Example: Enquiry & invoice intake
Email or web enquiry arrives → contact and job details are pulled out → record is logged in your CRM or prepared as a draft in Xero/MYOB → you get a clear summary to review.
Cut repetitive email, document and admin work.
We set up practical workflows across Power Automate, Microsoft 365 and your business apps to capture enquiries, pull details from PDF invoices or forms, and route tasks without manual re-typing.
What we can set up for you
- Email, web form and SMS enquiry capture & routing
- PDF invoice and form data extraction into Xero, MYOB or Business Central
- Power Automate workflows across Outlook, SharePoint and Teams
- Staff approval checkpoints before quotes or replies go out