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Solution showcase Intelligent Workflow Automation

Purchase Request Approval Workflow

Digitises purchase requests with AI checks and approvals in Microsoft Teams.

All industries · Operations

Illustrative example build, not a client case study.

The challenge

Purchase requests travel by email and paper, approvals are slow and nobody knows where a request is stuck.

Technology

  • Microsoft Teams
  • Power Automate
  • SharePoint Lists
  • Power BI
How it works
  1. 1

    Digital request form

    Staff raise requests in Teams with item, budget line and quotes attached.

  2. 2

    AI checks

    The request is checked against budget, policy limits and duplicate purchases.

  3. 3

    Approval routing

    It is routed to the right approvers based on amount and department.

  4. 4

    Track and report

    Requesters and procurement see status, and management sees cycle times.

Designed to deliver

  • Faster approvals
  • Fewer policy breaches
  • Full visibility of every request

Telecom & Technology · Customer Service

Customer support triage

AI classifies requests by type and urgency, drafts replies and routes them to the right team.

All industries · HR

Employee onboarding automation

An automated onboarding workflow handles documents, accounts, welcome content and checklists.

Education · Finance

Fee collection follow-up

Automated, polite reminders are sent by SMS, email or WhatsApp, and outstanding balances are tracked in one view.

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