What are Microsoft 365 Copilot agents and how to use them | Microsoft
Bring AI automation into the flow of everyday work with Microsoft 365 agents. In this short video, you'll see what Microsoft 365 agents are and how they help retrieve information, automate tasks, and support business processes across your organization. Watch it to see what Microsoft 365 agents are and how they help streamline everyday work.
What are Microsoft 365 Copilot agents?
Microsoft 365 Copilot agents are specialized, AI-powered assistants that help you and your team handle specific tasks inside the Microsoft 365 environment.
You can think of them as focused helpers that:
- Work with your existing data, such as emails, documents, meetings, and websites
- Support different business areas like finance, HR, marketing, and more
- Take on well-defined, repeatable tasks so your team can focus on higher-value work
Instead of being a general chatbot, each agent is set up for a particular purpose—for example, monitoring finance data, supporting HR workflows, or helping marketing teams stay on top of content and campaigns. They’re designed to fit into the tools you already use in Microsoft 365, so you can reimagine how routine work gets done without changing your entire tech stack.
How do Microsoft 365 Copilot agents work in practice?
Microsoft 365 Copilot agents operate within your existing Microsoft 365 environment and use your organization’s data to complete tasks.
In practice, they:
1. Connect to your data
- Pull context from emails, documents, meetings, and relevant websites
- Use that context to understand what you’re asking and what information matters
2. Follow defined workflows
- Each agent is set up to handle a specific type of work (for example, finance reviews or HR follow-ups)
- They can automate steps that are usually manual and repetitive
3. Deliver actionable outputs
- Summaries, draft responses, checklists, and insights based on your data
- Suggestions for next steps so you can move work forward faster
The video’s table of contents walks through this flow:
- 0:00 – Introduction to agents
- 0:12 – Getting started with agents
- 0:22 – How agents work
- 0:40 – Automating tasks with agents
This structure shows that agents are meant to fit into existing processes rather than replace them entirely, helping you rethink how everyday work gets done across teams.
How can different teams use Microsoft 365 Copilot agents?
Microsoft 365 Copilot agents are designed to be applied across multiple business functions, starting with clear, practical use cases.
From the video overview, you can see examples such as:
1. Finance teams (0:48–1:05)
- Use an agent to help with recurring finance tasks
- Have it review finance-related emails and documents
- Let it surface key points, deadlines, or follow-ups so the team can focus on analysis instead of manual tracking
2. HR teams (1:05–1:19)
- Use an agent to support HR workflows, such as managing communications or organizing information from documents and meetings
- Have it prepare summaries or draft responses based on HR policies and existing materials
3. Cross-functional teams (1:19 and beyond)
- Marketing, operations, and other departments can use agents to streamline repetitive tasks, keep track of information across emails and documents, and generate quick insights
Overall, agents help teams reshape how they handle routine work—automating the repetitive parts so people can spend more time on decisions, strategy, and collaboration.
What are Microsoft 365 Copilot agents and how to use them | Microsoft
published by Swerve Limited
Swerve is a responsive, 100% Kiwi-owned technology business. We are headquartered in Auckland and service clients across New Zealand.
Our customers are diverse, from the engineering firms that build the infrastructure of the nation, to the Hobbiton team in Middle-earth that warm the hearts of countless international (and local) visitors.
No matter their business, each client enjoys big team capability, delivered with small team agility - and the simplicity of one responsive IT partner for everything.
We believe IT matters
Our purpose: To put people at the heart of technology, as we design, deliver, and support exceptional IT experiences that keep business humming.
Swerve was founded in 1999 and for over 25 years we've taken care of technology because we know IT matters.
IT matters because it powers the engine rooms of the Kiwi economy. Businesses like yours, that is.
IT matters because it protects IP, data, and the lifeblood of livelihoods in an age of sophisticated cyber crime. IT matters for productivity, for communication, for healthy communities, and for everything that keeps New Zealand humming in a digital world.
Sign in with LinkedIn