Harvard-Educated Power Automate Experts | FT Fast 500

Microsoft Automation Excellence Power Automate

Microsoft Power Automate (formerly Flow) is the automation platform for Microsoft 365 environments. Our Power Automate implementations connect your Microsoft stack - Teams, SharePoint, Outlook, Dynamics - with business applications and custom workflows. From simple email notifications to complex approval flows with AI Builder, we build automations that leverage your Microsoft investment while connecting to the broader business ecosystem.

400+
Connectors
Premium
AI Builder
Native
M365 integration
RPA
Desktop flows

Why Integrate Power Automate with Your Business Systems?

Native Microsoft Integration

Power Automate is built into Microsoft 365. Trigger flows from Outlook emails, SharePoint documents, Teams messages, and Dynamics records with deep native integration.

AI Builder Capabilities

Built-in AI capabilities including document processing, form extraction, sentiment analysis, and object detection. Add AI to workflows without external services.

Desktop Automation (RPA)

Power Automate Desktop automates Windows applications without APIs. Automate legacy systems, desktop apps, and web applications through UI automation.

Popular Power Automate Integration Solutions

Connect Power Automate with your entire business ecosystem

SharePoint Document Workflows

Automate document management in SharePoint. Approval workflows, document routing, metadata extraction, and archival processes.

  • Document approval flows
  • Automatic metadata tagging
  • Version control automation
  • Compliance workflows

Teams Integration Flows

Build automations triggered by Teams activity. Post notifications, create tasks from messages, schedule meetings from forms, and more.

  • Chat-triggered workflows
  • Adaptive card responses
  • Meeting scheduling automation
  • Task creation from messages

Dynamics 365 Automation

Extend Dynamics CRM with automated workflows. Lead assignment, opportunity updates, customer onboarding sequences, and sales process automation.

  • Lead routing automation
  • Quote approval workflows
  • Customer communication sequences
  • Sales pipeline automation

Cross-Platform Integration

Connect Microsoft 365 with non-Microsoft systems. Sync data with Salesforce, trigger actions in Slack, update records in custom databases.

  • M365 to Salesforce sync
  • Cross-platform notifications
  • Database integration
  • Custom API connections

Systems We Connect with Power Automate

Microsoft 365
Dynamics 365
SharePoint
Teams
Outlook
OneDrive
Azure
SQL Server
Salesforce
SAP

Plus 100+ more systems - if you use it, we can integrate it with Power Automate

How Power Automate Integration Works

1

Connect Your Systems

We securely connect Power Automate with your other business applications using official APIs and best practices.

2

Map Your Data

Configure how data flows between systems - which fields map where, what triggers sync, and business rules.

3

Automate Forever

Once configured, data flows automatically 24/7. Monitor with dashboards and alerts for complete peace of mind.

Data Flow Architecture

Here's how data flows between Power Automate and your connected systems:

┌─────────────────┐     ┌──────────────────┐     ┌─────────────────┐
│   Microsoft     │     │  Power Automate  │     │   External      │
│   365 Trigger   │────▶│  Cloud/Desktop   │────▶│   Systems       │
└─────────────────┘     └──────────────────┘     └─────────────────┘
        │                        │                        │
        │                        ▼                        │
        │               ┌──────────────────┐              │
        │               │  Flow Actions    │              │
        │               │  • AI Builder    │              │
        │               │  • Approvals     │              │
        │               │  • Dataverse     │              │
        │               └──────────────────┘              │
        │                        │                        │
        ▼                        ▼                        ▼
   ┌─────────┐            ┌─────────────┐          ┌──────────┐
   │SharePoint│           │  Process &  │          │ CRM/ERP  │
   │  Event   │           │  Transform  │          │  Update  │
   └─────────┘            └─────────────┘          └──────────┘

Example: SharePoint Document Approval Flow
═══════════════════════════════════════════
1. New document uploaded to SharePoint library
2. Power Automate triggers on file creation
3. AI Builder extracts document metadata
4. Document type determines approval workflow
5. Approval request sent via Teams/Email
6. Approver reviews and decides
7. Approved: Document moves to approved folder
8. Metadata updates in SharePoint
9. Dynamics 365 record created/updated
10. Notification sent to stakeholders

Common Field Mappings

Source FieldTarget FieldNotes
SharePoint.Document.NameDynamics.Entity.DocumentNameDocument reference
SharePoint.Document.AuthorDynamics.Entity.CreatedByUser mapping
SharePoint.Document.ModifiedDynamics.Entity.ModifiedOnTimestamp
AIBuilder.ExtractedData.InvoiceNumberDynamics.Invoice.NumberAI extracted
AIBuilder.ExtractedData.AmountDynamics.Invoice.TotalAI extracted
Approval.Response.StatusSharePoint.Document.ApprovalStatusApproval result
Approval.Response.CommentsSharePoint.Document.CommentsApprover notes
Teams.User.EmailDynamics.Contact.EmailUser identity
Outlook.Email.SubjectDynamics.Activity.SubjectEmail tracking
Forms.Response.FieldsDataverse.Entity.FieldsForm data mapping

