Automated Client Onboarding
Move a new enquiry or client through intake, internal notifications, document creation, task assignment, and follow-up reminders.
Workflow Automation
Automate the repeat admin that slows your team down.
Axivo builds Power Automate workflows that connect forms, inboxes, SharePoint, Microsoft Lists, approvals, reminders, and generated documents into practical admin systems.
Good automation candidates
Repetitive, rule-based work with clear triggers.
You manually send the same confirmation or reminder emails each week
Forms are submitted, then someone re-enters the data somewhere else
Approvals happen in inbox threads with no central status record
Documents are copied from old templates and updated by hand
Real-World Automations
Workflows your team can actually understand and use.
The goal is to remove avoidable handoffs without creating a black box. Each automation is mapped, tested, and documented so the team knows what should happen.
Form-to-Email Routing
Send the right email to the right person based on service type, location, urgency, status, or answers submitted through a form.
Multi-level Approval Chains
Route requests through managers, finance, admin, or operations with status updates and clear approval records.
Auto-generated PDF/Word Documents
Generate branded documents from form or list data, then save them into SharePoint, send them by email, or hand them to staff for review.
Automation Support
Start with a support sprint or scope a full workflow build.
Automation pricing depends on how many systems are involved, how many decision branches exist, and how much document or approval logic is required.
Automation Support Sprint
For reviewing, repairing, documenting, or extending a small existing workflow.
From $750 AUD
- Workflow review and issue check
- Trigger/action clean-up
- Minor logic adjustments
- Failure point notes
- Handover summary
Workflow Automation Build
For new workflows that connect forms, SharePoint, Lists, email, approvals, documents, and team notifications.
Scoped after discovery
- Workflow mapping
- Power Automate configuration
- Email, list, or document actions
- Testing and error checks
- Documentation and support pathway