Spreadsheets are great until several people need to edit them, approve things and report on them. These five processes are usually the quickest wins.
1. Approvals
Purchase requests, time off and expenses: a form plus a Power Automate approval replaces dozens of emails.
2. Inventory and assets
Track who has which laptop, tool or vehicle, with barcode scanning from a phone.
3. Inspections and checklists
Field teams fill in checklists offline and photos upload automatically.
4. Onboarding
A checklist app that assigns tasks to HR, IT and managers when someone new starts.
5. Client requests
A single intake form with status tracking, instead of an overflowing shared inbox.
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