Automation Examples
Real business automation solutions built using Microsoft Power Platform and AI.
Automated Invoice Processing
200+ invoices per week entered manually from email attachments — 15 hours of admin, frequent errors, and no visibility over outstanding amounts.
Azure Document Intelligence extracts line items and totals from any PDF format. A script runs over the Excel tracker to compute monthly figures, build a live Power BI dashboard, and email a summarised report to finance automatically.
Purchase Order Processing
Purchase orders arrived by email from dozens of suppliers, requiring manual re-keying, no exception tracking, and no way to flag late or mismatched orders.
Power Automate extracts PO data from emails, logs each PO to SharePoint with status tracking, runs an exception check for missing or mismatched orders, and sends a Teams alert with a summary card to the procurement team.
Automated Excel Reporting
Weekly reports were manually compiled from five different systems every Monday, taking 6 hours and frequently containing stale or mismatched figures.
Power BI connects to all data sources and refreshes automatically. AI analysis flags trends and anomalies, generates a written summary, and sends a contextual email to each stakeholder group with the numbers most relevant to them.
Leave Request & Approval
Leave requests were tracked in email threads — approvals got lost, calendars were updated manually, and there was no central record of who was away when.
A SharePoint form captures leave requests, triggers an approval workflow, automatically logs the approved leave to the shared calendar, notifies the team and manager via Teams adaptive card, and sends a confirmation email to the employee.
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Automation Assessment