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Microsoft 365 native automation

Power Automate Development

Automation that lives inside Microsoft 365.

For teams that run on Teams, SharePoint, Outlook and Dynamics, we build Power Automate cloud flows and desktop automation, with the monitoring and documentation IT expects.

Microsoft 365Teams, SharePoint, Outlook
Approval flow Request #1Running
1
Request submittedForm or SharePoint list
Done
2
Approval in TeamsManager notified and decides
Done
3
Update recordsSharePoint, email and log
Next
Requests completed in this demo0
24hFixed-scope quote

Why Choose GetAIChatBots for Power Automate Development

Power Automate development is the natural choice when your organization already runs on Microsoft 365 and wants approvals, notifications and data handoffs to happen inside the tools people use daily. Power Automate is Microsoft’s automation platform, with cloud flows for apps and services and desktop flows for tasks on a workstation. GetAIChatBots builds flows for Teams, SharePoint, Outlook and Dynamics, adds AI steps where they help, and works inside your tenant with the access your IT team grants. We also build on n8n, Zapier, Make and Pabbly, so we recommend Power Automate when it truly fits.

60–80%Less manual work on automated tasks
24hFixed-scope quote after your call
30 minFree discovery call to map your process
The problem

Approvals and handoffs live in inboxes.

In many organizations the process is still an email chain: a request is sent, someone replies when they can, a spreadsheet gets updated by hand and nobody is sure of the status. Repetitive desktop tasks, such as copying figures between legacy screens, add to the load. People spend hours on steps that software could do, and the audit trail is whatever someone remembered to save.

  • Approvals stuck in email threads with no status
  • Copying data between systems and spreadsheets by hand
  • Little or no audit trail of who approved what
How it works

Three steps from request to running flow.

1

Map the process and access

We document the steps, the approvers and the data, and agree with your IT team on the environment, connections and permissions we will use.

Workshops with the process owners capture how the work really happens, not just how the policy describes it. Licensing and data policies are checked early to avoid surprises at release.

  • Process, approvers and data documented
  • Environment and connections agreed with IT
  • Licensing and data policies checked
OutputA signed-off process map
2

Build and review

Cloud and desktop flows are built in a test environment, reviewed with the process owners and checked against real scenarios before release.

Owners click through each approval and notification as a real user would, and their notes are fixed before anything reaches the production environment.

  • Cloud and desktop flows built in test
  • Owners try every approval and alert
  • Fixes made before release
OutputReviewed flows
3

Release, monitor and hand over

Flows go live with failure notifications, run history and written documentation, ready for your team or IT to maintain.

Release is planned with your IT team, and the first runs are watched closely. Documentation covers each flow, its connections and who owns it.

  • Failure notifications to Teams or email
  • First runs watched closely
  • Documentation for your team and IT
OutputLive, documented flows
What's included

What we build on Power Automate.

✓

Cloud flows with triggers, conditions, approvals and error handling

Approvals and handoffs run on their own, with a clear record of who decided what.

  • Approval flows with reminders
  • Conditions and parallel branches
  • Error handling on key actions
✓

Flows across Teams, SharePoint, Outlook, Dynamics and other connected apps

Work moves between the Microsoft tools your team uses every day without manual steps.

  • Teams and Outlook notifications
  • SharePoint and Dynamics records
  • Connected apps beyond Microsoft
✓

Desktop flows for RPA on repetitive workstation tasks

Repetitive screen work, like copying figures between legacy screens, is handled by a flow.

  • Legacy and desktop apps supported
  • Run on a schedule or on demand
  • A log of each run
✓

AI steps that call OpenAI or Claude to classify, summarize or draft

AI reads the request and prepares the next step, with people approving customer-facing output.

  • Classify and route requests
  • Summaries for long text
  • Draft replies for approval
✓

Failure alerts to Teams or email, with run history for review

Failures reach the right person fast, and the history shows exactly what happened.

  • Alerts name the flow and step
  • Run history for review
  • An owner assigned to each flow
✓

Dashboards of runs and hours saved, with a written handover

Leaders see the value of automation, and IT gets the documentation it needs.

  • Runs, errors and time saved
  • Handover document for IT
  • Walkthrough for process owners
Built for IT review

Power Automate flows your IT team can stand behind

Enterprise automation needs more than a working flow. We build in a test environment first, name every flow and connection clearly, and keep logic simple enough to review. Each flow includes error handling and a failure notification to a Teams channel or mailbox your team monitors, and run history gives you a record of what happened and when. We work within the permissions and data policies your Microsoft 365 administrators set, document which connections each flow uses, and avoid shortcuts that bypass your governance. Desktop flows are written with the same care, so a change to a screen or a file path shows up as an alert rather than a silent failure.

