free Small Business Event

Ways to automate your Workflows using Microsoft 365

Date:  21 March 2023

Presentations: 30 mins at 9.30am or 3.30pm plus Q&As

Drop- In Sessions: Between 10:30am to 2:30pm or 5.00pm plus Q&As

Venue: The Lost & Found, 8 Bennetts Hill, Birmingham B2 5RS Click for Directions

SY Limited

Our team will be on hand to show you how Microsoft 365 has the power to deliver automation to your business.

With live demonstrations of real life solutions where companies like yours have found major savings in time and efficiency using tools you already have.

Small business owners, entrepreneurs, and anyone looking to understand why and how to automate their existing business processes.

Join us for an informative discussion to look at the incredible functionality available to you in your Microsoft 365 subscription.

Look at our Checklist to see if it would work for you


Will automation work for your business? If you answer no to more than two questions then we can help!

Get In Touch to learn more.

  1. Do you have a way of automatically getting your quotations and costing information into your work scheduling and business operation tool?
  2. Do you have a quotation system that integrates to create ‘opportunities’ in your CRM?
  3. Do you have visibility and management of your staff utilisation and efficiency?
  4. Can you forecast workloads across your staff members?
  5. Do you have a simple view of projects/works progress through your organisation?
  6. Do you have a real-time view of job/project profitability against original quotation budgets?
  7. Do you have tools in place to manage documentation and storage for client information?
  8. Do you have automated alerts for staff members and managers to support job completion and communication?
  9. Do you have automated emails in place to keep customers updated on progress of their projects or completed works?
  10. Do you have digital signatures/automated response documents to keep your suppliers and clients fully updated?
  11. Do you have a system that links into your financial application (Xero, Quickbooks, Sage …) to alert finance staff/raise invoices when works are completed ?

UK Based

With an experienced, friendly, in-house development team.

Get in Touch and we’ll show you examples of where we’ve solved these problems using Microsoft 365.

"Working with SY and PowerApps, we were able to turn an, essentially, manual and difficult-to-manage/measure process into a completely measurable and automated process. PowerApps has forced the process to be in line with our requirements and provided data to give us a clear, unemotional picture of what's happening." .

FREE EVENT Registration Form

Ways to automate your Workflows using Microsoft 365

Presentations: 30 min at 9:30am or 3:30pm plus Q&As

‘Drop- Ins’: between 10:30 am to 2:30pm or 5:00pm with Q&As

Going to be busy on the 21st March?

Get in Touch

and get simple, uncomplicated advice

Thank You

We’ve received your request and one of our team will be in contact shortly.

SY Limited