Power Automate & Workflow Automation

Hours back in everyone's week - automatically.

If a person does it more than five times a week, a workflow can probably do it. We design, build and govern Microsoft Power Automate flows that pay for themselves in months - approvals, onboarding, invoicing, document processing and cross-app sync.

 Power Automate
make.powerautomate.com / flows / PO-approval
PO-approval 12 runs today
DesignerRun historyAnalytics Env: Prod
When email arrives
vendors@*.com · has attachment
AI Builder - extract invoice
Vendor, PO#, Total
Condition
total > ₹ 50,000
Manager approval (Teams)
Adaptive card · SLA 4 hrs
Post to ERP & notify
Voucher posted · Email + WhatsApp
What you'll actually use

This is what a real PO-approval flow looks like.

Every automation we deliver runs in the Microsoft Power Automate cloud - triggered from email, Teams, SharePoint, Forms, Dataverse or any of 800+ connectors, with full run history, retries and error alerts. Below is a typical end-to-end flow.

  • Triggered automatically (email / Teams / form / schedule)
  • Adaptive cards in Teams for one-tap approvals
  • AI Builder reads PDFs, invoices, KYC documents
  • Branches for exceptions, escalations and SLAs
  • Full audit trail - who approved what, when
  • Run-failure alerts go to your IT mailbox
Power Automate PO-approval.flow · Cloud flow · 12 runs today
My flowsCreateTemplatesConnectorsAI BuilderSolutions
Trigger
When a new email arrives (V3)
AI Builder
Extract vendor, items, amount from PDF
Condition
Amount > ₹ 50,000?
Yes
Manager approval in Teams
No
Auto-approve under threshold
Action
Post entry to Tally / Dynamics 365
Notify
Vendor + AP team email - 4 min total

Built on the Microsoft Power Platform

Power Automate Cloud Power Automate Desktop (RPA) AI Builder Dataverse Microsoft Teams SharePoint & Outlook DLP & environments 800+ connectors Custom connectors (REST) Process Mining
Sound familiar?

"My team spends half the day on repetitive tasks."

If anyone in your operations team has said these things this quarter, you're already overdue for an automation conversation.

  • "A leave / PO / discount needs 4 sign-offs and someone is always traveling."
  • "HR fills 6 forms. IT creates 4 accounts. Manager forgets to assign access."
  • "Vendor sends a PDF and we re-type it into Tally / Zoho - errors creep in."
  • "CRM and ERP don't talk. Customer records duplicated. Reports broken."
  • "We run the same Excel report every Monday at 8am. Manually."

What's included in every engagement

  • Automation discovery workshop - find the highest-ROI workflows
  • Solution architecture (cloud flow / desktop RPA / hybrid)
  • Adaptive cards in Teams for approvals
  • AI Builder models for invoice / PO / KYC extraction
  • Connectors to Microsoft 365, Dataverse, Tally, Zoho, SAP, Salesforce, SQL
  • Center of Excellence: environments, DLP, naming, ALM
  • Run monitoring, retries and failure alerts
  • End-user training + admin handover
  • 30-day post-go-live hypercare
Power Automate per-user / per-flow / AI Builder credits billed separately at MRP or under our Microsoft CSP.

A typical purchase order: before vs after

  Before automation

  • Vendor emails a PDF to the AP clerk
  • Clerk re-types line items into the ERP (3-7 min)
  • Forwards to manager for approval over email
  • Stuck if the manager is traveling
  • 2-3 days end-to-end - and errors creep in
  • Audit trail = an Outlook search

  After automation

  • Email auto-detected; PDF parsed by AI Builder
  • Manager taps Approve in Teams from their phone
  • Entry posted to Tally / Dynamics 365 automatically
  • Vendor & AP team notified, GL reference attached
  • 4 minutes end-to-end - fully audited
  • One dashboard shows every PO, every status

What we automate & what we connect to

Don't see yours? Ask us

  Pre-built automation packs

Approval workflows

Leave, PO, expense, discount, contract approvals via adaptive cards in Teams - full audit trail.

Onboarding / offboarding

One trigger creates Entra ID account, mailbox, M365 licence, Teams & SharePoint access, equipment ticket.

Invoice / PO / KYC processing

AI Builder extracts fields from PDFs & images, posts entries automatically, flags exceptions.

Document workflows

Auto-file, rename, tag and route SharePoint / OneDrive documents - retention & e-signature included.

Two-system sync

Bi-directional sync between CRM, ERP, helpdesk and marketing tools - no more duplicate records.

Desktop RPA

Power Automate Desktop unattended bots for legacy apps and websites with no API.

Customer notifications

WhatsApp / SMS / email alerts on order shipped, payment received, ticket resolved.

Scheduled jobs

Daily / weekly reports, reminders, data archival, license clean-up - replace 50+ cron scripts.

  Microsoft 365 & Power Platform

Outlook & Exchange

Email triggers, calendar events, distribution-list management.

Microsoft Teams

Adaptive cards, channel posts, meeting reminders, bot interactions.

SharePoint & OneDrive

List items, document libraries, metadata, retention & lifecycle.

