The Complete Microsoft Copilot Studio & AI Agents Bootcamp

Build a rag-based ai agent in Copilot Studio to answer questions about 11 Madison Park using a knowledge base of PDFs and websites, then test and publish.

Explore a live demo of running a RAG agent for 11 Madison Park in Copilot Studio, grounding responses in a knowledge base and external sources.

Build, describe, and configure a custom AI agent in Copilot Studio, using plain-English prompts, templates, and a knowledge base to create the 11 Madison Park AI chatbot.

Equip your Copilot Studio AI agent with a knowledge base by uploading Microsoft Word documents and other sources, like PDFs and Excel files, and enable web search for rag-based retrieval.

Add external knowledge to the AI agent by linking public websites and uploading documents in Copilot Studio. Configure access to sources—the Word document and a public website—using retrieval augmented generation.

Test and evaluate a rag-based ai agent built in Copilot Studio using live demos and references from a knowledge base and FAQ. See how sources are shown for transparency.

Learn how to configure conversation triggers, greetings, and escalation topics in Copilot Studio, building flowchart-like branching for tests, end of conversation, and collecting reviews.

Customize the conversation start by editing the trigger text and topics, test changes in a new session, and manage start topics and their triggers for your AI chatbot.

Create and configure a custom birthday cakes topic in Microsoft Copilot Studio, define triggers for two options: custom cakes or bring your own, and test the topic end-to-end.

Build a no-code rag-based AI agent in Copilot Studio grounded in travel and expense policy and procurement documents, deploying Simplicity Finance Assistant to answer questions and test per diem details.

Master building RAG agents in copilot studio by creating a simplicity finance assistant, uploading travel, expense, and procurement documents, and configuring prompts, knowledge bases, and conversation starters for referenced answers.

Rag fuses retrieval with generative models to ground outputs in your knowledge base. It augments prompts with fetched context from a database, delivering up-to-date, explainable results without fine-tuning.

Conclude the module by mastering retrieval augmented generation for context-aware outputs, building and testing a Copilot Studio AI agent, and grounding responses with uploaded documents and knowledge triggers.

Build your first autonomous AI agent in Copilot Studio and connect it to Excel, emails, and forms. Automate form-triggered tutoring requests, email tutors, and update logs for end-to-end AI automation.

Open Copilot Studio to build the first autonomous AI agent for simplicity's tutoring services, enabling form-triggered tutoring matching and notifications, with email drafting and log updates.

Create a Microsoft form with Copilot by describing the form in plain English, generating a live demo form with name, phone, email, topic, and optional notes, then preview responses.

Create and configure an AI agent in Copilot Studio, detailing its name, description, and live-demo instructions to manage tutoring intake, including trigger setup and tool connections.

Connect your Copilot Studio agent to a Microsoft form by adding a get response details tool, configuring form and response IDs, and creating a trigger for new form submissions.

Learn how to build a dynamic draft email tool in Microsoft 365 Outlook using Copilot Studio, enabling AI-driven drafting and sending of tutor notifications for new tutoring requests.

Build a tool in Microsoft Copilot that sends a draft email via Office 365 Outlook, configuring credentials and AI-filled dynamic message content, and saving instructions for execution.

Develop a Copilot Studio Master Class Excel online tool that adds rows to a table in OneDrive for business, logging customer details and assigned tutor with AI-driven updates.

Test and evaluate the agentic ai automation workflow by triggering an ai agent in Copilot Studio, processing form submissions, drafting and sending emails, and updating logs.

Enhance a student intake agent by adding a Teams message tool to post an instant instructor notification when a new submission arrives, including the student's name and program of interest.

Learn to extend an AI agent in Copilot Studio by adding a Teams post step, triggered by submissions, sending message to a chat or channel with student name and topic.

Create an autonomous AI agent in Copilot Studio that connects Microsoft 365 apps, uses Excel data, drafts and sends Outlook emails, and automates cross-app workflows with tool references.

Build a team of autonomous AI agents in Copilot Studio to research competition, identify trends, and write a launch campaign with a CMO, marketing analyst, social media manager, and copywriter.

Build a team of autonomous AI agents in Copilot Studio led by Nike chief marketing officer. Activate marketing analyst, social media manager, and creative copywriter for live demo of strategy.

Build an autonomous ai marketing team led by a chief marketing officer who delegates to a market analyst, social media manager, and copywriter to launch Nike Air Zoom Pulse two.

Build a market analyst AI agent using web search and GPT five reasoning to research competitors, fact-check claims, and deliver SWOT insights, pricing comparisons, and market opportunities.