Book a Call ↗
AI stepRequest categorized
Flow healthAll running
Leave request approval
Healthy
Invoice to SharePoint
Healthy
Desktop data entry
Needs review
Teams alertA run failed in "Desktop data entry". Owner notified in Teams with the step and details.
Power Automate explained

When Power Automate is the right choice, and when it is not.

Power Automate is Microsoft’s workflow automation service, part of the Power Platform. Cloud flows connect Microsoft 365 apps and many other services, while desktop flows automate tasks on a computer, which covers robotic process automation for older software that has no API. It works with Dataverse for structured business data, and because it lives in the Microsoft ecosystem it fits the identity, security and administration controls many enterprises already use.

Choose Power Automate when

Your people work in Teams, SharePoint, Outlook or Dynamics, you need approvals and an audit trail, or you have desktop tasks that need RPA inside a governed Microsoft environment.

Choose something else when

Your stack is mostly outside Microsoft, you want self-hosting, or a smaller team needs quick connections between non-Microsoft apps. We will tell you honestly if n8n, Make or Zapier is a better fit.

Integrations

Works with your stack.

Many organizations mix Power Automate with other tools. Here is how it pairs with the platforms we build on.

Book a Call →
Industry fit

Where Power Automate fits best.

Power Automate pays off where approvals, records and compliance matter, such as Power Automate flows for banking and finance, healthcare, aviation and networking teams.

Banking & Finance Power Automate flows that route applications and approvals across Microsoft 365 with a run history. Explore
Healthcare Power Automate flows that connect forms, approvals and records inside Microsoft 365. Explore
Aviation Power Automate flows that move enquiries and approvals between Outlook, SharePoint and Teams. Explore
Networking Power Automate flows that turn emails and alerts into tickets and Teams notifications. Explore
Real Estate Power Automate flows that connect Microsoft forms, Outlook and Teams to your lead follow-up. Explore
Plumbing Power Automate flows that turn Outlook requests into scheduled jobs and send reminders. Explore
Electrical Power Automate flows that move job requests from forms and email into your schedule. Explore
Medical Power Automate flows that move appointment requests and referrals between Microsoft tools and your records. Explore
Hotel Management Power Automate flows that route booking emails and guest requests to the right Teams channel. Explore
Call Centers Power Automate flows that log calls, create tasks and send daily summaries in Teams. Explore
Travel Agencies Power Automate flows that connect enquiry emails, quotes and bookings in Microsoft 365. Explore
Restaurant Management Power Automate flows that move booking forms into Outlook calendars and alert staff in Teams. Explore
Security & CCTV Power Automate flows that turn quote emails into jobs and notify installers in Teams. Explore
Data Management Power Automate flows that move and approve data across SharePoint, Excel and other systems. Explore
Insurance Power Automate flows that move claim documents and approvals between Outlook, SharePoint and Teams. Explore
Packages

Three tiers. One platform.

Fixed scope. Fixed timeline. No surprise invoices.

Starter

Power Automate starter build.

Fixed scope · quoted in 24h
Request a quote
  • 5 workflows + 5 integrations
  • CRM / Sheets connection
  • Documentation + Loom handoff
  • 7–10 day delivery
  • 14-day support

Growth

Most chosen

Power Automate growth build.

Fixed scope · quoted in 24h
Request a quote
  • 15 workflows + 15 integrations + AI calls
  • CRM + payments + calendar / alerts
  • Lead scoring or error monitoring
  • 14-day delivery
  • 30-day support

Enterprise

Power Automate enterprise build.

Fixed scope · quoted in 24h
Request a quote
  • 30+ workflows + custom nodes + AI orchestration
  • Analytics dashboard
  • Monitoring + alerting
  • 30-day delivery
  • 60-day support + monthly tune
Deflected65%
Answer flow
Customer question
asked
Doc retrieval
10k+ docs
Grounded answer
<2s
Support ticket
deflected
Docs indexed
B2B SaaS · Full-stack AI · Case study

A knowledge base over 10k docs as an embedded widget

A cybersecurity SaaS wanted customers to get answers from its full documentation without opening a ticket. We built a RAG-powered chat over the whole doc corpus, embeddable in any customer portal: 10k+ documents indexed, answers in under two seconds on average and 65% of support questions deflected. That was a custom RAG build rather than a Power Automate project, but it reflects the kind of internal knowledge and ticket-deflection work enterprises often want connected to the tools their staff already use.

