Automate
Advanced·60 min
Analyze case law at scale with a precedent agent
Use a Case and Precedent Analysis Agent to process a large volume of legal documents, surface usable arguments, and draft a first-pass brief.
Word
SharePointUpdated Sep 30, 2026
AI PLATFORM
Copilot Studio.
A low-code platform for building custom AI agents — a chatbot or agent that you configure once (instructions, knowledge sources, and the actions it is allowed to take) and then publish to Teams, a website, or another channel, instead of a one-off chat.
Pricing: Licensed separately from Microsoft 365, usually consumption-based (message credits) or via a per-tenant plan — not included free in standard Microsoft 365 plans.
This is what "custom agent" refers to across these workflows: an agent built and deployed once in Copilot Studio, that then runs repeatedly without a human re-typing the prompt each time.
Workflows
39
Playgrounds
0
Workflows using Copilot Studio
39 availableCreate
Advanced·30 min
Auto-check campaign content against brand and regulatory rules
Build a Compliance Check agent that verifies brand and regulatory alignment before campaign content ships.
Updated Sep 30, 2026
Automate
Advanced·60 min
Automate contract review end-to-end
Combine a Copilot Studio agent with deterministic Power Automate steps to extract, classify, and validate contract terms across a batch of documents.
Power AutomateUpdated Sep 30, 2026
Automate
Advanced·60 min
Stand up a self-service agent for routine finance questions
Build a Copilot Studio agent that answers common finance questions directly, instead of every question becoming a ticket for the finance team.
Updated Oct 1, 2026
Analyze
Advanced·60 min
Automate month-end variance commentary
Have an agent compare actuals to budget in Power BI and draft the narrative controllership normally writes by hand.
Excel
Power BIUpdated Sep 30, 2026
Automate
Advanced·45 min
Automate SharePoint site provisioning and policy checks
Build a governance agent that handles new SharePoint site requests and checks them against policy without a manual admin ticket.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build an automated QA testing insight agent
Build a Copilot Studio agent that reads test failure logs and produces diagnostic insight so engineers spend less time on manual triage.
TeamsUpdated Sep 30, 2026
Communicate
Intermediate·35 min
Stand up a benefits and HR self-service chatbot
Build a Copilot Studio agent that answers employee benefits and policy questions directly from HR SharePoint content.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a collections agent
Build a Copilot Studio agent that prioritizes past-due accounts and coordinates outreach to improve cash-flow recovery.
OutlookUpdated Sep 30, 2026
Automate
Advanced·55 min
Build a contract lifecycle management agent
Build a Copilot Studio agent that tracks contract milestones, flags approvals coming due, and keeps the repository organized across the full contract lifecycle.
Updated Sep 30, 2026
Automate
Advanced·50 min
Build an invoice exception agent
Stand up a Copilot Studio agent that catches invoice discrepancies before they reach accounts payable and suggests the resolution.
Updated Sep 30, 2026
Automate
Advanced·55 min
Build an IP protection agent
Build a Copilot Studio agent that scans for likely trademark or IP infringement and drafts the first step of an enforcement workflow.
Updated Sep 30, 2026
Automate
Advanced·50 min
Build a root-cause analysis agent for recurring IT incidents
Build a Copilot Studio agent that analyzes recurring incident tickets to identify the underlying cause and recommend a proactive fix instead of repeated firefighting.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a leave-of-absence compliance agent
Build a Copilot Studio agent that verifies leave requests against policy and flags anything that needs legal or HR review before it's approved.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a machine configuration recommendation agent
Build a Copilot Studio agent that recommends device settings for performance, security, and regulatory compliance based on a device's role and current configuration.
Updated Sep 30, 2026
Research
Advanced·60 min
Build a market research assistant agent
Stand up an agent that synthesizes internal and external data sources to surface market trends and the competitive landscape on demand.
Updated Sep 30, 2026
Communicate
Advanced·60 min
Build a personalized customer communications agent
Stand up a Copilot Studio agent that reads a customer's communication history and drafts messaging tailored to how they actually respond.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a recruitment assistant agent
Build a Copilot Studio agent that ranks candidates against a job's actual requirements to speed up the first screening pass.
Updated Sep 30, 2026
Create
Advanced·60 min
Build an RFP-response generator agent from your own content
Stand up a Copilot Studio agent that drafts tailored RFP responses by drawing on your organization's existing proposal library.