Publish the Nike Market Analyst demo, then connect it with the Nike CMO to share conversation histories and automate a workflow across two AI agents.

Build and publish a social media manager AI agent with Gen Z nurse TikTok voice, viral campaign ideas, and influencer concepts, connected to the chief marketing officer.

Create an autonomous copywriter agent that harnesses a Nike-branded brand voice and integrates with the chief marketing officer, market analyst, and social media manager to produce final marketing assets.

Test a full team of autonomous artificial intelligence agents, from market analyst to social media manager, to launch the Nike Air Zoom Pulse 2 campaign and define a winning strategy.

Add a child agent inside an existing ai agent in Copilot Studio, creating a lightweight email sender that drafts and sends emails.

Test the full workflow by using a child agent inside the Nike CMO to draft and send an email, while analysts, social media, and copywriters generate campaign content.

Create a new ai agent and add it to the team. Publish, connect, update the CMO workflow, and test the orchestration for the Nike Air Zoom Pulse two campaign launch.

Learn to add and configure an AI agent to the team, publish the Nike project manager live demo, and run a test campaign using coordinating agents.

Compare major large language models by latency and context window using the Vellum Leaderboard; weigh open-source versus closed-source options, cost, and training data to choose the right AI.

Conclude the module by building a coordinated team of autonomous AI agents in Copilot Studio, enabling agent-to-agent communication and master–child workflows with GPT-5 auto and reasoning via leaderboards.

Build an autonomous AI agent in Copilot Studio to fetch financial ratios via a REST API, analyze valuation, and generate a structured investment memo in Word saved to OneDrive.

Watch a live demo of running AI agents in Microsoft Copilot Studio, with API setup, prompt customization, and generating a Tesla investment memo in Word.

Build and configure an autonomous financial analyst agent in Copilot Studio, orchestrating web search, data gathering, valuation analysis, and generation of a structured investment memo saved to OneDrive.

Set up a REST API in Copilot Studio to access financial data from the FMP API, including ratios, income statements, and other datasets, using your API key.

Upload a json specification to configure a rest api tool in Copilot Studio for accessing financial ratios from Financial Modeling Prep using api key authentication.

Test the rest api tool and fetch Tesla's financial ratios from the fmp site using the financial data live demo tool and the agent.

Update the JSON API definition to include income statement growth along with ratios. Configure the updated API inside Copilot Studio and test a Tesla income statements growth request.

Configure a JSON file for API access to fetch income statement growth and financial ratios from the FMP site, then set up Copilot Studio REST API tools and test connections.

Set up a prompt-based tool in Copilot Studio to analyze company data via a financial report prompt, using rest API data and generating an investment memo in Word.

Configure a Microsoft Word tool in Copilot Studio to enable AI agent workflow, from adding and linking the tool to testing the integration with content dynamically filled by artificial intelligence.

Test the end-to-end agent workflow to access financial data via rest APIs, extract financial ratios, and generate a structured investment report in Word, including Tesla’s valuation metrics.

Conclude by outlining how to design and deploy an autonomous Copilot Studio AI agent that fetches real-time financial data via an API, analyzes data, and generates investment reports.

Master prompt engineering techniques and the top five prompting tips—avoid hallucinations, request reasoning, apply constraints, iterate and refine, and use few-shot prompting, for generative AI like Microsoft Copilot.

Discover zero shot prompting, few shot prompting, and chain of thought prompting to guide Microsoft Copilot in sentiment analysis and step-by-step math reasoning.

Explore how the researcher AI agent in microsoft copilot conducts rapid research, builds task plans, and generates comprehensive, source-backed briefing reports across domains.

Copilot ai agents for finance and accounting, including researcher and analyst agents, using retrieval augmented generation. Learn to build, deploy, and use data cleaning, sentiment analysis, and forecasting.

Explore how Microsoft Copilot workflows agent lets you build an AI assistant with natural language, automate emails and tasks with no coding, and draft extension replies with your signature.

Master Copilot AI agents and build custom agents with Copilot Studio, enabling zero coding. Create competitive analysis, data cleaning, and visual insights using Lowe's and Home Depot 10-Ks.

Compare Microsoft Copilot, Copilot Pro, and 365 Copilot, detailing free versus paid features, model access, real-time results, and grounding in your data with Copilot Studio and enterprise security.

Explore Microsoft Copilot, an ai powered assistant, that can generate PowerPoint slides, summarize meetings, draft documents, analyze data, and build autonomous ai agents from customized data.

Learn to use Microsoft Copilot for financial data analysis, PDF extraction, internet research, and AI-powered creation of PowerPoint slides, Word reports, Excel visuals, and Outlook emails.