Our approach

Power Automate work built around your environment.

Enterprise automation succeeds when business owners and IT agree on the rules early. We work remotely with organizations across the United States and worldwide, from our Austin, TX and Pakistan offices, and we start by understanding your Microsoft 365 setup and policies.

01

Governance first

We agree on environments, connections and permissions with your IT team before building, so nothing needs undoing later.

02

Process owners involved

The people who run the process review each flow in test, so the automation matches how work really happens.

03

Documented for handover

Every flow comes with a plain-language description, its connections and its failure alerts, ready for your team to maintain.

What results should you expect?

Teams usually reclaim 60–80% of the manual time spent on approvals, handoffs and repeat desktop tasks, with a clear record of what ran.

Get a fixed-scope quote →
Recommended services

Often built together.

Business Automation

n8n, Make, Zapier and Pabbly workflows that connect your tools and take repetitive work off your team.

  • Workflow, CRM and sales automation
  • Two-way sync between your systems
  • AI steps for triage and drafting
  • Error alerts, retries and logging
Explore

AI Agents & Voice

Sales agents, support agents, voice receptionists and appointment setters that book calls and qualify leads around the clock.

  • Voice & chat sales and support agents
  • Books qualified calls into your CRM
  • Scores and routes leads automatically
  • Escalates to a human on intent
Explore

Dashboard Development

Custom dashboards that surface the metrics your team actually needs, built on your existing data, not a generic BI template.

  • Data source integration (CRM, automation, chatbot analytics)
  • Custom metric & KPI design
  • Role-based access & permissions
  • Real-time or scheduled refresh
Explore

AI Strategy & Advisory

Fractional AI leadership to plan where automation actually pays off before you build anything.

  • AI opportunity audit across your operations
  • Prioritized roadmap with ROI estimates
  • Vendor/platform selection guidance
  • Monthly advisory cadence
Explore

AI Chatbot Development

WhatsApp, Instagram, Messenger, web, SMS and voice bots that sell, support and qualify 24/7, built on the Static / Dynamic / Hybrid model.

  • Static, Dynamic and Hybrid models
  • GPT and Claude answering layer
  • Lead capture synced to your CRM
  • Human handoff on buying intent
Explore

CRM Development

GoHighLevel, HubSpot, Zoho and Salesforce builds wired to your stack: pipelines, automations and integrations a setup assistant cannot deliver.

  • CRM setup, migration and cleanup
  • Custom funnels, fields and pipelines
  • API and webhook integrations
  • White-label and SaaS-mode portals
Explore

Marketing Automation

Automated nurture sequences, lead scoring and campaign triggers that run without a marketing ops hire.

  • Lead scoring & segmentation setup
  • Multi-channel nurture sequences
  • CRM-triggered campaigns
  • Reporting dashboard handover
Explore

No-Code Development

We build on no-code and low-code platforms so you can maintain and extend what we ship without needing a developer on staff.

  • Built on tools your team can actually edit
  • No vendor lock-in to custom code
  • Faster iteration than a full custom build
  • Handover training included
Explore
Clients

What founders & agencies say.

We were losing patients every lunch hour and after 5 PM. Now the voice agent answers every call, books straight into our calendar, and sends reminders. Our front desk finally gets to focus on the patients in the chair.

Dr. Melissa Carter
Practice Owner, Brightline Dental Studio
Austin, TX · Dental

Leads used to wait hours for a reply, and by then they’d called another agent. The chatbot qualifies buyers in under a minute and drops them into our CRM with budget and timeline already filled in.

Ryan Mitchell
Team Lead, Harbor & Pine Realty Group
Charlotte, NC · Real Estate

Our office was buried in service requests and callbacks. Now emergencies get routed to the on-call tech instantly and routine jobs book themselves. It’s like we hired two dispatchers.

Angela Ruiz
Operations Manager, Summit Home Comfort
Denver, CO · Home Services

Most of our bookings start in Instagram DMs, and we couldn’t keep up. The bot answers pricing questions, books consultations, and even suggests add-on treatments. Our DMs actually make money now.

