Copilot Studio, AI Agents, RAG, and the Future of Business Automation with Nilüfer Doğan [MVP]
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In this episode, Mirko Peters is joined by Microsoft MVP Nilüfer Doğan to explore how Microsoft Copilot Studio is transforming enterprise automation through AI agents, Retrieval-Augmented Generation (RAG), and low-code development. Rather than building simple chatbots, organizations can now create intelligent agents capable of understanding business context, accessing enterprise knowledge, and automating complex workflows.
The conversation explains how Copilot Studio enables businesses to combine Microsoft 365, Power Platform, Dataverse, and external data sources into powerful AI-driven solutions. Nilüfer shares practical insights into designing agents that go beyond answering questions by taking actions, integrating with business systems, and supporting employees in their daily work.
A major focus is on Retrieval-Augmented Generation (RAG), showing how AI agents can securely retrieve relevant company information instead of relying solely on the underlying language model. The episode also discusses governance, security, and why high-quality business data is essential for reliable AI outcomes.
Whether you're an IT professional, Power Platform developer, solution architect, or business leader, this episode provides valuable guidance on building scalable, secure, and business-focused AI agents with Microsoft Copilot Studio while preparing for the next generation of intelligent enterprise automation.
You now have the power to transform business operations with Copilot Studio, AI agents, and RAG. These AI-driven solutions automate complex workflows, boost productivity, and enable smarter decision-making across your business. Microsoft’s deep ecosystem integration ensures seamless connections with Teams, Outlook, and Dynamics 365.
| Feature | Description |
|---|---|
| Orchestration | Copilot Studio Agents use Power Automate to connect and streamline workflows. |
| Dynamic Tool Selection | AI dynamically selects tools for real-time business needs. |
| Real-time Responses | Power Automate triggers immediate workflow responses. |
| GPT-based Orchestration | AI reasoning enables content generation and intelligent automation. |
| Integration with Microsoft Apps | Native connections with Teams, Outlook, Dynamics 365, SharePoint. |
| Scalability | Power Automate ensures business automation can grow with your needs. |
With Copilot Studio, you experience the Future of Business Automation by achieving faster execution and enhanced collaboration in your daily workflows.
Key Takeaways
- Copilot Studio empowers businesses to automate complex workflows, enhancing productivity and decision-making.
- AI agents can handle repetitive tasks, allowing your team to focus on strategic goals and improve overall efficiency.
- Retrieval-Augmented Generation (RAG) technology provides accurate, real-time data access, improving decision-making and compliance.
- Seamless integration with Microsoft 365 and Azure allows AI agents to work within familiar applications, streamlining processes.
- Low-code development in Copilot Studio makes automation accessible to all employees, not just IT professionals.
- Implementing AI agents can lead to significant cost savings and increased customer satisfaction through faster service.
- Regular monitoring and feedback are essential to optimize AI agent performance and ensure they meet evolving business needs.
- Preparing for the future of automation involves training your team and identifying key areas where AI can add value.
Copilot Studio and AI Agents Overview
What Is Copilot Studio
You can use microsoft copilot studio to build advanced business automation solutions. This platform lets you create customizable ai agents that fit your brand and workflows. You get seamless integration with your existing systems, so your agents can access data and execute tasks in real time. Microsoft copilot studio grows with your organization, handling more data and interactions as your needs change. The platform uses advanced ai capabilities like natural language processing and machine learning. You can develop tailored ai models and extend functionality with custom plugins and third-party APIs.
| Feature | Description |
|---|---|
| Customizable Solutions | Tailored ai assistants that match your brand and workflows. |
| Integration with Existing Systems | Seamless integration for real-time task execution. |
| Scalability | Handles increased data and interactions as you grow. |
| Advanced AI Capabilities | Uses NLP and ML for relevant interactions. |
| AI Model Development | Supports creation of custom ai models. |
| Data Integration | Processes and analyzes internal and external data. |
| Custom Plugin Development | Extends features with plugins and APIs. |
Microsoft copilot studio stands out because it combines these features into one platform. You can automate complex tasks and improve productivity across your business.
AI Agents in Business
You see ai agents transforming business operations every day. These agents automate tasks, speed up processes, and reduce costs. You can use simple reflex agents for automatic actions, like sprinkler systems that respond to soil moisture. Model-based reflex agents help with tasks such as lane-assist in cars. Goal-based agents plan and prioritize tasks based on deadlines. Utility-based agents assign resources, like ride-sharing apps matching drivers to riders. Learning agents improve over time, such as translation tools that get better with feedback. Hierarchical agents manage projects by delegating tasks to specialized modules.
- Task automation lets ai agents handle complex work, making processes faster and more cost-effective.
- Improved productivity comes from delegating repetitive tasks, so your team can focus on important goals.
- Reduced costs result from fewer errors and faster workflows.
- Informed decision-making happens when agents analyze data quickly and accurately.
- Enhanced customer experience is possible because ai agents personalize interactions and respond quickly.
You can also use ai agents for report generation, data entry, validation, migration, and extraction. Microsoft copilot studio makes it easy to deploy these agents and integrate them with your business systems.
RAG Technology
Retrieval-Augmented Generation (RAG) technology changes how you access and use information. RAG combines retrieval precision with context-aware reasoning. You get fact-based and reliable insights, which is important for compliance in regulated industries. RAG connects language models with external knowledge, making generative models more context-driven. This technology reduces hallucination rates and improves response precision. You gain control over data access and usage, so your business can trust the information provided by ai agents. Microsoft copilot studio supports RAG, helping you automate knowledge retrieval and decision-making.
Microsoft Ecosystem Integration
You can unlock the full potential of business automation by integrating Copilot Studio with the Microsoft ecosystem. This integration connects your AI agents directly to Microsoft 365, Azure, and other core business tools. You gain seamless access to data and services across Teams, Outlook, SharePoint, and Dynamics 365. This means your AI agents can automate tasks, retrieve information, and support your team right where they work every day.
Copilot Studio stands out because it uses a low-code builder. You do not need advanced programming skills to create powerful AI solutions. You can design, test, and deploy custom agents with simple drag-and-drop tools. This approach makes automation accessible to everyone in your organization, not just IT professionals. You can empower business users to solve problems and improve workflows on their own.
You also benefit from native connectivity with Microsoft 365. Your AI agents can interact with emails, calendars, documents, and chats. For example, you can set up an agent to schedule meetings, send reminders, or pull reports from SharePoint. This tight integration saves time and reduces manual work. You see faster results because you do not need to build complex connections from scratch.
Tip: Quick deployment means you can launch new AI solutions in weeks, not months. You can respond to business needs faster and stay ahead of the competition.
Here is a quick look at how Copilot Studio works within the Microsoft ecosystem:
| Feature | Description |
|---|---|
| Seamless Integration | Copilot Studio connects with Microsoft 365, giving you access to data across all applications. |
| Workflow Automation | Automates repetitive tasks, which boosts efficiency and frees up your team’s time. |
| Low-Code Development | Lets you build custom solutions without deep coding knowledge. |
You can use Copilot Studio to create intelligent digital assistants that match your business needs. These assistants work inside Microsoft Teams, Outlook, and other apps you use every day. You can automate approvals, manage customer requests, or track inventory—all from one platform.
You also get the power of Azure. With Azure AI services, your agents can analyze data, understand language, and make smart decisions. You can scale your solutions as your business grows. Security and compliance features in Microsoft’s ecosystem help protect your data and meet industry standards.
- You can create digital assistants tailored to your business.
- You can enhance Teams and Outlook with AI-powered features.
- You can deploy solutions quickly, even if you are not a technical expert.
By integrating Copilot Studio with Microsoft 365 and Azure, you transform how your business operates. You make automation simple, fast, and effective for everyone on your team.
Automation in Modern Workflows

Intelligent Automation vs. Traditional Methods
You see a clear difference between intelligent automation and traditional methods. Traditional automation relies on fixed rules and scripts. It works well for simple, repetitive tasks. However, it cannot adapt to changes or handle complex decisions. Intelligent automation uses ai agents that learn and improve over time. These agents can understand language, analyze data, and make smart choices.
When you use intelligent automation, you gain several advantages:
- Processes that once took days now finish in real time. This change boosts operational efficiency and speeds up your business.
- You reduce human errors. Intelligent automation delivers more accurate results.
- You save money. Streamlined workflows lower operational costs and improve your financial performance.
Intelligent automation also adapts to new situations. You do not need to rewrite scripts for every change. Ai agents can adjust to new data and requirements. This flexibility helps you keep your business running smoothly, even as needs evolve.
