What We Build

Services

Workflow automation and systems integration built on the tools you already have. No new platforms, no bloated contracts.

Core Service

Power Automate Workflows

The backbone of every engagement. We build automated workflows inside Microsoft 365 that handle the repetitive, manual tasks your team currently does by hand.

Microsoft 365 Native

What we automate

Case Aging RemindersAutomatic Teams notifications when a case has been open too long or had no recent activity.

Follow-Up Task CreationWhen a call is logged or meeting ends, the system creates a follow-up task and notifies the assigned person.

Field Work RemindersWhen a case is marked "in field," the assigned person gets reminders to upload notes, update HubSpot, and close out tasks.

Keyword Email TriggersOutlook emails containing keywords like "urgent" or "invoice" automatically trigger tasks, flags, or Teams notifications.

Daily BriefingsA morning Teams message summarizing follow-ups due, overdue tasks, missing time entries, and invoice follow-ups.

CRM Integration

HubSpot + M365 Integration

HubSpot doesn't connect cleanly to Microsoft 365 out of the box. We use Zapier as the bridge so your CRM and your communication tools stay in sync.

Zapier + Power Automate

What gets connected

HubSpot Tasks → TeamsWhen a HubSpot task is created, due, overdue, or completed — the right person gets a Teams notification.

HubSpot Activity → Planner / ListsCase updates in HubSpot push to your shared task board so everyone sees current status without logging into HubSpot.

Outlook / Teams → HubSpotWhere possible, activity in Microsoft tools flows back to HubSpot to reduce manual duplicate entry.

Invoice Updates → HubSpotWhen an invoice is sent via Outlook, Zapier creates or updates the corresponding HubSpot record.

Data Architecture

SharePoint & Lists Architecture

Replace manual Excel spreadsheets with properly structured Microsoft Lists — automatable, filterable, and embedded directly into Teams so your team works from one place.

SharePoint · Microsoft Lists

What we build

Case Time LogReplaces the Excel time sheet. Team members submit time from Teams or a simple form. Captures case, team member, date, hours, work type, notes, and billable status.

Invoice TrackerMonitors sent emails for invoices, creates a tracking item in Lists, saves attachments to the right SharePoint folder, and creates follow-up reminders.

Shared Task BoardA team-wide board showing open tasks, follow-ups, field work, waiting-on-client items, invoice follow-ups, and completed items — built into Teams.

Case File StorageSharePoint folder structure organized by case/client so documents, notes, and invoices are always in the right place.

AI Integration

AI-Assisted Workflows

Use AI to draft, summarize, and organize — with a human review step built in before anything client-facing goes out. We integrate these into your existing flows, not a separate tool.

OpenAI API · Power Automate

What gets automated

Draft Email RepliesCertain incoming emails trigger a draft reply for human review — so you're editing, not writing from scratch.

Email Thread SummariesLong threads get summarized into a 3–5 bullet recap, either on demand or when a keyword triggers it.

Case SummariesAuto-generate a case status summary from HubSpot activity for use in updates, reports, or handoffs.

SOP & Checklist GenerationTurn rough notes or process descriptions into clean standard operating procedures or checklists.

Security & Compliance

Security & Access Review

Every build includes a security layer. Given a background in cybersecurity and GRC, we make sure permissions are scoped correctly and nothing gets wired up in a way that creates unintended exposure.

GRC · Cybersecurity

What's included in every engagement

Permissions AuditReview of existing Microsoft 365 and HubSpot permissions to identify over-privileged accounts or unnecessary access.

Connector Scope ReviewEvery Zapier and Power Automate connector is scoped to the minimum required access — no over-permissioned integrations.

Data Flow DocumentationA clear map of what data flows where, what has access, and what triggers what — so your team isn't flying blind.

Subscription & Connector AuditFlag any subscription tiers, connector limitations, or licensing requirements before the build begins — no surprises mid-project.

Tools & Platforms

Built on your stack,
not ours.

Every engagement uses tools you already license. No new platforms, no vendor lock-in.

⚡

Power Automate

💬

Microsoft Teams

📁

SharePoint

📋

Microsoft Lists

📅

Microsoft Planner

📧

Outlook

🟠

HubSpot Sales

⚙️

Zapier

📊

Excel

🤖

OpenAI API

🔗

REST APIs

🍎

macOS

How We Engage

A structured path from
conversation to results.

Every engagement starts with a focused discovery and planning phase — no long commitments, no guesswork.

Phase 1

Discovery

Planning & scoping

Full tool & permissions audit

Written automation plan

Prioritized build order

Scoped estimates per phase

Subscription & connector review

Phase 2

Core Build

Scoped after discovery

Case aging & follow-up automations

Shared task board in Teams

Time tracking via Microsoft Lists

HubSpot → Teams task visibility

Testing, documentation & handoff

Ongoing

Retainer

Available after Phase 1

Maintenance & monitoring

New automation builds

On-call troubleshooting

Monthly review & updates

Priority response time

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