Sound familiar?
What teams working in SharePoint tell us before a project starts.
- Nobody can find the latest version of anything in our document libraries.
- Files are saved with whatever name the sender used and put wherever is quickest.
- We keep a list of requests in SharePoint and copy them into email or a spreadsheet to report.
- Approvals go round by email and get lost.
- We want a list or library to update when something happens in another system.
What we build
Each one is a working piece you can open and check when it's done.
Documents filed on arrival
Files from email, forms and scans placed in the right library and folder with a consistent name and the right metadata.
API integrations and data sync n8n, Make and Zapier automationLists that connect
SharePoint list items created or updated from forms, your CRM or accounting tool, and the reverse.
API integrations and data sync QuickBooks, Xero and HubSpot integrationsApproval flows
Requests sent to the right person, reminded, approved or declined, and logged in the list with the outcome.
n8n, Make and Zapier automationLibrary clean-up and migration
Old folders reviewed, renamed and moved into a structure people can follow, with a record of what went where.
Python scripts and utilities ETL and data pipelinesReports from lists and libraries
Counts, ageing and workload from your lists on one page, for people who do not open SharePoint.
Dashboards and reportingNotices in chat and email
New files, late items or approvals posted to a Teams channel or sent by email on a rule you set.
n8n, Make and Zapier automation API integrations and data syncWhat we connect it to: Microsoft Teams, Outlook, Excel, Power Automate, Power BI, Zapier, Make.
Industries that use it: Engineering firms, Construction, Accounting, Nonprofits.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Project documents by job number
Example: an engineering firm wants drawings and reports saved under the project number with the same folder tree every time, and a weekly list of jobs missing a required document.
SharePoint, Outlook, a scriptExample project
Request list to a board
Example: an office manager keeps facility requests in a list. New items notify the right person in Teams, and a monthly summary is built from the list.
SharePoint lists, Microsoft TeamsExample project
Policy review reminders
Example: a nonprofit keeps policies in a library with review dates. Owners are reminded before a date and the list is updated once they confirm.
SharePoint, email, a flowQuestions people ask first
Do you work inside our Microsoft 365 tenant?
Yes. We build in your own tenant with access you grant and can take away, and we tell you which permissions each piece needs.
Can you reorganise our existing libraries?
We can propose a structure and move files in stages, with a log of every move. Nothing is deleted without your say.
Can you use Power Automate?
Yes, where it fits. Where it does not, we use the Microsoft Graph connection or another tool and explain the choice.
How do we start?
Tell us which tools you use and the one thing that wastes the most time each week. We reply with questions or a written scope.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
hello@pushbuild.com