Automate invoice processing, subcontractor docket extraction, and multi-system approvals without paying thousands in third-party Zapier fees.
Most repetitive office admin consists of moving data between documents and software: receiving a PDF invoice by email, keying line items into Xero, saving the file to SharePoint, and asking a manager for sign-off. Power Automate paired with AI Builder handles this entire chain automatically inside your existing Microsoft 365 subscription — reading unstructured PDFs, extracting data with 99%+ accuracy, and executing multi-step approvals.
Extracts table line items, invoice numbers, dates, GST totals, and vendor names from unstructured PDF supplier invoices and scanned receipts.
Process 400 monthly supplier bills arriving in accounts@ inbox into structured data ready for approval and Xero entry in seconds.
Connects Outlook, SharePoint, Teams, Forms, and external APIs (Xero, MYOB, HubSpot) into event-driven automated workflows that run 24/7.
When a new client submits a Microsoft Form, create a SharePoint project folder, generate a draft Word contract, and post an approval card in Teams.
Pushes interactive approval cards directly into a manager's Microsoft Teams chat or mobile app with one-tap 'Approve' or 'Reject' buttons and audit trails.
A project manager approves a $4,500 subcontractor variation on their phone in Teams while standing on site, instantly triggering payment scheduling.
Build low-code custom mobile forms for site audits, equipment inspections, and timesheets connected directly to SharePoint and Microsoft Dataverse.
Field staff complete a 60-second digital site risk assessment on their phone with photo capture before machinery is started.
Truck drivers and machine operators handed in hundreds of paper fuel receipts and quarry weighbridge dockets every week, taking 2 admin staff 3 days to reconcile.
Built a Power Automate + AI Builder pipeline. Drivers photograph dockets on their phone via a simple Power App; AI Builder extracts date, quarry site, net tonnes, and docket number into SharePoint and flags pricing discrepancies.
Saved 35 admin hours per week; eliminated lost docket billing disputes.
Expense claim processing was a nightmare: staff emailed photos of restaurant receipts and taxi dockets with messy spreadsheets, slowing month-end closing.
Deployed a Power Automate AI Builder receipt processing flow paired with Microsoft Teams approval cards that validates GST and routes directly to the finance manager.
Month-end expense processing time reduced from 5 days to 4 hours.
Customer orders arrived as PDF purchase orders attached to emails in dozens of inconsistent customer layouts, requiring manual entry into their ERP.
Trained custom AI Builder document models to recognise order formats from top 20 supermarket and retailer clients, automatically extracting SKU codes and quantities.
92% of inbound PDF orders processed touch-free into the ERP within 60 seconds of arrival.
Power Automate cloud flows have API throttling limits on lower-tier licences. If you are processing tens of thousands of high-velocity transactions per hour, we build a dedicated Azure Functions / Cloud Run microservice instead.
What you bring: Bring 5 real (or anonymised) supplier PDF invoices or handwritten dockets from your business.
The Written Test: In 60 minutes live, we build a working Power Automate + AI Builder flow that reads those PDFs, extracts the line-item data, and populates a structured SharePoint list — or refund 100% of your NZ$495.