Building AI Agents
A practical workshop for individuals and businesses ready to build custom AI assistants inside Microsoft 365 — no coding required.
AI Agents in Microsoft 365
4-hour guided session
Legal-focused examples
No coding experience needed
Workshop Overview
Building AI Agents is a 4-hour hands-on workshop for individuals and businesses who want to automate repetitive tasks using AI. Participants build a working agent inside Copilot Studio, connect it to SharePoint and Outlook, and leave with it running in their own Microsoft 365 environment. No coding experience required.
What You’ll Learn
AI Agent Fundamentals
Understand what AI agents are and how they handle legal and business tasks on your behalf.
Build in Copilot Studio
Learn how to build and deploy your own AI agent using Microsoft Copilot Studio — connected to your documents, workflows, and Microsoft 365 environment from day one.
Connect to your documents
Set up your agent to work with SharePoint, Teams, and Outlook data sources.
Delivery Format
This is a live instructor-led workshop that includes guided explanations, step-by-step live builds, practical exercises, and open discussion throughout the session. Every participant builds a working AI agent during the session — live and connected to their Microsoft 365 environment.
Course Structure
Module 1: What AI Agents Are and How They Work
This module explains what an AI agent is in plain English — what it can do, what it can’t do, and where it adds genuine value in legal and business contexts.
Module 2: Your First Agent in Copilot Studio
Participants will build their first AI agent from scratch inside Microsoft Copilot Studio, step by step with the facilitator — live, in their own Microsoft 365 environment.
Module 3: Connecting Your Agent to Real Data
This module covers connecting your agent to SharePoint document libraries, Teams channels, and Outlook so it can search, retrieve, and summarise your actual files.
Module 4: Legal and Business Use Cases
Participants will build a document intake agent that automatically categorises and labels incoming files, directly applicable to legal preparation workflows.
Module 5: Security, Privacy, and Responsible Use
This module addresses how Copilot Studio handles data, what stays inside your Microsoft 365 tenant, and how to configure your agent responsibly with sensitive documents.
Module 6: Review, Q&A, and Next Steps
The final module reviews what each participant has built, followed by a live Q&A where participants raise specific use cases and plan what to automate next.