How to Build a Copilot AI Finance Agent - By a Microsoft Engineer

Using Microsoft 365 Copilot Agent Builder, Danny Dias & Shervin Shaffie, Copilot Engineers at Microsoft provide a full demonstration and build tutorial. Learn how to use Copilot AI Agents for your everyday work and understand AI security measures across your organization. Automate your workflows, speed up new hire productivity, and increase employee efficiency. This demo is based on a financial services use-case but can easily be modified for any customer workflow. You'll also learn how to use Copilot Pages as a tool to consolidate your Agent responses and collaborate with your teammates.⏩ To watch this Podcast as a video, please visit my YouTube Channel, Collaboration Simplified: https://youtube.com/@collaborationsimplifiedThis Podcast represents the opinions of Shervin Shaffie and his guests to the video and does not reflect the opinions of Microsoft, affiliates, or the companies with which this video's participants are affiliated with.

Om Podcasten

Hey there! I’m Shervin Shaffie, a Copilot Principal Engineer at Microsoft. Welcome to my podcast series where I make AI simple, practical, and easy to follow.Whether you’re curious about AI Agents or want to get more out of Microsoft 365 Copilot, you’re in the right place. In each episode, I guide you through every step. From understanding what AI Agents are, to building them in Copilot Studio, I’ll also share my favorite Copilot tips, tricks, and best practices to help you boost productivity in tools like Excel, Outlook, and more.So if you're ready to learn by doing—step by step—let’s simplify AI together!PS. you can also find these podcasts as videos on my YouTube channel - Collaboration Simplified: https://youtube.com/@collaborationsimplified