Microsoft 365 users lose time
Manual email handling
Sorting, responding to, and routing emails by hand. Repetitive replies that could be automated in minutes.
Document approval and sign-off
Chasing approvals on documents by email. No structure, no tracking, easy for requests to get lost.
Teams notifications from other systems
Manually posting updates to Teams channels when something happens in another system, or things simply not being communicated at all.
What we build inside Microsoft 365
Outlook email automation
Auto-responses, email routing, and task creation triggered by incoming emails matching defined criteria.
SharePoint approval workflows
Documents uploaded to SharePoint trigger structured approval flows with Teams notifications and audit trails.
Teams channel notifications
Alerts posted to Teams channels automatically when something happens in your CRM, billing system, or other tools.
Excel and Forms data automation
Form submissions written to Excel automatically, with notifications triggered when new responses are received.
How it works
Free Automation Assessment
We review your workflows and identify where automation will save the most time. You walk away with a one-page report of recommended solutions.
Build and deploy
We build your automations, test them with real data, and deploy when everything is working correctly.
Ongoing Bot Care
We monitor and maintain your automations. When something needs updating or an API changes, we handle it.
Contract approval workflow for a 22-person engineering consultancy
A 22-person engineering consultancy was losing contracts in email threads. A Microsoft Forms, Approvals, and SharePoint workflow now tracks every contract through its review stages, with breach alerts when an approver sits on a request more than 48 hours.
Read the full case study"Contracts don't disappear into someone's inbox any more."
Operations manager, engineering consultancy
Getting full value from Microsoft 365?
Book a free Automation Assessment. We will review your Microsoft 365 setup and identify the workflows that are costing your team the most time.
Join the waitlist