Documented patterns

See documented Microsoft patterns — not invented metrics.

Named client case studies publish only with approval and only with real numbers. Until then, these are the three Copilot Studio patterns we map in the first working session against your Microsoft 365 tenant.

SharePoint + Copilot Studio

Policy Q&A

Before: Staff ping IT or HR with the same policy question every week.
After: A Copilot Studio agent answers from the current SharePoint library, cites the source file, and inherits existing permissions.

One authoritative answer instead of five stale copies — and fewer repeat tickets.

Copilot Studio agents for this surface

Teams + Power Automate

Teams approval

Before: Purchase, access, and sign-off requests die in chat threads and inboxes.
After: Requests land as Adaptive Cards in the channel where they came up; Power Automate runs the chain with an audit trail.

Structured intake from the first message — no new portal for employees to forget.

Copilot Studio agents for this surface

Outlook + Microsoft Graph

Outlook meeting prep

Before: Meeting prep is a late-night scramble across mail and linked files.
After: A Copilot Studio agent for Outlook assembles a Graph-grounded brief from permitted mail and documents before you walk in.

Prep happens automatically; judgment stays with the human who reviews and sends.

Copilot Studio agents for this surface

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