AI and Microsoft 365 automation
Hand the busywork to Microsoft 365.
Your Microsoft 365, the home of Outlook, Teams and Excel, can move details between apps and send reminders for you. We set it up and show your team how it works.
Already in Microsoft 365 Business Basic, Standard and Premium
- Power Automate (standard connectors)
- SharePoint, Lists, Forms and Planner
- Microsoft 365 Copilot Chat
Watch one invoice get handled
Supplier invoices
Starts with every invoice email
- WorkingWorking
Outlook
Invoice email arrives
- WaitingWaiting
Copilot
Reads the invoice
- WaitingWaiting
Excel
Logs the details
- WaitingWaiting
Teams
Lets accounts know
Today
- invoice_0417.pdf
- invoice_0416.pdf
- invoice_0415.pdf
Each one was logged and passed on without anyone typing a thing.
What we build.
Four ways we can take work off you and your team. Pick one to see what it is and the jobs it handles.
Copilot set-up and training
Copilot is the AI assistant built into Microsoft 365. It can draft a reply to a tricky email, and with the paid Microsoft 365 Copilot add-on it can sum up a meeting you missed. We set it up and train your team, so less time goes on writing from scratch.
Jobs it takes off your week
- Writing the Monday report
- Sorting a full inbox
- Typing up meeting notes
Covers: Microsoft 365 Copilot, Team training
Book an intro call
What's already in your Microsoft 365.
Checked October 2026. Microsoft changes what each plan includes quite often, so we'll go through yours with you on the intro call.
- In Business Basic, Standard and Premium
Power Automate (standard connectors)
Moves information between Outlook, Teams, Excel and other apps for you. Linking to certain apps (premium connectors) costs extra.
- In Business Basic, Standard and Premium
SharePoint, Lists, Forms and Planner
Shared files, simple trackers, online forms and team to-do lists. Your records and sign-offs can all live here.
- In Business Basic, Standard and Premium
Microsoft 365 Copilot Chat
A secure AI chat for work. Ask it to draft a letter or explain something in plain English.
- Paid add-on per user
Microsoft 365 Copilot
Works with your own emails, files, chats and meetings, so it can help with your actual work.
- Licensed separately
Copilot Studio
For building your own AI assistant that answers questions from your documents.
Is it worth automating?
Think of one job that bugs you. If most of the first list fits it, it's a good one to hand over.
Good to automate
- It happens every day or every week
- It follows the same steps each time
- It means copying details from one place to another
- It starts with something you can predict: an email, a form or a date
- Mistakes in it cost you time or money
Leave these to people
- Decisions that need your judgement
- One-off jobs
- Conversations that need a person
A good automation still leaves the final say with a person. It does the typing and the chasing, then asks someone to check it and say yes.
Everyday jobs that can run themselves.
A few examples to give you the idea. Yours would be built around how your business works.
Invoices logged for you
No more opening each invoice email and typing the details into a spreadsheet. Copilot reads each one, the details go into Excel and the PDF is saved in SharePoint, your team's shared online filing cabinet.
New starters set up from one form
Instead of setting up folders, Teams access and a welcome email by hand, you fill in one form. Power Automate does the rest. It's included in Microsoft 365 Business Basic, Standard and Premium and moves details between your apps.
The Monday report, already built
Nobody has to pull figures from three places every Monday to make one table. Copilot writes a short summary from your Excel and SharePoint figures, ready and waiting in Teams.
Enquiries sent to the right person
Reading every enquiry just to work out who should deal with it? Copilot sorts each one by type, passes it to the right person in Teams and drafts a reply for them to check.
What is it costing you?
Put in your own numbers to see what a year of repetitive work adds up to.
Based on 46 working weeks a year, after holidays. Put in your own numbers. Nothing you enter is sent anywhere.
Time spent
920
hours a year
Cost to the business
£18,400
a year in staff time
How it works.
We agree a price before any work starts, and there are no long-term lock-in contracts.
- 01
Intro call
A free 15-minute call. You tell us which jobs eat up your week, and we talk through what could be done about them.
- 02
Walk through the job
You show us how the job is done today, step by step. Then we agree which one to start with.
- 03
Build and test
We build it inside your own Microsoft 365, test it on real examples from your business and tweak it until it fits the way you work.
- 04
Hand over
We walk your team through it and leave simple notes. If anything needs changing later, you call Davie.
Automation questions.
Not necessarily. If you're on Microsoft 365 Business Basic, Standard or Premium, you already have Power Automate, a tool that moves information between your apps for you. A lot of useful jobs run on that alone. Microsoft 365 Copilot, the AI that works with your own email and files, costs extra per person. We'll check what your plan includes on the intro call.
We keep it inside your own Microsoft 365 wherever we can. That way it stays under the security you already have, and your current rules on who can see what still apply.
Jobs that come round often, follow the same steps and start with something predictable, like an email, a form or a date. For example, typing enquiries into a spreadsheet, chasing invoice approvals, building the same weekly report or setting up a new starter. If you re-type the same details every week, start there.
That's fine. We do the building, then give your team a walkthrough and simple notes at handover, so nobody has to work it out alone. If anything needs changing later, you call Davie.
Let's stop
the clock.
Book a free 15-minute intro call and tell us which jobs are eating your week. We'll tell you plainly what we could take off your plate.
info@timeliberation.net