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Automate Multi-Step Workflows Using Specialized Copilot Agents

Build custom AI assistants to handle your repetitive workflows.

Deploy specialized AI Agents within Copilot to automate multi-step tasks and repetitive daily business processes.

Microsoft Copilot

The Scenario

You have a weekly reporting process that requires pulling data from one app and summarizing it for a different team. You want to stop doing this manually every Friday.

Before & after

The old way

Executing multi-step repetitive tasks, like data entry or status reporting, typically requires 30–60 minutes of manual effort every time the task is performed.

With AI

Using an agent, you can automate these multi-step actions in about 5 minutes of setup time. The agent then runs recurringly or on-demand without further manual input.

The Prompt

Create an agent to help me with [DESCRIBE_REPETITIVE_TASK]. Walk me through the steps to automate [STEP_1], [STEP_2], and [STEP_3].

Agents in Copilot allow you to extend the AI's capabilities beyond simple chat, enabling it to execute workflows and automate routine processes.

Source

Microsoft 365 Copilot – Microsoft Adoption
"Agents are specialized AI assistants that extend Copilot to complete work by automating repetitive tasks and executing multi-step actions."