Microsoft 365 Automation in Puerto Rico
If your team already uses Microsoft 365, you can automate many tasks inside the same tools: Teams alerts, approvals from Outlook, forms and spreadsheets that move on their own.
Everything about Microsoft 365 Automation
Microsoft 365 includes Power Automate, a tool for creating automatic flows between its applications and with other services. With it you can, for example, automatically save the attachments of certain emails to a folder, alert in Teams when a new request arrives or send a document for approval and record the decision.
We review how your team works with Microsoft 365, spot the repetitive tasks and build flows that solve them with the licences you already have, whenever possible. We take care of permissions and data security, test each flow before activating it and train your team so they understand what each automation does.
This is for you if…
- Your team already works with Outlook, Teams and Excel
- You want to make better use of the Microsoft 365 licences you pay for
- You need automatic approvals or alerts between your tools
How we can help
Review of how you use Microsoft 365
We spot repetitive tasks in email, files and meetings.
Power Automate flows
Automations between Outlook, Teams, SharePoint, Excel and more.
Approvals
Documents and requests approved from email or Teams.
Teams alerts
Automatic notifications to the right team.
Forms and spreadsheets
Responses that are saved and processed without copying data.
Training
We explain what each flow does and how to request changes.
How we work
We map the process
We understand step by step how it is done today and where time is lost.
We design the automation
We define what is automated, what is reviewed by hand and how the tools connect.
We build and test
We implement it and test it with real cases before switching it on.
We monitor and improve
We check that it works well and adjust it when your process changes.
Frequently asked questions
Do I need a special licence?
Many simple automations work with standard Microsoft 365 licences; others require additional licences. We review it with you before starting.
What is Power Automate?
It is Microsoft’s tool for creating automatic flows: when something happens in one application, an action runs in another.
Can I ask for changes later?
Yes. We leave each flow documented and can adjust it when the way you work changes.
Related services
Shall we talk about your project?
Tell us what you need. We reply in Spanish or English.
Request a quote