Benefits for Business Operations
You unlock many benefits when you bring intelligent automation into your business. Ai agents handle routine tasks, so your team can focus on important goals. This shift leads to better operational efficiency and higher satisfaction for both employees and customers.
Here is a table that shows the measurable benefits you can expect:
| Benefit | Description |
|---|---|
| Customer Satisfaction | 49% of consumers leave after one bad experience. Ai automation tools improve satisfaction scores. |
| Efficiency and Productivity | Motivated employees are 31% more productive. Ai automation reduces mundane tasks, boosting output. |
| Cost Reduction | Companies see a $3.70 return for every $1 invested in generative ai technologies. |
| Time Savings | The U.S. Department of Veterans Affairs saved 7,649 manual work hours each year with automation. |
You can see these results in real-world examples. The U.S. Department of Veterans Affairs saved $574,289 and thousands of hours each year by using ai automation for nine different processes. This kind of workflow automation frees up time and resources, so you can invest in growth and innovation.
Note: Ai agents not only improve operational workflows but also help you meet compliance standards and reduce risk.
AI Agents Enhancing Productivity
You can boost productivity across your business by using ai agents. These agents work inside your operational workflows to automate tasks, answer questions, and support your team. Ai agents can resolve up to 70% of customer service inquiries without human help. This means your staff can focus on complex issues that need a personal touch.
Here are some real-world impacts of ai agents on productivity:
| Case Study | Impact on Productivity | Source |
|---|---|---|
| Verizon | 40% increase in overall sales due to reduced call times | Reuters |
| Eye-oo | 25% increase in sales and 5x boost in conversions | Tidio |
| Zolando | 40% growth in items added to wishlists | Tidio |
You also see ai-augmented development environments improving developer productivity by 40–55%. Ai automation helps you complete projects faster and with fewer errors. In your daily workflows, ai agents can manage emails, schedule meetings, and pull reports. This support makes your operational workflows smoother and more efficient.
You can rely on ai agents to adapt as your business grows. They learn from new data and feedback, so your workflow automation stays up to date. This ongoing improvement ensures you always get the best results from your automation investments.
Integrating Copilot Studio with Business Systems
Connecting to Microsoft 365 and Azure
You can connect Copilot Studio directly to Microsoft 365 and Azure to unlock the full potential of automation in your organization. This integration lets you use power automate to link your AI agents with enterprise workflows, data, and services across Teams, Outlook, and SharePoint. You can streamline business processes by automating repetitive tasks and connecting information between different apps.
To ensure a smooth integration, follow these best practices:
| Best Practice | Description |
|---|---|
| Project Planning | Outline the project scope and objectives to align with business goals. |
| User Engagement | Involve users early to gather feedback and ensure the solution meets their needs. |
| Technical Integration | Ensure seamless integration with existing systems and applications. |
| Governance | Establish clear governance policies to manage data access and security. |
You should define specific goals for your automation projects. Start with clear use cases that solve real business problems. Use power automate to design precise prompts and connect your AI agents to the right data sources. This approach helps you build enterprise workflows that deliver value from day one.
Tip: Document and communicate your business and technical requirements before you deploy new solutions. This step helps your team stay aligned and reduces confusion during the process.
Data Security and Compliance
You must protect your data and meet compliance standards when you automate business processes. Copilot Studio supports advanced security features and certifications to help you manage risk. You can use power automate to enforce data loss prevention and control access to sensitive information.
Here is a quick overview of key security and compliance controls:
| Control | Description |
|---|---|
| Geographic Data Residency | Ensures data is stored in specific locations to comply with local regulations. |
| Data Loss Prevention (DLP) | Helps prevent data breaches and unauthorized access to sensitive information. |
| Multiple Standards Certifications | Meets various industry standards for security and governance. |
| User Authentication with Certificates | Provides secure user authentication using certificates. |
Before you deploy Copilot Studio, configure data classification, sensitivity labels, and access controls. This proactive approach creates a strong foundation for secure enterprise workflows. You can trust that your automation solutions will support compliance and protect your business.
Custom Workflow Integration
You can customize workflow integration in Copilot Studio to fit your unique business needs. Power automate lets you build AI-powered assistants for customer service, sales, or any other process. You can connect Copilot Studio to third-party applications, making your workflows even more efficient.
| Capability | Description |
|---|---|
| Deep Customization | Tailor AI assistants for specific business needs, such as customer support or sales. |
| Integration with Third-Party | Seamlessly connect with other applications to enhance workflow efficiency. |
| Workflow Automation | Automate repetitive tasks, freeing up resources for strategic activities. |
You can use power automate to create custom AI agents that handle tasks like report generation, data entry, or validation. These agents help you automate complex processes and improve productivity across your business. As your needs change, you can update your workflows and scale your automation solutions with ease.
Note: Custom workflow integration with power automate ensures your business stays agile and ready for new challenges.
RAG and Knowledge Access in Automation

RAG for Enterprise Data Retrieval
You can use Retrieval-Augmented Generation (RAG) to change how your business accesses information. RAG connects ai with your company’s data sources, so you get answers that are both accurate and current. This technology helps you find the right data quickly, even when it lives in different places. You no longer need to search through emails, documents, or databases by hand. RAG brings the information to you, making automation much more powerful.
- RAG gives business leaders access to up-to-date information from many sources.
- Customer support teams can deliver fast, accurate answers by combining stored knowledge with real-time retrieval.
- Employees spend less time searching for data and more time on important tasks, which increases productivity and saves money.
You can trust that your ai agents will always use the latest data, which helps your business stay ahead.
Improving Decision-Making
RAG improves your decision-making by giving you real-time access to reliable data. When you use ai agents powered by RAG, you get clear answers that help you make better choices. This approach supports transparency and control, which are important for good governance. In industries with strict rules, RAG ensures that your ai solutions remain explainable and accountable.
- RAG lets you scale ai quickly while keeping compliance and trust.
- You gain a competitive edge because your decisions rely on accurate, transparent data.
Tip: Use RAG to support your automation projects and make sure your business decisions are always based on the best available information.
Use Cases in Business Workflows
You can see RAG in action across many business workflows. It powers ai agents that help with customer support, content creation, and more. Here are some ways businesses use RAG:
- Customer support chatbots use RAG to pull answers from help centers and documentation, leading to faster resolutions.
- Content generation tools automate research and summarization, ensuring accuracy and up-to-date information.
- Enterprise Q&A systems allow you to ask questions in natural language and get relevant data from multiple sources.
- Healthcare teams use RAG to access current research and guidelines during patient care.
- Financial services rely on RAG to navigate regulations and analyze data for audits and compliance.
- Legal teams use RAG to retrieve case law and contract clauses, streamlining their workflows.
- Workplace ai assistants help employees find information and summarize communications.
Some companies have already seen results. RBC’s Arcane system helps bank specialists find internal policies quickly. Pinterest uses RAG to guide users in selecting the right data tables for analysis. Ramp uses RAG to standardize customer classifications, improving data accuracy and auditing.
You can use RAG to make your automation smarter, your ai agents more helpful, and your business more efficient.
Key Features and Capabilities
Natural Language Interaction
You can interact with Copilot Studio using everyday language. This feature lets you describe what you want your AI agent to do, and the platform builds the workflow for you. You do not need to write code or understand technical jargon. This approach makes automation accessible to everyone in your organization.
Natural language interaction speeds up the automation process and increases user engagement. You can create agent flows by simply stating your needs. For example, you might say, “Route IT tickets to the right department,” or “Automate onboarding for new employees.” The platform understands your intent and sets up the process.
- IT departments can automate ticket routing and resolution.
- HR teams can streamline onboarding and self-service.
- Sales teams can automate responses to customer inquiries.
You can also automate complex scenarios, such as tax audits, by using generative AI for real-time decision-making. The intuitive interface supports quick changes, so you can adapt workflows as your business needs evolve. You can reuse agent flows across multiple agents, which helps maintain consistency and saves time.
Task Automation
You can automate a wide range of business tasks with Copilot Studio. The platform helps you handle repetitive work, so your team can focus on more important goals. For example, you can set up your AI agent to sort customer support emails into categories like Billing, Technical, or Sales. This makes it easier for your team to respond quickly.
You can also process invoices by extracting key details such as vendor name, amount, and due date. The system can trigger approval workflows automatically, reducing manual effort. When you connect Copilot Studio with Azure AI Content Understanding, you gain the ability to deliver context-aware responses. This means your AI agent can pull structured data from unstructured sources, like emails or documents, and use it to answer questions or make decisions.
