Business Automation
Manual processes quietly tax your business every day—retyping data, chasing approvals, searching for “the latest version,” and reconciling reports across disconnected systems. We design and build automation that makes work move automatically, accurately, and securely.
Univision Computers delivers business automation development using Microsoft 365 and custom integrations to streamline operations, improve visibility, and reduce costly errors.
What We Automate
- Data is captured cleanly (with validation and required fields)
- Requests route to the right approvers with an audit trail
- Notifications happen automatically (Teams/Email)
- Records are created in the right system (SharePoint/ERP/CRM/Database)
- Reporting is consistent and real-time
Our Core Automation Services
We focus on automations that eliminate rework—capturing clean data, routing approvals with full audit trails, and syncing records across your key systems. The result is faster turnaround, fewer errors, and consistent processes your teams can actually rely on.
Digital Forms & Paperless Processes
Replace paper, PDFs, and email attachments with guided digital forms that capture clean data, trigger the right steps automatically, and create records where they belong—no retyping.
Explore Digital Forms & Paperless Processes →
What we build
- Mobile-friendly forms for office + field teams
- Smart validation (required fields, conditional logic, attachments/photos)
- Automated routing by role, location, request type, or threshold
- Automatic record creation in SharePoint/Lists, databases, CRM/ERP (as needed)
- Full status tracking + audit history from submission to completion
Results you’ll notice
- Faster turnaround times and fewer stalled requests
- Less missing info and fewer costly mistakes
- Clear visibility into bottlenecks and workload
Great for
- HR & onboarding, safety/compliance, service requests, inspections, internal intake
What we build
- Request creation directly in Teams with standardized fields
- Routing rules by department, cost center, spend level, or approver hierarchy
- Notifications, reminders, and escalation when items sit too long
- Decision logs with timestamps, comments, and supporting documents
Results you’ll notice
- Faster approvals with clear ownership
- Stronger governance and compliance readiness
- Better reporting on volume, timing, and exceptions
Great for
- Purchase requests, invoice approvals, access requests, change control, policy sign-offs
What we build
- Request creation directly in Teams with standardized fields
- Routing rules by department, cost center, spend level, or approver hierarchy
- Notifications, reminders, and escalation when items sit too long
- Decision logs with timestamps, comments, and supporting documents
Results you’ll notice
- Faster approvals with clear ownership
- Stronger governance and compliance readiness
- Better reporting on volume, timing, and exceptions
Great for
- Purchase requests, invoice approvals, access requests, change control, policy sign-offs
Microsoft Teams Approvals Automation
Turn “quick approvals” into structured, trackable workflows inside Teams—so nothing gets lost in chat threads, and every decision is documented.
Explore Microsoft Teams Approvals Automation →
System Integrations
Stop double entry and conflicting numbers. We connect your critical systems so data flows automatically across departments—with monitoring so integrations don’t fail silently.
What we build
- Two-way sync for key records (customers, vendors, employees, tickets, invoices)
- Event-based automation (When X happens in System A, do Y in System B)
- Data mapping, transformation, and validation rules
- Error handling, retries, logging, and health monitoring
- Secure authentication and least-privilege access
Results you’ll notice
- Fewer manual handoffs and “copy/paste” work
- Cleaner reporting (one source of truth across tools)
- Faster response times for ops, finance, and customer workflows
Great for
- CRM/accounting/ERP/HR workflows, ticketing, cross-team reporting, automation at scale
What we build
- Request creation directly in Teams with standardized fields
- Routing rules by department, cost center, spend level, or approver hierarchy
- Notifications, reminders, and escalation when items sit too long
- Decision logs with timestamps, comments, and supporting documents
Results you’ll notice
- Faster approvals with clear ownership
- Stronger governance and compliance readiness
- Better reporting on volume, timing, and exceptions
Great for
- Purchase requests, invoice approvals, access requests, change control, policy sign-offs
Microsoft Teams Approvals Automation
Turn “quick approvals” into structured, trackable workflows inside Teams—so nothing gets lost in chat threads, and every decision is documented.
Explore Microsoft Teams Approvals Automation →
Technology We Commonly Use
- Microsoft 365 (SharePoint, Teams, Approvals)
- Workflow automation platforms (e.g., Power Automate-style flows)
- Custom development + APIs/webhooks
- Databases and integration patterns (ETL/ELT where needed)
- Security best practices: role-based access, logging, audit trails, data retention
Common Business Processes We Improve
Here are typical workflows we automate end-to-end
- Purchase requests → approval → PO creation → vendor notification
- Employee onboarding → tasks → accounts → equipment → training sign-offs
- Incident/safety reports → validation → escalation → corrective action tracking
- Client intake → document capture → service routing → status updates
- Field service forms → photos/notes → supervisor approval → job completion reporting
- Contract requests → review chain → version control → final repository
Business Automation Frequently Asked Questions
How fast can we automate a process?
Many workflows can be delivered in phases—starting with a minimum viable workflow and iterating quickly.
Can you automate approvals inside Microsoft Teams?
Yes—structured approvals, routing rules, notifications, reminders, and audit trails.
Can you integrate with our CRM/accounting/ERP?
Yes—through APIs, middleware, or database integration patterns depending on what your systems support.
Do you migrate Microsoft 365 and email?
Yes—our Microsoft 365 managed support helps maintain email and collaboration reliability while reducing admin burden.
Do you build paperless forms for field teams?
Yes—mobile-friendly forms, attachments/photos, validation, and automated routing.
Can SharePoint run our internal processes?
Yes—especially for document-heavy workflows, controlled collaboration, and standardized process tracking.