Power Automate
Frontline-led automation,
deeply connected to Microsoft 365.
Power Automate is Microsoft’s enterprise RPA and DPA platform. Deeply connected to M365 products such as Teams, SharePoint and Outlook, it lets you build automation flows by drag and drop, without writing code. ITSO supports you end to end, from design and development to maintenance.
What you can do with Power Automate
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A simple, clear editor
Design automation flows by drag and drop, with no code. Even frontline staff with no programming experience can build them intuitively.
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A wide range of actions
More than 900 built-in connectors, including Teams, Outlook, SharePoint, Excel and Salesforce, link it to a wide range of systems.
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AI Builder
Add AI-powered form reading (OCR) and document classification to flows without code, automating paperwork such as PDF invoices and applications that used to be done by hand.
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Monitoring, management and analytics
Robots are monitored at all times, with instant alerts when something goes wrong, keeping operations reliable.
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Desktop flows (RPA)
Even legacy systems without APIs can exchange data seamlessly through UI operations, with no need to replace core systems.
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Microsoft 365 integration
Works with Teams, Outlook, SharePoint and Excel to automate approval notices, file storage and even compiling and distributing regular reports, so staff can focus on higher-value work.
Issues
You use Microsoft tools,
but are you still spending hours on manual work?
Approvals in Teams and email are handled by hand
Every approval request email is processed manually and the result typed into another system, a constant burden on staff.
Lots of manual extracting and copying of core system data
Information spread across Excel, SharePoint and elsewhere is copied and pasted each time, causing repeated input errors and delays.
Routine reports take time to create and send, every time
Creating monthly and weekly reports by hand and emailing them takes huge effort, pulling staff away from their real work.
Power Automate solves all of these at once.
Benefits
Build a workplace focused on what matters,
starting from your Microsoft environment.
Automated, visible approval flows
Request, approval and return flows run automatically inside Teams and Outlook. Approval status can be tracked in real time, eliminating missed steps and bottlenecks.
Seamless M365 integration
Works seamlessly with Microsoft 365 tools you already use, such as Teams, SharePoint, Outlook and Excel, so you can automate without learning new tools.
Frontline staff build automation without code
Business staff can create and update flows themselves. As citizen developers grow in number, automation expands in speed and scope.
Automate unstructured work with AI Builder
Add AI features such as form OCR and document classification to flows without code, bringing unstructured data that once needed manual handling into automation.
Automate legacy systems with RPA
Power Automate Desktop automates on-screen operations, so even legacy systems without APIs and complex Excel tasks can be handled by robots.
Low-cost start with M365 licenses
Power Automate is included in Microsoft 365 licenses, so you can start RPA with minimal extra cost.
Flow
Three steps to go-live, in as little as two months.
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1
Consultation and requirements
2–4 weeksWe review your workflows and identify processes to automate, then define flow requirements after weighing priority, impact and feasibility. We also check the licenses in your M365 environment.
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2
Flow design and development
2–4 weeksWe write a flow design from the requirements and build it in Power Automate, combining cloud and desktop flows to cover the whole process. Reviews and feedback are built into the process.
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3
Testing and go-live
1–4 weeksUser testing confirms the business requirements are met. After fixes, we release to production, set up monitoring and confirm stable operation.
Scene
Used across a wide range of industries and tasks.
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General affairs and administration
Fully automated request and approval flows in Teams
A form submission triggers an approval notice to the manager in Teams. Once approved, recording in SharePoint and email notices to related departments are all handled automatically.
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Sales and marketing
Automatic CRM entry and email follow-up
Information from inquiry forms is copied automatically into Salesforce or Dynamics, and the whole flow through follow-up emails and task creation for staff is automated.
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Accounting and finance
Automatic invoice data extraction and core system entry
AI Builder reads PDF invoices with OCR and extracts amounts, vendors, due dates and more. Power Automate Desktop then enters the data into the core system, eliminating human error.
FAQ
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Power Automate is a workflow automation tool included in Microsoft 365. Microsoft 365 is the name for the suite of productivity apps for email, chat, documents and more, and Power Automate is one of its features. You can start using it with your M365 license and begin automating at no extra cost.
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Yes. Basic flows can be built without programming knowledge. With a low-code design where you combine actions by drag and drop, business staff can build and manage flows themselves. For complex requirements or large rollouts, ITSO engineers support you.
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Power Automate is included in many Microsoft 365 plans, so you can start at no extra cost. However, premium connectors (such as SAP and Salesforce) and desktop RPA may need separate licenses. ITSO helps from license checks to proposing the best setup.
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Yes. With Power Automate Desktop, on-screen operations in legacy systems without APIs can be automated. Its RPA features work directly with Windows applications and web browsers, so no changes to existing systems are needed.
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Yes. ITSO supports you after implementation, from in-house enablement and training to building a CoE (Center of Excellence). By setting up a team where frontline staff can run Power Automate on their own, we help your organization keep expanding automation.
