Work / Process automation
Microsoft 365 automation for a St. Louis accounting firm
Built by Soulputs. A scoped MVP across four workstreams: client onboarding, contract and signature, SharePoint folder automation and Planner task automation.
Scoped
01
The problem
Client onboarding, contracts, folders and tasks ran by hand across Outlook, ShareFile, SharePoint and Planner.
02
What we built
A scoped MVP across four workstreams: client onboarding, contract and signature, SharePoint folder automation and Planner task automation.
03
Stack
Microsoft 365OutlookSharePointPlannerShareFile
04
The limit
QuickBooks Online integration is outside the MVP scope.
Send us the workflow.
One call. A scope, a build time and a price back. Then decide.