Finance and operations
Illustrative starting points include a request for review, a document check or a handoff to the person who approves a business record.
Agentic business process automation
Give the process an agent.
Keep the decision accountable.
Connect the request, the business context, the approval and the action. We build agents for finance, HR, IT and service processes on Microsoft, with a clear owner at every decision.
Solution area AI Business SolutionsMicrosoft FY27 conversation Agentify your business processes
Choose the first process
Start with the handoff
that matters.
Choose a bounded process with an observable starting point, an agreed result and systems that can be safely connected. Map exceptions before expanding the agent’s authority.
HR and employee service
Connect an employee’s request to approved policy and a responsible team, with sensitive decisions retained by people.
IT and service
Gather permitted context, prepare a proposed change and route it to the system owner before anything is committed.
An illustrative IT service request
Follow the work
from request to record.
The same person approves the same permitted change. The agent-assisted path connects the handoffs and records what happened. This is a reference workflow, not a customer result.
Before · manual handoffs
People carry the context.
- Receive the request. A service team reads the request and opens the record.
- Gather the context. A person checks the requester, policy and relevant system state.
- Human approval. The responsible owner approves or declines the proposed change.
- Execute the permitted change. An authorized operator updates the system of record.
- Return the result. The operator records the action and routes exceptions to the service owner.
After · agent-assisted work
The system connects the work.
- Receive the request. Microsoft Copilot Studio captures the request and opens the approved workflow.
- Gather authorized context. Power Platform retrieves permitted records; a bounded Microsoft Foundry tool assists where needed.
- Human approval. The same responsible owner approves or declines the proposed change.
- Execute the permitted change. The tool checks authorization and validates the action before changing the same system of record.
- Return the result. The workflow records the outcome, notifies the requester and routes exceptions to the service owner.
Showing both paths. Human approval remains required.
Context is missing
Pause the action, ask for the missing information and retain the request for its owner.
Approval is declined
Record the decision, explain the outcome and close or route the request as agreed.
An action fails
Keep retries within the agreed limit, reconcile the record and escalate with the action evidence.
Reference architecture
Built around the systems
that own the work.
Microsoft Copilot Studio provides a conversational entry. Power Platform connects workflow and approved business systems. Microsoft Foundry supports custom agent workloads where needed.
Request and contextMicrosoft Copilot Studio · approved data and record selection
Tools and human approvalPower Platform · Microsoft Foundry · bounded MCP-enabled tools
Committed action and evidenceSystem of record · action outcome · exception owner
Microsoft Agent 365 is included where supported. Identity, permissions and approval apply across the workflow; connector and product availability are checked for the selected environment.
| Tool action | Authority and evidence |
|---|---|
| Read | Retrieve only records the requester and execution identity may access. |
| Draft | Prepare a proposed action with source context and a validated schema. |
| Approve | Keep approval with the responsible person and preserve the decision. |
| Commit | Check authorization at execution; record the outcome and use idempotency, bounded retries and a recovery path. |
Separate tool credentials from model context. Test prompt injection, incorrect record selection, timeouts and failed actions. MCP provides extensibility; each connected tool still needs its own trust boundary.
The engagement
Frame. Baseline.
Build. Hand over.
Agree the outcome and operating boundary, then leave your team with the capability and the evidence.
Frame
Agree the process, owner, permitted actions and required approvals.
Baseline
Map current handoffs, exceptions and the evidence for a completed request.
Build
Build the agent, approved tools, evaluation, recovery path and action audit.
Hand over
Transfer the process runbook, permissions, evidence and operating responsibilities.
How we commit
Every promise
has a measure.
- An owner for every action. Approval and execution authority are written into the process.
- Connectors checked in context. Permissions and supported operations are verified before the build.
- Exceptions tested. Missing information, declined approvals and failed actions are part of acceptance.
- Evidence with the handover. Outcomes are compared with the agreed baseline and shared with permission.
Start with the work
Bring one process
worth improving.
Show us the request, the systems and the approval that matters. We will define a bounded first build.