What would you
stop doing by hand?
A shared inbox, an onboarding checklist, or an approval stuck in email. These examples show how a small workflow could make those jobs easier to track.
Every new inquiry has someone responsible for it.
A message lands in a shared inbox. Someone copies it into a spreadsheet, forwards it, and tries to remember to follow up.
A shared view of who owns each inquiry and what happens next.
- 01
Capture the request
A form records the inquiry in one list.
- 02
Assign an owner
The right person gets a Teams notification.
- 03
Keep track of follow-up
A reminder flags inquiries that still need attention.
Microsoft Forms · SharePoint · Teams · Outlook
Your team decides who should receive a request and when reminders should go out.
Give every new starter a checklist, with owners.
HR emails IT and the manager separately. Accounts, documents, and equipment requests are tracked in different places.
One checklist that shows the work still needed for a new starter.
- 01
Submit one starter request
Capture the start date, role, and manager.
- 02
Assign the tasks
Give HR, IT, and the manager their checklists.
- 03
Review what is ready
Track completion and flag missing tasks before the start date.
Microsoft Forms · SharePoint · Teams · Power Automate
Account access and permissions still need approval. The example does not create accounts automatically.
Know where a purchase request is waiting.
A request passes through email threads. The decision, comments, and final document can be hard to find later.
A request, an approver, and a recorded decision in one process.
- 01
Record the request
Store the details and supporting document.
- 02
Ask the right approver
Route it using the approval rules you agree.
- 03
Save the decision
Record the outcome and notify the requester.
SharePoint · Power Automate · Outlook
A person approves or declines the request. This example does not place orders or make payments.
Illustrative workflows. No live systems are connected. Tools and licensing are confirmed before a project starts.
One process.
Built and tested with you.
We map the steps, build the workflow, test what happens when something goes wrong, and show your team how to run it.
- A diagram of the process and who owns each step
- A tested workflow in the tools agreed for your project
- Instructions for using it and handling exceptions
Integration options, access, and license costs are reviewed before you approve the work.
Explore AI-assisted investigation examples
Give it a goal. See how it adapts.
Explore how an agent investigates, chooses its next step, and revises a plan as new evidence arrives. People approve the actions that matter.
Illustrative simulations · fictional data. These examples show possible behavior. No business systems are connected.
Microsoft 365 investigation agent
Interactive simulation- Plan
- Evidence
- Review
- Outcome
Step 1 of 4 · Plan · Missing permissions
A goal and a starting plan
Start with identity and service checks, then inspect the affected resource. Follow the evidence to narrow the problem before proposing a change.
Question to investigate
Find why three employees cannot open the Operations SharePoint site.
First move
Inspect the approved sample sources. Choose the next check based on what they reveal.
Have a process in mind?
Tell us which recurring task you would like to automate.