Microsoft AI Builder, Power Platform, Azure OpenAI and Copilot Studio applied to document processing, prediction and language work, embedded where people already work and governed so security and audit have answers.
If automation without AI would solve the problem more cheaply, we will say so before building a model.
Sound familiar?
The problem is rarely the technology.
Most organisations already have the licences. What is missing is a process chosen deliberately, tested on real data, and owned after go-live.
01
Invoices and forms are keyed in by hand
The document arrives as a PDF and somebody retypes it into the system every day.
02
Approvals wait in inboxes
The process is defined, but it moves at the speed of whoever is checking email.
03
AI experiments never reached a process
A promising demo exists, and nothing in the business runs differently because of it.
04
Staff use public AI tools unofficially
Which means company information is leaving without anyone deciding that it should.
05
Nobody owns the AI decision
When an extracted value or a prediction is wrong, it is unclear who checks and who corrects it.
What we actually build
Six capabilities, all inside your own tenant.
Low-code where low-code is enough, Azure OpenAI and Copilot Studio where language work genuinely needs it, governance throughout.
Document intelligence1 of 6
Data out of documents, without retyping.
AI Builder models read invoices, forms, purchase orders and identity documents, extracting the fields your process needs and passing them into Dynamics 365 or the Power Platform.
What this gives you
Processing time and keying errors fall on the highest volume paperwork you handle.
We start with a sample of your real documents, because accuracy on your layouts is the only figure that matters.
Pre-built and custom models cover prediction, category classification, sentiment, object and text detection, using the data already held in your business systems.
What this gives you
Routing, prioritisation and forecasting stop depending on individual judgement.
We check whether the history is complete and consistent before proposing a model on top of it.
Copilot Studio builds agents that answer from your own sources, act inside Power Automate flows and surface in Teams and Microsoft 365 where people already work.
What this gives you
Routine questions and tasks handled by an agent you control, with escalation to a person when it should hand over.
We scope what each agent may see and do, test it against real questions, and connect it to the systems that hold the answers.
Copilot is an AI layer over the Microsoft 365 apps your people already open, grounded in the content they are already allowed to see, and governed by the controls you already run.
Inside the apps people already use
Copilot works across Word, Excel, PowerPoint, Outlook and Teams, drafting, summarising, analysing and catching people up on what they missed.
Copilot Chat as the front door
A chat surface on web, desktop and mobile for questions, drafting and research, available to eligible Microsoft 365 users without an added per seat cost.
Grounded in your own content
Responses are grounded in Microsoft Graph, so Copilot reasons over the mail, files, meetings and chats the signed in person is already permitted to see.
Work and web grounding
Answers can draw on tenant content, on the open web, or on both, so the same assistant covers internal policy and external research.
Permissions carried through
Data access is always scoped to the signed in user's permissions and stays inside the Microsoft 365 service boundary. Your content is not used to train the foundation models.
Purview, audit and residency
Sensitivity labels, encryption, audit and Microsoft Purview controls apply to Copilot activity, and data residency commitments follow your tenant.
Extended with connectors and agents
Copilot connectors bring line of business content into the index, and agents add specialist skills for a particular team or process.
Two ways to pay
A per seat Microsoft 365 Copilot licence, or usage based billing in Copilot Credits for Copilot Chat, SharePoint agents and Copilot Studio consumption.
Capability and licensing detail summarised from Microsoft Learn documentation for Microsoft 365 Copilot, Copilot Chat and Copilot Studio.
Custom agents
Agents built for the tasks your people repeat every week.
Copilot answers questions. An agent takes the routine work off the desk entirely: triggered by an event or a schedule, grounded in your own sources, acting through connectors and flows, and escalating to a person when it should.
Microsoft documents declarative agents and custom engine agents, and the choice sets how much control you take on.
Declarative agents add instructions, knowledge and actions on top of the existing Copilot orchestrator and models
Custom engine agents give full control of orchestration, models and data integration
Agent Builder covers lightweight cases inside Microsoft 365 Copilot
Copilot Studio covers the richer builds, with the Microsoft 365 Agents SDK and Agents Toolkit for pro code
Most repetitive task agents start declarative and only move on when they genuinely need to
We pick the most fitting option that does the job, because it is the cheapest one to own afterwards.
In detail
Two kinds of agent
Microsoft documents declarative agents and custom engine agents, and the choice sets how much control you take on.
Declarative agents add instructions, knowledge and actions on top of the existing Copilot orchestrator and models
Custom engine agents give full control of orchestration, models and data integration
Agent Builder covers lightweight cases inside Microsoft 365 Copilot
Copilot Studio covers the richer builds, with the Microsoft 365 Agents SDK and Agents Toolkit for pro code
Most repetitive task agents start declarative and only move on when they genuinely need to
We pick the most fitting option that does the job, because it is the cheapest one to own afterwards.
Where this usually starts
Stage 1 of 6
Supplier and invoice queries
What we do
An agent answers status questions from your finance system and raises the exception only when the answer is not there.
Supplier and invoice queries: An agent answers status questions from your finance system and raises the exception only when the answer is not there.
Internal service desk: HR, IT and policy questions answered from SharePoint, with a ticket created automatically when a person is needed.
Order and case updates: Scheduled agents check Dynamics 365 records and push the exceptions to the person who owns them.
Document heavy admin: Incoming documents read, checked against the record and filed, with a human step where confidence is low.
Onboarding and offboarding: Event triggered agents run the checklist across systems so nothing depends on someone remembering.
Reporting routines: The weekly pack assembled and circulated on a schedule, with the commentary drafted for review.
We scope each agent against a real task and a real measure, so you can tell whether it earned its keep before you build the next one.
How we deliver it
One process, proven, then the next.
Choosing the candidate, testing accuracy on real data and designing the human step matter more than the model itself.
The first candidate decides whether the programme continues, so it is chosen on volume, clarity and measurability.
Processes ranked by volume, handling time and error cost
Whether the decision is genuinely rules based or genuinely judgement
The measure that will show whether it worked
Whether automation without AI would be simpler and cheaper
Licensing and credit consumption understood before the build
If a Power Automate flow with no AI in it would solve the problem, we will say so.
In detail
Choosing the first process
The first candidate decides whether the programme continues, so it is chosen on volume, clarity and measurability.
Processes ranked by volume, handling time and error cost
Whether the decision is genuinely rules based or genuinely judgement
The measure that will show whether it worked
Whether automation without AI would be simpler and cheaper
Licensing and credit consumption understood before the build
If a Power Automate flow with no AI in it would solve the problem, we will say so.
The same team runs your Dynamics 365 and Power Platform, so the AI lands where the work already happens.
Process first, model second
We start from the work being done today, because AI applied to a broken process makes it faster and no better.
Tested on your own data
Accuracy is demonstrated on your documents and history before anyone commits to a rollout.
Inside the Microsoft platform you own
AI Builder, Power Platform, Dynamics 365 and Azure OpenAI in your tenant, delivered by one accountable team.
Human review designed in
Low confidence output goes to a person by design, so nobody has to trust a model unconditionally.
Honest about cost
AI Builder credits and Azure consumption are modelled before the build, not discovered afterwards.
Accountable afterwards
Models are monitored, retrained and retired with named ownership rather than left to drift.
Before you call
The questions finance, IT and operations ask first.
A conversation, not a demo
Start with one process.
Tell us which task still involves retyping, chasing or manual checking. We will tell you whether AI is the right answer, what accuracy would need to be, and who would own it afterwards.