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Business Technologies NI
Platform component · AI Automation

Business automation and AI automation that give your team back the hours lost to admin

Business automation is software doing the repetitive steps your team does by hand: keying invoices into Xero or Sage, logging enquiries, chasing approvals, setting up new starters and rebuilding the same report every week. Business Technologies NI, based in Lisburn, builds and looks after business automation and AI automation for firms in Lisburn, Belfast and across Northern Ireland, using Power Automate, Copilot and the Microsoft 365 tools you already pay for, and governed so your data stays where it should. No hype—just practical automation.

The business challenge

Your best people are spending their days on admin

Skilled people end up copying details from emails into systems, renaming and filing documents, and rebuilding the same spreadsheet every month. Meanwhile AI is arriving in businesses informally—tools switched on without guardrails, and business data pasted into public chatbots. The opportunity is real, but only when automation is built deliberately and governed properly.

  • Hours every week lost to sorting, re-keying and filing
  • Reports rebuilt by hand from the same sources every time
  • AI tools adopted faster than they're secured or governed
  • People pasting business data into public AI tools without guidance
How we solve it

How business automation and AI work for your team

We start with the work, not the technology: where your team's time actually goes and which tasks are repetitive enough to hand over. Then we design, build and manage AI workflows around those tasks—connected to Microsoft 365 and your existing systems, with people reviewing what matters and security and governance built in from day one.

Inbox triage

Incoming email read, categorised and routed—enquiries to the right person, routine replies drafted for review, nothing important left sitting.

Document processing

Details pulled from invoices, forms and documents into the systems that need them—checked, not re-keyed.

Reporting, automated

The weekly and monthly reports your team builds by hand, assembled automatically from the sources you already use.

Built into your systems

Workflows connected to Microsoft 365, Teams and your line-of-business software, so automation fits how you already work.

Custom automations

Workflows designed around your processes, not a generic template—from a single repetitive task to a full end-to-end process.

AI inside your apps

AI built into your own applications and workflows—including custom software we build for you—so it works where your team already works.

AI readiness & governance

Data, permissions and policies assessed first—so AI only ever sees what it should, and tools like Microsoft 365 Copilot are rolled out on solid ground.

Private AI, your choice of model

Access to AI models we host and run ourselves, self-hosted models on hardware we supply for your premises, or business licences for leading frontier AI models—so you get the benefits of AI without sending sensitive data to public AI services.

Secure by design

Approved tools, data kept within your control and people accountable for every decision AI supports.

Worked examples

Business automation examples for a 10 to 50 person firm

These are the tasks Northern Ireland businesses of this size ask about first. Most can start with the Power Automate already included with Microsoft 365 work accounts, and a person stays in the loop wherever money, clients or access are involved.

Supplier invoices into Xero or Sage

Today: Someone opens each emailed invoice, saves the PDF, types the supplier, amount and due date into Xero or Sage, and emails a director to approve it.

Automated: A flow watches the accounts mailbox, files each PDF in SharePoint by supplier and date, reads the key details with AI, sends the director an approval in Teams and passes the bill to Xero or Sage by the route your package supports. Anything it cannot read goes to a person.

Power Automate, SharePoint and Teams approvals. Reading documents with AI may need a premium licence.

Enquiry logging

Today: Web-form and email enquiries land in different inboxes, are copied into a spreadsheet or CRM by hand, and some wait days for a reply.

Automated: Each enquiry is logged in one list or your CRM, the sender gets an acknowledgement, and the right person is alerted in Teams with the details.

Power Automate with Microsoft Forms, Outlook, Microsoft Lists and Teams.

Approvals

Today: Holiday, expense and purchase requests are chased by email, and the answer is lost in someone's inbox.

Automated: A form sends each request to the right manager as an approval in Teams or Outlook. The decision is recorded, the requester is told, and the calendar or spreadsheet is updated.

Power Automate approvals, Microsoft Forms and Teams.

New starters and leavers in Microsoft 365

Today: Accounts, licences, groups and equipment are set up from memory, and a leaver's access is not always removed on their last day.

Automated: One form starts the checklist: the account and licence, the right Teams and SharePoint access, and the laptop request. For a leaver, once a person confirms, sign-in is blocked, the mailbox and OneDrive are handed to a manager and the licence is released.

Power Automate and Microsoft 365 admin tools. Some account steps need premium connectors or admin scripts.

Weekly and monthly reporting

Today: Every Monday someone exports figures from the accounts package, the job system and a few spreadsheets, and rebuilds the same report.

Automated: The figures are pulled from the same sources on a schedule into one Excel workbook or Power BI report and shared in Teams. Copilot can draft the commentary for a manager to check before it goes out.

Power Automate, Excel or Power BI, and Microsoft 365 Copilot.

Shared inbox triage

Today: The info@ and accounts@ mailboxes are read by whoever has time, and urgent messages sit under routine ones.

Automated: AI sorts each message by topic and urgency, routes it to the right person and drafts a reply for them to check and send.

Power Automate with AI, or Copilot in Outlook. A person sends every reply.

Business outcomes

What this means for your business

Technology is never the point. These are the outcomes it exists to create.

Hours given back

Success measured in the time your team gets back each week—not in novelty.

People on valuable work

Your team spends its time on clients and judgement, not copying and pasting.

AI you can trust

Automation that's secured, governed and reviewed—so it helps without adding risk.

Questions & answers

AI Automation FAQs

Business automation is software carrying out the repetitive steps of a process that people would otherwise do by hand, such as filing an invoice, logging an enquiry, sending an approval or building a weekly report. It follows rules you agree, runs the same way every time and tells a person when something does not fit. For most small and medium-sized businesses in Northern Ireland it is built on Microsoft 365, using Power Automate, rather than on new software.

[1] Digital Dave needs a Microsoft 365 subscription that includes Microsoft Teams, bought separately.

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