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InteliSense IT, Navigating Change, Delivering Value

Power Automate

The work is not slow.
The waiting between people is.

Most automation value is not in the task itself. It is in the handoff: the approval sitting in an inbox, the figure typed into a second system, the invoice waiting to be coded. Power Automate handles that well, provided the process underneath deserves to be kept.

How we decide what to automate

If a step should be removed rather than automated, we will tell you that first.

Sound familiar?

Nobody asks for a workflow.

They ask why an approval took a week, why the same number is entered twice, and why nobody noticed the overnight job had stopped running.

  • Approvals sit in somebody's inbox

    Nobody can say where a request is until they go and ask.

  • The same data is typed into two systems

    Every day, by someone who knows it is a waste of their afternoon.

  • Invoices arrive as attachments

    They get printed, coded, chased, and occasionally paid twice.

  • Flows exist, and they break quietly

    They fail overnight, nobody is told, and the gap surfaces at month end.

  • The handoff between teams is a phone call

    Which works right up until the person is on annual leave.

Where we start

The handoff first. The flow later.

Four steps, in this order. A fair amount of automation work finishes at step two, because the step turned out to be unnecessary.

  1. Step 1

    Follow the handoff

    Where work waits, who is chasing whom, and what the delay actually costs.

  2. Step 2

    Fix or remove before you automate

    Automating a bad process makes it faster and harder to see. Sometimes the step should just go.

  3. Step 3

    Automate one path properly

    With error handling, retries, alerting and a named owner. Not a flow that only works on the happy path.

  4. Step 4

    Run it like a service

    Monitoring, environments, licensing and a support route, so it survives the person who built it.

Whose decision is it?

Pick the person and see the question.

Automation gets useful when it takes something off a named person's day.

Where are approvals delaying cash or closing?

Built-in intelligence

From moving the task to reading the document.

Once the process is worth keeping, newer capability can take on the routine reading, routing and checking that currently lands on people.

Take the document, not just the file.
Power Automate1 of 4

Take the document, not just the file.

AI Builder can read invoices, purchase orders and forms and turn them into structured fields a flow can act on, with a confidence score and a human check where it matters.

What this gives you

  • Why it matters. The routine document stops being a re-keying job and becomes a record.
  • How we help. We agree the exception threshold, who reviews low-confidence results, and what happens when the document does not look like the model expects.

Availability

  • Microsoft status: Depends on licensing, capacity and region. We confirm what is available in your tenant before designing around it.

Swipe, drag or use the arrow keys to move between decisions.

Where the need is really for people to capture and manage information rather than pass it along, that is an app conversation. Explore Power Apps

Customer experience

Customers describing what we are like to work with.

The strongest evidence of how we work comes from the organisations we work with.

80%

of our business comes from existing customers and referrals.

All customer stories

The best I’ve ever experienced in over 20 years of collaboration.

Programme Manager, Hill & Smith Plc

Before you call

The questions leaders ask us first.

A conversation, not a demo

Tell us where the work stops and waits.

Describe the handoff, who is chasing it and what the delay costs. We will give you an honest view on whether that needs automation, an integration, or simply one fewer step.

See customer stories
Extensions (ISVs)The delivery tools and products we run on the platform.See what we have built

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