Copilot Studio agents, Power Apps and document automation inside your Microsoft 365
AI agents we build in Microsoft Copilot Studio to do the work, not just answer questions: they open a record in Dataverse, send the user to a Power Apps form, run Power Automate flows and hand back a finished Word document in your company's own format. All of it runs inside your Microsoft 365, under your sign-in, permissions and data policies.
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What is Microsoft Copilot Studio?
Microsoft Copilot Studio is Microsoft's low-code studio for building AI agents and workflows that connect to your organisation's data and systems and work where your people already are, such as Microsoft Teams and Microsoft 365. Mantiqi builds agents that do the work rather than only answer questions: the agent opens a record in Dataverse, sends the user to a Power Apps form, calls flows that apply your business logic and returns a finished Word document in your company's own format.
Why this matters
A lot of important work runs on tools that sit outside Microsoft 365: a shared spreadsheet, a form that emails a PDF, a browser-based AI tool someone built for the team. They work for one person at a time, but nothing is stored in one place, there is no audit trail and no company sign-in, and the output rarely matches the company's own documents, so people retype it. Copilot Studio and the Power Platform move that work into the Microsoft 365 your IT team already secures: an AI agent in chat, a proper app for the inputs, a database for the records and the finished document in your format.
What we build with Copilot Studio and the Power Platform
Five building blocks that work together or on their own. Each card gives one example of what you could build.
AI agents in Copilot Studio
Business-ready assistants that do work, not just answer questions: they create records, run processes, produce documents and know where each request stands.
- Example: an HR assistant that drafts job descriptions in the company's official form
- Published to Microsoft Teams and Microsoft 365, with the sign-in your people already use
Power Apps
Fast, well-designed business apps and forms on Microsoft's low-code platform, opened from a chat link straight to the right record.
- Example: a customer intake form that replaces a shared spreadsheet
- Branded screens with validation, file uploads and a live status badge
Dataverse and Dynamics 365
Data models on Dataverse, the same data platform Dynamics 365 runs on: tables, relationships, choice lists, file storage and security roles.
- Example: a Copilot agent that takes intake requests and drafts documents inside a Dynamics 365 app
- Custom tables, automation and documents that extend Dynamics 365 Sales and Customer Service
Power Automate
Agent flows and cloud flows that connect Dataverse, SharePoint, Word and Microsoft 365, with status tracking, notifications and approvals.
- Example: field service reports filled in, filed and sent for approval
Word document automation
Your existing Word forms turned into fillable templates without changing the design, including repeating tables, multi-line sections and fixed lists of allowed values.
- Examples: offer letters, contract drafts, HR forms and reports
- Filled by an AI agent or straight from your data
Chat, form, document, done
This is how an agent, an app and a flow work together in a typical build. The steps come from a job description assistant we built for an HR team; the same pattern fits offer letters, contracts and intake requests.
Start in chat
The user tells the agent what they need. It opens a new record and replies with a link to a form.
Fill in a smart form
The link opens a Power Apps form already tied to that record, where the user adds the inputs: notes, files or the details they already know.
AI drafting
Back in chat, the agent writes the content section by section, using only the facts it was given and following your rules.
A finished Word document
A flow fills your own Word template, keeping its layout, branding and approval section, and saves the file on the record.
Live status
Ask whether it is ready and the agent answers from the record: waiting for inputs, ready to generate, or done, with the download link.
Built to be trusted
An agent that writes company documents has to be honest about what it knows. We build that in from the first step.
- It works from your inputs and rules. Anything missing is marked “information required” instead of being made up.
- Anything it suggests on its own is marked “needs confirmation”, so a person checks it before sign-off.
- Your document rules apply every time: required sections, allowed values and wording rules.
- Records and documents stay in your Microsoft 365, under your sign-in, permissions and data policies. Nothing is stored in a browser.
- Every request is a record with its inputs, status, requester and generated document.
Delivered within your Microsoft 365 rules
Enterprise tenants come with rules: licences, data policies (data loss prevention), separate environments, admin approvals and security roles. We plan for them from the start, build in small steps with an end-to-end test at each one, and hand over clear documentation.
- Licences checked against what your tenant already has, before anything is bought
- Data policies and admin approvals planned with your IT team
- Everything packaged as one Power Platform solution and moved from development to test to production
- A build playbook, so the same solution can be rolled out to another company or tenant quickly and consistently
What We Deliver
How we deliver
- Step 01
Map the process and the rules
We sit with the people who do the work today and write down the steps, the inputs, the rules the output must follow and the document it must produce. We also check your tenant: licences, environments and data policies.
- Process map with inputs and outputs
- The rules the agent follows
- The Word template to fill
- Licence and environment check
- Step 02
Build in small, tested steps
We build the Dataverse tables, the Power Apps form, the flows and the agent one piece at a time, and test each piece end to end with real inputs before adding the next.
- Dataverse tables and security roles
- Power Apps form
- Agent flows and cloud flows
- Copilot Studio agent with instructions and tools
- Step 03
Test with your team and your real documents
Your team runs real cases through the agent, and we tighten the instructions and rules until the output is right. Your IT team signs off the data policies and admin approvals.
- Test runs with real inputs
- Rules adjusted from the results
- Data policy and admin sign-off
- Go-live checklist
- Step 04
Package, hand over and roll out
Everything is packaged as one Power Platform solution and moved to production. You get handover documentation and a build playbook for rolling it out to other companies or tenants.
- The solution in production
- Handover documentation
- Build playbook for further roll-outs
Frequently asked questions
Usually, yes. Copilot Studio is billed on its own, through Copilot Credits or pay-as-you-go, and the people who use the Power Apps form and Dataverse need the right Power Platform licences. In the first step we check what your tenant already has and list exactly what the build needs before anything is bought.
Yes. Copilot Studio agents can be published to Microsoft Teams and Microsoft 365, and people sign in with the Microsoft Entra ID account they already use. Microsoft notes that chat content shared with Teams can flow outside your organisation's regional boundaries, so we review that with your IT team before go-live.
The agent writes only from the inputs it is given and the rules you set. Anything missing is marked “information required”, anything it suggests on its own is marked “needs confirmation”, and a person reviews the document before it is signed.
Yes. We turn your existing Word form into a fillable template without changing its design, including tables that grow with the content and the approval section, so the output is the document your team already uses.
In your own Power Platform environment and Microsoft 365 tenant, in the region your tenant uses, under your sign-in, permissions and data policies. Nothing is kept in a browser, and at the start of the project we write down which region your environment sits in.
Yes. Dataverse is the data platform Dynamics 365 runs on, so the tables, agents, flows and documents we build can sit inside Dynamics 365 Sales, Customer Service and other apps, and bring AI into steps such as intake, drafting, status questions and document generation.
It depends on the process and on your tenant's approvals. For the HR job description assistant we went from idea to a working, tested end-to-end system in a few days, because we built it in small steps and tested each one with real interview notes.
Still have questions?
Our team is ready to help. Reach out and we'll get back to you as soon as possible.
Free offer
Free agent use-case review
Have a manual process or a “shadow IT” tool that should live in Microsoft 365? Send us a short description. We'll reply with a written outline: the agent, app, data and flows it needs, the licences to check, and where to start.