By automating these tasks, you reduce errors and speed up your business processes. You see measurable results, such as faster invoice processing and better decision-making.
Adaptive AI Agents
You benefit from adaptive AI agents that learn and improve over time. These agents use online learning to adjust in real time to new information. They do not need to be retrained from scratch every time your business changes. Instead, they update their knowledge as they receive new data, so they always stay relevant.
- Adaptive agents use online learning to remain effective in dynamic environments.
- They improve continuously without full retraining.
- Both new and existing information are balanced for accurate updates.
You can monitor your AI agents with automated systems that track key metrics like prediction accuracy and response speed. This visibility helps you ensure your agents meet your business needs. Automated alerts notify you if performance drifts, so you can make adjustments quickly. Your AI agents stay aligned with your goals and deliver reliable results as your business evolves.
User Experience Improvements
You want your business tools to work for you, not against you. Copilot Studio helps you achieve this by transforming how you and your team interact with technology. When you deploy Copilot Studio, you notice immediate changes in how your employees complete their daily tasks. The platform does more than just automate—it creates a smarter, more connected workplace.
Here is a table that shows some of the most important improvements you will see:
| Improvement Type | Description |
|---|---|
| Agent Governance | Turns AI agents into operational tools, not just sources of information. |
| Intelligent Workflows | Streamlines processes so your team can finish work faster and with fewer errors. |
| Connected App Experiences | Integrates different apps, making it easier to manage tasks and interact with business systems. |
You can see these improvements in action every day. Copilot Studio automates repetitive tasks like data entry and reporting. This means you spend less time on manual work and more time on activities that matter. Your employees can focus on strategic projects instead of routine chores. The platform also connects with your internal business processes, allowing for real-time automation that keeps your operations running smoothly.
- Automates repetitive tasks such as data entry and reporting.
- Frees your team to focus on strategic and creative work.
- Integrates with your business processes for real-time automation.
You benefit from a seamless experience across all your Microsoft applications. Copilot Studio connects with Microsoft 365, Teams, and other tools you already use. This integration means your AI agents can access emails, calendars, and documents without switching between apps. You get answers and support right where you work, which saves time and reduces frustration.
By using data from Microsoft 365 and Teams, Copilot Studio lets you build AI copilots that understand your business needs. These AI agents can proactively support both employees and customers. For example, an agent can remind you about upcoming deadlines, help you find important files, or answer customer questions instantly. This proactive support leads to higher satisfaction and better results for everyone involved.
You also gain better control over your workflows. Agent governance features ensure that your AI agents follow company policies and deliver consistent results. You can monitor performance, set rules, and make adjustments as your business grows. This level of control helps you maintain high standards and adapt quickly to new challenges.
Tip: When you empower your team with intelligent automation, you create a workplace where everyone can do their best work. Copilot Studio makes this possible by improving user experience at every step.
Practical Use Cases for Business
Customer Support Automation
You can transform your customer support with ai agents built in Copilot Studio. These ai agents handle common questions and create support tickets automatically. When customers reach out, ai agents respond quickly, reducing wait times and improving satisfaction. You can automate repetitive and demanding business processes, which lets your human agents focus on complex cases that need a personal touch.
- Ai chatbots answer FAQs and manage ticket creation.
- Ai agents route cases to the right team, speeding up resolution.
- Automation in customer service helps you deliver consistent support every time.
Many businesses use Copilot Studio to deploy ai agents that manage customer requests and streamline support workflows. This approach boosts efficiency and ensures your customers always get timely help.
HR and Employee Services
You can use ai agents to improve HR and employee service workflows. Ai helps match job candidates to the right roles, making your hiring process smarter. Robotic process automation (RPA) takes care of repetitive onboarding tasks, such as entering new employee data. When you combine ai and RPA, you create onboarding workflows that adapt to each new hire’s needs.
- Automate leave requests and HR policy questions with ai agents.
- Streamline onboarding so new employees get started faster.
- Interact with ai-driven HR assistants directly in Teams.
These solutions save time for your HR team and make the employee experience smoother. You can focus on building a strong workplace while ai agents handle routine tasks.
Sales and Marketing Workflows
You can boost your sales and marketing workflows by using ai agents to automate tasks and connect data across your business. Ai agents prepare reports, answer customer support inquiries, and deliver insights that help your team make better decisions. This automation saves time and improves results.
| Use Case | Outcome |
|---|---|
| Report Preparation | 50% time reduction |
| Customer Support Inquiries | 80% autonomous handling |
| Customer Service Costs | 25% reduction |
| ROI | 210% over three years |
Ai agents deliver strong financial benefits. For example, businesses have seen an annualized value of $325 million from ai agents handling customer support inquiries on their own. The return on investment can reach 210% over three years, with payback in less than six months.
You can use ai agents to automate marketing campaigns, qualify leads, and personalize outreach. These improvements help your business grow and keep your team focused on high-value activities.
Operations and Supply Chain
You can transform your operations and supply chain management with Copilot Studio. Intelligent automation gives you the power to make better decisions and increase efficiency. You can set up adaptive workflows that respond to changes in real time. This means your supply chain can adjust quickly to new demands or disruptions.
Automation technologies like robotic process automation and AI help you boost productivity. You can reduce operational costs by letting AI agents handle repetitive tasks. For example, you can automate inventory tracking, order processing, and shipment scheduling. These improvements free your team to focus on solving bigger challenges.
Copilot Studio lets you orchestrate tasks across your supply chain. You can connect data from different departments and automate the flow of information. This helps you avoid delays and errors. When you use Copilot within Dynamics 365, you get summaries of operational conditions and alerts about risks. This support helps you make faster decisions while keeping control.
Here are some ways Copilot Studio improves operations and supply chain management:
- You automate routine tasks, which saves time and reduces mistakes.
- You get real-time updates on inventory and shipments.
- You can respond quickly to supply chain disruptions.
- You improve communication between teams and departments.
Tip: Use Copilot Studio to monitor your supply chain and spot risks early. This helps you keep your business running smoothly, even when things change fast.
Industry-Specific Solutions
You can build custom AI agents with Copilot Studio to solve challenges in your industry. These agents connect with your existing data and applications, so you do not need to change your systems. You can use low-code tools to create AI agents for tasks like compliance checks, patient scheduling, or financial reporting.
AI agents help you manage growing workloads without adding complexity. They give you end-to-end visibility across your business. For example, in healthcare, you can automate appointment reminders and patient follow-ups. In finance, you can use AI agents to check transactions for compliance and generate reports.
Here is a table showing how different industries use Copilot Studio:
| Industry | Example Solution | Benefit |
|---|---|---|
| Healthcare | Patient scheduling assistant | Fewer missed appointments |
| Finance | Automated compliance checks | Faster, more accurate reports |
| Retail | Inventory management agent | Better stock control |
| Manufacturing | Production line monitoring | Fewer delays and breakdowns |
| Education | Student support chatbot | Improved student engagement |
You can connect AI agents to systems like CRM and ERP. This improves collaboration and helps you launch new products or services faster. You can also use AI agents to find new revenue opportunities by automating tasks that used to take a lot of time.
Note: Copilot Studio gives you the tools to innovate in your industry. You can solve unique challenges and stay ahead of the competition with custom AI solutions.
Implementation Guide
Assessing Business Needs
You should start your automation journey by understanding where ai agents can make the biggest impact. Begin by identifying high-impact use cases or pain points in your business. Look for areas where repetitive tasks slow down your team or where manual processes cause delays. Once you spot these opportunities, pilot Copilot Studio in a specific scenario. This approach helps you measure the value of ai agents before a full rollout.
Next, invest in role-specific training. Make sure employees know how ai agents can assist in their daily work. Clear guidelines and guardrails are important, especially when handling sensitive data. Communicate your policies around ai agents to build trust and ensure compliance. Gather feedback from users and use it to improve your automation solutions over time.
Here is a step-by-step approach you can follow:
- Identify key business challenges or pain points.
- Pilot ai agents in targeted scenarios.
- Train employees on ai agent capabilities.
- Set clear usage guidelines.
- Collect feedback and refine your approach.
Tip: Start with a pilot project to test ai agents in a controlled environment. This helps you build confidence and measure results before scaling up.
Building AI Agents
When you build ai agents for automation, you need a clear plan. Assess your organization’s readiness by looking at your data, governance, technical resources, and workforce adaptability. Establish a governance framework to align ai agents with your business goals. This step builds trust across your teams.
Adopt a structured lifecycle for your ai agents. Design, train, test, deploy, monitor, and optimize each agent. Open communication with stakeholders reduces resistance and builds support. Start with low-risk use cases. This approach lets you gain experience and confidence before moving to more complex automation projects.
