Microsoft 365 · UK SMBs & sole traders

Workflows with AI that assist your team.
You stay in control.

You already pay for Microsoft 365. We turn repetitive admin into background workflows — sort, extract, draft, prepare — then pause for your approval before anything important sends or updates your systems.

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Evolve · Assist workflow Live pattern
1
Trigger

Email, form, or document arrives

2
AI assists

Classifies, extracts, drafts the next step

3
You approve

Teams or Outlook card — nothing critical runs without you

4
Action

Update system, send reply, create task — after your click

How it works

Simple path. We hold your hand — you don’t need to speak “AI.”

  1. 1

    Listen

    We map 1–2 painful manual jobs (inbox, invoices, enquiries, jobs, compliance).

  2. 2

    Build inside your Microsoft world

    Reusable patterns — USB‑C for M365 — lightly configured for your business.

  3. 3

    AI assists · you approve

    Human in the loop on every important action. Approve in Teams or Outlook.

  4. 4

    Monthly care

    A retainer keeps it running and improved — not a one-off dump.

Example services

Plain outcomes. We match a template, then configure it for you.

Inbox triage

Requests sorted, prioritised, and drafted for approval.

Workflow + AI

Invoice & document capture

Key fields from PDFs and email into a queue or sheet.

Workflow + AI

Enquiry / quote pack

Extract details and draft a reply for your click.

Workflow + AI

Job & request triage

Field, repairs, or ops requests structured for dispatch.

Workflow + AI

Policy / handbook helper

Answers from your SharePoint docs — with oversight.

Agent + tools

Compliance reminders

Expiry and certificate workflows that don’t rely on memory.

Workflow + AI

Capability tiers

  • Workflow + AI — Power Automate with AI steps
  • Agent + tools — Copilot Studio when the job needs more
  • Ad‑hoc / MCP — when a catalog fit isn’t enough

Commercial shape

Monthly retainer per active workflow. Low or no big setup fee when we reuse a template. Microsoft licence costs stay with you.

Prices confirmed after we see your volumes.

Power · efficiency · guardrails

Power

Background automation while your team does real work.

Intelligence

Reads messy email and documents; structures them for action.

ROI

Time saved from your volumes — not a generic percentage claim.

Guardrails

Human in the loop on 100% of workflows for important actions.

Security

Built inside your Microsoft 365 tenant.

Hand-holding

We guide from pain to live workflow — no AI jargon required.

AI to assist, not replace.

Let’s talk

UK businesses and sole traders on Microsoft 365 — if admin is eating the day, start here.

Web ai.evolve-smb.co.uk

Email ai@evolve-smb.co.uk

Phone +44 7375 667237

Daniel · Evolve