Updated Sep 30, 2026
Automate
Intermediate·30 min
Build a SharePoint knowledge agent for a site
Stand up a Copilot Studio agent scoped to one SharePoint site's documents and lists so a team can ask questions instead of searching.
Updated Sep 30, 2026
Create
Advanced·60 min
Build a smart learning agent for onboarding curricula
Stand up an agent that gathers, summarizes and recommends training content matched to a new hire's role and skill gaps.
Updated Sep 30, 2026
Automate
Advanced·60 min
Build a smart onboarding agent in Copilot Studio
Build a Copilot Studio agent that gives new hires personalized onboarding steps and answers their questions in real time, instead of a static checklist nobody updates.
Updated Oct 1, 2026
Automate
Advanced·45 min
Build a timesheet reconciliation agent
Build a Copilot Studio agent that cross-checks submitted timesheets against schedules and prior patterns to catch payroll errors before they're paid.
Updated Sep 30, 2026
Automate
Advanced·60 min
Deploy a compliance evidence-collection agent
Build a Copilot Studio agent that gathers audit evidence from SharePoint and your compliance and security logs ahead of a SOC 2, HIPAA, or FedRAMP audit.
Updated Sep 30, 2026
Automate
Advanced·50 min
Deploy a customer-support response-drafting agent
Build a Copilot Studio agent that drafts support responses from your product knowledge base and account history, attaches relevant articles, and routes anything it can't answer to a specialist.
Updated Sep 30, 2026
Automate
Advanced·60 min
Deploy a field-service diagnostics agent
Build a Copilot Studio agent that cross-references equipment manuals, service history, and telemetry to help technicians diagnose issues and order the right parts on the first visit.
Updated Sep 30, 2026
Automate
Advanced·45 min
Deploy an HR policy Q&A agent
Build a Copilot Studio agent that answers employee benefits and policy questions from your HR SharePoint content, escalating only what actually needs a person.
Updated Sep 30, 2026
Automate
Advanced·60 min
Deploy a Tier-1 IT triage agent
Stand up a Copilot Studio agent that opens and categorizes IT tickets, runs first-line diagnostics, and resets passwords through Entra without a technician.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Detect balance-sheet variances automatically with a reconciliation agent
Set up a Copilot Studio agent that flags variances between the GL detail and the balance sheet, and drafts the correcting entries.
Updated Sep 30, 2026
Automate
Advanced·60 min
Draft a market-entry business case with a research agent
Use a Market Landscape Research Agent to synthesize market and competitive data into a structured market-entry recommendation.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Flag suspicious vendor activity with a spend anomaly agent
Build a Copilot Studio agent that watches procurement data for fraudulent or unusual vendor patterns.
Updated Sep 30, 2026
Automate
Advanced·45 min
Give a Copilot Studio agent GitHub Copilot's coding skills
Add the GitHub Copilot coding harness to a Copilot Studio agent so it can read, write, and reason about code as part of a larger workflow.
Updated Oct 1, 2026
Create
Advanced·45 min
Localize campaign content per audience automatically
Build a Content Adaptation & Localization agent that optimizes campaign copy for different regions and channels.
Updated Sep 30, 2026
Automate
Advanced·75 min
Orchestrate multiple agents for customer onboarding
Coordinate specialized Copilot Studio agents across entity identification, provisioning, welcome sequencing, and engagement monitoring to run onboarding end-to-end.
Updated Sep 30, 2026
Automate
Advanced·45 min
Recommend a closing strategy from negotiation data
Build a Copilot Studio agent that reviews a deal's interaction history and suggests the most likely path to close.
Updated Sep 30, 2026
Automate
Advanced·30 min
Bring an interactive Copilot Studio agent into a live meeting
Test a Copilot Studio agent live in a Teams meeting with real colleague feedback instead of only testing it in isolation.
Updated Oct 1, 2026
Automate
Advanced·45 min
Score and route leads with a lead targeting agent
Build a Copilot Studio agent that ranks inbound leads by conversion likelihood using CRM and behavioral data, and routes the best ones to reps automatically.
Updated Sep 30, 2026
Automate
Advanced·30 min
Simulate sales objection-handling with a training agent
Practice a sales pitch against a Copilot Studio agent that plays a skeptical buyer and gives real-time feedback on your objection handling.
Updated Sep 30, 2026
Automate
Advanced·50 min
Hand off a Power Automate step to a Copilot Studio agent
Use the Execute Agent action to route a reasoning-heavy step in a flow to a Copilot Studio agent instead of hard-coded logic.
Updated Sep 30, 2026
Copilot Studio Playgrounds
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