Duration: Half Day
Course Content
Designing Custom AI Workflows with Copilot Studio
Welcome and Recap
• Quick recap of core Copilot features
• What Copilot Studio adds: extensibility, connectors, and custom workflows
Copilot Studio Overview
• What is Copilot Studio? (formerly Power Virtual Agents + Generative AI)
• Components: topics, triggers, connectors, and actions
• Data sources and integration (SharePoint, Teams, Dataverse, Excel, etc.)
• Governance and security overview
Hands-On Guided Build: Creating a Simple Custom Copilot
Example scenarios (choose one per participant or pair):
• HR: “New-Starter FAQ Bot” – pulls data from SharePoint and Teams
• Finance: “Budget Q&A Assistant” – uses Excel data or Power BI datasets
• Ops/Admin: “Travel Request Copilot” – integrates Forms + Outlook
Steps covered:
1. Define the goal and user flow
2. Create topics and conversation triggers
3. Add data connectors
4. Test, iterate, and publish to Teams
Expanding Workflows
• Combining standard Copilot features with Studio bots
e.g., use Outlook Copilot to summarise responses collected by a Studio Copilot
• Connecting with Power Automate for triggers (optional preview)
• Examples of end-to-end workflows across HR, Finance, and Operations
Wrap-Up and Discussion
• Showcase participant bots or workflows
• Discuss governance, sharing, and scaling across teams1.