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$
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I will automate your invoice and document approval workflow in microsoft 365
Aaron
About this gig
Every week, invoices pile up in your inbox. Someone has to open each one, type the details into a spreadsheet, chase a manager for approval, then remember where to save it. It's slow, easy to mess up, and easy to lose track of and it doesn't get any easier as your business grows.
I build automated Microsoft 365 workflows that take that whole process off your plate.
Here's what happens:
- Invoices or documents are captured automatically the moment they arrive
- Key details are pulled out for you no manual typing
- Approval is routed with one click instead of an email chain
- Everything is filed and logged, so you always know what's approved, pending, or missing
No new software to learn. No subscriptions to add. It all runs inside the Microsoft 365 tools you already use Outlook, SharePoint, Excel.
I'll start by understanding exactly how your process works today, then build and test the workflow using your real documents before handing it over fully documented, so your team can use it confidently without needing me involved.
Message me before ordering with a quick description of your current process, and I'll tell you honestly whether this is a good fit and which package makes sense
Get to know Aaron
Aaron
Automation Developer
- FromUnited Kingdom
- Member sinceJul 2026
- Avg. response time1 hour
Languages
English
You didn't start your business to spend your evenings chasing quotes, updating spreadsheets and repeating the same admin every week.
That's the part I take off you.
I build simple systems that handle the repetitive work in the background, following up with clients, chasing documents, keeping things moving, so you get your time back and nothing slips through.
Most of it runs inside software you already pay for. The point was never the tools. It's you doing less of the work that drains you.
Tell me what's eating your week.
FAQ
Do I need to give you access to our systems?
No. We can start from sample documents or an export. If you'd like an ongoing live connection, that's set up securely later, only with your permission.
What if our invoices/documents aren't all the same format?
I test the workflow against your real samples during setup, so it's built around how your documents actually look, not a generic template.
Do we need any special Microsoft licence for this?
Most flows work with a standard Microsoft 365 subscription. AI-assisted extraction (Standard/Premium) may need Power Automate Premium or AI Builder credits - I'll confirm exactly what's needed before we start, so there are no surprises.
What happens if something breaks after delivery?
Every package includes a fix window after delivery. For ongoing peace of mind, monthly maintenance is available as an add-on.
Is our data safe?
Everything runs inside your own Microsoft 365 tenant. I don't store, export, or move your data anywhere else.
Can our team make changes themselves later?
Yes. You'll get clear written documentation, and Standard/Premium packages include a walkthrough so your team is confident using and adjusting it.
Can I speak to you before ordering?
Yes, please do. A quick message about your current process helps me confirm the right package and timeline before you commit.
