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Duration 14 hours
Course Outline
- Day 1: Microsoft 365 Copilot and knowledge agents in Agent Builder
- Business scenarios and operational constraints
- Defining license requirements, authorized data sources, and access permissions
- Identifying specific business scenarios, such as email processing, file management, market analysis, or document review
- Distinguishing the capabilities provided by Copilot Chat, Agent Builder, and Copilot Studio
- Practical application: Cataloging specific operational use cases, including data sources, expected outcomes, and required control mechanisms.
- Copilot Chat and application-specific Copilots
- Selecting the appropriate interface for specific tasks
- Managing email, meetings, and task-related workflows
- Utilizing Word, Excel, and SharePoint as the foundational information repository
- Practical application: Executing a specific business scenario in Copilot Chat and documenting the additional value an autonomous agent would provide.
- Agent Builder
- Defining the target audience, task scope, specific instructions, and response formatting
- Integrating knowledge sources, including SharePoint, local files, and web content
- Configuring conversation starters and establishing operational limits
- Conducting tests, managing sharing protocols, and defining permissions
- Practical application: Developing a knowledge-based agent for process or market inquiries based on approved and released documents.
- Documenting tool selection decisions
- For each scenario: defining the Copilot function, data source, expected result, and control point
- Determining which functions can be handled directly and which require a dedicated Studio agent
- Compiling unresolved questions for IT and data protection teams
- Practical application: Creating a comprehensive tool map for individual operational use cases.
- Outcome: Each participant will possess a validated knowledge agent and a tool map for their specific operational scenarios.
- Business scenarios and operational constraints
- Day 2: Copilot Studio, processes, and control points
- Process analysis
- Transitioning from static documents to reviewable operational processes
- Identifying mandatory fields, exceptions, and open items within the review framework
- Maintaining professional decision-making authority with human operators
- Practical application: Decomposing a department-specific document process into discrete steps with defined control points.
- Copilot Studio
- Configuring instructions, topics, knowledge sources, tools, and actions
- Implementing branching logic and escalation procedures when information is insufficient
- Deploying agents in Teams and Microsoft 365 Copilot
- Practical application: Designing and building a document review agent in Copilot Studio.
- Agent flows and connectors
- Coordinating the interaction between flows, connectors, and agents
- Requiring human approval prior to any action within target systems
- Distinguishing between read-only information access and system-level actions
- Practical application: Enhancing the agent with a flow that includes approval via Teams or email.
- Testing workshop
- Developing test cases with defined expected outcomes
- Verifying accuracy against source data and analyzing failure scenarios
- Establishing clear termination and handover protocols
- Practical application: Executing two test cases using anonymized data and documenting acceptance criteria.
- Operations and roadmap
- Managing roles, permissions, logging, and billing structures
- Categorizing initiatives as immediate, future, or excluded from scope
- Disseminating learned knowledge within the team
- Practical application: Developing a roadmap with three distinct categories for specific use cases.
- Outcome: Each participant will possess a draft Studio agent with approval mechanisms, two validated process cases, and a roadmap for their specific use cases.
- Process analysis
Requirements
- Microsoft 365 Copilot license, access to Copilot Studio (for day 2), approved sample emails, files, and documents, and a specific process from the participant’s department.
- No programming skills are required.
Audience
- Key users, AI champions, and department leaders who intend to develop Copilot agents for knowledge management and document processing.
Testimonials (1)
The trainer is patient and very helpful. He knows the topic well.
