For the CEO and the CFO
Copilot Studio agents that prepare the work. People decide.
The agent takes the request in Teams, searches your systems and makes a proposal. Nothing is saved without a person confirming it, and the agent can access only what the user can access.
- AI agent programmefor a utility company, won through a utilities-sector tender
- Quotes from the 3D drawingthe agent estimates the price from the drawing and past quotes, for a manufacturer
- SharePoint governance since 2010permissions, metadata and retention: the data agents read
What a Copilot Studio agent is built on
The agent answers from the data it can access. Copilot and Work IQ read what is already structured: content types, metadata, permissions.
A single entry point
The user talks to one agent. It picks the domain from the first sentence and passes the request to the right agent.
Data from your own systems
The catalogue, the master data, the tickets. The agent does not make up items, codes or prices.
Confirmation before writing
Every record is saved only after confirmation on a card the person can cancel.
The user's permissions
The agent runs with the account of the person asking, signed in to Microsoft 365.
Connected to your systems
SharePoint, Dataverse, the ERP and other systems, through connectors and MCP.
The model chosen case by case
Copilot Studio or models from Microsoft Foundry, including Claude, depending on the data and on compliance requirements.
Controls for agent risks
The real objections to an agent are about control. Each one has a mechanism in the application.
- The model makes up an item, a code or a price.
- It uses only what comes from the catalogue or what the user states.
- The model chooses between options instead of the person.
- Five plausible options means five buttons.
- The model infers the priority or severity.
- The priority comes from the application's rules, for the chosen category.
- The model writes to the system without confirmation.
- Nothing is saved without a card the person can cancel.
- The model reads data that does not belong to it.
- It runs with the signed-in user's permissions.
What it does
- Searches the catalogue by name and by code
- Extracts the quantity, the deadline and the justification from the same sentence
- Reads a CSV file and checks every row
- Detects duplicates by item, not by title
- Attaches files in SharePoint, next to the record
What it does not do
- It does not change statuses; approval stays with the workflow
- It does not calculate totals or deadlines; the application does
- It does not change a record that has already been approved
- It does not assign teams or owners on its own
- It does not read everything there is, only what the user is allowed to see
How an agent is built
Each layer has its own role. The agent stores no data and makes no decisions.
- 01
The conversation
The person writes in Teams, in their own language.
Teams
- 02
The agent
It interprets the request and searches the sources.
Copilot Studio
- 03
The rules
The process app decides the workflow and the approvers.
Power Apps
- 04
The integration
Data is sent to the ERP and other systems, through the integration layer.
Power Automate
Azure
- 05
The documents
Files are stored in SharePoint, with the configured permissions.
SharePoint
Questions about Copilot Studio agents
What is Copilot Studio?
Microsoft's platform for building AI agents connected to the company's data and systems. The agents are published in Teams and in Microsoft 365 Copilot.
Does our data leave the company?
No. The agent runs in your own Microsoft 365 and Azure, with the signed-in user's permissions.
Can we use the agent from Claude as well?
Yes. Besides Copilot in Teams, the agent has a second way in, through MCP, from Claude. It works with the same data, with the signed-in user's permissions and with the same confirmation before anything is written.
What does a day with the agent look like?
You ask in Teams, in everyday words: who is working on project X, which contracts expire this month. The answers come with their source: the email, the document or the record. Every proposal comes as a card you can change or cancel, and approvals are made from the card shown in Teams.
What is Work IQ?
The layer through which Microsoft gives Copilot and agents context about the company. The context comes from what is already structured in Microsoft 365. We structure that content: content types, metadata, permissions.
Does everyone need a Copilot licence?
Not necessarily. It depends on the agent and on who uses it. We tell you the right option before you buy.
How do we start?
With a two-day hackathon, on a process you choose and on your own data.
Related workflows and solutions
Purchase approvals
From one sentence in Teams to an approved purchase order.
IT tickets
From chat to resolution, with the team and the SLA chosen automatically.
Copilot on your data (hackathon)
Copilot answers from the documents, permissions and systems it has access to.
Apollo 365 AI Central
One central agent works across every module: CRM, operations, HR, assets, tickets, documents, integration and payments.
See an agent working on one of your own processes.
In 30 minutes we go through the process and agree what to prepare before the project.
Thank you.
We will reply within one business day.