- Assess readiness across data, governance, and resources.
- Set up a governance framework for ai agents.
- Manage the lifecycle from design to optimization.
- Communicate openly with your teams.
- Begin with simple use cases to build momentum.
Integrating RAG
Integrating RAG into your business systems boosts the power of your ai agents. RAG works best when your business data is well-organized and easy to access. This setup makes implementation smoother and improves the quality of results. You can connect RAG with CRMs, ERPs, APIs, cloud storage, and internal databases. You do not need to replace your existing systems.
RAG democratizes knowledge across your teams. Employees can access information quickly, which streamlines workflows and increases efficiency. Here is a table that shows key aspects of integrating RAG:
| Integration Aspect | Description |
|---|---|
| Data Organization | Organized data improves RAG performance and result quality. |
| System Compatibility | RAG connects with CRMs, ERPs, APIs, cloud storage, and databases without system replacement. |
| Knowledge Democratization | Teams access information easily, reducing the need to consult multiple people for data. |
Note: Well-integrated RAG systems help your ai agents deliver accurate answers and support better decision-making across your business.
Deployment and Improvement
You have built your AI agents and integrated RAG into your business systems. Now, you need to deploy these solutions and ensure they keep delivering value. Deployment is not just about launching a new tool. It is about making sure your AI agents work smoothly in real-world conditions and continue to improve over time.
Step 1: Prepare for Deployment
Start by testing your AI agents in a controlled environment. Use sample data and real business scenarios. This helps you catch issues before they affect your team or customers. Involve key users in this phase. Their feedback will help you fine-tune the agent’s responses and workflows.
Step 2: Launch in Phases
Roll out your AI agents in stages. Begin with a small group or a single department. Monitor performance and collect feedback. If everything works well, expand to more users or processes. This phased approach reduces risk and helps you manage change.
Step 3: Monitor Performance
After deployment, track how your AI agents perform. Use dashboards and reports to measure key metrics like response time, accuracy, and user satisfaction. Set up alerts for any unusual activity or drops in performance. Regular monitoring helps you spot problems early.
| Metric | What to Watch For |
|---|---|
| Response Time | Are answers quick and relevant? |
| Accuracy | Do agents provide correct info? |
| User Satisfaction | Are users happy with the results? |
| Adoption Rate | Are more people using the agents? |
Step 4: Gather Feedback and Improve
Ask users for feedback often. Use surveys, interviews, or direct comments. Look for patterns in the feedback. If users struggle with certain tasks, adjust the agent’s workflow or training data. Continuous improvement keeps your AI agents useful and trusted.
Tip: Schedule regular reviews of your AI agents. Update them with new data, business rules, or features as your needs change.
Step 5: Scale and Optimize
Once your AI agents prove their value, scale them to more teams or processes. Optimize their performance by refining prompts, updating integrations, and retraining models with fresh data. Encourage a culture of innovation. Let employees suggest new ways to use AI agents in their daily work.
You can ensure long-term success by following these steps. Deployment and improvement are ongoing processes. Stay proactive, listen to your users, and keep your AI solutions aligned with your business goals.
Addressing Challenges in Automation
Data Privacy Concerns
You must pay close attention to data privacy when you deploy AI agents in your business. These agents can access large amounts of information and act on your behalf. If you do not manage them carefully, you may face risks that could impact your organization.
Here are some common data privacy concerns you should consider:
- Teams can create and deploy agents without a central security review. This means some agents may operate without proper oversight.
- Agents often receive broad permissions to keep workflows efficient. This can lead to excessive access rights.
- Once deployed, agents can act on their own without real-time approval. This increases the risk of unauthorized actions.
- Agents use application identities and tokens that are hard to track. This can cause identity management problems.
- Agents can transfer data between systems. This raises the chance of accidental data exposure.
You should also know that Copilot can access all the data a user can within Microsoft 365. This level of access can pose a significant risk if not managed properly. Studies show that 16% of business-critical data is overshared, with an average of 802,000 files at risk in each organization. Sometimes, outputs from Copilot do not inherit security labels from the original files. This creates gaps in your security.
Tip: Set clear policies for agent permissions and monitor their activity. Regular reviews help you catch and fix problems early.
Scope and Limitations
You need to understand what AI agents can and cannot do. These agents work best when you give them clear tasks and well-defined goals. They can automate routine processes and handle large amounts of data. However, they may not perform well with tasks that require deep judgment or creativity.
You should set boundaries for your agents. Define which actions they can take and which ones need human approval. This approach helps you avoid mistakes and keeps your business safe. You should also update your agents as your needs change. Regular updates ensure your agents stay effective and aligned with your goals.
Reliable Connectivity
You rely on strong and stable connections for your AI agents to work well. If your network is slow or unreliable, your agents may not perform as expected. They need access to data and services in real time to support your business.
You can improve reliability by using secure and high-speed networks. Test your systems often to find and fix weak spots. You should also have backup plans in case of outages. This way, your automation continues to run smoothly, even if problems occur.
Note: Reliable connectivity keeps your business running and helps you get the most from your AI agents.
Human-AI Collaboration
You can achieve the best results when humans and AI agents work together. AI agents handle repetitive tasks and process large amounts of data. You bring creativity, judgment, and empathy to your work. When you combine these strengths, your business becomes more efficient and innovative.
You should not see AI agents as replacements for people. Instead, treat them as digital teammates. They can support your team by handling routine work, so you can focus on solving problems and building relationships. For example, an AI agent can answer common customer questions, while you handle complex cases that need a human touch.
Tip: Use AI agents to free up time for strategic thinking and creative projects.
Here are some ways you can encourage strong human-AI collaboration:
- Define clear roles: Assign tasks that suit AI agents, such as data entry or report generation. Let people handle decisions that need judgment or empathy.
- Encourage feedback: Ask your team to share their experiences with AI agents. Use their feedback to improve workflows and agent performance.
- Promote transparency: Make sure everyone understands how AI agents make decisions. This builds trust and helps your team use AI tools with confidence.
- Provide training: Teach employees how to work with AI agents. Show them how to use the tools and explain the benefits of collaboration.
You can also use a simple table to plan how humans and AI agents will work together:
| Task Type | Best Handled By | Example |
|---|---|---|
| Repetitive Data Entry | AI Agent | Invoice processing |
| Customer Relationship | Human | Handling complaints |
| Data Analysis | AI Agent | Generating sales reports |
| Strategic Planning | Human | Setting business goals |
| Routine Inquiries | AI Agent | Answering FAQs |
| Creative Problem Solving | Human | Designing new products |
You should review your workflows often. Look for new ways to use AI agents to support your team. As your business grows, you can adjust the balance between human and AI tasks.
Note: Human-AI collaboration leads to better results. You get faster workflows, fewer errors, and more satisfied employees.
You can build a culture of innovation by encouraging your team to work with AI agents. Celebrate successes and share stories about how AI has helped your business. This approach helps everyone see the value of automation and stay open to new ideas.
When you combine the strengths of people and AI, you create a smarter, more agile business. You stay ready for new challenges and opportunities.
Future of Business Automation
Emerging Trends
You will see the future of business automation shaped by several important trends. Real-time data retrieval now makes your ai agents more accurate and relevant. You no longer need to wait for slow updates. Your ai agents can access the latest information and respond instantly. This change improves the quality of your workflows and helps you make better decisions.
Cost efficiency is another key trend. You can now update external sources instead of retraining your ai models. This approach saves money and time. Your business can stay agile and respond to changes quickly. Ai agents also have the power to execute entire workflows on their own. They do not just assist you—they can transform how your business operates.
You will notice that knowledge systems powered by RAG technology can retrieve and generate detailed responses from large sets of documentation. In customer support, RAG gives instant, context-aware replies to your customers. In healthcare, RAG helps medical teams find the right literature for clinical decisions. These trends show how ai and automation will continue to grow in importance.
Evolving Role of AI Agents
You will see ai agents take on a bigger role in the future of business automation. These agents can now make decisions on their own. They do not just help with small tasks. They can run entire workflows from start to finish. Your ai agents can connect with many tools and systems. This ability lets them replace old processes and create new ways of working.
As your business grows, you will rely more on ai agents to handle complex tasks. They will not just follow instructions. They will learn from your data and improve over time. You can trust them to keep your workflows running smoothly. Ai agents will become a strategic part of your business, helping you reach your goals faster.
Tip: Start thinking about how you can use ai agents to automate more of your workflows. This step will prepare you for the future of business automation.
