Optimatiza
Assess my process

Business automation · Microsoft 365 environment

Process automation on the Microsoft 365 your organization already pays for

Power Automate cloud and desktop RPA orchestrate your complete processes —capture, validation, approval, recording, and notification— within your own tenant, with a record of every execution.

What your business gains

Time saved across four operational areas

Several of these areas also appear in the nine most commonly automated processes ranked by volume, cost of errors, and risk, which help you decide where to start.

Automatically processed attachments

Every email containing an invoice or order is archived and recorded in your ERP or Excel.

Approvals with full traceability

Every request includes a record of who approved it and when.

Consolidated reports ready on time

Recurring reports compile automatically, ready for the committee.

How we do it

From incoming email to reconciled records

NOVA points to a flowchart where every step is verified.
One workflow where there are currently several email inboxes.

Input

Detects the email in Outlook and retrieves the attachment.

Extraction and archiving

Reads the data and archives it in SharePoint.

Approval

The responsible person decides in Teams; the decision is recorded.

Recording

Writes the entry in Excel, a list, or your accounting system.

Notification

Confirms with the external party and notifies the responsible department.

Two parts of this workflow have their own pages: when the destination system has no API, a desktop robot handles that step — see when to use RPA and when to use a connector—; when the process starts with a Teams conversation instead of email, the same tenant supports an agent built with Copilot Studio.

Frequently asked questions

Before we start

Are additional Power Automate licenses required?

Standard connectors use your existing Microsoft 365 licensing; premium connectors, RPA and consumption by a Copilot Studio agent are reviewed with your IT department during assessment. When licensing makes a self-hosted engine preferable, see the full analysis in our criterion-by-criterion comparison of Power Automate and n8n.

Can you take over existing workflows?

Yes. This includes assessment, exception handling, alerts, documentation, and an orderly handoff to IT. To prioritize which workflow to address first, the ROI calculator estimates the annual cost of processes still performed manually.

Where is the data stored, and who controls access?

Processes reside in your organization's tenant, with permissions managed by IT. Our data policy is published under security and governance.

How many hours could your team save each month?

The executive assessment reviews a real process and defines what can run automatically right away.