Example API Response

Sample data structure when syncing from Power Automate:

// Power Automate - Flow Definition (Simplified JSON)
{
  "name": "Document Approval Workflow",
  "trigger": {
    "type": "SharePoint",
    "action": "When a file is created",
    "parameters": {
      "siteAddress": "https://company.sharepoint.com/sites/contracts",
      "libraryName": "Pending Approvals"
    }
  },
  "actions": [
    {
      "name": "Extract Document Info",
      "type": "AIBuilder.DocumentProcessing",
      "inputs": {
        "model": "Invoice Processing",
        "document": "@triggerOutputs()?['body']"
      }
    },
    {
      "name": "Start Approval",
      "type": "Approvals.CreateApproval",
      "inputs": {
        "approvalType": "Basic",
        "title": "Approval Required: @{triggerOutputs()?['body/Name']}",
        "assignedTo": "@{outputs('Get_Manager')?['body/mail']}",
        "details": "Please review the attached document.\n\nAmount: @{outputs('Extract_Document_Info')?['body/amount']}\nVendor: @{outputs('Extract_Document_Info')?['body/vendor']}",
        "itemLink": "@{triggerOutputs()?['body/{Link}']}",
        "requestor": "@{triggerOutputs()?['body/Author/Email']}"
      }
    },
    {
      "name": "Wait for Approval",
      "type": "Approvals.WaitForApproval",
      "inputs": {
        "approvalId": "@{outputs('Start_Approval')?['body/approvalId']}"
      }
    },
    {
      "name": "Condition - Check Outcome",
      "type": "Condition",
      "expression": "@equals(outputs('Wait_for_Approval')?['body/outcome'], 'Approve')",
      "actions": {
        "ifTrue": [
          {
            "name": "Move to Approved",
            "type": "SharePoint.MoveFile",
            "inputs": {
              "source": "@{triggerOutputs()?['body/{Path}']}",
              "destination": "/sites/contracts/Approved/@{triggerOutputs()?['body/Name']}"
            }
          },
          {
            "name": "Create Dynamics Record",
            "type": "Dynamics365.CreateRecord",
            "inputs": {
              "entityName": "invoices",
              "record": {
                "name": "@{triggerOutputs()?['body/Name']}",
                "amount": "@{outputs('Extract_Document_Info')?['body/amount']}",
                "vendor": "@{outputs('Extract_Document_Info')?['body/vendor']}",
                "approvedBy": "@{outputs('Wait_for_Approval')?['body/responder/email']}"
              }
            }
          }
        ],
        "ifFalse": [
          {
            "name": "Send Rejection Notification",
            "type": "Teams.PostMessage",
            "inputs": {
              "channel": "General",
              "message": "Document @{triggerOutputs()?['body/Name']} was rejected.\n\nComments: @{outputs('Wait_for_Approval')?['body/comments']}"
            }
          }
        ]
      }
    }
  ]
}

AI & Custom Integration Examples

Beyond system-to-system connections, we build custom AI solutions and interfaces powered by Power Automate data.

Intelligent Document Processing

AI Builder extracts data from invoices, receipts, and forms automatically. Structured data flows into business systems without manual data entry.

Email Classification

AI categorizes incoming emails and routes to appropriate teams or workflows. Sentiment analysis identifies urgent or negative communications for priority handling.

Form Recognition

Custom AI models trained on your specific forms extract data accurately. Handwritten forms, legacy documents, and industry-specific formats all supported.

Predictive Insights

AI Builder models predict outcomes based on historical data. Lead scoring, churn prediction, and demand forecasting integrate directly into workflows.

Integration Prerequisites

Before starting your Power Automate integration, ensure you have:

  • Microsoft 365 subscription (Business Basic or higher)
  • Power Automate license (included in M365 or standalone)
  • Premium connectors license (if using Salesforce, Oracle, etc.)
  • SharePoint site/library configured
  • Appropriate permissions for connected systems
  • Data Gateway for on-premises connections

Common Issues & Solutions

Flow not triggering

Approval stuck pending

AI Builder extraction inaccurate

Connection authorization errors

Desktop flow failing

Real Results from Power Automate Integration

Power Automate transformed our SharePoint document management. New contracts trigger approval workflows, signed documents archive automatically with correct metadata, and Teams notifies relevant stakeholders at each step. What took days now takes hours.

Legal Firm

Professional Services, Melbourne

Frequently Asked Questions

Is Power Automate included in Microsoft 365?

What's the difference between Power Automate and Zapier?

Can Power Automate connect to non-Microsoft systems?

What is Power Automate Desktop?

How does AI Builder work in Power Automate?

Ready to Connect Power Automate with Everything?

Join hundreds of businesses saving hours weekly with Power Automate integration