Project Description
I run a five-person financial advisory firm in the UK specialising in working with dentists. I’m looking for a Microsoft 365 / Copilot specialist who can help us embed AI into our day-to-day operations so routine tasks stop taking time away from client work.
This is an initial project with strong potential for ongoing support.
The two priority areas are workflow management and report writing.
1) Workflow processing
We need a lightweight, AI-assisted system that:
Assigns tasks automatically
Tracks status across cases
Flags when activity stalls and prompts the right person
This should ideally sit within the Microsoft 365 / Power Platform ecosystem (Teams, Outlook, SharePoint), although I’m open to alternative tools if they integrate cleanly.
2) Report writing
We want to generate clean, client-ready summaries of existing financial products and policies.
The goal is for Copilot (or an equivalent LLM setup) to:
Pull structured data from our CRM and SharePoint
Apply it to a standardised template
Produce a first draft report that advisers can refine
What I need from you
Map our current processes in both areas and identify where AI/automation adds value
Build or configure workflows (Power Automate / Copilot Studio or similar) for task tracking and management
Create prompts/templates that turn raw data into high-quality written reports
Deliver a working system we can use immediately
Provide a short handover session so the team can maintain and improve it
Nice to have
Experience with Microsoft 365 Copilot and/or Copilot Studio
Power Automate / Power Apps / SharePoint Lists
Experience working with professional services or regulated industries
To apply
Please briefly outline:
How you would approach the workflow automation piece
Any similar systems you have built
If this works well, I’d be keen to continue working together to expand into areas like advice support and compliance checks.