From a form to a shared record
Capture details through Microsoft Forms and pass them into a SharePoint list. A consistent record gives the team a place to check progress and reduces repeated data entry.
← All servicesFamiliar tools.
MICROSOFT 365 & POWER AUTOMATE
Familiar tools.
Less manual work.
Already working in Microsoft 365? SGP helps connect forms, lists, spreadsheets and team updates with Power Automate, so information can move through your business without someone retyping it at every step.
Give your Microsoft tools a shared process.
The aim is a workflow your team understands. We look at your Microsoft 365 setup and the way people work, then agree how submissions, approvals and updates should fit together.
Approvals with useful updates
Use Power Automate to route a request to the responsible person and send updates through Teams or email. Keep the decision attached to the request so its status is easier to follow.
Reports that arrive on time
Bring agreed information from lists or spreadsheets into a scheduled summary. We check how your Excel files and records are structured before deciding what can be automated reliably.
Built around your setup.
- 01
Review access and licences
We check the Microsoft tools, permissions and connections the workflow would need. Any additional licence or connector requirements are discussed before the scope is agreed.
- 02
Connect the right steps
We build the flow around your process, including the approval rules, notifications and exceptions. People retain control of the decisions they need to make.
- 03
Test and explain
We test with representative examples and show your team how the process works. Documentation and an agreed approach to ownership make future changes easier to discuss.
A few useful answers.
Is every Power Automate connection included in Microsoft 365?
The licence requirements depend on the connections and features used. We check what your proposed workflow needs and discuss any additional costs before agreeing the build.
Can you help with an existing workflow?
Tell us what it does and where it is causing problems. We can review the process and available access, then advise whether a focused change or a different approach makes sense.
Where should we start?
Choose a task that repeats regularly: a submission, an approval or a report. The £50 Admin & Workflow Healthcheck can help you understand what to simplify before committing to a build.
A SIMPLE STARTING POINT · £50
Start with one process.
The Admin & Workflow Healthcheck reviews one task and gives you practical next steps before you commit to a bigger build.