M365 Copilot Templates
7 declarative agents + 6 workflow templates — built in Copilot Studio, grounded in SharePoint.
Three layers, zero infrastructure
SharePoint Knowledge Base
Your existing docs — pricing sheets, onboarding playbooks, policy documents, product fact sheets — stay in SharePoint. No migration.
Copilot Agent (YAML)
A declarative agent definition connects to that SharePoint site. Claude Opus 5 reasons over your content — never the open web.
Teams & Copilot Chat
Employees ask questions in natural language inside Teams or copilot.microsoft.com. Answers cite the source document. Zero training.
7 agents for 7 corporate functions
CS Knowledge Assistant
Customer Success reps get product, pricing, onboarding answers during live calls — verified against your KB.
Sales Enablement
Real-time pricing, objection-handling scripts, competitor intel, and discount approval guidance for enterprise sales.
IT Help Desk
Self-service IT support — password reset, software requests, known-error lookup, and escalation routing.
HR Policy Assistant
Policy-compliant answers on leave, expenses, benefits, code of conduct, and performance reviews.
Onboarding Buddy
Step-by-step new hire guidance — IT setup, team intros, mandatory training, and first-week plans.
Project Knowledge
Instant access to project docs, RAID logs, status reports, delivery playbooks, and retrospective lessons.
Legal & Compliance
Policy access, contract clause lookup, compliance obligations, data privacy, and breach response procedures.
6 workflows for automation-ready operations
Document Approval — AI Pre-check + Human Sign-off
Automated document review & approval
Automates review of invoices, POs, expenses. AI extracts fields, validates against policy, auto-approves routine items, escalates exceptions to humans via Teams adaptive cards. Full audit trail.
IT Ticket Triage & Escalation
Smart IT helpdesk routing
Classifies incoming helpdesk requests (password/software/hardware/access), routes by severity, creates tickets in SharePoint, SLA timer + escalation loop, weekly summary.
HR Onboarding Automation
End-to-end new-hire onboarding
New hire triggers welcome email, Planner tasks (IT/equipment/buddy), personal policy Q&A, 30/60/90-day check-ins, completion dashboard.
Email Triage & Daily Digest
AI inbox prioritization
AI classifies priority of shared inbox emails, routes urgent items to Teams + assignee, files attachments to SharePoint, sends end-of-day digest with stats.
Compliance Document Validation
Policy-driven document checks
Validates uploaded documents against policy, categorizes violations by risk, routes to human legal review, assigns remediation tasks, full audit trail.
AI Spend & Productivity Dashboard
Monthly AI spend intelligence
Monthly pull from corporate card, expense, M365 Copilot usage. Classifies spend as Productivity/Experimental/Shadow IT. Flags over-spenders. Exec Teams card + RFI to team leads.