Build smarter workflows with Microsoft Copilot Studio – custom AI agents, secure integration, and expert training from Synergi.
Microsoft Copilot Studio provides a business-ready way to build Copilot agents that support everyday work across Microsoft 365. These agents use approved organisational data to answer questions, handle repetitive tasks and guide employees through your processes without manual searching or admin, helping organisations understand what Microsoft Copilot can be used for in a practical, governed way.
Microsoft Copilot Studio is a low-code environment for creating and managing Copilot agents, extending what is possible with Microsoft Copilot AI inside Microsoft 365. These agents act as digital assistants inside Microsoft 365 applications and use approved organisational data to support your teams.
Instead of relying on a standard experience of Microsoft Copilot AI, Copilot Studio allows businesses to decide what an agent should do and which information sources it can use. For example, an agent can retrieve a file stored in SharePoint, summarise activity from a Teams meeting or guide a user through a structured step, such as completing an approval or collecting information.
Many organisations begin by trialling Copilot for Microsoft 365, then introduce Copilot Studio when they want Copilot to follow internal procedures.
Within Copilot Studio, agents are configured to follow a defined process. When a user interacts with an agent, usually in Microsoft Teams, the agent references the data sources you’ve approved. It can guide a user through collecting the right details, update records on their behalf or complete a task from start to finish.
Employees speak to the agent in natural language. Instead of searching through multiple systems or repeating manual steps, they ask the agent to carry out the task. The agent responds based on your business information and the rules you’ve set.
Access and permissions remain in your control, ensuring Copilot operates within the boundaries set by your organisation. This approach supports effective Microsoft Copilot integration across Microsoft 365 without changing existing tools or workflows.
Many internal processes involve people answering the same questions or locating the same information. Copilot Studio reduces that constant interruption by allowing an agent to handle those requests.
For example, a starter joining the business can ask the agent where to find policies, handbooks or contact details. A project team can request a status update or log progress through the agent rather than through email threads. In IT or finance, routine questions, such as password guidance or cost centre lookups, can be answered automatically.
These improvements help streamline workflow across departments and reduce repeat requests directed at internal support teams.
Introducing Copilot Studio involves more than building an agent. It requires understanding data access, permissions, governance and how information flows through your systems. Synergi manages the full process, from defining the use case through to training.
The project begins with a planning session where we review your goals and map the process that the agent will support. We then configure Copilot Studio, set access permissions and build the agent to follow your internal steps. Once testing is complete, we deploy the agent and ensure teams are comfortable working with it.
Synergi works alongside your internal IT and business teams throughout, so your use of Microsoft Copilot AI sits properly within the wider working environment.
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Training is built into every Copilot deployment. Synergi provides Microsoft Copilot training for end users and Copilot Studio training for the people who will manage or update agents internally.
Sessions cover how to use Copilot across Microsoft 365, effective prompting, and how to maintain access and permissions. By the end of the project, your teams can manage Copilot Studio confidently and continue to develop agents without relying on external support. This includes structured Microsoft Copilot training and Microsoft 365 Copilot training for teams who will use or administer the technology.
Synergi has worked with Microsoft cloud and business applications for more than a decade. Our role is to ensure Copilot Studio is set up correctly from the outset – data access, permissions and policy control are reviewed before anything goes live.
We spend time understanding how your teams currently work, then configure Copilot agents to fit those processes. This avoids disruption and makes it easier for people to adopt Copilot in their day-to-day tasks.
Once deployed, we stay involved. Synergi supports ongoing use, helps refine agents as processes develop, and provides guidance when new opportunities for automation appear. Organisations treating Copilot as a strategic tool also benefit from Synergi’s role as a delivery partner rather than a supplier, providing continuity beyond the initial Microsoft Copilot consulting services engagement.
Book a Copilot planning session with Synergi to explore your first use case and plan the steps required for deployment.
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