Copilot Studio
Agents built where your work already lives, grounded in content that has been cleaned up first.
Implementation. Built in your tenant, under an environment and DLP strategy that IT can live with.
IT and business owners building assistants inside Microsoft 365, and the teams asked to support what gets published.
Agents are being built in several corners of the business, a pilot answers confidently and wrongly, or an assistant needs to do something rather than answer.
Copilot Studio made it easy to build an agent, which is the best and the worst thing about it. Easy to build means agents appear in several corners of a business at once: one in marketing grounded on a folder of old decks, one in service that answers confidently about a policy that changed last year, and none of them with an owner, an environment strategy or a test.
Easy to build is not the same as safe to publish
The work that decides whether an agent survives is the same work it always was: boundaries written down, permissions scoped, grounding cleaned up, and a test against cases people remember by name. Copilot Studio removes the build effort, not the design effort.
Grounding is the whole game
An agent is only as good as what it can read. Pointing one at an unremediated SharePoint estate produces an assistant that is confidently wrong and occasionally indiscreet, which is why this work sits downstream of structure and permissions and labelling rather than beside them.
What we build with it
The HR knowledge assistant, the finance agent and agents for processes no product serves are all built this way when the work lives inside Microsoft. Where it does not, the same design is built on other platforms.
Agents appearing in several corners of the business? Bring it to a briefing.
Easy to build is not the same as safe to publish.
- 01Design
What it handles, what it escalates, what it must never do alone, and how it behaves when unsure.
- 02Ground
SharePoint, Dataverse and line-of-business connectors — pointed at content that has been cleaned up first.
- 03Guard
Environment strategy, DLP and connector policy, single sign-on, and permissions that respect who is asking.
- 04Test
Real questions and real history, including the cases people remember by name.
- 05Publish
Into Teams or Microsoft 365 Copilot, with analytics on what it could not answer.
An agent grounded in an unremediated estate answers confidently and occasionally indiscreetly. Nobody notices for weeks, and then everybody does at once. Grounding and permissions are the work — the build is the easy part.
The practice
Agent design
What it handles, what it escalates, what it must never do alone, and how it behaves when it is unsure — settled before anything is built.
Grounding
SharePoint, Dataverse, Graph and line-of-business connectors, pointed at content that has been remediated first. An agent grounded in a contradictory estate gives contradictory answers, confidently.
Topics and actions
Conversations that do something: Power Automate flows, connector actions and writes back to the systems the process already touches.
Environment strategy and ALM
Development, test and production environments, solutions, and a path to publish that is not somebody editing production on a Friday.
DLP and connector policy
The tenant policies that decide which connectors an agent may use — the thing that quietly blocks half-built agents, and the thing that stops an unreviewed one reaching customer data.
Authentication and permissions
Single sign-on and permissions scoped so the agent sees what the person asking is allowed to see, rather than everything it was trained on.
Testing and evaluation
Real questions and real history, including the awkward cases, with an agreed standard for good enough before anyone publishes.
Publishing and adoption
Into Teams or Microsoft 365 Copilot, where people already work, with the team around it told what it can and cannot do.
Analytics and tuning
What is being asked, what it could not answer, and where it is escalating — the loop that turns a launch into something that improves.
What you keep
The code and the data·Your existing relationships·Approval and control·The ability to stop·The off switchWhat that means
Start with a 45-minute briefing.
No pitch. We’ll map your situation against what actually works and tell you honestly where to start.