Work

13 projects across AI agents, Copilot, automation and integrations. Client names are left out on purpose.

Integrations

Copilot that works inside your business systems

Custom MCP servers that plug Microsoft 365 Copilot Cowork into the systems a business actually runs on, with every person signed in as themselves.

  1. Ask Copilot in plain English
  2. Signed in as yourself
  3. MCP server calls the system
  4. Live answers, actions where allowed
  • Copilot Cowork
  • MCP
  • Microsoft Entra ID
  • ConnectWise
AI agents

AI agents for websites, support and phone lines

Copilot Studio agents built for customers across industries. They answer from company knowledge, kick off Power Automate flows for the follow-up, and hand off to a person when it matters.

  1. Customer asks a question
  2. Agent answers from company knowledge
  3. Flows handle the follow-up
  4. Hands off to a person if needed
  • Copilot Studio
  • Power Automate
  • Direct Line
  • Azure
Automation

Service desk automation where no ticket gets dropped

New tickets land in Teams with a one-click Claim button, unclaimed ones escalate every 30 minutes, and an AI-written summary closes out every day.

  1. Ticket created in the PSA
  2. Card posted to Teams with Claim
  3. Unclaimed? Escalates every 30 min
  4. Every ticket gets an owner
  • Power Automate
  • n8n
  • Microsoft Teams
  • Azure OpenAI
  • ConnectWise
AI agents

Sales call intelligence on Microsoft Teams

Every sales call recorded, recapped with action items and saved to a searchable library, on the Microsoft licenses the company already owns.

  1. Sales call ends in Teams
  2. Transcript pulled automatically
  3. AI writes recap and action items
  4. Saved to the call library
  • Microsoft Teams
  • Microsoft Graph
  • Copilot
AI agents

An AI sales development pipeline

Prospect research, contact enrichment and CRM entry handled by an AI pipeline, so salespeople start with a ready list instead of a blank one.

  1. Find prospects
  2. Enrich and verify contacts
  3. AI preps the outreach
  4. Synced to HubSpot
  • Azure
  • HubSpot
  • Hunter.io
  • ConnectWise
Copilot

Copilot readiness assessments

A packaged assessment that tells a business whether it's ready for Microsoft 365 Copilot, what to fix first and which licenses it actually needs.

  1. Scan the tenant
  2. Review data and access
  3. Check the licenses
  4. Report and rollout plan
  • Microsoft 365
  • Microsoft Entra ID
  • SharePoint
  • Microsoft Purview
Integrations

Quotes that build themselves

Distributor pricing and availability pulled straight into Copilot, and quote line items pushed into the quoting tool instead of being retyped.

  1. Ask Copilot for pricing
  2. Pull the distributor quote
  3. Map every line item
  4. Quote ready in the quoting tool
  • Copilot Cowork
  • MCP
  • Ingram Micro Xvantage
  • ConnectWise Sell
Copilot

AI adoption programs for Copilot and Claude

Live demos on a team's own work, hands-on training, and usage dashboards, so the AI licenses a company buys actually get used.

  1. Readiness check
  2. Demo on their real work
  3. Hands-on training
  4. Track usage in a dashboard
  • Microsoft 365 Copilot
  • Copilot Cowork
  • Claude
  • Viva Insights
Integrations

One platform for operations and billing

A custom internal platform that pulls the PSA, asset, security and cloud marketplace systems into one place, with a billing center that reconciles licenses against invoices.

  1. Pull data from every system
  2. Match licenses to billing
  3. Flag the mismatches
  4. Billing team corrects them
  • Next.js
  • Azure OpenAI
  • ConnectWise
  • ScalePad
  • WatchGuard
  • Partner Center
Automation

Employee onboarding and offboarding on autopilot

One flow for every joiner and leaver. Requests are routed to each department, logged in SharePoint and tracked until every department has done its part.

  1. New hire or departure form
  2. Routed to each department
  3. Logged in SharePoint
  4. Tracked until every step is done
  • Power Automate
  • SharePoint
  • Microsoft 365
Integrations

Online applications with built-in payments

A web portal that replaces paper applications end to end, with save and resume, several items per application, document upload, staff review and online payment.

  1. Applicant fills it in online
  2. Uploads supporting documents
  3. Staff review and approve
  4. Invoice and payment online
  • Azure
  • Custom web app
  • REST APIs
  • Microsoft 365
Governance

Power Platform, set up to scale

Separate Dev, Test and Prod environments, service accounts instead of personal connections, and SOPs and RACI, so a growing team can ship automation safely.

  1. Build in Dev
  2. Test with real scenarios
  3. Promote to Prod
  4. Runs under a service account
  • Power Platform
  • Power Automate
  • Microsoft Planner
  • Microsoft Entra ID
Integrations

Point-of-sale data, synced into the CRM

Sales data from a point-of-sale system flows into HubSpot automatically, instead of being exported and uploaded by hand.

  1. POS exports the data
  2. Power Automate picks it up
  3. Records cleaned and mapped
  4. Updated in HubSpot
  • Power Automate
  • HubSpot