How does the consultation work?
Once you submit the form, one of our automation specialists will reach out. We'll have a quick chat to understand your needs and book your consultation time.
During our call, we focus on what matters most: understanding your company, your goals, current challenges, and how your processes actually work. The session takes about 30 minutes, and we'll answer any questions you have.
1
Spot your repetitive processes
Consider which tasks your team does regularly and eat up the most time
You can't automate everything at once—and you shouldn't try. Focus on processes that:
Take the most time
Are most error-prone
Cost you the most
Drive your team crazy
3
Think about your current workflow
Once you know which process to improve, consider:
Who's involved in the process?
What documents are used?
How long does it currently take?
Where do problems usually happen?
Don't worry if you don't have all the answers yet. During our call, we'll walk you through the right questions and help you identify the best automation opportunities for your business.
Our goal is simple: find solutions that actually save you time and money by tapping into Microsoft 365's full potential—tailored specifically to how your business works.
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