Approval workflows
Purchase orders, invoices, expenses, PTO, and contract sign-off routed by amount, department, or role — with reminders, escalation, and a complete audit trail.
Power Automate consulting
Automate approval workflows with Power Automate
Stop chasing signatures over email. We design and build Power Automate approval workflows, RPA, and business process automation on a fixed fee — routing every request to the right person, logging every decision, and connecting the systems you already run. Senior US-based Microsoft engineers, typical 2–4 week delivery, 30 days of hypercare included.
Representative dashboard — sample data
What we build
Automation that covers the whole process, not just one form
Every project is scoped as a fixed-fee deliverable, so you know the price before work begins.
RPA desktop flows
Robotic process automation for legacy applications with no API — a bot performs the clicks and keystrokes a person would, without the errors or the overtime.
Business process automation
Multi-step processes — onboarding, order handling, document generation — rebuilt as reliable flows with clear ownership and error handling.
System integrations
Connect Microsoft 365 to your CRM, ERP, or accounting platform with standard connectors, custom connectors, or Azure Logic Apps where the job needs more muscle.
Governance & ALM
Dev, test, and production environments, solution-based deployment, and connection ownership rules — so flows survive staff changes and audits alike.
Handover & training
Documented flows, trained admins, and 30 days of post-delivery hypercare — your team can adjust routing rules without calling us back.
How it works
From paper trail to audit trail in three steps
- 1
Map the process
We walk the current approval path with the people who live it — who requests, who signs, what gets lost — and hand you a fixed-fee scope covering exactly what will be automated.
- 2
Build and test
Flows are built in a development environment and tested with your real approvers on real scenarios: delegations, rejections, escalations, and the edge cases email always mishandled.
- 3
Go live with hypercare
We deploy to production, train your admins, and stay on call for 30 days of included hypercare while the new workflows bed in across the team.
What Power Automate consulting actually delivers
Power Automate is Microsoft's workflow engine inside Microsoft 365 — it watches for a trigger (a form submitted, a file added, an invoice received) and then carries out the steps a person would otherwise do by hand. Our consulting turns that engine into finished, supported automations for your specific processes. A typical engagement produces working production flows, a development and test environment, written documentation for each flow, and admin training — all for a fixed fee agreed before we start, delivered in a typical 2–4 weeks by senior US-based engineers, with 30 days of hypercare after go-live. Licensing sits alongside that fee rather than inside it, and most standard-connector flows need nothing beyond the rights already in your Microsoft 365 seats — our guide to Power Automate licensing for small business explains exactly where the paid tiers start. Microsoft's own Power Automate documentation (opens in new tab) covers the platform's capabilities in depth; our job is applying them to your processes without your team having to learn any of it.
Where automation pays off first
The best first candidates are approvals: they are frequent, rule-based, and painful when they stall. An automated approval flow routes each request by amount or category, reminds the approver, escalates when a deadline passes, and records who approved what and when. The difference against a manual email-and-spreadsheet process is stark:
| Aspect | Manual process (email & spreadsheets) | Automated with Power Automate |
|---|---|---|
| Turnaround time | Days to weeks — requests sit in inboxes and stall when an approver is out | Hours — automatic routing, reminders, and delegation when someone is away |
| Error rate | Re-keyed data, skipped steps, and approvals granted by the wrong person | Validated inputs, enforced routing rules, no re-keying between systems |
| Audit trail | Reconstructed from email threads — if the thread can be found at all | Every request, decision, and timestamp logged automatically |
| Visibility | “Where is my request?” means asking around | Live status visible to requesters and managers at any time |
| Staff changes | Process knowledge leaves with the person who ran it | Rules live in the flow; reassigning an approver is one setting |
Beyond approvals: RPA, integrations, and ALM
Once approvals run themselves, the same platform reaches further. RPA desktop flows automate legacy applications that have no API by driving their screens directly — useful for that twenty-year-old ERP nobody wants to touch. If you already run robots on another platform and the renewal has stopped making sense, that is a rebuild rather than a fresh build, and it is scoped as UiPath to Power Automate migration services — which also covers Blue Prism and Automation Anywhere estates. For heavier system-to-system work, we build integrations with premium connectors or Azure Logic Apps, so orders, invoices, and customer records move between platforms without a human copying fields. When an integration has to be owned by IT rather than a user, expose an API, exchange EDI with trading partners, or run at volumes that would hit Power Platform request limits, we scope it separately as Azure Logic Apps consulting services in your own Azure subscription. And because automations become critical infrastructure fast, we set up proper application lifecycle management: solutions move from development to test to production deliberately, connections are owned by service accounts rather than someone's personal login, and nothing breaks when an employee leaves.
