Approvals
Leave, purchase orders, quotes and expenses routed to the right person, with reminders and a record of who approved what.
Business process automation
Business Process Automation for Australian Businesses
Proweb Technologies provides business process automation services that take repetitive, manual work out of your team's day. Approvals, data entry, onboarding, reminders and reporting can all run automatically inside the systems you already use, including Microsoft 365, Salesforce, Dynamics 365, HubSpot and Monday.com. Some processes only need simple rules. Others need AI to read emails or documents first. As process automation consultants, we help you work out which is which, then build it, connect it and support it.
Trusted technology
Our Proud Partnerships
What we automate
Processes we automate
Data entry between systems
Web form submissions into your CRM, CRM updates into finance, job details into scheduling, with no re-typing.
Client and staff onboarding
Welcome emails, document requests, account setup and checklists triggered automatically.
Reminders and follow-ups
Renewals, overdue tasks, missing documents and appointment confirmations.
Reporting
Weekly or monthly summaries pulled from several systems and emailed to the right people.
Inbox and document handling
With AI added, incoming emails and attachments can be read, sorted and filed.
Rules vs AI
Rules-based automation or AI automation?
Many good projects use both. We'll recommend the simplest option that does the job.
| Rules-based automation | AI automation | |
|---|---|---|
| Best for | Predictable steps with clear rules | Messy input: emails, PDFs, free text |
| Example | When a form is submitted, create a CRM contact and notify sales | Read this email, work out what the client needs and create the right task |
| Typical tools | Power Automate, CRM workflows | AI connected to Microsoft 365, CRM or ERP |
Your stack
Built into Microsoft 365, CRM and ERP
Because Proweb also delivers CRM and ERP projects, managed infrastructure, IT support and cyber security, we automate inside your existing setup rather than adding another tool for your team to learn.
Access stays role-based and permission-aware, so automations only touch the information they should.
- Microsoft 365: Power Automate, SharePoint, Outlook, Teams
- CRM: Salesforce, Dynamics 365, HubSpot, Monday.com
- ERP and custom platforms connected through their available integrations
How we work
How we work
Assess
A free 30-minute session to find the processes worth automating.
Map
We document the process as it works today, including the exceptions.
Build
We automate one process first and test it with your team.
Launch and train
Staff learn what's automated and how to step in.
Support
We monitor, fix and improve, then move to the next process.
Industries
Industries
Education
Enquiry handling, staff workflows and admin for schools and colleges.
Healthcare and care
Admin and document workflows, with care around sensitive data.
Professional services
Approvals, onboarding, reminders and reporting for service firms.
Government
Process automation for public-sector teams and growing agencies.
Security services
Rostering, reporting and client communication.
Growing SMEs
Practical automation that sits on top of the tools you already use.
FAQ
Frequently asked questions
Start with one process
Tell us which task your team would most like to stop doing. We'll show you how it could be automated.
Or call (02) 9897 2245 · support@prowebtechnologies.com.au