Preparing for Next-Gen Workflows
You need to get ready for next-gen workflows powered by ai. Begin by reviewing your current processes. Look for places where ai agents can add value. You should focus on areas where real-time data and automation can make a big difference.
Train your team to work with ai agents. Show them how these tools can help with daily tasks. Encourage everyone to share ideas for new workflows. This approach will help your business stay ahead as the future of business automation unfolds.
You can use the table below to plan your next steps:
| Step | Action |
|---|---|
| Review Processes | Identify tasks for ai automation |
| Train Team | Teach how to use ai agents |
| Encourage Feedback | Collect ideas for new workflows |
| Monitor Progress | Track results and adjust as needed |
You will see that ai, RAG, and automation will keep changing how you work. By preparing now, you make sure your business is ready for the future of business automation.
You now see how Copilot Studio, AI agents, and RAG can transform your business. These tools help you automate tasks, improve decision-making, and boost productivity. You gain faster workflows and better results. To get started, identify key areas for automation, train your team, and set clear goals. Stay open to new technology and keep learning. Your business can lead the way in the future of automation.
FAQ
What is Copilot Studio?
Copilot Studio is a Microsoft platform that lets you build AI agents for business automation. You can connect it to Microsoft 365, Azure, and other tools. It helps you automate tasks and improve workflows.
How do AI agents help my business?
AI agents handle repetitive work, answer questions, and support your team. You save time and reduce errors. Your employees can focus on important projects.
What does RAG mean?
RAG stands for Retrieval-Augmented Generation. It helps AI agents find and use the latest information from your business data. You get accurate answers and better decisions.
Is Copilot Studio secure?
Yes, Copilot Studio uses Microsoft’s security features. You can set permissions, use data loss prevention, and meet industry standards. Your data stays protected.
Can I use Copilot Studio without coding skills?
You do not need to be a developer. Copilot Studio offers low-code tools. You can build and deploy AI agents using drag-and-drop features.
What apps can I connect with Copilot Studio?
You can connect Copilot Studio with Microsoft Teams, Outlook, SharePoint, Dynamics 365, and many other business apps. This makes automation easy.
How do I start with Copilot Studio?
Start by picking a simple workflow to automate. Use the platform’s guides and templates. Train your team and gather feedback as you go.
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Yeah, welcome back to the M365 of M podcast.
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We explore here are people, technologies and ideas shaping the future of the Microsoft
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365 power cut form, Azure and AI world.
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Today we are diving deep into one of the hottest topics in the Microsoft ecosystem.
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Cooperated studio, AI agents and intelligent business automation.
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My guest is Niliou Fadogan, a platform developer at the International Atomic Energy Agency.
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Where she designs AI power solutions using co-pile studio power apps, power automate AI
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build and AI services through her career at organizations like Siemens, Bosch, the
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Abyss, A home, applicants and the EA.
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She has helped build enterprise grad applications, automatic complex business processes and
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power citizen development through mentoring and workshops.
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In this episode, we explore how co-pile studio is evolving far beyond traditional chat box,
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how Azure AI found the Azure Open AI and AI search are enabled new generation of intelligent
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agents and what organizations need to know to move for AI experiments to real business
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value.
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Whatever you are a power platform developer, solution architect IT leader or simple careers
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about the future of AI power business applications, this conversation, this pack was a
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practical insight, a real world lesson.
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So grab your favorite, Bruce, Sit back and enjoy my conversation with Niliou Fadogan.
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Welcome Niliou Fadogan, thank you for being here.
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Thank you, Miko, for the support.
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Thanks for having me and I'm really glad to be here.
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And yeah, thank you.
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Yeah, you work for the EA EA.
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And tell a little bit about what you're doing there that sounds really rocker sides.
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You are the explain what I'm doing there, what kind of technologies I'm using there, but
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let me explain a bit.
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I work there as a 365 platform specialist, so my specialty and my background totally
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aligns what I'm doing right now.
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I'm mostly creating power platform and co-operative solution like creating agents and applications
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for internal processes.
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So this is, I work for the team which just aims digital transformation within the organization.
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So that's, that's it, I guess, yeah.
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Yeah, and yeah, I think I see your academic background is
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yeah, in economics, I think that's not the, not the mobile way to power platform in the
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ID-bound, how did you transition into power platform in the ID-bound?
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When I told people that I graduated from economics, this is the first question that comes
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mind, how do you switch there?
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Why you switch there?
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And actually, before I graduate, I realized that I don't want to work in the economics field.
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Then I started to get some courses about data science.
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Then I, at that time, data science became a bit famous and everybody wanted to work in
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the data science field.
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And that's why I get some courses and I try to find an intern about data science.
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And I think my career change just began with this idea and I was a bit lucky because I
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get an internship in the BSH in that way.
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And I started the data science project student.
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I worked there for nine months and after that, I realized another technology is arising and
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I talk with my manager.
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And of course, I wasn't sure what this field and what can I do there.
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But my manager offered me, do you want to work on this?
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And I started about power platform and power apps, power automates and what we can do there
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and do our interest with these technologies.
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And then I realized that I really loved what power apps and power automates do at that
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time because I was very interested with UI.
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And instead of just doing hard-cooked things, I was getting, I was into just doing something
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simply and writing little code.
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So this is low-code, no-code platform.
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This was totally aligned my interest and then I switched to actually there.
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So my start point was being a data science project student and switching to another team
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which is power platform.
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And yeah, it started in that way.
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Yeah, awesome.
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How has your economics background influenced the way you approach technology and automation
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projects?
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Actually, while I'm studying in the university, I got lots of statistics courses and at that
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time I realized that I really love analyzing something and also just approaching to this
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some issues and when I face something during my work, I can use that background, I think.
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But I cannot say of course 100%, I'm using economics background, but of course a bit of learning
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process of courses and attitudes and tradition in my university just shape myself and my personality
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and also my way of looking to the issues that I am facing during the work and while solving
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the problems, then I may tell in that way it helped me.
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And can you tell us how did typical day look like for you as platform development, working
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with AI solutions?
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Actually, I am experiencing different kind of days of power platform development days.
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For now, actually, I am just working by myself, creating applications and sometimes helping
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other people who are not coming from the technical background, but they want to develop some
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agents or some applications.
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I also help them and we make call them like a student developer and mostly helping the student
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developers and also working on my own projects and my own tasks.
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I may tell in that way.
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Yeah, so that's a little bit deep dive into the co-pilot studio topic.
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So many people still think co-pilot series, adjustable in chatbos, what's the biggest
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misconception about the platform you see?
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I think misconception is people think like co-pilot studio is a very intelligent something
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and they can write the instructions and it should work for them and that's enough.
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But they are thinking in that way.
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But I think this is the misconception that people think they can solve everything with
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agents.
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Sometimes, some demand comes from the client side and when we talk, the pain points I understand
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that is not an agent that cannot be solved via agents that can be solved via applications
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or powerpates or just with power automate.
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So I think misconception starts from, first of all, deciding which product, for which purpose
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they couldn't sometimes understand the people can not sometimes understand this and so navigating
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through wrong direction.
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And another thing is people think that they are really intelligent and just writing simple
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instruction will be enough.
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But it's not like that.
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We have to construct the knowledge part and also tools and also automation.
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All together became a good agent.
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So sometimes they are thinking, okay, I just write the instructions by helping, by getting
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help via some chat tools, some AI tools and that's enough.
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But it's not working at the end of the day.
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So I think these two parts are the misconception about co-pies studio.
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Yeah, I'm a little bit overwhelmed with the updates on co-pies studio.
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It's an earlier feel every three days.
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They wrote something new out.
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Can you explain how co-pies studio evolved over the last month?
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Actually over the last month, there were lots of updates.
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So I also struggled to just keep up what's going on, what kind of new features arise and which
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one would be valuable for me to learn.
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So I'm still just trying to catch up.
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So there were some big events like Microsoft Build and the output from this event was very
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important and we saw lots of important features there.
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I think it's going to be like in the previous time, we were just telling everything else and
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just doing the whole configurations and adjustments inside the co-pies studio.
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That was creating, that became the agent at the end of the day.
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But now I'm seeing that it will be enough to write the instructions in a good way.
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And if you write the better instructions, if you structure it very well, it will be better.
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For example, they changed the UI of the co-pies studio and for now they just kind of switched
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them, topic and also the topic with the skills.
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So in skills, you should write the good instructions to be sure that agent will behave very well.
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So I think it's going to be a bit just describing what you want very well.
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Means you will have the good quality agents at the end.
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I think it goes in that way.
