How Copilot Agents Can Automate Your Business
A Recap of Our September Webinar
On September 9, Yeo & Yeo Technology proudly hosted an interactive webinar, “How to Build Copilot Agents to Automate Your Business,” presented by Software Consultant Adam Seitz. The session drew over 90 registrants from across several industries, who were eager to explore how Microsoft Copilot Agents can transform their business.
If you missed the live event, you can watch the full recording here: Webinar Recording.
Here’s a summary of what we covered at the webinar and how Yeo & Yeo Technology can help your business with the power of Copilot AI Agents.
What Are Copilot Agents?
Copilot Agents are more than just smart assistants. Think of them as digital co-workers that can:
- Respond to employee or customer questions.
- Act autonomously to complete multi-step tasks.
- Handle repetitive business processes so your team can focus on higher-value work.
Unlike traditional chatbots, Copilot Agents are specialized, secure, and deeply integrated into your Microsoft 365 environment, ensuring data protection while extending automation across your business.
How They’re Built
During the webinar, Adam walked attendees through the four key steps to building an effective Copilot Agent:
- Identify – Define the process or workflow you want to automate.
- Connect – Integrate relevant systems and data sources.
- Create – Build the flows and logic in Copilot Studio.
- Review – Test, refine, and publish your Agent for users.
This structured approach ensures your agents are aligned with business needs and deliver measurable results.
Real-World Agent Examples
Adam shared practical demonstrations showing how Copilot Agents can support everyday business scenarios:
- Document Review Agent that automatically scans and summarizes files.
- Purchase Order Workflow Agent that processes approvals and updates records.
- New Hire Onboarding Agent that manages tasks like sending emails, scheduling meetings, and updating systems.
These examples highlight how quickly Copilot Agents can be tailored to fit specific business workflows, eliminating repetitive manual tasks.
The Key Benefits of Copilot Agents
The presentation emphasized four core benefits for businesses adopting Copilot Agents:
- Time Savings – Free employees from manual processes.
- Consistency – Standardize workflows and reduce human error.
- Improved Employee Experience – Empower teams with automation that removes friction.
- Better Customer Experience – Respond faster and more consistently to client needs.
Yeo & Yeo Technology and the Power of Automation
At Yeo & Yeo Technology, we go beyond explaining the benefits of Copilot AI Agents. We help you put them to work in your business. Our process ensures that automation is not only implemented but also secure, practical, and aligned to your goals.
Here’s how we help you get started:
- Assess Your Readiness: We evaluate your existing workflows and technology stack to identify the best opportunities for automation.
- Design & Build Agents: Our team guides you step by step through agent design, securely connecting your systems and tailoring agents to your business needs.
- Implement Securely: We ensure your Copilot Agents are deployed safely, with the right governance, permissions, and compliance protections in place.
- Support & Optimize: After launch, we provide ongoing monitoring and refinements, so your agents continue to deliver measurable business outcomes.
Whether you’re taking your first steps with AI or scaling automation across multiple departments, Yeo & Yeo Technology gives you the roadmap, tools, and expertise to succeed.
Start Automating Today
Copilot Agents empower small and mid-size businesses to automate complex, multi-step workflows intelligently, freeing up time, reducing errors, and enabling teams to focus on strategic growth instead of repetitive tasks
👉 Schedule a Consultation with Yeo & Yeo Technology and find out how Copilot Agents can save you time, boost consistency, and improve employee and customer experiences.