Work examples & capabilities

Real processes. Practical automation.

Recurring reports, purchasing budgets, invoice documents and scheduling. These examples show how I connect the steps people used to handle by hand.

Explore the examples Start with one workflow

Selected workflow examples

Built around the work that repeats.

These anonymized examples come from my professional finance and operations work, including work completed in employed roles. They show the processes I have worked on, without sharing company data or implying those employers are Wasala Ops clients.

01
Weekly purchasing budgets

From sales inputs to a budget for each location.

The manual work

Weekly sales figures and purchasing rules need to be brought together before each location receives its budget.

The build

Power Automate brings together sales data and Excel budget inputs, applies the agreed calculations and prepares location and management emails.

The output

Each location receives its purchasing budget in a consistent format, with a consolidated view for management.

Tools used Power Automate, Excel, Business Central, Outlook

02
Purchasing versus sales

See the budget, actual purchases and variance together.

The manual work

Comparing purchasing with the budget means gathering separate reports and matching the correct sales and purchasing periods.

The build

The workflow uses defined reporting windows, groups purchases by location and category, and calculates the difference from the agreed budget.

The output

A recurring email report shows each location’s budget, actual purchases and variance, with the category detail available for review.

Tools used Power Automate, Business Central, Excel, HTML email

03
Daily bank ledger reporting

A scheduled view of bank ledger activity.

The manual work

Daily ledger activity has to be gathered from the accounting system and prepared for the people reviewing it.

The build

A scheduled workflow retrieves the relevant Business Central ledger entries and formats them into an email report.

The output

The review starts with a consistent daily report. Accounting review and any follow-up decisions stay with the team.

Tools used Power Automate, Business Central, HTML email

04
Invoice review packets

Bring the right invoice PDFs into the review email.

The manual work

Preparing invoices for review involves finding the relevant documents and assembling attachments by hand.

The build

The workflow selects invoice PDF attachments using defined file rules and assembles the documents for email delivery.

The output

Reviewers receive the selected documents together, with the repeatable collection and delivery steps handled by the workflow.

Tools used Power Automate, Outlook, PDF attachments

05
Form intake and calendar scheduling

Carry a request through to a calendar event.

The manual work

Details collected in a request need to be copied into a calendar, including the date, time and people attending.

The build

Power Automate collects the response, prepares the date and attendee information, and creates the Outlook calendar event.

The output

The same request details move into the calendar without a separate round of manual entry.

Tools used Power Automate, Microsoft Teams adaptive cards, Outlook

Explore a starter project See the tools I work with

What else I can help with

A broader set of capabilities.

The services below describe the kinds of systems I can build, from apps and websites to AI and integrations.

Workflow & business automation

Automate repetitive steps between people, inboxes, forms, files, calendars, spreadsheets, and business systems.

Examples: approvals, recurring emails, intake, scheduling, notifications, document routing, reminders, record updates, and system handoffs.

Power Automate & Microsoft 365

Build or repair flows across the Microsoft stack and connect them to the systems your team already uses.

Examples: Power Automate, Power Apps, Outlook, Forms, SharePoint, Teams, Excel, OneDrive, Business Central, approvals, and custom connectors.

Excel, reporting & finance automation

Take recurring spreadsheet and reporting work out of the weekly routine without forcing you to abandon Excel where it still works well.

Examples: report generation, data cleanup, macros, dashboards, budget models, variance analysis, scheduled emails, sales reporting, payroll reporting, and management outputs.

Apps & internal tools

Build lightweight tools when a spreadsheet, email thread, or shared inbox has outgrown the job.

Examples: internal apps, trackers, approval tools, inventory tools, portals, dashboards, intake systems, admin interfaces, and Power Apps.

Websites & connected web tools

Build websites and web interfaces that do more than sit online — they can feed directly into the business process behind them.

Examples: business websites, landing pages, forms, customer portals, lead capture, appointment flows, dashboards, and web tools connected to automation or APIs.

AI phone answering

Use an AI voice agent to handle common calls and move useful information into the next step instead of stopping at a voicemail box.

Examples: answer common questions, capture caller details, qualify leads, route calls, start follow-up, collect appointment information, and trigger scheduling workflows.

Website AI assistants

Add an AI assistant that answers visitors using approved business information and knows when to hand the conversation to a person.

Examples: service Q&A, lead capture, FAQs, intake, product or policy questions, appointment guidance, and escalation to email, phone, or a form.

AI inside business workflows

Use AI where normal rules are not enough, without turning the entire process into an unpredictable black box.

Examples: document extraction, email classification, summarization, internal knowledge search, drafting, structured data from PDFs, and AI-assisted decision support.

Invoice & AP automation

Reduce repetitive invoice handling while keeping exceptions and accounting judgment visible to the right person.

Examples: capture invoice fields, apply coding rules, route approvals, detect duplicates, organize source documents, and prepare accounting-ready information.

Integrations & APIs

Connect systems that were never designed to talk to each other so your team does not have to act as the integration layer.

Examples: API connections, scheduled syncs, webhook workflows, data movement, system-to-system updates, custom connectors, and multi-step automations across platforms.