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And why are especially enterprises suddenly paying so much attention accurately to AI agents?
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My first and sincere answer would be of course there are AI trends and people really understand
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that there is a train and this train is going and we have to just jump into the train because
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we should catch it.
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But this is the first thing I think that they are just trying to get into this field and
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want to have agents.
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But another thing, people understand that they have some manual things and the world we
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are living is just the world we may automate, make an automation and also we can get rid
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of these manual works.
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So that's why after they try some AI tools, they understand that we need agents.
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We can create this internally.
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So this is the beginning part for I think.
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And what will you say is the difference between an AI agent to a traditional AI chatbot system?
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Actually, between AI agents and chatbots there is one that prevents and the main differences
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in AI agents, it can decide based on what we give to that agent.
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But for chatbots it was like you have to sell every step and decision, decision you have to
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just configure the whole decision in that way chatbots act like what you define.
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So you were telling all things to the chatbots and just doing manually in the background
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all things.
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But for AI agents, you are describing what you want and if you describe it well then it
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behaves in a way you like you want.
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And what did you think should organization choose co-pilot studio over custom AI development
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or the M-Mobile?
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It depends but can you say when you use co-pilot studio and then a custom AI development?
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Can you elaborate on the question I didn't get what you mean with the custom agents?
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Yeah, I think we have this also.
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So we have Azure AI especially where the difference and when it choose what?
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I think it's where I use only cases and when you as an M365 specialist I may tell that
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when I talk with the client for a project at the beginning and when I analyze the project
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I see some functionalities they want and sometimes I know from my experiences like this can be
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solved just via co-pilot studio but sometimes I understand this should be tried and if we
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couldn't solve this we may move on to Azure site.
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So for me actually I start with the co-pilot studio and try to find the work around solution
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sometimes and in case I cannot solve it I switch to Azure and another thing is I think
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the another main criteria that defines where to go for any scenario is if they are working
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with a huge amount of data then that should be first of all cleared and should be structured
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in another place so in that kind of case is mostly we have switched to Azure platforms and
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use the Azure AI tools.
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Okay, can you tell us a real case scenario for co-pilot studio you have developed?
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Yes, I can but what kind of scenarios you need?
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I have lots of scenarios and I couldn't think which one I may explain.
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Yeah.
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Only when you are allowed to tell about it.
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Okay, okay.
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I may tell one agent to, yeah, okay, let me tell one agent.
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I created a Confluence agent and these agents were helping for the people who are searching
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some knowledge inside the Confluence and it needs both indexation of the documents which
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are listed inside the on-prem Confluence so that's why I had to use the tool from Azure
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sites which means that I have to make indexation and rock inside the Azure and make it as
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a knowledge source and use it inside the co-pilot studio.
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Another thing in this project was defining the permission level of the people and the group
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so by getting retrieving the data from Confluence also I get the permission levels and permission
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groups and then I put as a variable insight indexation in that way when people ask some
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question if they don't have access in the Confluence they couldn't get the answer about permission
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level issues sold and also they can easily access the information without just scrolling
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the page and trying to find it within lots of documents.
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So this was one of the real case and I think it was nice because it was the first project
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for me that I retrieved the data from on-premise system and make it structured way and also make
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rough from there.
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Yeah, that's interesting.
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What did you think are the biggest strengths on Limit and the co-pilot studio today?
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Actually for me, recent change sometimes can be confusing and I couldn't decide where
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to solve the case because I think there is no way not only one way for some cases so sometimes
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it can be hard to just decide which way I want to solve this.
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I want to use the tools, I want to adjust the connector and use inside the topic and do
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I need any other agents for that kind of questions it can be sometimes confusing based on the
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cases.
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So there is no only one way for some cases so you can solve it with three different way.
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So that kind of case can be a bit complicated and decision making can be hard but besides
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that I'm just thinking for example for me UI change is a bit hard for me because I am also
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surprised when UI of power automate change and I have to switch back to the previous version
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always so UI change also makes a bit it can be a bit challenging for me and also I think
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sometimes especially as I saw in the season developer they cannot address what is pre-view
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feature, what is experimental feature so they create project and in some way they publish
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it in the prod environment and that can be sometimes difficult to just handle those things.
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But that's all I guess that comes my mind.
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Yeah awesome.
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I'm a little bit thinking about or I read a little bit and look what you do and there is
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something I found really interesting.
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You spoke about the combination of co-pilot studio with Azure, AI Foundry and AI search
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what makes this combination so powerful.
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Actually before Azure AI search integration comes to co-pilot studio and also some knowledge
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source wasn't developed well at that time so making RAC for big amount of data was quite
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hard.
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For example people have 1000 or 2000, 3000 documents and making indexation and getting
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quick response from the agent was quite hard.
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So those combination were bringing RAC solution and while it is RAC solution it was both getting
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much better answer and in a more quick way.
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So this combination brings this but for now also it is valid for big amount of data making
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and the exchange in some inside Azure is still available.
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That's really really cool and interesting and can you a little bit explain how you architecture
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a modern enterprise AI agent?
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Yes I can.
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For me actually I am not a solution architect but since as a developer we have to make it
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sometimes by ourselves then I follow a couple of things like first of all I analyze the
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project that I get and with steps I will follow which technologies I will use.
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If it needs some POC process then first I tried POC then later on decide which tool I will
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use, which way I will go and then later on I create one template for myself and just
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visualizing everything where the data source will be and how I will configure this, how
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I will create the permission layer.
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I decide all of those and then I start a create project.
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Yeah I can tell.
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And we have also I don't know if everyone knows this.
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Can you a little bit explain what Azure AI search is and what role it play in the agent
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solutions?
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Azure AI search is a place, a tool that you can index your documents and indexation means
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that indexation and vectorization is done by Azure AI search at the same time.
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So that means that if you have church documents in normal indexation doesn't exist if you are
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using it directly then it means that it just read the whole page to find the relevant
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information.
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The post that you are immersed in in the second page.
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So when you make an indexation and when you use Azure AI search it just go to the second
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page and find this information or if this information is simply just mentioned in the third page
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is just look second and third page and do not skim the whole page, each page and it doesn't
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spend a lot of time.
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So it's a both increase the quality of the answers and also you can get easily answer within
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a couple of not minutes but less than that so yeah that's nice.
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And what role did retrieval augmented to generation play in this kind of your own?
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Yeah, retrieval augmentation actually retrieval augmentation and indexation are indexation
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and vectorization are whole process that works together actually.
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I may sell let me explain you in a more better way.
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We have documents lots of documents we are putting in a vector database or one database
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then this is just divided into sections this is the chunks and then via large language
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models which communicates and also create the response via this we get the response and
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hold this process vectorization chunking and indexation and creating response via LLM
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is rock.
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So this is the whole process I talk about actually.
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And what did you think what misconceptions to organization commonly make when they implementing
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REC?
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Sometimes okay I think yeah even they have little amount of documents sometimes they try
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it but sometimes it's not necessary to use it in according to my opinion you can just
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solve it easily by just setting it a knowledge inside the global files studio.
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Another thing is they are thinking if they upload a excel file or CSV file it will be indexed
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properly but the thing is they have to select the right database for indexation.
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So selecting the right database based on the data is also important.
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For example if you have excel like data, tabular data then those indexation groups different
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compared to text based documents so this should be also regarded while making rock.
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Yeah I think Microsoft REC would recommend it to use Microsoft fabric.
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Yeah yeah yeah.
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Industrial.
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One of your topics you speak about is this business value.
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How do you evaluate AI agents that are actually delivering a business value?
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How we can do it or how do you do it?
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Actually this is hard topic and still there are some discussions continue.
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There are a couple of ways to do this.
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I used some automation via Power Automate that I was getting the conversation history and
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in that way I was telling what kind of question I asked and in normal how many how much time
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do people spend without the agents and it was kind of manual process but there are some
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tools like Copial Studio Kit to see the whole matrix and put the key PIs there and even
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you can just tell for example this would cost 5 euro for the process but we gain 10 Rs
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so we just gained 50 euros per day.
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You can just put that kind of key PIs and in that way you can adjust the return of investment
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and you can see the real value in that way so I think Copial Studio Kit is very valuable
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for this via a commutation key PIs and also for other purpose for governing purpose also
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it's nice.
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So yeah I would say Copial Studio Kit and some manual, not manual but some automation can
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be done to detect it.
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Also there are some tools inside the Copial Studio that you can put some matrix in a different
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way and it can detect it for you so this is the more easiest way for people without just
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setting up the Copial Studio Kit they can also use this.
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Yeah there are some ways.
