An AI agent that answers from your own documents.
The same questions reach your team every day, and the answers are already written down somewhere. We build Copilot Studio agents that answer them from your documents, collect what a request is missing and start the right flow, in Teams or on your website.
Where the time goes today
- Colleagues ask the same questions because nobody knows where the document lives.
- Requests arrive without the key details, and the first reply only asks for them.
- Simple tasks, such as an order status or a leave request, wait for someone to do them.
- Answers depend on who replies, and the official version is hard to find.
What the agent takes over
- It answers from your SharePoint pages, documents and websites, and cites its source.
- It asks follow-up questions and opens a complete request in the right queue.
- It starts Power Automate flows for simple actions on the user's behalf.
- It respects the user's permissions, so it only answers from what that person may see.
- The questions it could not answer show you which document is missing.
How it works
Choose an area
We start with one area that has plenty of repeated questions and existing documentation, such as HR or IT support.
Prepare the sources
Outdated and duplicate documents are cleaned up first, because the agent is only as accurate as what it reads.
Build and connect
The agent gets its knowledge, instructions and actions, and the steps that must always give the same result stay in classic flows.
Pilot and adjust
A small group uses it first, and the questions it missed decide what is added before it goes wider.
Example: an internal IT helpdesk agent in Teams
A typical setup for a company whose IT instructions live in a SharePoint library and whose requests arrive by email.
How do I connect to the VPN from my new laptop?
Install the VPN client from Company Portal, sign in with your work account and choose the office profile.
VPN instructions (SharePoint)It says the certificate was not found.
That needs a technician. Which laptop model is it, and how urgent is it?
The new ThinkPad, and I need it by tomorrow.
I've opened a request with your device, the error and the deadline. A technician will contact you.
Request opened in the IT queue
A question arrives
An employee asks in Teams how to connect to the VPN from a new laptop.
The agent answers
It finds the VPN instructions in SharePoint, answers in a few steps and links the document.
It asks what is missing
If the problem is a fault, it asks for the device, the error message and how urgent it is.
It opens the request
A Power Automate flow creates the ticket in the right queue, with everything the technician needs.
The gaps are tracked
Questions it could not answer are logged, and they show which instructions are worth writing next.
An illustrative example of how such an agent is usually set up, not a description of a client project. Your area, sources and actions are agreed with you during the analysis.
Built on Microsoft 365, and beyond it
The agent is built in Copilot Studio and published in Teams, on your website or inside Microsoft 365 Copilot. Its actions run as Power Automate flows, so what it does is visible and can be checked. Where the work reaches outside Microsoft 365, these tools fill the gap.
- Microsoft Copilot (opens in a new tab)
The agent is built in Copilot Studio and published in Teams, on your website or in Microsoft 365 Copilot.
- Microsoft Teams (opens in a new tab)
Where most people meet the agent: in a chat they already have open all day.
- Power Automate (opens in a new tab)
Runs the agent’s actions, such as opening a request, so each one is visible and can be checked.
- n8n (opens in a new tab)
Connects the agent to systems outside Microsoft 365 through a flow you host yourself.
- Claude (opens in a new tab)
For an agent that has to run outside Microsoft 365, it can be built on Claude instead.
- OpenAI (opens in a new tab)
The same option on OpenAI models, chosen per project.
Common questions
Is an agent the right choice for our process?
It suits work where the input is messy and the questions repeat. Calculations, bookkeeping entries and changes to ERP data should give the same result every time, so those stay in classic flows. If a flow is the better choice, we will tell you.
Can it see documents it should not?
It respects each user's permissions, which also means it finds everything that was shared more widely than it should have been. We review the permissions on its sources before it goes live.
What does it cost to run?
Copilot Studio is billed by consumption, depending on your licence, so the cost grows with use. We estimate it with you before the agent is published.
How long does it take?
A quick pilot takes 1–3 weeks and a simple implementation 2–6 weeks. Larger projects are developed iteratively.
Want to see where your time actually goes?
Send us the process that holds you back most. We will tell you whether automating it is worth doing, and how long it would take.