Demo Systems

Watch sample workflows built for intake, tracking, alerts, and reporting.

See how scattered requests, manual follow-ups, and unclear ownership can become structured Microsoft 365 workflow systems.

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View Featured Demo ↓

Built with Microsoft Forms, Lists, Power Automate, Teams, and reporting views.

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Screenshot of a Microsoft Lists page titled 'Work requests' displaying a list of work request entries with columns for Title, Customer, Asset, Description, Priority, Status, Assigned Tech, Due Date, and Next Action. The list includes entries such as 'Backup vacuum pump alarm,' 'Generator 2 Fail to Start,' 'Walk In Cooler Temp,' among others, each with status tags like 'In Progress,' 'New,' or 'Assigned,' and priority labels like 'Critical,' 'High,' 'Medium,'.”}

WORKFLOW SYSTEMS BUILT FOR REAL OPERATIONS PROBLEMS.

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Work Request Intake & Status Tracking

Available Demo

Capture requests, assign ownership, track status, record updates, and notify the team automatically.

Tools used: Microsoft forms, Lists, Power Automate, Teams

Best for: maintenance, facilities, service teams, internal operations.

Watch Walkthrough →
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Purchase Request & Approval Workflow

In Build

Submit purchase request, route approvals, record decisions, and keep request history in one place.

Tools used: Microsoft forms, Lists, Power Automate, Outlook/Teams

Best for: purchasing, admin teams, operations teams, facilities

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Shift Handoff and Operations Log

Capture shift notes, open issues, follow-ups, assigned actions, and team visibility between shifts.

Tools used: Microsoft forms, Lists, Power Automate, Teams

Best for: facilities, data centers, maintenance teams, field operatons.

In Build

FEATURED DEMO

Work Request Intake & Status Tracking

A sample workflow showing how a request moves from intake to tracking, updates, sends alerts, and creates reporting, using automation.

What this demo shows:

✔ Structured request intake

✔ Central work request tracker

✔ Status and ownership visibility

✔ Technician update history

✔ Teams notification alerts

✔ Completed work & reporting view

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Duration

~6 minutes

System Type

Microsoft 365 Workflow

Get the Free Work Request Kit →

INSIDE THE DEMO SYSTEM

  • Screenshot of a new work request form for generator failure, with details including request title, requester, problem category, description, priority, asset, due date, and assigned technician, displayed in a web interface with a green gradient background.

    ➊ Capture

    Request details are submitted through a structured form.

  • Screenshot of a Microsoft Lists page titled 'Work requests' with various work items, status tags, priorities, and assigned technicians listed.

    ➋ Track



    Work request land in a central tracker with status, owner, priority, and due date.

  • A detailed work request tracking table showing request IDs, descriptions, update times, status, notes, next actions, clients, and due dates. Contains entries for generator, exhaust, door handle, light dimming, exhaust, heater issues, and more.

    ➌ Update



    Technicians submit progress or completion updates without chasing email threads.

  • A flowchart diagram with steps labeled 'When an item is created', 'Get item', 'Update item', and 'Post card in a chat or channel'. The steps are connected by arrows and each step has the SharePoint icon.

    ➍ Automate



    Power Automate routes updates, changes status, and reduces manual follow-up.

  • A digital notification indicating a new critical work request submitted for review, from Northgate Medical Group, involving Generator 2 that failed to start during weekly gen runs, requested by Asante Anderson.

    ➎ Alert

    Teams notifications keep the right people informed in real time.

  • Operations command dashboard displaying real-time work requests overview with total requests, active requests, high priority requests, and completed requests; includes charts of request status, requests by customer, and requests by priority; also shows recent work with details of title, customer, priority, status, and assigned technician.

    ➏ Report

    Views and dashboards show what is open, late, complete, and trending.

WHAT THIS SYSTEM IMPROVES

Cleaner Intake

Request start with the right information, reducing back and forth.

Better Visibility

Managers can see what is open, assigned, late, and completed.

Less Manual Follow-Up

Automated updates reduce chasing and status checking across teams.

Stronger Accountability

Each request has ownership, status, and history from start to finish.

More Demo Systems In Build

Icon of a clipboard with a sheet of paper and lines of text, and a second sheet behind it.

Work Request Intake & Statues Tracking

Maintenance, service, facilities, operations

Available Demo

Watch Walkthrough →
Black shopping cart icon on gray background.

Purchase Request & Approval Workflow

Purchasing, approvals, admin operations

In Build

Coming Soon

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Shift Handover & Operations Log

Shift teams, facilities, data centers, field operations

In Build

Coming Soon

Want a workflow like this built around your process?

Start with one broken workflow. We’ll review how it works today, identify the bottlenecks, and show what a cleaner Microsoft 365 workflow could look alike.

Book a Workflow Review →

Best fit for teams using Microsoft 365, Teams, Outlook, Excel, SharePoint, or similar tools.