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And when you start with a proof of concept, what challenge and counter or did you see
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when you go to production?
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Some proof of concepts just end up like we don't need this and some of them end up like
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okay we need this let's just move to create the real products and so it depends on the cases
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I guess.
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And what is the role of governance and security especially by deploying AI agents at scale?
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It is also a hard topic for every company because it's very important for governing and
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security part.
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Yeah this really needs a bold attention and bold effort to work on.
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Also Copial Studio Kit has some tools, some subproducts inside of it and also agent 365
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has lots of capabilities to govern those agents and detect who created which agents and do
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these agents use knowledge or AI tools or how many AI credits they are consuming.
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We can detect this via those tools and for security parts via admin center also it can
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be just bands or just sewage of some features and in that way it can be controlled but yeah
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for some tools that's not possible for example for co-pilot and 365 co-pilot agents it cannot
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be, it cannot be just prohibited or just cannot removed or controlling them is a bit still
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the issue on the desk so I may just tell in that way it's a bit complicated actually and
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it needs more attention and more effort to work on and to understand because I think there
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are some misconception also about these people do not give importance to the governance
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and also security they are just using everything and they are not looking where they are giving
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their data what they are doing so these are really important things.
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You are also a platform developer and my question is we have co-pilot studio and AI Foundry
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is there any reason for to use longer power apps or power automate or let's say more
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diplomatic how are power apps and power automate changing in the age of AI?
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Some people believe that power apps will not exist in the next feature maybe but I am not
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sure actually they are evolving of course they are evolving to a more intelligent way for
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example there are web apps and my web apps which can create the applications easily
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and we can customize this so I think the way they are evolving is not a bad place actually
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I would say that not a bad way it's actually in a good way because if we write our description
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if we write what we want very well then we can create something within a minute then we
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have time to customize it and work on it and add more important features and work on more
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security and governance also so it will give us time for those kind of things and those
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are really important I guess so it's evolving in that way.
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Yeah and what are some practical use cases where AI agent and power automate work together?
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Absolutely to be honest I didn't been in a project where I combined those two very effectively
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I've been in some projects but I don't think that they were the best case to combine
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those two but there are some options like sometimes people need to feed the user interface
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with the widescreen and interact with it so sometimes navigating from agent to applications
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could be possible if they need more interaction in the user interface or if they want to
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see the table some statistics and some values in that way it can be integrated but as I said
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I didn't remove that much.
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Okay I think a little bit about what are good candidates for AI powered automation how
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can we identify processes that are good for that or how do we, how do you do it?
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How do we, I didn't get the question, how do we define the AI projects I didn't get?
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How did you identify process that are good candidates for AI powered automation that's
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my question.
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I don't know I didn't think any case for this I couldn't get it sorry.
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Then another question, where did you see the human in the loop or human approval, what
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role did this still play in AI driven workflows?
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I think for serious decision of course agents shouldn't take the decision and sometimes
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of course for basic tasks like creating tickets or some basic approvals these are very straightforward
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and human in the loop scenarios are valid for those but there are some scenarios which
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are really important to be to involve the human for example expense reports and those
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kind of cases and also if we need to escalate to the sea level then for that kind of cases
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we need another approval before we address it to the sea level so for that kind of cases
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human in the loop became really important so I can differentiate in that way.
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Okay let's a little bit look at the tutorial power platform.
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What will you say is the most underrated yeah feature in the power platform for you?
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Wow that's good question I didn't think about this before.
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I'm thinking.
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I think the response to design make me always like that's good at the end of the design
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because you can use it either in the tablets or in the laptop or in the phone.
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I really love this feature so I think responsive design makes me always excited.
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You are an MVP so you have this you get all the information more earlier than the novel
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humans like me so what did you think is coming or what's the future of AI inside the power
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platform ecosystem?
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I cannot declare the whole information of course and also I am not getting a little
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further but yeah in my opinion beside being an MVP I'm not sure that it became like we
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have to be a person who can understand from security governance and whole concepts together
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because as a developer if we skip some parts then it became really hard to understand
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what we are doing and okay we developed this but will this be sustainable will people
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satisfy from this so to understand those also we need the security and governance parts
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a lot and also we should understand that we have to also we have to have lots of information
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about the system for example when we get the case we should understand where we should
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address this and which tool we can solve this because there are some options and it's
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either decreased cost or increased the cost so seeing the whole perspective became important
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in this time I met all so that's I guess.
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I think in your role you have x yeah you have a must or you can connect with a lot of
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experience mentoring citizens in the developer what separates a successful citizen developer
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program from their failed ones.
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I think common things amongst these developers is not only this in developer but the developer
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some new developers are also doing this thing sometimes they are just using the AI and for
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example they are asking to close they are asking to chat GPT and then they do what they see
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but they don't understand what they are doing or what they are allowing so if they do this
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they are not being the good ones of course because at the end when they get some issue they
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couldn't understand the concept they cannot understand where to start and why this is
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resulted from where this is resulted and that's why I think asking and being very reluctant
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to do AI response of course I don't say that I also use the clause and other code tools
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for this but I try to understand how we did this and when I get an error I am not reluctant
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to do I am not a stick to the answer that I ideas to me so this is the important part I
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think for also citizen developer too but some of them just try to search a bit the forums
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and check the documentation and try to understand what's happening then they became more better
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compared to other cases.
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In the companies we have a say two to M&A fighters and the one side of the ring is innovation
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and the other side is governance which one wins the game the metal decides.
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That's also a good question I think it depends on the company I am sure that in some companies
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like governance wins and in some companies innovation wins if they are very aggressive about just
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expanding their earnings and expanding their project and cycle then in that way of course
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innovation wins but for some of them they became more protected and they became unwilling
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to share all of their data and first of all they try to understand why we are allowing
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this and why we are doing this and for those of course the other side wins.
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Okay yeah I think a lot of IT departments actually say a little bit worried about citizen
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developer because they are creating risk.
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What advice can you give?
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I think try to call for for for for colleagues to your case I mean so that I saw also those
392
00:42:19,480 --> 00:42:27,160
kind of cases people the organization try to give access to whole people because they
393
00:42:27,160 --> 00:42:35,400
want to give people playground and they can be able to they grow the developer on agents
394
00:42:35,400 --> 00:42:42,160
that's understandable but that's quite chaotic too because to manage all these both need
395
00:42:42,160 --> 00:42:48,680
governance and security so for that purpose we have environments tenants in the power
396
00:42:48,680 --> 00:42:54,880
under power platform so they have to manage those environments very well for example they
397
00:42:54,880 --> 00:42:59,840
should have the test environments and they should have sandbox environment if they want
398
00:42:59,840 --> 00:43:06,360
to try something maybe they can put to whole people in those environments but they if they
399
00:43:06,360 --> 00:43:13,520
see real cases and real scenarios they may move to the environment so they have to be
400
00:43:13,520 --> 00:43:19,600
stick to application lifecycle management very well and also they should just restrict some
401
00:43:19,600 --> 00:43:27,520
features and check the other people is in the background and based on the people based on
402
00:43:27,520 --> 00:43:33,920
the departments maybe or the cases based on the cases they should just allow people to
403
00:43:33,920 --> 00:43:40,520
use those and in that way I think it could be more manageable.
404
00:43:40,520 --> 00:43:47,320
Yeah the these things we are moving towards a future where everyone becomes a developer?
405
00:43:47,320 --> 00:43:55,800
I don't think so everybody thinks like that but I don't think in that way because everybody
406
00:43:55,800 --> 00:44:03,160
can be a developer everybody can create an agent because yeah this became really easy
407
00:44:03,160 --> 00:44:10,440
you can just write what you want and within a minute there are some AI tools that can create
408
00:44:10,440 --> 00:44:15,920
application for but that's not a development development doesn't mean you tell something
409
00:44:15,920 --> 00:44:21,840
and it creates something it means you have to follow also what you created and what's
410
00:44:21,840 --> 00:44:26,760
the results of this and what you turn off investment you are getting and hold this process
411
00:44:26,760 --> 00:44:32,920
also included in the development so I don't believe that's the everybody will be a developer
412
00:44:32,920 --> 00:44:40,400
but I think to be a developer became easier but I don't think everybody will be a developer
413
00:44:40,400 --> 00:44:41,400
easily.
414
00:44:41,400 --> 00:44:50,200
Yeah okay cool let's jump in the rapid fire round I ask you short questions and you say first
415
00:44:50,200 --> 00:44:56,960
what come in your your mind so my first question is what's your favorite Microsoft product?
