Microsoft Copilot Studio Partner

AI Agents Built for How Your Business Actually Works

Stop adapting your workflows to generic AI tools. We build AI agents on Microsoft's platform that connect to your data, run inside the tools your teams already use, and automate the work that's been eating your time for years.

1.3 billion AI agents are projected by 2028. The organizations that move first will define the standard. We can have your first agent in production in 4 weeks.

1.3B
Agents by 2028
250+
Hrs / Employee / Yr
4 Wks
Pilot to Production
Let's Build Your Agent Free AI Assessment
Custom AI agents built on Microsoft Copilot Studio by Seepath Solutions

What an agent can do for you

  • Answer policy and compliance questions instantly
  • Review contracts and flag non-standard clauses
  • Process invoices, POs, and expense approvals
  • Onboard new employees through a guided workflow
  • Generate reports from your data on demand
Real Agent Examples

What Would You Automate If You Could?

These aren't hypothetical — they're agents we build. Each one runs on Microsoft Copilot Studio, lives inside Teams or your M365 environment, and connects to your actual data.

IT Helpdesk Agent

Handles tier-1 IT requests — password resets, software access, VPN troubleshooting — inside Teams. Escalates to your team only when it needs human judgment.

Impact: 60–70% of routine IT tickets resolved without engineer involvement.
Contract Review Agent

Reads vendor contracts, flags non-standard clauses against your playbook, and produces a risk summary. Works in Word or SharePoint — no new tools to learn.

Impact: First-pass contract review in minutes instead of hours. Legal reviews only what needs it.
Compliance Q&A Agent

Answers compliance and policy questions from your team instantly — grounded in your actual policies, SOPs, and regulatory documentation in SharePoint. No hallucinations, cited sources.

Impact: Compliance queries answered in seconds. Audit trail built in.
HR Onboarding Agent

Guides new hires through their first 30 days — forms, policies, introductions, system access requests — all orchestrated through Teams. HR is notified only at key milestones.

Impact: 50% reduction in HR admin time per new hire. Consistent experience every time.
Financial Reporting Agent

Pulls data from your ERP or Excel models, generates variance narratives, and builds the first draft of monthly board reports — formatted to your template, ready for review.

Impact: Month-end reporting time cut by 3–5 hours per cycle.
Procurement & Approval Agent

Manages PO requests, checks budget availability, routes approvals to the right person based on amount and category, and logs everything to your ERP — end to end, without email chains.

Impact: Approval cycles shortened from days to hours. Full audit trail for finance.

Don't see your use case? We scope custom agents for your specific workflows.

Tell Us What You'd Automate
The Platform Choice

Why We Build on Microsoft Copilot Studio

There are many AI platforms. We build on Microsoft's because it's where your data already lives — and because it's the only platform that lets us deploy agents your teams will actually use without adding new tools, new logins, or new risk.

For organizations in regulated industries, this matters even more: Copilot Studio runs inside your Microsoft tenant, under your governance policies, with your existing compliance controls. No data leaves your environment.

Stays in Your Tenant

Agents run inside your Microsoft 365 environment. Your data never leaves, your policies apply, your IT team controls it.

Connects to What You Have

SharePoint, Teams, Outlook, Dynamics 365, your CRM, ERP, or custom APIs — agents connect without new integrations infrastructure.

Works Where Your Team Works

Agents surface in Teams, Outlook, or SharePoint — no new apps to adopt, no training curve for end users.

Built to Scale

Start with one agent. Extend to ten. Microsoft's platform handles orchestration, versioning, and governance as your agent library grows.

Where We Apply It

Agents Built for Regulated, High-Stakes Environments

Generic AI tools are built for generic businesses. The agents we build are designed for industries where accuracy, compliance, and audit trails are non-negotiable.

