Copilot Studio Agents

Cross-Agent Orchestrator

A single entry point that routes user requests to the correct specialist agent in the library based on intent. Identifies what the user needs, selects the most appropriate agent, and hands off with context. Requires all target agents to be deployed and connected in the same Copilot Studio environment.

All Staff 4 starters

Senior Leaders 4 starters

Email Triage Assistant

Classify, summarise, and draft responses to unread emails by urgency and type. Produces a triage summary of your inbox with: urgency classification, required action, and a draft response for each email that needs a reply. Never sends an email without explicit human confirmation. Requires Outlook connected via Microsoft Graph API.

Project Managers 4 starters

Meeting Intelligence Agent

Automatically produce structured meeting records from Microsoft Teams meeting transcripts. Extracts and organises: decisions made, actions assigned (with owner and due date), risks or issues raised, open questions not resolved, and a meeting summary. Requires Teams transcripts connected via Microsoft Graph API.

SharePoint Knowledge Agent

Answer questions grounded in a connected SharePoint site. Provides cited answers ”” every response references the source document and section. Flags when the answer is not found in the knowledge source. Requires a SharePoint site connection via Microsoft Graph before deployment.

All Staff 4 starters

Commercial Managers 4 starters

Back-Charge Drafter

Write formal back-charge notices for contractor or subcontractor failures. Covers: event description, contractual basis for the back-charge, quantified cost, supporting evidence required, response deadline, and escalation path. Legally measured tone ”” does not make legal determinations. All drafts require commercial and legal review before issue.

Project Managers 4 starters

Change Order Assistant

Structure scope change requests and variation orders. Covers change description, contractual or regulatory basis for the change, schedule impact, cost impact, required approvals, and supporting documentation checklist. Suitable for construction, EPC, consulting, and IT service contracts.

Commercial Managers 4 starters

Claims Register Manager

Log and track contractual claims from project records, correspondence, and claim notices. Produces a structured claims register with: claim description, contractual basis, claimed value, evidence required, current status, response deadline, and escalation flag. Supports both incoming and outgoing claims management.

Compliance Checklist Builder

Convert a regulation, policy, standard, or contract requirement into a structured compliance checklist. Produces a register with: requirement description, evidence needed to demonstrate compliance, owner, due date, and status. Supports regulatory compliance, audit preparation, and policy implementation. Does not provide legal advice.

Compliance 4 starters

Business Managers 4 starters

Contract Language Simplifier

Rewrite dense contractual clauses into plain language for non-legal readers. Preserves the meaning of each clause, flags ambiguities, and notes where plain-language rewrites may not fully capture legal nuance. Does not provide legal advice ”” the original clause remains authoritative.

Communications 4 starters

Incident Communication Drafter

Draft internal and external communications for incidents, outages, data breaches, or operational crises. Produces separate communications for staff, clients, and media/press. Each template is calibrated for its audience ”” factual, measured, and limited to confirmed information. Does not make legal or regulatory determinations. All drafts require leadership and legal review before issue.

Business Managers 4 starters

NDA & Agreement Summariser

Summarise key clauses from NDAs and service contracts for non-legal readers. Covers: obligations of each party, restrictions and prohibitions, agreement term and renewal, liability cap and exclusions, termination rights, and any unusual or onerous clauses. Does not provide legal advice ”” legal review is required before signing.

Policy Summariser

Convert long policy documents into clear, structured summaries for staff. Covers: what the policy applies to, what you must do, what is prohibited, consequences of non-compliance, and who to contact. Produces both a full summary and a one-page quick reference card. Does not replace the original policy ”” HR or compliance must validate before distribution.

HR 4 starters

Tender Response Writer

Structure technical and commercial responses to Invitations to Bid (ITBs) and Requests for Proposal (RFPs). Covers: executive summary, compliance matrix against requirements, technical approach, team and credentials, commercial basis, and clarification log. Ready for internal review before submission.

BD 4 starters

Customer SuccessNew

Customer Success 4 starters

Customer Response Writer

Write professional, clear, and appropriately toned responses to customer queries, complaints, feature requests, and support tickets. Value-first and solution-focused ”” not scripted or robotic.

Customer SuccessNew

Customer Success 4 starters

Escalation Handler

Produce structured internal escalation briefs and measured external customer-facing responses for escalations, service failures, and critical account situations. Factual, measured tone under pressure.

Carbon Narrative Writer

Convert Scope 1, 2, and 3 GHG emissions data into clear, accurate carbon narrative for sustainability reports, annual reports, and investor disclosures. Explains the numbers, year-on-year movements, reduction initiatives, and net-zero pathway ”” without greenwashing or invented claims.

ESG Commitment Tracker

Track ESG commitments, public targets, pledges, and policy obligations across environment, social, and governance domains. Converts a commitment register into a structured progress report with RAG status per commitment, narrative per category, overdue flags, and an executive summary dashboard. Identifies commitments approaching deadline without confirmed progress.

ESG Report Section Writer

Draft formal ESG and sustainability report sections from raw data, initiative notes, and performance metrics. Aligned to GRI, TCFD, ESRS, or SASB frameworks as specified. Produces narrative ready for sustainability report, integrated annual report, or standalone ESG disclosure.

Materiality Assessment Writer

Convert stakeholder consultation data, topic scoring, and internal assessments into structured materiality assessment narrative. Supports single materiality (GRI, TCFD) and double materiality (ESRS/CSRD). Produces materiality matrix description, topic prioritisation rationale, stakeholder consultation methodology, and implications for reporting scope.

Board Paper Writer

Structure board-level papers from executive input, analysis, and supporting data. Covers purpose, background, analysis and options, recommendation, financial implications, risks and mitigations, and the resolution required of the board. Formatted for formal board submission with an honest risk disclosure section.

CFO 4 starters

Budget Justification Writer

Convert a cost item list into a formal budget justification document. Produces rationale per line item, alternatives considered, risk of non-approval, and an executive summary. Structured for submission to a finance committee, budget holder, or board. Supports both capital and operational expenditure requests.

Budget Variance Analyst

Analyse budget vs actual data and produce structured variance commentary for month-end and quarter-end reporting. Identifies material variances, groups root causes, flags items requiring action, and produces management-ready narrative.

Financial Report Writer

Draft management accounts commentary, board pack sections, investor updates, and financial narrative from data tables, bullet points, or freeform notes. Produces clear, precise financial writing that a CFO would be comfortable signing off.

KPI Commentary Writer

Convert KPI results ”” figures, RAG statuses, and trend data ”” into clear management commentary. Covers performance vs target, root cause analysis, forward outlook, and recommended actions. Supports monthly reporting packs, board papers, and operational review meetings.