Tick the jobs that happen in your business and your list shows here, biggest time saver first.
Time back each month (our estimate)
hours
Worth about a month at typical small-business pay rates. Real savings depend on your volumes and how the work is set up.
Supplier invoices, read and filed for you
· Uses credits
An invoice arrives by email in your bills or accounts mailbox. How it works →
Free step-by-step setup guide →
Paper forms turned into records you can search
· Uses credits
Staff scan or photograph the paper into a “Scans” folder, using the scan button in the OneDrive app on their phone. How it works →
Expense receipts captured from a phone photo
· Uses credits
Staff take a photo of the receipt and email it to a receipts address, or save it to a “Receipts” folder in the OneDrive app. How it works →
Timesheets collected and ready for payroll
· No credits
Every Friday afternoon, each worker gets a card in Teams on their phone listing the jobs they were scheduled for, with a box for hours. How it works →
Every new lead answered in minutes
· No credits
A lead comes in from your website form, a Microsoft Forms survey or a lead email. How it works →
Free step-by-step setup guide →
A shared inbox that sorts itself
· Uses credits
A new email arrives in the shared inbox. How it works →
Free step-by-step setup guide →
Client documents collected without the chasing
· No credits
A new client is added with the list of documents they owe. How it works →
Feedback and reviews asked for after every job
· No credits
A job is marked complete. How it works →
Free step-by-step setup guide →
Customers kept the same in every system
· No credits
A customer, order or booking is added or changed in one app, such as your online shop, card payments or booking tool. How it works →
Purchase, spending and time-off approvals in one place
· No credits
An employee fills in a short request form: what they need, the cost and why, or the days they want off. How it works →
Free step-by-step setup guide →
New employee setup that never misses a step
· No credits
A new hire is added with their start date, role and manager. How it works →
Meeting notes turned into tasks and a recap
· Uses credits
Shortly before each Teams meeting, the flow picks it up from the calendar and waits until the meeting is over. How it works →
Free step-by-step setup guide →
Newsletters and spam cleared out, with you choosing what goes
· Uses credits
Once a month, or when you ask, the flow looks at the last 90 days of your email and groups it by sender. How it works →
The weekly numbers report, built for you
· No credits
Early every Monday the flow starts on its own. How it works →
Email attachments filed in the right place
· No credits
An email with attachments arrives from a customer or supplier. How it works →
Industry news in one daily digest
· No credits
Each person follows the news sites and blogs they care about, from a shared list of feeds anyone can add to. How it works →
Free step-by-step setup guide →
Want this worked out for your business?
Our AI assessment interviews you about how your team really works and turns it into a plan: which jobs to hand to AI first, what to build and what it costs.
See how the assessment works