Dataverse & Dynamics 365

Native CRUD on Dataverse; trigger flows from Business Central, Sales, Customer Service.

AI Builder

Pre-built models: invoice processing, ID reading, sentiment, text classification, custom OCR.

Forms & Planner

Survey-to-task automation, planner board updates, recurring reminders.

  Already on Microsoft 365?

Most Microsoft 365 plans include seeded Power Automate rights - so the first wave of approvals, notifications and onboarding flows runs at no extra license cost. We can stand up your first 3 governed flows in 2-3 weeks, with proper environments and DLP.

Cloud flowsDesktop RPAAI BuilderProcess MiningCopilot StudioDataversePower Apps
Book a Power Platform scoping Email our team

  Indian accounting / ERP

Tally Prime & ERP 9

Voucher posting, GST data exchange via TDL / ODBC connector or scheduled CSV pipeline.

Zoho Books / Inventory / CRM

Native Zoho REST APIs - invoices, payments, items, customers in real time.

  CRM, ERP & line-of-business apps

QuickBooks Online

Live API for customers, invoices, payments and journal entries.

Salesforce

Native connector for Leads, Opportunities, Cases, Custom Objects.

SQL Server / MySQL / Postgres

Read / write any line-of-business database; on-prem via the data gateway.

Excel & SharePoint lists

Replace manual reports - flows refresh, summarise and email automatically.

Slack

Channel messages, DMs, file uploads triggered from Microsoft 365 events.

Google Workspace

Gmail, Drive, Sheets, Calendar bridges for mixed environments.

Stripe / Razorpay

Payment events → ERP entry, receipt email, fulfilment trigger.

Any REST API

Custom connectors with OAuth / API-key auth - the catch-all for anything else.

How we work - first flow live in 2-3 weeks

1. Automation discovery

Half-day workshop. We map repetitive work, score each by ROI and pick the first 1-3 to build.

2. Architecture

Cloud flow / desktop RPA / hybrid? Which connectors? What licences? Documented before we build.

3. Build & iterate

You see runs every week. We refine triggers, approvals and exception paths together.

4. Govern & rollout

Environments, DLP, naming, ALM, end-user training - automations that scale safely.

5. Run & improve

Monthly review of runs, failures and new requests - or a clean handover to your team.

0To first flow in production
0Saved per person per week (avg)
0Typical payback period
0Built-in connectors
Starter

First flow

From ₹ 35,000

One workflow, single source
  • 1 cloud flow (approval / notification / sync)
  • Up to 5 connectors
  • Teams adaptive card UI
  • 1 training session + 14-day hypercare
Get started
Most Popular

Business pack

From ₹ 1,15,000

5 workflows + AI Builder
  • 5 cloud flows + 1 AI Builder model
  • Onboarding / invoicing / approvals pack
  • Environments + DLP setup
  • 3 training sessions + 30-day hypercare
Talk to us
Center of Excellence

CoE + managed

Custom

CoE Starter Kit, ALM, managed ops
  • Power Platform CoE Starter Kit deployed
  • Environments, ALM, deployment pipelines
  • Process Mining + Copilot Studio integration
  • Managed automation operations (monthly)
Talk to sales

All prices are in INR, excluding 18% GST. Power Automate per-user / per-flow plans and AI Builder credits are billed separately at MRP or under our Microsoft CSP. Travel for on-site workshops outside Bengaluru chargeable at actuals.

FAQs

Do we need Power Automate premium licences?
Most basic flows (Outlook, Teams, SharePoint, OneDrive, Dataverse-for-Teams) run on the seeded rights already included in your Microsoft 365 plan. Premium connectors (SQL on-prem, HTTP, custom connectors, SAP, on-prem Tally) need a Power Automate per-user or per-flow plan. We model the right option for your headcount and run-counts in the proposal.
Will the flows break when Microsoft updates Power Automate?
Very rarely - Microsoft maintains backward compatibility, and we use solution-based ALM with versioning. Our managed plan also monitors every run and alerts your IT team on failures so issues are caught the same day.
Can you integrate non-Microsoft apps - Tally, Zoho, SAP, Salesforce, HubSpot, etc.?
Yes - 800+ built-in connectors plus custom connectors for any REST API. We routinely connect Tally (TDL / ODBC), Zoho, QuickBooks, SAP, Salesforce, Slack, Stripe, Razorpay, WhatsApp Business and more.
Is this the same as RPA?
Power Automate has two flavours: cloud flows (modern, API-driven, fast and cheap) and desktop flows (RPA - clicks through legacy apps and websites with no API). We use both: cloud-first wherever an API exists, desktop RPA only where it doesn't.
What about governance & security?
We deploy a Center of Excellence: separate Dev / Test / Prod environments, Data Loss Prevention (DLP) policies that block risky connector combinations, naming conventions, owner-handover policies and solution-based ALM so flows can be promoted between environments cleanly.
How fast can you go live?
A focused single-flow Starter is usually live in 2-3 weeks from kickoff. A 5-flow Business pack typically goes live in 6-8 weeks including training and hypercare.