Approvals & Workflows
Requests routed to the right person, reminded, escalated and recorded.
- Purchase, expense and leave approvals
- Delegation and escalation rules
- Full approval history
Your teams still spend their days chasing approvals, filling forms and copying data between systems. Data Semantics automates that work on Microsoft Power Platform, and adds AI agents where a step needs reading, checking or judgment.
Today
Emailed formsSpreadsheetsApproval chasesRetyped dataPaper documentsWe automate
AI agents where judgment is needed
Built on
Power AutomatePower AppsAI BuilderCopilot StudioData Semantics automates approvals, forms, data entry, document checks and follow-ups on Microsoft Power Platform (Power Automate, Power Apps, AI Builder and Copilot Studio), connected to your ERP, CRM, SharePoint and Teams. Where a step needs reading documents or judgment, we add AI agents. Our consultants design, test and support every flow, and help you govern Power Platform at scale.
Small, frequent tasks such as approvals, forms, document checks and follow-ups add up to hours a day for experienced staff. They live in email and spreadsheets, so nobody sees where time goes. Workflows take the routine steps, AI agents take the steps that need reading or judgment, and people keep the decisions.
Small, frequent processes add up. These are the ones we automate most.
Requests routed to the right person, reminded, escalated and recorded.
Simple apps replace emailed forms and spreadsheets, with data going straight into your systems.
Documents read, checked and filed automatically, with exceptions sent to a person.
No more chasing by email. The workflow follows up until it’s done.
Data moved between systems without retyping.
Robotic process automation where an old system has no API.
AI speeds up discovery and build. Where a step needs reading or judgment, we add AI to the workflow itself; everything else runs on reliable, rule-based flows.
AI reads emails, approval logs and system data to map how a process really runs and where time is lost.
You get: the real process, measured
Checked by: consultants, with process owners
AI drafts flows and approval logic from the agreed process.
You get: flows built in days
Checked by: consultants refine and test
AI generates Power Apps screens and validation from existing forms and spreadsheets.
You get: forms replaced fast
Checked by: consultants and users
In the workflow, AI reads documents, extracts fields and checks them against rules and system data.
You get: documents checked automatically
Checked by: exceptions go to a person
In the workflow, missing information and approvals are chased in plain language by email or Teams.
You get: no manual chasing
Checked by: process owners set the rules
Flow runs, failures and cycle times are watched and bottlenecks flagged.
You get: automation that stays healthy
Checked by: our support team
Tell us where approvals, forms or re-keying slow your teams down. We’ll show you what we would automate first and what it would take.
Prove value in weeks, then help your organization automate safely at scale.
We map your top processes, score them and automate the first ones.
A blended team that keeps automating, plus the governance to let your own makers build safely.
Intelligent document processing reads and checks healthcare claim documents, so approvals move without manual keying.
Automated document classification made a large paper archive searchable and accessible digitally.
About process automation
Workflows follow fixed rules: route this, remind that, copy this field. AI agents handle steps that need reading, checking or judgment, such as reviewing a document or resolving an exception. Most processes use both.
Yes, where an old system has no API. We prefer API-based automation because it is more reliable, and use robotic process automation only for legacy screens.
Intelligent document processing reads documents such as invoices, IDs, certificates and claims, extracts the fields, checks them against rules and sends exceptions to a person. Data Semantics builds it with AI Builder and AI agents; for an insurance TPA in India, claims are processed 80% faster.
Planning
High-volume, rule-based processes that waste skilled time, such as approvals, request forms, document checks and system-to-system data entry. The Data Semantics discovery workshop scores your processes so you start with the best return.
Yes. Data Semantics connects automations to SAP, Oracle, Dynamics 365, Salesforce, SharePoint and Teams through Power Platform’s 1,000+ connectors and native APIs, and uses Azure Logic Apps or RPA where a system needs it.
Simple approvals and forms take days to a few weeks. Processes spanning several systems or needing AI agents take longer, and are delivered in stages.
Data Semantics runs the automation discovery workshop and first quick wins as a fixed-price engagement. After that, an automation team and center of excellence continue as a monthly service.
Governance and ownership
Data Semantics sets up environments, data-loss prevention policies, naming and ownership rules, monitoring and a center of excellence, so your own makers can build safely.
A center of excellence sets the environments, data-loss prevention policies, naming and ownership rules and monitoring that let your own makers build safely. Data Semantics sets it up, trains makers and keeps it running as automation grows.
Yes. Data Semantics documents everything, follows your governance rules and trains your makers. We can also maintain them as a managed service.
Bring us the slowest approval or the messiest spreadsheet. We’ll map it, automate it and show you the time it gives back.