What are Microsoft 365 Copilot agents and how to use them | Microsoft
Bring AI automation into the flow of everyday work with Microsoft 365 agents. In this short video, you'll see what Microsoft 365 agents are and how they help retrieve information, automate tasks, and support business processes across your organization. Watch it to see what Microsoft 365 agents are and how they help streamline everyday work.
What are Microsoft 365 Copilot agents?
Microsoft 365 Copilot agents are specialized, AI-powered assistants that help you and your team handle specific tasks inside the Microsoft 365 environment.
You can think of them as focused helpers that:
- Work with your existing data, such as emails, documents, meetings, and websites
- Support different business areas like finance, HR, marketing, and more
- Take on well-defined, repeatable tasks so your team can focus on higher-value work
Instead of being a general chatbot, each agent is set up for a particular purpose—for example, monitoring finance data, supporting HR workflows, or helping marketing teams stay on top of content and campaigns. They’re designed to fit into the tools you already use in Microsoft 365, so you can reimagine how routine work gets done without changing your entire tech stack.
How do Microsoft 365 Copilot agents work in practice?
Microsoft 365 Copilot agents operate within your existing Microsoft 365 environment and use your organization’s data to complete tasks.
In practice, they:
1. Connect to your data
- Pull context from emails, documents, meetings, and relevant websites
- Use that context to understand what you’re asking and what information matters
2. Follow defined workflows
- Each agent is set up to handle a specific type of work (for example, finance reviews or HR follow-ups)
- They can automate steps that are usually manual and repetitive
3. Deliver actionable outputs
- Summaries, draft responses, checklists, and insights based on your data
- Suggestions for next steps so you can move work forward faster
The video’s table of contents walks through this flow:
- 0:00 – Introduction to agents
- 0:12 – Getting started with agents
- 0:22 – How agents work
- 0:40 – Automating tasks with agents
This structure shows that agents are meant to fit into existing processes rather than replace them entirely, helping you rethink how everyday work gets done across teams.
How can different teams use Microsoft 365 Copilot agents?
Microsoft 365 Copilot agents are designed to be applied across multiple business functions, starting with clear, practical use cases.
From the video overview, you can see examples such as:
1. Finance teams (0:48–1:05)
- Use an agent to help with recurring finance tasks
- Have it review finance-related emails and documents
- Let it surface key points, deadlines, or follow-ups so the team can focus on analysis instead of manual tracking
2. HR teams (1:05–1:19)
- Use an agent to support HR workflows, such as managing communications or organizing information from documents and meetings
- Have it prepare summaries or draft responses based on HR policies and existing materials
3. Cross-functional teams (1:19 and beyond)
- Marketing, operations, and other departments can use agents to streamline repetitive tasks, keep track of information across emails and documents, and generate quick insights
Overall, agents help teams reshape how they handle routine work—automating the repetitive parts so people can spend more time on decisions, strategy, and collaboration.
What are Microsoft 365 Copilot agents and how to use them | Microsoft
published by Concourse Development Group LLC
CDG builds, develops, designs, sells and implements software systems and applications for both B2B and B2C. We offer training courses for SaaS certifications. Get equipped to succeed. We have a responsibility to be accountable to our employees, customers, community & industry by owning up to any mistakes that may occur. We see our projects through until they are done and done right. We are bold in our development and we insist that are employees think outside the box to deliver a results-driven outstanding product or service.
Our commitment to excellence is unwavering. We strive to raise the bar and outdo our competition at every turn. We hold each of our employees at the highest level of standard and encourage them to do their best work.
Sign in with LinkedIn