Jasmine Patel
Owner, Glow Aesthetics Med Spa
Scottsdale, AZ · Med Spa

Leads used to wait hours for a reply, and by then they’d called another agent. The chatbot qualifies buyers in under a minute and drops them into our CRM with budget and timeline already filled in.

Ryan Mitchell
Team Lead, Harbor & Pine Realty Group
Charlotte, NC · Real Estate

Our office was buried in service requests and callbacks. Now emergencies get routed to the on-call tech instantly and routine jobs book themselves. It’s like we hired two dispatchers.

Angela Ruiz
Operations Manager, Summit Home Comfort
Denver, CO · Home Services

Most of our bookings start in Instagram DMs, and we couldn’t keep up. The bot answers pricing questions, books consultations, and even suggests add-on treatments. Our DMs actually make money now.

Jasmine Patel
Owner, Glow Aesthetics Med Spa
Scottsdale, AZ · Med Spa

We were losing patients every lunch hour and after 5 PM. Now the voice agent answers every call, books straight into our calendar, and sends reminders. Our front desk finally gets to focus on the patients in the chair.

Dr. Melissa Carter
Practice Owner, Brightline Dental Studio
Austin, TX · Dental

Our office was buried in service requests and callbacks. Now emergencies get routed to the on-call tech instantly and routine jobs book themselves. It’s like we hired two dispatchers.

Angela Ruiz
Operations Manager, Summit Home Comfort
Denver, CO · Home Services

Most of our bookings start in Instagram DMs, and we couldn’t keep up. The bot answers pricing questions, books consultations, and even suggests add-on treatments. Our DMs actually make money now.

Jasmine Patel
Owner, Glow Aesthetics Med Spa
Scottsdale, AZ · Med Spa

We were losing patients every lunch hour and after 5 PM. Now the voice agent answers every call, books straight into our calendar, and sends reminders. Our front desk finally gets to focus on the patients in the chair.

Dr. Melissa Carter
Practice Owner, Brightline Dental Studio
Austin, TX · Dental

Leads used to wait hours for a reply, and by then they’d called another agent. The chatbot qualifies buyers in under a minute and drops them into our CRM with budget and timeline already filled in.

Ryan Mitchell
Team Lead, Harbor & Pine Realty Group
Charlotte, NC · Real Estate

Most of our bookings start in Instagram DMs, and we couldn’t keep up. The bot answers pricing questions, books consultations, and even suggests add-on treatments. Our DMs actually make money now.

Jasmine Patel
Owner, Glow Aesthetics Med Spa
Scottsdale, AZ · Med Spa

We were losing patients every lunch hour and after 5 PM. Now the voice agent answers every call, books straight into our calendar, and sends reminders. Our front desk finally gets to focus on the patients in the chair.

Dr. Melissa Carter
Practice Owner, Brightline Dental Studio
Austin, TX · Dental

Leads used to wait hours for a reply, and by then they’d called another agent. The chatbot qualifies buyers in under a minute and drops them into our CRM with budget and timeline already filled in.

Ryan Mitchell
Team Lead, Harbor & Pine Realty Group
Charlotte, NC · Real Estate

Our office was buried in service requests and callbacks. Now emergencies get routed to the on-call tech instantly and routine jobs book themselves. It’s like we hired two dispatchers.

Angela Ruiz
Operations Manager, Summit Home Comfort
Denver, CO · Home Services
FAQ

Answers, before you book.

Quick answers to the questions we hear most about Power Automate.

Why pick Power Automate over the alternatives?

For organizations living in Microsoft 365, Power Automate fits naturally with Teams, SharePoint, Dynamics and Outlook, and it can also automate desktop tasks. It is a strong fit when governance and an audit trail matter. For non-Microsoft stacks, another platform may suit better.

How fast can you ship?

Starter builds take 7–10 days, Growth builds 14 days and Enterprise builds about 30. The exact timeline is written into your fixed-scope quote, which arrives within 24 hours of your call.

Whose account is the work done in?

Yours. We work inside your Microsoft environment with delegated access agreed with your IT team, and you get a full handoff when the project closes.

Do you offer monthly support?

Yes. Monthly tuning retainers are available once the build is live, covering new flows, changes in connected apps and a review of failed runs.

Can you migrate us from another platform?

Yes. We have migrated builds from every major automation platform to Power Automate and back. We rebuild each workflow, test it against real data and run both versions in parallel until the switch is safe.

Business Automation

Your tools wired together with n8n, Make and Zapier, so the busywork runs itself.

Schedule a free discovery call
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