We connect your applications, ERP and workflows so that repetitive tasks run on their own. For SMEs that want to scale without hiring more hands.
A 30-person SME can spend thousands of hours a year copying data between the ERP and an Excel spreadsheet, sending confirmation emails manually, or filling in forms that already exist in another system. This is not a problem of company size — it is a wiring problem. Power Automate, Microsoft's automation tool integrated into the Power Platform, connects more than 1,000 applications — from Dynamics 365 or Odoo to Sage, WooCommerce, SAP or legacy systems — without the need for custom development.
Robotic Process Automation (RPA) goes one step further: it acts on the graphical interface of applications that have no API, mimicking the clicks and keystrokes of a human operator. This makes it possible to automate even legacy or proprietary software without touching its source code. In 2025, Gartner positioned Microsoft as a leader in the Magic Quadrant for RPA, confirming the maturity and backing of the ecosystem. In 2026, the integration of Copilot autonomous agents with Power Automate flows adds adaptive decision-making capability: the agent does not just execute fixed steps, but reasons over variable conditions and acts accordingly.
Working with Summum Sistemas is not about buying licences: it is about designing the process with clear criteria before automating it. We map the current workflow, identify bottlenecks, propose the data model and build the automation in verifiable phases. When the process touches electronic invoicing or ERP integration, we coordinate with our Verifactu and factura-e service so that regulatory compliance is resolved from the ground up. We have been implementing technology solutions for SMEs in Castilla y León and the Canary Islands since 2007, with offices in Valladolid, Burgos, Palencia, Aranda de Duero and Las Palmas.
We map the current workflow with its actors, systems and volumes. We quantify the cost in manual hours and the most frequent errors. The output is an opportunity report that prioritises what to automate first by impact and feasibility.
We define the flow model (cloud flow, desktop flow or combined), the required connectors and exception handling. If the process requires human approvals, we design the escalation logic and intervention thresholds.
We develop the flows in Power Automate, configure triggers and validate against real data in a test environment. We run edge-case test suites: duplicate records, malformed files, external service outages.
We deploy to production with active monitoring during the first weeks. We train the responsible team so they can adjust parameters, review execution logs and escalate incidents without depending on us for day-to-day operations.
The operational detail: what we deliver as part of the work and what we keep alive afterwards.
Invoice automation
Supplier invoice reading from PDF with AI Builder, validation against the purchase order and automatic posting to the ERP. Reduces manual data entry and reconciliation errors.
Approval workflows
Multi-level validation circuits with reminders, delegations and audit trail. From expense approval to supplier onboarding or contract signing.
ERP–eCommerce integration
Automatic synchronisation of orders, stock and customers between the online store (WooCommerce, PrestaShop) and the ERP (Odoo, Sage, Dynamics). No duplicates, no manual exports.
RPA for systems without an API
Desktop flows that operate on the graphical interfaces of proprietary or legacy applications: sector-specific ERPs, government portals, banking systems. No changes to the original software.
Smart notifications and alerts
Automatic alerts via email, Teams or SMS when critical thresholds are reached: low stock, overdue invoices, delivery deadlines at risk or quality incidents.
Operational dashboards
Connection of automated flows with Power BI to visualise process performance, processed volumes and detected errors in real time.
Process automation connects with Summum IA's AI capabilities for flows that require reasoning, and with Summum Consultoría when the process touches regulatory compliance obligations.
When the process requires AI agents or low-code integrations with adaptive logic, Summum IA leads with n8n and language models.
View service → sistemasOnline store and ERP integration is the most common use case automated with Power Automate in retail and distribution.
View service → sistemasAutomated invoicing flows must comply with Verifactu and mandatory electronic invoicing; both services are designed in parallel.
View service →Power Automate is included in some Microsoft 365 plans, but flows with premium connectors (SAP, Salesforce, custom databases) require additional Power Automate licences. Before the project starts, we audit which licences you already have and which ones are needed, so there are no financial surprises.
A cloud flow connects API-enabled services through cloud-based triggers and actions: it receives an email, extracts data and writes it to a spreadsheet. A desktop flow, or RPA, controls the mouse and keyboard of a computer to operate desktop applications that have no API. In real projects they are often combined: the cloud flow orchestrates the process and calls the desktop flow only when a legacy system is involved.
It depends on complexity. An expense approval flow with Teams notifications can be live within two or three weeks. An invoice automation involving AI Builder, an ERP and data validation typically requires between six and ten weeks. The initial diagnosis gives you a realistic estimate before you commit.
Power Automate logs every run with its status and error message, making it straightforward to detect and fix incidents. We train your team to review these logs and adjust basic parameters without needing external support. For structural changes or new integrations, you can engage us on a time-and-materials basis or with a monthly support contract.
Yes, and this is precisely one of the scenarios where it delivers the most value. The Ley Crea y Crece requires structured electronic invoices to be issued. Power Automate flows can generate, sign and send those invoices automatically from the ERP, in compliance with Verifactu requirements. For projects combining automation and tax compliance, we coordinate both services from day one.