Copilot Studio Workshop: Empowering Finance Community with AI Agents

Event Overview:

Join Microsoft and industry experts for an interactive workshop designed to equip finance professionals with hands-on experience in building and deploying AI-powered agents using Copilot Studio. The day will combine expert insights, practical demonstrations, and collaborative solution design – focused specifically on streamlining finance operations and improving internal service efficiency.

Why This Session is Important: 

AI is rapidly reshaping the finance function – from automating routine queries to enhancing data accuracy and compliance. This session provides hands-on experience with Copilot Studio, enabling participants to build and deploy practical AI agents tailored to finance needs. Learn how to reduce manual workload, streamline internal support, and drive smarter operations with minimal coding required.

Agenda:

09:00 am: Introductions & Welcome

09:30 am: Introduction to Agents

• Demystify Copilot and Agent Concepts – 15 mins
• Demonstration: Out-of-the-Box M365 Agents – 45 mins

10:30 am: Coffee Break – 15 mins

10:45 am: Hands-on Lab

• Build Your First Agent in Copilot Studio – 60 mins
  Use Copilot Studio to create an agent that answers common Finance questions from employees at your organization and logs items to a quality control database.

11:45 am: Lunch Break – 45 mins

12:30 pm: Group Discussion

• Identifying & Synthesizing Common Use Cases – 90 mins

02:00 pm: Coffee Break  – 15 mins

02:15 pm: Solution Design

• Build Out Top 2 Use Cases – 60 mins
• Getting Started Guidance & Next Steps – 15 mins

Post Workshop

Enjoy 2 weeks of continued support to help you refine, test, and deploy your AI agent use cases built during the workshop. Our team will be available to guide you through enhancements, integration tips, and best practices to ensure successful adoption within your organization.

Plus, there’s more
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