AI workflows · Microsoft 365 & business systems
Turn incoming requests, documents, and follow-up into work your team can review and act on. We build AI workflows in Microsoft 365 and the other business systems you already use.
A customer asks
for a quote.
Less manual handling.Clear review and approval.
How we build it01 / How we help
Use the tools you have where they fit. We can help you choose the approach or implement a plan you already have. Start with one workflow and a clear picture of what needs to improve.
A workflow to implement
Connect Microsoft 365 and your other business applications so requests and documents become quotes, records, reports, or follow-up. Use AI to interpret varied inputs and prepare drafts, with software handling calculations and business rules.
What you getA working integration, tested on examples from your business.
A decision to make
Compare available products, configuration, automation, and custom integration around one workflow. Establish what needs to connect, what it will cost to build and run, and who will look after it.
What you getA recommendation covering tool choice, costs, implementation, and support.
Already built an application with AI tools? Explore Aligned’s application engineering services.
02 / Illustrative applications
Illustrative workflows across finance, operations, and customer service. Each produces something your team can review and act on. The right scope depends on your systems, information, and approvals.
A supplier invoice arrives with a missing purchase-order reference or a mismatch in the receipt records. The workflow gathers the supporting information and prepares the exception for review.
Extract supplier and invoice details, and flag unclear or missing information.
Check duplicates, totals, purchase orders, and receipt records using business rules.
Resolve discrepancies and approve the invoice before payment.
A technician submits notes and photos after a job. The workflow prepares a customer report, highlights outstanding work, and drafts the follow-up for review.
Organize the observations and draft the report and customer message, flagging unclear findings.
Match the customer and job records, and create follow-up tasks once approved.
Confirm the findings, assign further work, and approve the customer communication.
A new customer’s details arrive across emails and forms. The workflow gathers the information, identifies missing documents, and prepares the account checklist and welcome communications.
Extract customer details, identify missing information, and draft the welcome message.
Validate required fields, check for an existing account, and prepare the agreed checklist.
Confirm the account details, resolve exceptions, and approve setup and communications.
03 / How we work
Choose tools that fit the work, connect what needs to happen, and agree who will look after the result.
Walk through the work from the incoming information to the finished result. Compare the available tools and agree what needs to change.
Connect the systems and test the workflow on examples from your business. Check how it handles missing information, exceptions, and decisions that need a person’s approval.
Work with the people who will use it. Agree who looks after it, what it costs to run, and how problems are handled. Keep the code, accounts, and operating guidance accessible.
Start with Outlook, Teams, SharePoint, and the business applications around them. We compare existing Microsoft 365 capabilities, including Copilot, with automation and custom integration. Permissions, licensing, and running costs are part of that choice. Other business systems and Azure remain in scope.
Microsoft-certified engineering
Projects are led by an engineer holding these Microsoft certifications, with experience designing and connecting business systems.
Before we talk
No. Bring a workflow and an example of how it works today. We compare existing products, configuration, automation, and custom integration. We use AI where interpreting information or preparing drafts helps, and ordinary software for calculations and business rules.
No. A business owner, operations leader, or technical sponsor can commission the work. We involve the people who use the workflow and your existing providers where available, and agree who can approve changes and who will maintain the result.
Yes. Microsoft 365 is a common starting point, and other business applications and Azure can be part of the workflow. We check the available integration routes, permissions, and licensing before proposing the work.
Yes. We can scope around one process or one handoff between systems. If you already have a plan, we can review it and move into implementation. An assessment can also be commissioned separately when you need help choosing the approach.
We agree the scope, what needs to work, and our fee before work begins. We also explain the relevant licensing, hosting, and usage costs so you can assess the ongoing expense.
You control your accounts and retain access to source, configuration, and operating knowledge, respecting third-party licenses. Before the workflow goes into use, we agree who will maintain it: your team, an existing provider, or Aligned under a separate maintenance agreement.
Bring something worth making work
Tell us what comes in, what your team does with it, and where the work slows down. We’ll discuss whether existing tools, automation, or AI can help.