Automate Microsoft 365 with Ottermation by Speak Toomey

Microsoft 365 powers your team—but without automation, it becomes a maze of apps, inboxes, and documents that don’t talk to each other. We build seamless automations that unlock productivity, reduce human error, and finally connect the dots between Outlook, Teams, Excel, Forms, and more.

Pain Points
How We Help
Real Impact
Tech Stack

Pain Points

Microsoft 365 is packed with features—but teams often run into

Manual and repetitive work across Outlook, Teams, and Excel
Forms and emails buried with no follow-up tracking
Data stuck in OneDrive or Excel files with no automation or sync
Approvals or task workflows managed via endless email threads
No visibility across apps—leading to dropped balls and delays

How We Can Help

We bring automation to Microsoft 365 by building smart workflows across all your tools:

Email Tagging + Follow-Up Triggers (Outlook):
→ Label incoming emails, auto-route based on keywords, assign tasks to team
Form Submission Routing (Microsoft Forms):
→ Send alerts in Teams, log to Excel or Airtable, trigger next-step automation
Excel + Airtable Sync:
→ Keep reporting dashboards and databases updated without manual entry
Smart Document Management:
→ Move, rename, and organize files in OneDrive based on logic or form input
Teams Notifications + AI Summaries:
→ Route approvals, auto-summarize threads, and escalate stalled convos
Client-Side Workflows:
→ Use Outlook + Teams + Forms to trigger client onboarding, support ticketing, or lead tracking

Before vs After Ottermation (Microsoft 365 Automations)

Time to Follow Up on Form Submissions

1–2 days

< 1 hour

Weekly Excel Updates (Manual Work)

3+ hrs/week

< 30 min

Missed or Overlooked Emails Per Week

10–15+

< 2

Tech Stack

Microsoft Apps:
Outlook · Excel · Forms · OneDrive · Teams · SharePoint · Power Automate
Integrated Tools:
Airtable · Slack · CRMs · Google Sheets · Zapier · Make
Automation Logic:
Conditional workflows, webhooks, AI routing, approval loops