AI & Automation
Managed automation & AI that removes manual admin, delivered by the team other MSPs trust
A structured, monthly automation programme for mid-market SMEs (30 to 150 employees). We identify, build, deploy and support automations across finance, HR, operations, sales and IT, so your business scales without adding equivalent headcount.
Manual admin is holding your growth back
Growing businesses are rarely held back by ambition. They are held back by the repetitive administration that accumulates as the organisation scales: invoice approvals chased through email, onboarding checklists living in spreadsheets, customer follow-ups that fall through the cracks, and IT provisioning that takes days instead of minutes.
Productivity drain
High-value staff spend 15 to 20% of their week on repeatable, low-value administration.
Inconsistency & risk
Processes depend on who is doing them. Steps are missed. Knowledge walks out the door when people leave.
Headcount trap
The only way to absorb growth is to keep hiring, but the work being added could be automated.
You do not need another platform to manage. You need a partner who builds, deploys and maintains the automations for you, month after month.
A structured programme, not a one-off project
Automation delivers value when it compounds. Our three-tier structure takes you from discovery to continual, supported delivery with a dedicated roadmap, monthly builds, and ongoing maintenance included.
Automation Assessment
The low-risk entry point: discovery, prioritisation and a 90-day roadmap
- Leadership discovery workshop and department stakeholder interviews
- Current process review across finance, HR, operations, sales and customer onboarding
- Microsoft 365 and line-of-business application review
- AI opportunity and integration opportunity assessment
- Prioritised opportunity list with estimated time-saving and business impact
- 90-day business automation roadmap with a Core or Plus recommendation
Automation Core
One automation per month: roadmap, build, deploy, support, maintenance
- 1 agreed automation delivered per month
- Monthly roadmap meeting
- Process design and workflow build
- Testing and deployment
- Monitoring and maintenance
- Documentation
- Rolling 90-day roadmap
Automation Plus
Two automations per month, for larger backlogs or stronger transformation ambition
- 2 agreed automations delivered per month
- Monthly roadmap meeting
- Process design and workflow build
- Testing and deployment
- Monitoring and maintenance
- Documentation
- Accelerated roadmap delivery
Monthly inclusions comparison
| Included area | Automation Core | Automation Plus |
|---|---|---|
| Monthly automation delivery | 1 agreed automation | 2 agreed automations |
| Roadmap meeting | Included | Included |
| Process design and workflow build | Included | Included |
| Testing and deployment | Included | Included |
| Monitoring and maintenance | Included | Included |
| Documentation | Included | Included |
| Roadmap progress | Rolling 90-day roadmap | Accelerated roadmap delivery |
Ready to identify your highest-value opportunities?
Start with an Automation Assessment to receive a prioritised, quantified opportunity list and a practical 90-day roadmap.
Book an AI & Automation AssessmentAutomations that reflect how your business actually works
Your roadmap is agreed monthly based on your priorities. The examples below illustrate the type of work typically delivered across departments.
Human Resources
- New starter onboarding
- Leaver processes
- Document workflows
- Employment lifecycle tracking
Finance
- Invoice approvals
- Purchase order workflows
- Customer credit checks
- Reporting automation
Sales & Marketing
- Lead qualification
- Opportunity creation
- Proposal workflows
- Customer follow-up automation
Customer Success
- Customer onboarding
- Survey distribution
- Renewal reminders
- Customer communication workflows
Operations
- Job scheduling
- Approval workflows
- Supplier management
- Compliance reminders
IT Operations
- User provisioning
- Access management
- Microsoft 365 workflows
- Device lifecycle tracking
AI-assisted processes
- Meeting summaries
- Customer communication drafts
- Knowledge lookups
- Internal reporting automation
Our delivery approach
A consistent, repeatable cycle that keeps your automation programme moving forward every month.
Discover
We discover your business priorities and operational pain points.
Identify
We identify repeatable processes and automation opportunities across your business.
Roadmap
We build a practical automation roadmap aligned to your business outcomes.
Agree priorities
We agree monthly automation priorities with your stakeholders.
Design, build & test
We design, build and test the agreed automation before release.
Deploy & document
We deploy, document and hand over the automation with clear notes.
Monitor & maintain
We monitor, maintain and refine every supported automation.
Review & evolve
We review progress and update the roadmap with you each month.
Why growing businesses choose us
A dedicated, ongoing automation partner. Not a one-off project, and not another platform to manage yourself.
Trusted by other MSPs
We deliver automation for other managed service providers. They trust us with their end clients. That same rigour and accountability applies to every engagement we run for you.
We use our own tools
Our internal operations, from onboarding and ticketing to reporting and finance workflows, run on the same Power Platform and Copilot Studio automations we build for clients. We know the pain points because we solved them for ourselves first.
Dedicated automation practice
Led by Gareth Smith, our AI & Automation Team Leader, with Microsoft certifications across Power Platform, Copilot Studio and Azure. A focused team, not a side-of-desk capability.
Continual progress
Automation is delivered as a managed monthly programme, not ad hoc project work, so you always know what is coming next.
No specialist headcount required
You gain automation capability without recruiting, training and managing a dedicated automation engineer.
End-to-end ownership
We own the roadmap, the build, the deployment and the ongoing support, not just the initial workflow.
Built by your trusted IT partner
Delivered by Your IT Department Ltd, the team that already knows your business, your systems and your priorities.
Video case study
Immediate Care Medical, a CQC registered and Home Office approved specialist ambulance service in Birmingham, were processing hundreds of invoices by hand every week and running staff files on paper. Hear how they replaced those processes with automation built on Microsoft 365.
Delivered by Your IT Department with our automation partner, Auto Everything.
Meet the practice lead
Gareth Smith
AI & Automation Team Leader
Gareth leads our AI & Automation Team, working across both Your IT and Your Automation, the dedicated practice helping other IT companies build automation into their everyday work.
He has worked with MSPs just like ours all over Europe, building custom workflows, Copilot Agents and smart systems that do the heavy lifting. He is obsessed with removing admin pain, and honestly, he is brilliant at it.
- Rewst 200 Automation Practitioner
- Speaker, Rewst Flow 2026, Nashville
Sectors we serve
Ready to start?
Choose an Automation Assessment to identify and prioritise opportunities, then move into Automation Core or Automation Plus to deliver continual, supported automation progress.
Book an AI & Automation AssessmentFrequently Asked Questions
Let’s answer some of your frequently asked questions about back up and disaster recovery solutions
Do I need to be “techy” to use your AI or automation services?
Nope. That’s the point. We design everything for real people, not developers. You won’t need to learn prompts or touch Copilot Studio. We handle it all; setup, testing, training, support. You just tell us what’s slowing you down, we’ll sort the rest.
What exactly is a Copilot Agent?
Think of it as a smart little helper that lives inside Microsoft 365. It can send emails, schedule meetings, summarise notes, answer internal questions all automatically. Built for your workflows. Kind of like having an extra team member who doesn’t take lunch breaks.
How long does it take to get started?
We move fast. Most businesses see a working proof of concept within a few days of the initial assessment. Full rollout depends on what you need, but it’s usually a matter of weeks not months.
Is it secure? Like… really secure?
BYep. Everything runs inside your Microsoft 365 environment. So it inherits your existing security, permissions, and compliance settings. No dodgy workarounds, no weird third-party stuff. Fully GDPR, ISO, and Microsoft-aligned.
What if we’re not sure where to start?
That’s normal. Most people aren’t. That’s why we begin with a simple assessment. We sit down with you, spot the time-wasters, and show you exactly where automation can help. No pressure or obligation. Just a really useful starting point.