Workflow Automation
Workflow automation, inside the Microsoft ecosystem, means using Power Automate to eliminate manual steps like approvals, notifications, and data handoffs between systems. Trellist builds these automations for operations leaders whose teams are still doing manually what Microsoft 365 already has the tools to handle.
Let’s TalkWhat we do
- Approval Workflow Automation
- Notification & Alert Automation
- Cross-System Automation
- Legacy Process Modernization
- Monitoring & Maintenance
Routing approvals automatically instead of by email chain, with a clear audit trail of who approved what and when.
The right people notified at the right moment, instead of relying on someone remembering to send an update.
Connecting SharePoint, Outlook, Teams, and other Microsoft tools so information moves without manual re-entry.
Replacing manual spreadsheet or email-based processes with automated flows built on tools you already own.
Keeping automations reliable as connected systems and processes evolve.
Routing approvals automatically instead of by email chain, with a clear audit trail of who approved what and when.
The right people notified at the right moment, instead of relying on someone remembering to send an update.
Connecting SharePoint, Outlook, Teams, and other Microsoft tools so information moves without manual re-entry.
Replacing manual spreadsheet or email-based processes with automated flows built on tools you already own.
Keeping automations reliable as connected systems and processes evolve.
Our Approach
We start by documenting the manual process end to end. From there we architect the automated workflow, implement it in Power Automate, and maintain and refine it as your needs change.
Signs You Need This
- Approvals still move through a chain of forwarded emails.
- Important updates sometimes get missed because notification relies on someone remembering to send it.
- The same data gets manually re-entered across multiple Microsoft 365 tools.
- A legacy process is still running on spreadsheets nobody's updated the design of in years.
What You’ll Gain
- Approvals that move automatically, with a clear audit trail instead of a buried email chain.
- Fewer missed updates, since notification no longer depends on someone remembering.
- Less manual data re-entry across Microsoft 365 tools.
- Legacy processes finally modernized using tools you already license.
How It Compares
Trellist automates using Power Automate, built on the Microsoft 365 platform you already license. That's different from a dedicated workflow automation vendor requiring a new subscription and integration layer, and different from leaving the process manual, which continues to cost time every time it runs.
Frequently Asked Questions
Do we need Power Apps too, or does Power Automate stand alone?
It stands alone — many of our most effective automations don't require a custom app at all.
What kinds of processes are the best fit?
Approval chains, notification workflows, and any process currently coordinated by email.
What happens if a step in the automated workflow fails?
We build in error handling and alerts, so a failure gets flagged for a person to review instead of silently disappearing.
Can this connect to systems outside Microsoft 365?
Yes — Power Automate supports a wide range of external connectors, though the deepest, most reliable integrations are within the Microsoft ecosystem.
Why Trellist
We find the manual work hiding in plain sight and automate it using tools you already own.
Let’s Talk
Curious what's still being done manually that shouldn't be?