Let the busywork run itself.

What you have, and what Premium adds

Starter flows we set up

Each one is a real flow you can build in an afternoon. Most need only the version you already have; the Premium ones are marked.

• File client attachments automatically

  Included
  1. WhenA client emails a document
  2. Save it to their SharePoint folder
  3. Post a note in the team's Teams channel

  Saves: the drag-and-drop on every attachment, and documents that never get filed.

• Chase missing documents every week

  Included
  1. WhenEvery Monday at 8 a.m.
  2. Read the open-requests list in Excel
  3. Email each client what's still missing
  4. Log the reminder

  Saves: an afternoon of follow-up emails every week in tax season.

• Certificate expiration reminders

  Included
  1. WhenEvery morning
  2. Find certificates expiring in 30 days
  3. Email the account manager and the client
  4. Add a Planner task

  Saves: lapses nobody noticed until a claim.

• New client onboarding

  Included
  1. WhenA new client is added to the list
  2. Create their SharePoint folder
  3. Send the welcome email and checklist
  4. Assign onboarding tasks in Planner

  Saves: the same 20-minute setup for every new client, and the steps people skip.

• Purchase order approvals

  Included
  1. WhenA buyer submits a PO in Microsoft Forms
  2. Send an approval to the manager in Teams
  3. Approved: save the PO to SharePoint
  4. Email the supplier

  Saves: POs waiting in someone's inbox, and a paper trail for every approval.

• Daily numbers in everyone's inbox

  Included
  1. WhenEvery weekday at 7 a.m.
  2. Read yesterday's figures from an Excel table
  3. Email a summary to managers
  4. Post it in Teams

  Saves: someone building the same report by hand every morning.

• Time-off requests

  Included
  1. WhenAn employee fills in a form
  2. Their manager approves in Teams
  3. Add it to the shared calendar
  4. Log it in the PTO sheet

  Saves: lost requests and calendar mix-ups.

• Read invoices into a spreadsheet

  Premium
  1. WhenAn invoice arrives in the AP inbox
  2. AI reads vendor, amount and due date
  3. Add a row to the AP sheet
  4. Send large ones for approval

  Saves: keying every invoice by hand, for about 8 cents a page in AI usage.

• Pull orders out of an older system

  Premium
  1. WhenEvery night
  2. A desktop flow copies the day's orders from the old ERP screen
  3. Into an Excel file on SharePoint
  4. Email the summary

  Saves: retyping from a system that has no export button.

Prices and limits from Microsoft's and n8n's own pages, checked November 9, 2026, in US dollars. From November 1, 2026, new Power Automate licenses no longer include AI Builder credits; AI steps bill in Copilot Credits. Time saved depends on your volume; we measure it during the trial.