One form, just the right data
Type of onboarding, date and area. Nothing else: the process knows the rest, not the person filling it in.
Onboarding · companies that onboard clients, employees or suppliers
One onboarding = one task list that runs itself: documents, access, notifications.
Today every onboarding starts with an email and continues with “did you ask for their ID?”, half-done access and a checklist that lives in one person's head. With your Microsoft 365, one form triggers everything else in order.
Sounds familiar if…
- Every onboarding is a chain of emails between admin, IT and the area manager.
- What isn't asked for by email isn't asked for: nobody has the full list.
- Someone arrives on day one without a laptop, an email account or access to what they need.
- A new client waits days for the contract, the paperwork and their access.
- At offboarding nobody knows exactly what to revoke.
How I solve it
Tasks to each team, in parallel
The flow opens tasks in Planner or To Do for the right people, with the lead time each one needs, and chases them if they don't close.
Automatic documents and notices
Contract, policy, mandatory training or welcome pack: sent on their own, with a record of reading or signature.
One folder per onboarding
Everything lands in a SharePoint folder with a unique name. The same list serves offboarding: you know what to revoke.
A published case (human resources · services company)
One form triggers everything: accounts, permissions, equipment, paperwork and training. Each team gets its tasks with the lead time it needs, and on day one the person has what they need to work. The same record serves offboarding.
Where to start
Automation Opportunity Scan
Free · 30 min
How many per month, how many hands, where it breaks. A clear verdict.
Systems Audit
€990, fixed price
Process mapped, cost with your data, 3 priority automations, 90-day roadmap. Credited if we implement.
Automation Sprint
From €1,500
The onboarding flow running in your tenant, documented, with rollback. Optional retainer from €250/month if you want me to stay responsible.
Three questions
Do I need new licences?
Microsoft 365 Business Standard already includes Power Automate, SharePoint and Teams. If your case needs premium Power Apps or extra capacity, we verify it in the Scan before promising anything.
Does it replace my ERP or CRM?
No. I automate what happens around it: what arrives by email, Excel and WhatsApp before reaching the system, and what leaves it by hand.
How long does it take?
A Sprint is weeks, not months, with a date in the proposal. We start with the scoped flow; the rest comes later.
Gerardo Gutiérrez Palenzuela · Technical lead
I automate inside the Microsoft 365 your company already pays for, from Tenerife. The flows stay in your account, documented, with no lock-in.
How many onboardings per month, and how many steps in each?
With those two numbers I'll tell you in 30 minutes whether it's worth automating. If not, I'll say so too.