Build and Extend Business Processes with Microsoft 365 Copilot
- Easily build Copilot Agents that support real business processes
- Go beyond individual productivity and automate multi‑step tasks
- Turn everyday prompts into repeatable actions using your organisation’s data
Microsoft 365 Copilot is designed to help people and organisations work smarter, faster and with greater confidence. Built directly into everyday apps like Word, Outlook, Excel and Teams, it helps you summarise information, create content, and take action more quickly.
Instead of searching through files, switching between apps, or manually pulling together updates, Copilot does the heavy lifting. Whether you’re drafting a proposal, analysing data, or planning work across teams, it helps turn your intent into action.
Copilot Agents allow you to take this a step further. Agents are task‑focused AI assistants that can follow multiple instructions, use your organisation’s data, and support specific roles or business processes, helping you move beyond individual tasks to more consistent, repeatable ways of working.
So what’s involved in creating a Copilot Agent, and how technical does it need to be?
What You'll See
In this video, Ben Haynes, one of our Copilot experts, shows how easy it is to build a Copilot Agent to support a typical business process using a standard Microsoft 365 Copilot licence.
No configuration, coding, or additional tools are required.
You’ll see how the Agent can:
- Pull information from Office documents stored in SharePoint
- Automatically generate a professional infographic
- Create a clear, structured project timeline
- Summarise key details from multiple documents instantly
This video is perfect to show the type of task automation that a standard Copilot user can create.
Why Watch?
Whether you have Copilot licences or are interested to see what can be achieved, you’ll learn how:
- Copilot can do more than just answer questions, generate content and other similar one-off tasks.
- Useful AI solutions can be created quickly and safely
- Agents can be extended to provide additional functionality and organisation-wide availability
- Copilot can unlock real value from the tools your teams already use every day
Your Host
Lead Consultant
Ben Haynes
With over 30 years in custom development, Ben is an experienced consultant specialising in Microsoft Power Platform and M365 Copilot. With a background spanning solution architecture, user adoption, training, and business applications, he has created numerous solutions for organisations ranging from SME to Enterprise.
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