Microsoft 365 Copilot / Power Platform Expert (Workflow Automation + AI Reporting)

£750-1500 GBP

Closed

Posted 7 days ago

£750-1500 GBP

Paid on delivery

I run a five-person financial advisory firm in the UK specialising in working with dentists. I’m looking for a Microsoft 365 / Copilot specialist who can help us embed AI into our day-to-day operations so routine tasks stop taking time away from client work. This is an initial project with strong potential for ongoing support. The two priority areas are workflow management and report writing. 1) Workflow processing We need a lightweight, AI-assisted system that: Assigns tasks automatically Tracks status across cases Flags when activity stalls and prompts the right person This should ideally sit within the Microsoft 365 / Power Platform ecosystem (Teams, Outlook, SharePoint), although I’m open to alternative tools if they integrate cleanly. 2) Report writing We want to generate clean, client-ready summaries of existing financial products and policies. The goal is for Copilot (or an equivalent LLM setup) to: Pull structured data from our CRM and SharePoint Apply it to a standardised template Produce a first draft report that advisers can refine What I need from you Map our current processes in both areas and identify where AI/automation adds value Build or configure workflows (Power Automate / Copilot Studio or similar) for task tracking and management Create prompts/templates that turn raw data into high-quality written reports Deliver a working system we can use immediately Provide a short handover session so the team can maintain and improve it Nice to have Experience with Microsoft 365 Copilot and/or Copilot Studio Power Automate / Power Apps / SharePoint Lists Experience working with professional services or regulated industries To apply Please briefly outline: How you would approach the workflow automation piece Any similar systems you have built If this works well, I’d be keen to continue working together to expand into areas like advice support and compliance checks.

AI Development

Microsoft 365

Microsoft 365 CoPilot

Project ID: 40414197

About the project

33 proposals

Remote project

Active 5 days ago

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33 freelancers are bidding on average £1,170 GBP for this job

@DngPhgNam

⭐⭐⭐⭐⭐ ✅Hi there, hope you are doing well! I recently completed a project for a financial services firm where I built an AI-enhanced workflow and reporting system integrated with Microsoft 365, enabling seamless task automation and dynamic report generation. The most critical aspect for success is deeply understanding your current processes and pain points to tailor the automation and AI prompts precisely. Approach: ⭕ Map and analyze your existing workflows in Teams, Outlook, and SharePoint. ⭕ Design AI-driven task assignment and tracking using Power Automate and Copilot Studio. ⭕ Develop templates and prompts for automated report drafting from CRM and SharePoint data. ⭕ Deliver a scalable, easy-to-maintain system with team handover training. ❓ Can you share the current task assignment process and key data sources? ❓ Are there any compliance requirements to consider when automating? I am confident I can deliver a robust, user-friendly Microsoft 365 Copilot integration that will streamline your operations and free up your team to focus more on client engagement. Looking forward to collaborating, Nam

£1,200 GBP in 7 days

5.0

(1 review)

5.2

@lkhelladi

Hello, I’ll be pleased to streamline your business workflows by building lightweight M365 automations using Power Automate + SharePoint/Teams to auto-assign, track, and flag tasks. Looking forward to chatting soon and discussing in details. Best regards. Lyes.

£750 GBP in 5 days

5.0

(3 reviews)

5.1

@OscarMozo

Hi, I can help you with this. I am a developer with extensive experience with automations and integrations. I've helped clients with similar projects. Let me know your interest, Sincerely, Nicolas

£1,125 GBP in 7 days

0.0

(0 reviews)

0.0

@juanjosec63

Hi, I have strong experience building Microsoft 365 automation solutions using Power Automate, SharePoint, and Teams integrations, including AI-assisted workflows with Copilot Studio and structured LLM prompt systems for document generation and business process automation in professional service environments. For this project, I can map your current advisory workflows and design a lightweight M365-native automation layer that assigns and tracks tasks via SharePoint/Teams, flags stalled activity through Power Automate triggers, and integrates Copilot-style AI prompts to generate structured, client-ready financial report drafts directly from CRM and SharePoint data, all within a maintainable setup your team can use immediately. Best regards, Juan

£1,125 GBP in 5 days

0.0

(0 reviews)

0.0

@ZohaibRoy

⭐⭐⭐⭐⭐ Embed AI into Your Financial Advisory Firm with Microsoft 365 ❇️ Hi My Friend, I hope you're doing well. I’ve reviewed your project requirements and noticed you're looking for a Microsoft 365 / Copilot specialist. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects for financial advisory firms. I will create an efficient AI-assisted system for workflow management and report writing that meets your needs. ➡️ Why Me? I can easily manage your workflow automation and report writing as I have 5 years of experience in Microsoft 365 solutions, specializing in Power Automate, SharePoint, and Copilot. My expertise includes workflow configuration, data extraction, and report generation. Not only this, I have a strong grip on related technologies that ensure a smooth integration into your current operations. ➡️ Let's have a quick chat to discuss your project in detail and let me show you samples of my previous work. Looking forward to discussing this with you! ➡️ Skills & Experience: ✅ Microsoft 365 ✅ Power Automate ✅ Copilot Studio ✅ SharePoint ✅ Workflow Management ✅ Report Writing ✅ Data Extraction ✅ Task Automation ✅ CRM Integration ✅ Process Mapping ✅ Template Creation ✅ Client Communication Waiting for your response! Best Regards, Zohaib

£900 GBP in 2 days