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How to Create AI Agents Like a Pro

Published by Pearson

Intermediate content levelIntermediate

Use MS Copilot Studio to Build AI Agents to Automate Your Workflows

  • Build intelligent agents using Microsoft Copilot Studio's natural language interface to automate business processes without writing code.
  • Connect to enterprise data through SharePoint, Teams, and prebuilt connectors without IT dependency.
  • Deploy autonomous agents that respond to triggers and complete workflows in the background.

Microsoft Copilot Studio has revolutionized how business users create AI-powered automation. No longer do you need developers to build intelligent agents that handle customer inquiries, automate approvals, or process documents. With Copilot Studio's graphical interface, you can describe what you want in plain language and watch as AI builds your agent—complete with knowledge sources, actions, and even autonomous triggers that work while you sleep.

This hands-on course takes you from zero to deployed agent in four hours. You'll build three production-ready agents: a customer service assistant that answers from your knowledge base, an employee onboarding agent that automates repetitive HR tasks, and an autonomous document processor that triggers file uploads. By the session's end, you'll have the skills and templates to automate dozens of business processes that currently eat up your team's time. This is AI automation for power users who need results, not code.

What you’ll learn and how you can apply it

By the end of this live online course, you'll be able to:

  • Create conversational agents using natural language that connect to your organization's data.
  • Configure autonomous triggers so agents respond to events like emails, documents, or data changes.
  • Publish agents across channels including Teams, SharePoint, and Microsoft 365 Copilot.
  • Measure agent effectiveness using built-in analytics to prove ROI and optimize performance.

This live event is for you because...

  • You're a business analyst, project manager, or power user who wants to automate without coding.
  • You're responsible for process improvement and need tools that don't require IT tickets.
  • You manage customer service, HR, or operations where repetitive tasks consume valuable time.

Prerequisites

  • Microsoft 365 account with access to Teams and SharePoint.
  • Basic familiarity with Microsoft Office applications and business workflows.
  • No coding required but comfort with drag-and-drop interfaces helpful.
  • Business process knowledge—you understand the workflows you want to automate.

Course Setup

To follow along, you’ll need:

Recommended Preparation

Recommended Follow-up

Schedule

The time frames are only estimates and may vary according to how the class is progressing.

Segment 1: Copilot Studio Fundamentals & Creating Your First Agent (50 minutes)

  • Clearing the confusion: "Agents" in Microsoft's world
  • Understanding when to use Copilot Studio agents vs. other automation tools
  • Navigating Copilot Studio: home, create, analytics dashboards
  • Demo: Building your first agent using natural language description
  • Adding knowledge sources: SharePoint, OneDrive, websites, documents
  • Testing conversations in the simulator and refining responses
  • Mini-exercise: Create a simple FAQ agent for your department

Q&A (5 minutes)

Break (10 minutes)

Segment 2: Topics, Actions, and Power Automate Integration (50 minutes)

  • Understanding topics: triggers, conversation paths, entities
  • Adding prebuilt actions: email, approvals, data updates
  • Demo: HR onboarding agent with approval workflows
  • Connecting to Power Automate for advanced actions
  • Variables and decision logic without coding
  • Mini-exercise: Add an action to your agent

Q&A (5 minutes)

Break (10 minutes)

Segment 3: Autonomous Agents & Event Triggers (50 minutes)

  • Introduction to autonomous agents in Copilot Studio (Preview feature)
  • Setting up event triggers: email arrival, file creation, data changes
  • Demo: Document processor agent that runs automatically
  • Activity tracking and monitoring agent behavior
  • Security and governance considerations
  • Mini-exercise: Configure a trigger for your scenario

Q&A (5 minutes)

Break (10 minutes)

Segment 4: Deployment, Analytics, and ROI (50 minutes)

  • Publishing to Teams and SharePoint
  • Extending Microsoft 365 Copilot with your agents
  • Understanding agent analytics: sessions, satisfaction, topics
  • Measuring impact: agent-assisted hours and cost savings
  • Governance: sharing controls and data policies
  • Building your automation roadmap
  • Wrap-up exercise: Identify three processes to automate next

Q&A (5 minutes)

Overall wrap-up and next steps (5 minutes)

Your Instructor

  • Tim Warner

    Tim Warner has been a Microsoft MVP in Azure AI and Cloud/Datacenter Management for 6 years and a Microsoft Certified Trainer for more than 25 years. His O'Reilly Live Training classes on generative AI, GitHub, DevOps, data engineering, cloud computing, and Microsoft certification reach hundreds of thousands of students around the world. He's written for Microsoft Press, presented at Microsoft Ignite, and contributed to several Microsoft open-source projects. You can connect with Tim on LinkedIn: timw.info/li.

Skill covered

Generative AI