Process Automation & RPA
Automate approvals, data pipelines, document generation, and SLA alerts across Outlook, Teams, SharePoint, and your ERP.
Eliminate email sign-off bottlenecks and manual spreadsheet re-typing. Cloud workflows run 24/7 with full audit histories.
Replace error-prone email chasing with connected cloud flows spanning Outlook, Teams, SharePoint, and your accounting/ERP systems:
Managers review, approve, or reject purchase requests, expense claims, and vendor quotes directly from interactive Teams messages without opening third-party portals.
Email is a communication tool, not an approval engine. Critical business workflows collapse when handled across unstructured inboxes.
Quotes and vendor invoices sit idle for days because managers receive 150+ emails daily. Deals are lost while staff repeatedly send follow-up reminders.
Employees manually copy data from quote spreadsheets into accounting systems or SharePoint trackers, leading to transposed digits and invoicing errors.
When auditors ask who approved a 15% discount or vendor change order, companies are forced to search old inboxes for informal "looks good" replies.
We connect Microsoft 365 services with external databases and enterprise ERP systems.
Teams & Outlook Adaptive CardsInteractive approval cards delivered directly to Microsoft Teams and Outlook mobile apps. Approvers click 'Approve' or 'Reject' with comments without opening external software.
AI Document & Invoice ScannerExtract tabular data, invoice line items, purchase order numbers, and client addresses automatically from incoming PDF attachments using Microsoft AI Builder models.
SharePoint & M365 Account ProvisioningA single form entry triggers account creation, assigns Microsoft 365 licensing, provisions personal OneDrive folders, orders IT equipment, and assigns onboarding tasks in Planner.
SQL, Tally, SAP & CRM SyncBridge Microsoft 365 with SAP, Tally, Salesforce, QuickBooks, and SQL servers. When a quotation or PO is approved, the data pushes automatically to your core accounting system.
Real-Time Teams Channel AlertsTrigger automated Teams channel broadcasts when critical events occur: high-value quote requests, contract expiration dates, customer ticket escalations, or low inventory levels.
Self-Healing Failover ArchitectureEvery flow delivered by SmartSoft includes comprehensive technical documentation, automated error-alerting try/catch blocks, and process owner training for seamless handover.
See how SmartSoft's automation engineering saves hours every week.
A structured engineering lifecycle that avoids technical debt and ensures long-term stability.
We review your current manual steps, identify approval criteria, system inputs, and bottlenecks, and produce an optimised swimlane process diagram.
We build the flow logic, connect required Microsoft 365 and external services, configure Adaptive Cards, and build automated error-handling routines.
We test approval edge cases (rejections, timeout escalations, missing data attachments) with your team in a safe staging environment.
We deliver an admin run-book, conduct user training, and provide ongoing monitoring support under our Microsoft CSP managed service SLA.
Clear guidance on licensing, security, and external integrations.
Yes. Microsoft 365 Business Basic, Business Standard, and Business Premium all include Power Automate for standard cloud flows connecting Microsoft 365 services (Outlook, Teams, SharePoint, OneDrive, Forms, Planner). If you need premium connectors (e.g., Salesforce, SAP, SQL server, or desktop RPA bots), standalone Power Automate Premium licenses can be added.
Yes. Power Automate approvals generate rich Adaptive Cards delivered directly to Microsoft Teams (iOS, Android, and desktop) and Outlook. Approvers can read the context, view attached quotes, and click 'Approve' or 'Reject' with comments from their phone wherever they are.
SmartSoft designs every enterprise flow with built-in "Try/Catch" error handling blocks. If an API call fails or a network timeout occurs, the flow sends an immediate alert to designated IT administrators with error details, rather than failing silently.
Yes. Using the Microsoft On-Premises Data Gateway, Power Automate can securely interact with internal SQL databases, file servers, or local ERP installations behind your corporate firewall without exposing your network to open ports.
Tell us about the manual process slowing down your operations. SmartSoft will map the workflow, calculate hours saved, and deliver a fixed-scope automation build.