Replace manual processes. Automate the repetitive work.
Approval emails, manual routing, and paper-based sign-off waste time and create compliance gaps. IP Four builds SharePoint approval workflows and Power Automate flows that run automatically so your team focuses on work that matters.
Workflows that run without manual intervention.
From approval workflows to document routing and automated notifications, we build every automation your business needs to eliminate manual process overhead.
Approval Workflow Design
Multi-stage approval workflows built with Power Automate. Approvers notified by email and Teams. Reminders sent automatically. Escalation rules applied when approvals are overdue. Full audit trail maintained.
Document Routing Automation
Documents automatically routed to the correct library based on metadata or content type. New documents trigger notifications to relevant team members. Routing rules updated without IT involvement.
Automated Notifications
Alerts and notifications triggered by document changes, expiry dates, or workflow events. Staff notified in Teams or email. Notification rules configured per library or list. No manual chasing required.
Power Automate Integration
SharePoint connected to other Microsoft 365 services and third-party systems via Power Automate. Data flows between SharePoint, Teams, Outlook, and business applications without manual intervention.
Form and List Automation
Microsoft Forms and SharePoint lists connected to automated workflows. Form submissions trigger document creation, notifications, and approval processes. Manual data entry eliminated.
Workflow Reporting and Monitoring
Workflow run history and performance metrics available in Power Automate. Failed flows alerted to administrators. Workflow efficiency reports generated monthly. Bottlenecks identified and resolved.
From process discovery to automated workflows.
Process Discovery
We map your current manual processes, identify automation opportunities, and prioritise workflows by business impact. Quick wins identified for early delivery.
Workflow Design
Each workflow designed with process owners. Logic, approvers, notifications, and escalation rules documented. Edge cases and exceptions identified before build begins.
Build and Test
Workflows built in Power Automate and tested with representative scenarios. Error handling configured. Failure notifications set up. Performance tested under realistic load.
User Acceptance Testing
Process owners test workflows with real documents and scenarios. Feedback gathered and adjustments made. Sign-off obtained before workflows go live.
Go Live and Training
Workflows deployed to production. Staff trained on triggering and interacting with automated processes. Common questions addressed. Documentation provided.
Monitoring and Optimisation
Workflow performance monitored monthly. Failed flows investigated and resolved. New automation opportunities identified as business processes evolve. Workflows updated as requirements change.
Workflow automation delivered for UK businesses.
Legal Practice, Manchester
A law firm had a contract approval process that involved email chains, printed documents, and physical signatures. Contracts were taking an average of 5 days to approve and the audit trail was non-existent.
SharePoint document library with Power Automate approval workflow deployed. Multi-stage approval with partner sign-off configured. Contract approval time reduced from 5 days to 4 hours. Full audit trail maintained for every approval decision.
Property Management Company, Leeds
A property management firm processed 200 maintenance requests per month manually. Requests were logged in email, assigned by phone, and tracked in a spreadsheet. Requests were regularly lost or delayed.
SharePoint list with Power Automate workflow deployed. Requests submitted via Microsoft Forms, automatically assigned to contractors, and tracked through to completion. Request processing time reduced by 60 percent. Zero lost requests.
Manufacturing Company, Coventry
A manufacturer needed a document control process for ISO 9001 compliance. Documents required review and approval before publication, but the process was entirely manual and poorly documented.
SharePoint document control library with multi-stage review and approval workflow deployed. Documents automatically moved through draft, review, and approved stages. ISO 9001 audit trail requirements met. Certification achieved at first attempt.
Ready to automate your manual processes?
Book a free process automation assessment. We will map your current manual processes, identify the highest-impact automation opportunities, and give you a clear plan for SharePoint workflows that save real time.