Build Enterprise-Grade Agents With Microsoft Copilot Studio

Invoice Status & Approval Agent

Finance teams waste hours searching for invoice information.

We build a Copilot Studio agent that can answer:

• “What’s the status of invoice 245?”
• “Who needs to approve this?”
• “Show invoices overdue for approval.”

It can also trigger approval actions directly from chat.

Budget Insight Agent

Budget owners often rely on outdated spreadsheets.

Our agent connects to your finance data and responds to queries like:

• "What’s my spend vs budget for Q2?”
• “Which departments are overspending?”
• “Show travel expenses for last month.”

Claim Submission & Approval Agent

Expense and claim workflows are often slowed by manual checks, missing documents etc.

Our agent streamlines the entire chain:

• "Submit this claim with the attached receipts and categorise it."
• "Validate amounts against policy limits and flag exceptions."
• “Route to the right approver and notify once approved or rejected.”

New Starter Agent

New employees ask the same questions daily.
Our onboarding agent guides new starters through forms, policies, first-day tasks, and IT setup — and escalates to HR when needed.

HR Policy & FAQ Agent

An agent built with Copilot Studio can answer:

We build an agent that can surface:

• “How do I request parental leave?”
• “What is our expenses policy?”
• “Where do I find my payslip?”

People & Organisation Lookup Agent

Finding internal contacts shouldn't take 10 minutes.

Our agent answers queries like:

• “Who leads operations in the UAE?”
• “Who does Sarah report to?”
• “Show the finance team structure.”

Operations Support Agent

Front-line teams constantly need instant answers.

This agent can respond to:

• “Do we have stock of item X?”
• “What’s the SOP for damaged goods?”
• “Show urgent orders for today.”

Driver & Delivery Agent

Drivers rely on fragmented instructions and calls.

We build an agent that can tell drivers:

• Their next stop
• Delivery instructions
• How to log issues
• How to record adjustments

Inspection & Safety Agent

Inspections vary wildly in quality.
An AI agent guides workers step-by-step, explains procedures, and records notes/photos via conversational prompts.

Patient Onboarding Agent

Healthcare onboarding is fragmented, manual, and slow

Our agent can handle:

• "Create a new patient profile from this ID and insurance card.”
• “Send pre-visit forms to the patient and confirm completion.”
• “Check eligibility, verify insurance, and sync with our EMR.”

Scheduling & Rota Agent

Shift coordination drains time.

This agent can show:

• “Who’s on call tonight?"
• “Can I request a shift swap?”
• “Show my rota for next week.”

Inventory & Consumables Agent

Clinical teams often need instant clarity on stock.

The agent answers:

• “Do we have item X available?”
• “Where is it stored?”
• “How do I reorder it?”

Citizen Services Agent

Public forms are confusing.

We build agents that help citizens:

• Understand requirements
• Complete applications
• Check submission status
• Upload documents

Internal Case Management Agent

Case workers need fast access to history.

Our agent can retrieve:

• Case updates
• Current owners
• Deadlines
• Escalation routes

Community Feedback Insight Agent

Feedback comes from many channels.
This agent finds patterns, summarises themes, and highlights top issues for the month.

Contract & Clause Agent

Legal teams spend too long searching documents.

We build an agent that answers:

• “Does this contract auto-renew?”
• “What does clause 14 cover?”
• “When does this agreement expire?”

Policy & Regulatory Agent

Teams need to understand the rules without digging.
This agent answers process, policy, and compliance questions in plain English.

Audit Preparation Agent

Audits require heavy coordination.
Our agent guides teams through evidence collection, explains control requirements, and tracks outstanding tasks.