Who this is for, and what it pairs with
This service fits organizations on Microsoft 365 that still run approvals and handoffs through email, spreadsheets, or paper — commonly 20 to 500 staff, though the pattern scales in both directions. Flows often need a front end people actually enjoy using, which is where custom Power Apps built for your business workflows come in: an app captures the request, and Power Automate moves it. When the request starts outside your organization — a customer, a subcontractor, an applicant — that front end belongs on an external site instead, and our Power Pages development services build the customer and partner portals that feed these flows. Many automations also read and file documents, so pairing this work with a well-structured SharePoint intranet and document management setup keeps the output organized and governed. And when leadership wants to see cycle times and bottlenecks, a fixed-fee Power BI dashboard can report on the very flows we build. Flows also make good replacements for scheduled report delivery: our SSRS to Power BI migration service rebuilds data-driven report subscriptions as Power Automate flows so an ageing report server can be switched off. The alerts, reminders and update requests that currently live inside a Smartsheet subscription are the same kind of replacement, and our Smartsheet to Power Apps migration services rebuild them as flows once the underlying sheets have moved into SharePoint lists or Dataverse. The routing and approval rules that Laserfiche Workflow runs around a records repository are rebuilt the same way once the documents land in SharePoint, as one workstream of our Laserfiche to SharePoint migration services. A different starting point is a workflow product that has already been retired under you: the SharePoint 2013 workflow engine left existing Microsoft 365 tenants in April 2026 and took Nintex for Office 365 workflows with it, so our Nintex to Power Automate migration services inventory and rebuild those workflows and forms as flows and Power Apps rather than designing automation from scratch. Some industries have a chain that does not look like a purchase approval at all: a law firm opens work through conflict clearance, a partner sign-off, an engagement letter and a matter number, which is why we scope those builds separately as Power Automate consulting for law firms. A different kind of pairing applies once the flow count climbs into the dozens and nobody can say what is running or who owns it: our Power Platform governance consulting services cover the environment plan, the connector data policies and the inventory of orphaned apps and flows that an estate this size needs. We are based in Orange County, CA and serve all US states remotely.
Related services
Often paired with automation projects
Power Apps Consulting
Custom apps that give your automated workflows a clean front end for requests, forms, and field data capture.
SharePoint Consulting
Intranets and document management that keep the files your flows create organized, secured, and findable.
Power BI Dashboards
Fixed-fee dashboards that show approval cycle times, bottlenecks, and volumes across your automated processes.
FAQ
Questions about workflow automation
Start with high-volume, rule-based approvals where the routing logic is already written down somewhere — purchase orders, invoice sign-off, expense reports, PTO requests, contract reviews. These deliver visible time savings within weeks, build trust in automation, and give us a proven pattern to extend to messier processes later.
Most Microsoft 365 business plans already include Power Automate rights that cover standard-connector approval flows, so many projects need nothing extra. Premium connectors, RPA desktop flows, or high-volume runs can require paid plans. We confirm exactly what your scenario needs during scoping, so licensing never surprises you mid-project.
Yes. Power Automate ships with over a thousand connectors covering CRMs, ERPs, accounting platforms, and databases, and we build custom connectors or Azure Logic Apps integrations where none exists. Legacy applications with no API can still be automated through RPA desktop flows that operate the interface the way a person would.
A typical engagement runs 2-4 weeks from kickoff to go-live. Week one maps the current process and confirms the fixed-fee scope; the middle weeks build and test the flows with your approvers; the final stretch handles rollout and handover documentation. Larger multi-process programs are split into phases, each scoped separately.
You own everything we build, and every engagement includes 30 days of post-delivery hypercare while your team settles in. We document each flow, its connections, and its error handling, then train your admins to adjust routing rules themselves. If you would rather we keep maintaining them, ongoing support can be scoped as its own fixed-fee arrangement.
Book a free consultation
Get more from the Microsoft tools you already pay for
Tell us what you’re trying to fix — a report, an approval process, an intranet, a Copilot rollout. We scope it as a fixed-fee project, you approve, and a senior engineer delivers in 2–4 weeks.
- Fixed-fee scope agreed before any work starts
- Senior, US-based Microsoft engineers — no handoffs
- Typical 2–4 week delivery
- 30 days of post-delivery hypercare included
The fastest way to reach us is the form — tell us the task and we’ll reply within one business day.