Tool · Automation

Which automation tool for your context?

7 questions to narrow the choice between Power Automate, Copilot Studio, a self-hosted orchestrator and custom development.

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1. Where do your everyday tools live?

Microsoft 365 end to end Mostly Google Workspace A mix of systems: M365, Google, line-of-business tools Specialized business software with APIs

2. What does the process to automate look like?

Notifications, approvals, moving documents around Answering recurring questions from employees or clients Several systems chained together, with data transformation Fine-grained business rules, exceptions, judgment

3. The data involved?

Low sensitivity: calendars, notifications, public files Standard internal documents Personal information: data residency matters Regulated data and complex logic at the same time

4. Expected volume?

A few runs per day Occasional conversations Hundreds of runs per day High volume and heavy logic combined

5. Internal skills?

Comfortable with low-code (Power Platform) No technical skills: it has to be guided An IT team able to host and maintain a server We prefer to delegate design and maintenance

6. Licences and budget?

We already pay for Microsoft 365, let us use it Copilot licences are already in place We want to avoid per-user or per-run costs We think in investment per process, not in licences

7. When the process changes?

We want to adjust it ourselves in a few clicks We want to rephrase the agent in natural language Our IT team wants full control of the pipeline We want a partner who maintains and evolves it

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