Security-First Automation

Leads hit your inbox.
Operations run.
With guardrails.

FlowEvolve builds Microsoft 365-native automations that respond faster, standardize property data, and keep your files governed — without another subscription or Dropbox.

Secure Your Deal Flow View Strategy
Tenant-Owned

SharePoint-first architecture. You own the keys, the logs, and the vault.

Human Approval

Drafts are prepared. Attachments matched. You hit 'Send' in Outlook.

Audit-Ready

Full visibility into who accessed OMs and when they were transmitted.

The Friction

What breaks deal velocity?

Leakage

Leads at 9:07 PM

You reply at 8:05 AM. They've already contacted three competitors and signed a different NDA. You're out before you started.

Exfiltration

Broker Exits

You hunt for Dropbox links and mystery folders on personal drives. The deal flow walks out the door with them.

Inaccuracy

OM Confusion

The wrong version goes out. Investor confidence drops. Your team wastes hours searching for "final_v2_FINAL.pdf".

The Systems

Two systems. One governed flow.

We don't sell tools. We architect your existing Microsoft 365 license to behave like a custom-built DealFlow engine.

Try the Workflow Audit
1

SharePoint Property Vault

We migrate property data from Dropbox into a property-first SharePoint architecture. Every asset gets a standardized "Deal Room" with automated permissioning.

  • / Replace sprawl with enterprise-grade governance.
  • / Unified offboarding: Disable account, access vanishes instantly.
  • / Audit visibility: See exactly who downloaded an OM and when.
2

Power Lead Response

Custom Power Automate flows monitor your inboxes. They cross-reference leads with your SharePoint Vault and draft an Outlook response instantly.

  • / Respond to inquiries in seconds, not hours.
  • / Guardrailed: Automation drafts, you hit 'Send'.
  • / Automated logging: Capture all deal activity in SharePoint lists.

Precision Engineering FAQ

Details on architecture, security, and deployment.

No. This is Microsoft-native. We use the Microsoft 365 stack you already license: SharePoint, Power Automate, Outlook, and Teams. FlowEvolve configures what you already own.
We migrate and normalize content into SharePoint using a property-first structure so automation can reliably find the right OM and supporting docs. Data stays in your M365 tenant — you control the keys.
Most projects land in 1–2 weeks. We scope, build, test with you, then deliver a recorded walkthrough and launch checklist.
Disable the M365 account and access is revoked immediately. No chasing personal drives, Dropbox shares, or mystery Gmails. Offboarding is a button-click, not a scavenger hunt.
By default: no. The flow drafts a reply, attaches the correct OM, logs the activity, and holds for human review. You can optionally enable auto-send later.

Stop the hunt.
Start closing.

Deployment takes 2 weeks. The efficiency gains start on Day 1. Govern your data. Automate your leads.

Architect Your Implementation