Financial Services & Hedge Funds
  • Regulatory Reporting Agent — pulls position data, formats SEC/FINRA reports, flags anomalies before submission
  • Investor Q&A Agent — answers LP inquiries grounded in fund documents, performance data, and approved language
  • Trade Compliance Agent — pre-trade checks against compliance rules, alerts PM before execution
Compliance: SOC 2, SEC Rule 17a-4, FINRA
Healthcare & Life Sciences
  • Prior Authorization Agent — pulls clinical criteria, checks payer rules, drafts PA requests with supporting documentation
  • Clinical Documentation Agent — summarizes visit notes, suggests ICD-10 codes, flags incomplete documentation
  • HIPAA Policy Agent — answers staff compliance questions grounded in your policies and PHI handling procedures
Compliance: HIPAA, HITRUST, PHI governance
Operations & Professional Services
  • Project Status Agent — reads across project files and Teams channels to produce weekly status briefings automatically
  • Vendor Management Agent — tracks contract renewal dates, performance SLAs, and triggers review workflows
  • Client Briefing Agent — prepares meeting briefs from CRM data, recent emails, and past engagement notes
Compliance: SOC 2, data governance, client confidentiality
1.3B
AI agents projected globally by 2028 Source: Microsoft, 2024
250+
Hours saved per employee per year with Power Automate automation Source: Microsoft
50%
Reduction in app development time with low-code AI Source: Microsoft Power Apps data
4 Wks
From scoping to a working agent in production with Seepath's pilot program
How We Work

From Idea to Working Agent in 4 Weeks

A focused pilot that proves value fast — so you can decide to scale with confidence, not faith.

1
Week 1
Scope & Design
  • Use case selection & ROI mapping
  • Data source inventory (SharePoint, CRM, ERP)
  • Conversation flow & escalation design
  • Governance & security requirements
Deliverable: Agent Blueprint
2
Week 2
Build & Integrate
  • Agent built in Copilot Studio
  • Connected to your data sources
  • Knowledge base grounded in your documents
  • Initial security & access controls
Deliverable: Working Agent Build
3
Week 3
Test & Refine
  • Testing with real users from your team
  • Edge case handling & fallbacks
  • Accuracy review on grounded responses
  • Compliance sign-off if required
Deliverable: Tested, Reviewed Agent
4
Week 4
Launch & Hand Off
  • Production deployment in Teams/M365
  • End-user training & adoption guidance
  • Admin training — your team can extend it
  • Scale roadmap for additional agents
Deliverable: Live Agent + Your Team Can Extend It
After the Pilot — Scale Your Agent Library

One agent proves the value. Most clients expand to 3–5 agents within 6 months. Seepath manages, maintains, and extends your agent library — or trains your team to do it themselves. You own what we build.

Start Your Pilot
Free · No Commitment

Free AI Readiness Assessment

We'll map your top 3 automation opportunities, identify which data sources your agents need access to, and give you a realistic estimate of time savings and ROI before you spend a dollar.

Get Free Assessment

Frequently Asked Questions

A traditional chatbot answers questions. An AI agent takes action — it can pull data from multiple systems, reason through a multi-step workflow, make decisions based on rules you define, and complete tasks end-to-end with minimal human involvement. For example, an agent doesn't just answer "what's my PTO balance?" — it checks your HR system, applies your policy rules, and initiates the approval workflow if needed.

Agents built on Microsoft Copilot Studio run entirely within your Microsoft 365 tenant. They access only data that the user interacting with the agent is already authorized to see — the same security model as Microsoft 365 itself. For regulated industries, we configure additional controls including sensitivity labels, DLP policies, and audit logging. Your data never leaves your environment and is never used to train any AI model.

No. Microsoft Copilot Studio is a low-code platform — a technically capable business analyst or IT admin can maintain and extend agents after we hand over. We include admin training in week 4 of our pilot program so your team owns what we build. For more complex extensions or new agents, you can engage Seepath on an ongoing basis or develop in-house capability over time.

Pilot pricing depends on the complexity of the use case, the number of data sources to integrate, and any compliance requirements. We scope every pilot in the discovery conversation before committing to a price — typically a fixed-fee engagement so you know the full cost upfront. Contact us and we'll give you an estimate within 48 hours of understanding your use case.

Yes — they serve different purposes. Microsoft 365 Copilot is great for personal productivity in Word, Excel, and Teams. Custom agents built in Copilot Studio automate business processes end-to-end — connecting to your specific data sources, following your business rules, and operating autonomously across workflows. Most clients use both: Copilot for individual work, and custom agents for team and process automation. See our Microsoft 365 Copilot page for deployment details.

Ready to Build Your First Agent?

Tell us the one workflow in your business that costs the most time. We'll scope an agent for it, estimate the ROI, and have it in production in 4 weeks.

Let's Build It Free AI Assessment First