Designing Custom AI Workflows with Copilot Studio

Duration: Half Day

On-line from
your chosen location

At our dedicated
training facility

On-site at
your premises

Target Audience

For users who also have access to build and publish their own Copilots or custom connectors

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.

You will receive a full set of course notes
and all supporting materials for your course.

Hard Copy Delivered to your premises or Downloaded to a chosen device.

Download a
Course Outline PDF

You will receive a full set of course notes and all supporting materials for your course.
Hard Copy Delivered to your premises or Downloaded to a chosen device.

To book this course please call 
+44 (0) 1444 410296 or email: Info@kplknowledge.co.uk