Microsoft Power Automate Consultant
for Vancouver, Surrey & Delta
Stop the email ping-pong. CedarFlow turns manual, multi-person processes into tracked Teams + Planner workflows powered by Power Automate — so tasks are assigned automatically, the next person is notified the moment it's their turn, and everyone can see status live. Built on the Microsoft 365 tools your team already owns.
The problem: one person enters data, emails four others, and nobody can see who's next
If your process runs on email chains and manual hand-offs, steps get missed, work stalls, and no one has a clear picture of where things stand.
No visibility
Work lives in inboxes. Nobody can see what's done, what's pending, or who's holding things up.
Missed & delayed steps
A buried email means the next person doesn't start on time — and the whole process slips.
Manual re-entry
The same data gets typed into multiple systems, creating errors and wasted hours every week.
What we build: Teams hub + Planner task flow + Power Automate
A structured, trackable workflow that replaces the email chain — using the Microsoft 365 tools you already pay for.
Automatic task creation & assignment
Each job becomes a Planner task with a clear checklist, assigned to the right person at each step.
"Your turn" notifications
When a step completes, Power Automate notifies the next person in Teams — no more buried emails.
Live status dashboard
See who owns what, what's overdue, and where the bottlenecks are — in real time.
Approval automation
Optional finance or manager sign-off steps with reminders and a clean audit trail.
Microsoft 365 integrations
Connect Outlook, SharePoint, Excel, and Dynamics — and bridge legacy systems with webhooks.
Documented & maintainable
You get diagrams and plain-English notes so your team can own and change it later.
Example: an equipment-delivery workflow
An illustrative example of a common multi-step, multi-person process.
Before
- Person A enters data, emails four others
- Person B notices later, does a step, sends an email
- Person C misses the email — the delivery slips
- No one can see who's next
After
- Person A completes a checklist item
- Power Automate triggers automatically
- Person B gets a Teams notification instantly; the task assigns to them
- Everyone sees status live on one board
Illustrative example — not a specific client result.
Power Automate help across the Lower Mainland
Based in Surrey and serving businesses on-site or remotely across Vancouver, Surrey, Delta, Burnaby, Richmond, and Langley — and remote-first for teams anywhere in Canada.
Common questions
Do we need new software?
No. If your team is on Microsoft 365 with Teams, you already have Planner and Power Automate. We build on what you own — no new platforms to buy.
How long does a first workflow take?
We usually start with a Teams + Planner setup in 1–2 weeks to get a quick win, then layer Power Automate on top so tasks and notifications happen automatically.
What if our old system doesn't connect to Microsoft 365?
We can start the workflow with a manual button, a shared inbox, or a form trigger — and once it's started, everything downstream is automated.
Will we be locked in?
No. We document everything and build it cleanly so your team can own, edit, or hand it off later.
Tell us which process is eating the most time
We'll come back with a clear, phased plan — no jargon, no commitment required.
Or reach out directly — hello@cedarflow.co · (778) 300-4231