416
00:44:56,960 --> 00:45:08,160
Okay I think Copa Listerio unfortunately I couldn't answer it very quickly but yeah Copa
417
00:45:08,160 --> 00:45:14,640
Listerio what is the one AI trend that's overhyped?
418
00:45:14,640 --> 00:45:17,520
Sorry can you repeat it again?
419
00:45:17,520 --> 00:45:21,880
Yeah one AI trend that is overhyped.
420
00:45:21,880 --> 00:45:33,440
One AI trends I couldn't think about this but
421
00:45:33,440 --> 00:45:42,600
have you one that's under unhiked?
422
00:45:42,600 --> 00:45:51,720
I think creating agents within a minute on not underhyped all things about AI is hyped
423
00:45:51,720 --> 00:46:01,600
I guess so I cannot think it is under underhyped so I couldn't see what this is.
424
00:46:01,600 --> 00:46:07,920
And ever open AI or open source models?
425
00:46:07,920 --> 00:46:16,520
It depends on the case so I cannot tell only ones actually but to democratization of course
426
00:46:16,520 --> 00:46:18,760
open source I will say.
427
00:46:18,760 --> 00:46:24,920
Okay where are to get the best Turkish food in Vienna?
428
00:46:24,920 --> 00:46:28,400
Is this real question?
429
00:46:28,400 --> 00:46:36,000
Okay maybe I will say next dollar.
430
00:46:36,000 --> 00:46:43,240
What's the best career advice you ever received?
431
00:46:43,240 --> 00:46:56,800
I think when I get first in my first interview at the BSAJ chart the later I asked the
432
00:46:56,800 --> 00:47:03,640
later I don't want to work in finance but I want to work in data science but I don't have
433
00:47:03,640 --> 00:47:09,720
any experience on this and later told me that if you want this you can do this and I
434
00:47:09,720 --> 00:47:19,960
was like yeah why not then I became I believe myself more after this interview because it
435
00:47:19,960 --> 00:47:22,000
was inspiring and so forth.
436
00:47:22,000 --> 00:47:28,280
So not only one sentence but I think the whole interview was impressed me so I may tell
437
00:47:28,280 --> 00:47:40,040
that that was also my career so I would say this interview but I don't have specific order.
438
00:47:40,040 --> 00:47:50,960
Does there have you ever any certificate that's the most well you ever wrote?
439
00:47:50,960 --> 00:47:59,800
And I get 400 for now I didn't get there is recently an insert to get unfortunately but when
440
00:47:59,800 --> 00:48:07,840
I get Pia 400 it was very valuable for me I learned a lot while preparing for this one
441
00:48:07,840 --> 00:48:10,960
so I would say that one.
442
00:48:10,960 --> 00:48:20,520
Yeah and what's the biggest benefit you get from the MVP award?
443
00:48:20,520 --> 00:48:28,600
I couldn't attend in person event but I think even I attend online events like the MVP
444
00:48:28,600 --> 00:48:39,080
summits and the Microsoft build those events were very valuable for me because there are
445
00:48:39,080 --> 00:48:47,360
really lots of topics going on there and even you can't attend all of them I have to watch
446
00:48:47,360 --> 00:48:54,200
the record later and I learned a lot of things from those so yeah it's very valuable and I
447
00:48:54,200 --> 00:49:01,640
really I want to say the Microsoft events that I can attend.
448
00:49:01,640 --> 00:49:09,320
What's your favorite book podcast or YouTube channel or resource every professional
449
00:49:09,320 --> 00:49:22,480
show or reading? Okay I may tell as a YouTube channel I just watch lots of people so I cannot
450
00:49:22,480 --> 00:49:29,840
say only one people but I may tell for example I'm not saying just because he is my friend but
451
00:49:29,840 --> 00:49:37,820
I really love Raph Sun's channel and I watch Raph Sun's video a lot and learn from his video
452
00:49:37,820 --> 00:49:46,360
a lot and of course when I see some videos shared in the link and I also share I also watch
453
00:49:46,360 --> 00:49:54,980
love Matthew Matthew's also such a blog post I really benefit from it and of course a power
454
00:49:54,980 --> 00:50:04,460
pilot from Veechley I follow these a lot and I read it a lot so I benefit from this too.
455
00:50:04,460 --> 00:50:11,360
Yeah thank you for for for the quick fire rounds so then it's my last questions if listen
456
00:50:11,360 --> 00:50:21,620
I want to start building intelligence agents tomorrow where should they begin?
457
00:50:21,620 --> 00:50:29,620
Can you ask the question again? Yeah I will catch it story.
458
00:50:29,620 --> 00:50:37,220
The listeners today want to start building intelligent agents tomorrow where should they start?
459
00:50:37,220 --> 00:50:48,580
Okay. They I think the YouTube is really valuable it has really valuable sources and it has
460
00:50:48,580 --> 00:50:58,380
lots of real cases so I think they should find those YouTube channels and try to build their
461
00:50:58,380 --> 00:51:05,020
own agents by just following the steps on those videos and in that way they don't have
462
00:51:05,020 --> 00:51:10,500
to spend a lot of money to learn something or just get a course they can just follow the
463
00:51:10,500 --> 00:51:16,660
steps that's shown in the YouTube videos and this is the easiest way I think because when
464
00:51:16,660 --> 00:51:23,780
I start also a power platform developer position I didn't know anything and I was following
465
00:51:23,780 --> 00:51:29,700
the steps that is shown in the YouTube videos and it really helps me a lot because especially
466
00:51:29,700 --> 00:51:36,940
some some channels are explaining very well why we are doing this and what's the idea behind
467
00:51:36,940 --> 00:51:42,540
this so in that way they can understand the concept well so I think they can start from
468
00:51:42,540 --> 00:51:49,140
here and of course I can get some help from for example clothes but they should be
469
00:51:49,140 --> 00:51:54,780
evaluated what they are doing and they should try to understand why we are doing this in
470
00:51:54,780 --> 00:51:59,100
that way they can learn it quickly I'm sure.
471
00:51:59,100 --> 00:52:00,100
Awesome.
472
00:52:00,100 --> 00:52:07,900
Yeah so then whoa yeah thank you so much that was fantastic conversation thank you and
473
00:52:07,900 --> 00:52:13,660
and there we have so many covered so many topics around co-pilot through your architecture
474
00:52:13,660 --> 00:52:21,460
or AI services governance and citizens but yeah and yeah I think it's it's really really interesting
475
00:52:21,460 --> 00:52:31,140
so I thank you so much and yeah for the listeners you find all links and enforce a familiar
476
00:52:31,140 --> 00:52:38,380
for in the show notes and yeah I say thank you so much for for being here and spent nearly
477
00:52:38,380 --> 00:52:45,820
one hour with me so thank you thank you so much thank you because thank you so much for
478
00:52:45,820 --> 00:52:51,940
inviting me and in the moment me in this series I really enjoyed it was really nice thank you.
479
00:52:51,940 --> 00:52:52,500
Bye!
480
00:52:52,820 --> 00:52:54,060
Bye.

Founder of m365.fm, m365.show and m365con.net
Mirko Peters is a Microsoft 365 expert, content creator, and founder of m365.fm, a platform dedicated to sharing practical insights on modern workplace technologies. His work focuses on Microsoft 365 governance, security, collaboration, and real-world implementation strategies.
Through his podcast and written content, Mirko provides hands-on guidance for IT professionals, architects, and business leaders navigating the complexities of Microsoft 365. He is known for translating complex topics into clear, actionable advice, often highlighting common mistakes and overlooked risks in real-world environments.
With a strong emphasis on community contribution and knowledge sharing, Mirko is actively building a platform that connects experts, shares experiences, and helps organizations get the most out of their Microsoft 365 investments.

Copilot Studio & Power Platform Expert
Nilüfer Doğan holds a position of Power Platform Developer at IAEA, practically designing AI-powered solutions with Microsoft Power Platform tools such as Power Apps, Power Automate, AI Builder, and Copilot Studio. Her work consists of automation with a map on business process automation and app development interactions along with Azure services for efficiency improvements and a better user experience.
At Siemens and BSH Home Appliances Group, she developed enterprise-grade applications, process automation, and technical documentation. She provided workshops and mentoring for citizen developers in her company. Also, she took part in internal knowledge-sharing initiatives, including best practice meetings and developer workshops.
Nilüfer has a B.S. degree in Economics earned from the Middle East Technical University, and she also holds several certifications in Microsoft technologies, including Azure AI and Power Platform. She blends her strong technical background with a hands-on, solution-oriented mentality and is trusted for the design and delivery of scalable, user-centered applications.









