Skip to content
Neural Soft
Contact us Español (View this page in Spanish)

Automation and AI solutions

Copilot Studio and Power Automate course for citizen developers

Build AI agents and automations in Microsoft 365 without coding, and within the rules IT needs.

Request information

Copilot Studio and Power Automate let business people, who know their processes best, build their own agents and automations inside Microsoft 365, without waiting for a development project.

In this course we build, step by step, an agent with its own knowledge and actions, and the flows that connect it to the company’s systems: email, SharePoint, Teams, Excel and documents. We include human approvals wherever they are needed.

One module is devoted to governance: environments, data policies, review and maintenance, so that what each area builds is safe and does not end up abandoned. It is a good complement to the Microsoft 365 Copilot course and the AI Champions programme.

What you will learn

  • Build agents in Copilot Studio with their own knowledge and actions
  • Build Power Automate flows with AI steps
  • Connect agents and flows to SharePoint, Outlook, Teams, Excel and Dataverse
  • Include human approvals and error handling
  • Publish solutions in line with data, environment and licensing policies

Syllabus

8 modules, from the fundamentals to the final project.

  1. Power Platform and Copilot

    • Copilot Studio, Power Automate, Power Apps and Dataverse, what each one does
    • Licences, environments and what each role can build
    • Choosing a good first case

  2. First agent in Copilot Studio

    • Instructions, topics and generative answers
    • Knowledge from SharePoint, websites and files
    • Testing the agent and correcting answers

  3. Actions and connectors

    • Calling Power Automate flows from the agent
    • Standard and premium connectors
    • Asking users for data and validating it

  4. AI flows in Power Automate

    • Email, form and SharePoint triggers
    • Classifying, summarising and extracting data with AI inside the flow
    • Processing invoices and documents (AI Builder and Document Intelligence)

  5. People in the loop

    • Approvals in Teams and Outlook
    • Error handling, retries and alerts

  6. Publishing the agent

    • Teams, internal website and Microsoft 365 Copilot
    • Authentication and user permissions

  7. Governance for citizen developers

    • Data loss prevention (DLP) policies and environments
    • Who reviews, approves and maintains each solution
    • Agent inventory and AI Act obligations

  8. Measure and maintain

    • Usage analytics for the agent and the flow
    • Documentation and handover to IT

Tools you will practise with

  • Copilot Studio
  • Power Automate
  • AI Builder
  • SharePoint and Dataverse
  • Microsoft Teams and Outlook

Hands-on project

You build an agent for your area (for example, an assistant that answers from the department's documentation and opens requests) and the Power Automate flow that processes those requests with AI and asks a person for approval.

Requirements

  • Confident with Microsoft 365. No coding needed.
  • Access to a Power Platform environment with a Copilot Studio licence (or trial).

Other courses

Where it is applied

  • AI process automation

    We automate repetitive tasks with AI so your team spends less time copying data, reviewing documents, classifying requests or drafting replies by hand.

  • Chatbots and internal assistants

    We build chatbots and internal assistants connected to your company's information to answer questions, reduce repetitive queries and help the team find what it needs faster.

Related articles

Want this course for your team?

We adapt the content, length and format to your company.

Request information