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
SharePoint
Copilot StudioUpdated Sep 30, 2026
THE LIBRARY / GOALS
Automate.
Find business processes and hands-on practice designed to help you automate more effectively using AI and Microsoft 365.
Workflows
62
Playgrounds
3
Workflows
62 availableAutomate
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
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
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.
Excel
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
Intermediate·25 min
Build a custom PowerPoint skill for a repeated task
Turn a presentation task you do the same way every time into a reusable Copilot skill instead of re-typing the same long prompt.
PowerPoint
CopilotUpdated Oct 1, 2026
Automate
Beginner·15 min
Build a surveys agent to draft an employee pulse check
Use the Surveys Agent in Forms to draft a pulse survey from a plain-English prompt, then have it suggest fixes to weak questions before you send it.
FormsUpdated 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·50 min
Build a knowledge agent that auto-organizes project files
Build an agent that tags and organizes files across SharePoint and Teams channels and produces summaries without manual compilation.
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
Automate
Advanced·45 min
Build a manager action-taking agent from engagement survey results
Turn a manager's Viva Glint survey results into a specific, prioritized action plan instead of leaving them to interpret the report alone.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Build a multi-step flow with the Workflows agent
Describe an automation across Microsoft 365 in plain language and let the Workflows agent build the working flow.
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
Automate
Intermediate·20 min
Build a reusable Excel Skill for a repeated Copilot task
Turn a task you ask Copilot to do the same way every time into a reusable Excel Skill instead of retyping the same prompt.
Updated Oct 1, 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
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 Teams channel agent that drafts weekly status reports
Build an agent that compiles a Teams channel's conversations and linked meetings into a stakeholder-ready weekly update.
Updated Sep 30, 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
Intermediate·25 min
Coordinate overdue collections with Copilot
Have Copilot prioritize overdue accounts and draft outreach instead of working the collections list in whatever order it happens to sit.
Updated Oct 1, 2026
Automate
Intermediate·15 min
Create a personal OneDrive agent for a project
Select a set of OneDrive files and save them as a scoped agent so you can query all of them together instead of opening files one at a time.
OneDriveUpdated Sep 30, 2026
Automate
Advanced·60 min
Delegate a full executive report to Copilot Cowork
Give Copilot Cowork a detailed brief for a report drawing on months of data and get back a completed deliverable to review, not just a draft outline.
Updated Sep 30, 2026
Automate
Beginner·15 min
Delegate a weekly status report to Copilot Cowork
Set up a recurring "Monday status report" task that Copilot Cowork runs end-to-end each week instead of someone compiling it by hand.
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
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
Automate
Intermediate·30 min
Draft an unsolicited proposal for a target account
Research a prospect automatically and generate a tailored proposal without waiting for an inbound RFP.
ChatGPT
ClaudeUpdated Sep 30, 2026
Automate
Beginner·10 min
Edit a Word, Excel, or PowerPoint file with Copilot on mobile
Make a real content edit to an Office file from your phone with Copilot instead of waiting until you're back at a laptop.
Updated Oct 1, 2026
Automate
Advanced·60 min
Expose a line-of-business system inside the Copilot canvas
Build a SharePoint Framework component — like an inventory lookup or a PTO request form — that renders directly inside a Copilot conversation instead of sending people to another app.
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
Automate
Beginner·10 min
Give Copilot in Excel standing instructions stored in the workbook
Write persistent instructions directly into the workbook so Copilot follows your conventions automatically, instead of restating them every session.
Updated Oct 1, 2026
Automate
Beginner·10 min
Ground a Copilot Notebook in specific email threads
Add specific Outlook email threads as references in a Copilot Notebook so project context includes the decisions made over email, not just meetings and files.
OneNoteUpdated Oct 1, 2026
Automate
Beginner·10 min
Ground a Copilot Notebook in a specific Teams meeting
Reference an individual Teams meeting as a knowledge source inside a Copilot Notebook, instead of manually copying the transcript in.
Updated Oct 1, 2026
Automate
Advanced·45 min
Investigate a security incident and draft the response timeline
Use Security Copilot to support an incident investigation and produce a structured, defensible response timeline as the investigation unfolds.
Updated Sep 30, 2026
Automate
Intermediate·15 min
Let Copilot run ongoing triage on your inbox and calendar
Turn on Copilot's agentic inbox and calendar management so routine triage and rescheduling happen continuously instead of in occasional manual sweeps.
Updated Oct 1, 2026
Automate
Beginner·10 min
Log a customer interaction automatically with Copilot
Have Copilot draft the interaction log entry from the actual conversation instead of writing it up manually after every call or email.
Updated Oct 1, 2026
Automate
Intermediate·30 min
Manage application installations with Copilot
Have Copilot help plan and troubleshoot application deployment instead of working through installation issues one device at a time.
Updated Oct 1, 2026
Automate
Intermediate·25 min
Mine post-sale data for cross-sell opportunities
Examine customer usage data after purchase to flag accounts showing signals for an expansion or cross-sell conversation.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Monitor device health across the fleet
Analyze device telemetry to flag at-risk hardware before it fails, instead of reacting after a user reports a problem.
Updated Sep 30, 2026
Automate
Intermediate·30 min
Optimize financial operations with a Copilot-written Python script
Ask Copilot to write the Python script that automates a tedious recurring finance task instead of doing it by hand every cycle.
Updated Oct 1, 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
Beginner·15 min
Have Copilot plan a complex Excel change before it touches your sheet
Use Copilot's plan-first mode to review a proposed multi-step change before it edits anything, instead of discovering the damage after the fact.
Updated Oct 1, 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
Beginner·15 min
Roll out a peer recognition program
Draft the program mechanics and the launch communications for a new peer recognition or awards program.
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·30 min
Run a security script analysis before deployment
Use Security Copilot to evaluate a script for safety issues before it ships to production.
Updated Sep 30, 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
Intermediate·30 min
Simplify an internal job transition with Copilot
Use Copilot to pull together the paperwork, access changes, and handoff plan for an internal transfer instead of tracking it across separate checklists.
Updated Oct 1, 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·60 min
Teach Copilot Cowork to safely batch-edit structured tables
Train Copilot Cowork to make repeatable, controlled edits to a structured table — like a batch-job schedule — and generate a dependency diagram after every change.
Updated Sep 30, 2026
Automate
Intermediate·20 min
Track software license allocation and usage
Analyze license usage data to surface underused or over-allocated software licenses before the next renewal.
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
Automate
Intermediate·15 min
Turn a project notebook's weekly updates into an audio briefing
Have Copilot convert a OneNote project notebook's weekly updates into an audio briefing saved to OneDrive for listening on the go.
Updated Sep 30, 2026
Automate
Beginner·10 min
Turn a Teams meeting into actions
Convert a raw Teams transcript into assigned tasks in Planner.
PlannerUpdated Sep 30, 2026
Automate
Intermediate·30 min
Rapidly update a regulatory guidance document
Revise an internal guidance document to match a new regulation and produce a clear record of exactly what changed.
Updated Sep 30, 2026
Playgrounds
3 availableBeginner·15 min
Extract decisions from a meeting transcript
A planning meeting transcript is full of discussion, but no one wrote down what got decided.
Updated Sep 30, 2026
Intermediate·15 min
Spot the overallocated teammate
A team lead suspects someone is overcommitted this week.
Updated Sep 30, 2026
Intermediate·20 min
Spot unused software licenses
IT suspects the company is paying for licenses nobody uses.
Updated Sep 30, 2026
WORK WITH LIMINALS
Make AI useful for your team.
Get practical help with AI consulting or ask about training courses for your team.