A trigger
Power Automate starts the agent when something happens: an email lands in a shared mailbox, a file is saved to SharePoint, a form is submitted or a date comes round.
How we work/Automate/Copilot Studio consultancy
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Copilot Studio
Copilot Studio consultancy for UK firms
Agents that start on their own, act in your systems and stop for one of your team to approve, built in Copilot Studio inside your Microsoft 365.
Two kinds of agent
We build the kind that runs.
There are two kinds of agent. Agents you talk to help people find and draft things, and Microsoft's own Copilot now does a lot of that out of the box. Agents that run start on their own when something happens: an email arrives, a meeting ends, a report is exported, a date comes round. They do the checking, drafting and filing, then stop for one of your team to approve. The second kind is where a firm gets hours back, and it's what we build.
Microsoft keeps making Copilot better, and we'll tell you when it already does the job. What it doesn't know is your firm: your thresholds, your templates, your filing conventions and who signs off what. That's the part we build and look after.
An agent that runs
- 01 Something happens
- 02 Checked and drafted
- 03 Your team approves
- 04 Done and logged
How an agent that runs is put together
Copilot Studio for the judgement, Power Automate for the rest.
Routine steps run as standard automations and AI is only used where judgement is needed. That keeps the agent predictable, and it keeps Microsoft's usage charges low.
The judgement step
Copilot Studio reads, classifies, extracts or drafts, following instructions written for your firm and working from the documents you choose.
The actions
Power Automate files the document, updates the list, creates the task or drafts the email, through only the connections the job needs.
The approval
A card in Teams with the decision buttons built in. Anything that goes to a client or raises a bill waits for one of your team.
The service account
Agents that run on their own use a dedicated account, limited to the mailboxes, folders and systems the job needs, agreed with you in advance.
The log
Every run is recorded: what came in, what the agent did and who approved it. It's the evidence trail a regulated firm needs.
What a build includes
Specified, built, tested and handed over.
- The specification, agreed before the build
- The build, in your own Microsoft 365
- Testing on your real examples, including the exceptions
- Approval steps and logging
- Documented handover and a walkthrough for your team
A ready-made accountancy agent is a fixed price, confirmed on a free 30-minute call. A build from your Discover plan is from £5,000, typically £5,000 to £15,000, fixed at Design. See pricing.
Where they fit
Six ready-made agents for accountancy firms.
- WIP and billing agent Fixed price
- Adverse media and conflict checks Fixed price
- Client meeting agent Fixed price
- PBC and records chaser Pilot places open
- Client onboarding agent Scoped per firm
- VAT return review agent Coming next
The same pattern works for law firms, financial advisers and insurance brokers.
Is our data safe?
Built in your Microsoft 365, not on our servers.
Built in your Microsoft 365
Agents are built in your own Microsoft 365, and your own Azure subscription where a job needs it, not on our servers. We don't host your data.
Agents you talk to see what you can see
An agent your team talks to only sees what that person can already see.
Agents that run use a service account
Agents that run on their own use a dedicated service account. Its access is limited to the mailboxes, folders and systems the job needs, agreed with you in advance.
Not used to train Microsoft's models
Microsoft doesn't use your Microsoft 365 content to train its foundation models.
UK regions where Microsoft offers them
We build in UK regions wherever Microsoft offers them. Where a service isn't available in the UK, or a build uses a model from another provider, we set out where processing happens so your compliance lead can approve it before anything goes live.
Every run is logged
Every run is logged: what came in, what the agent did and who approved it.
Proof
Worked examples.
From James Wilkinson's delivery work. Details are generalised and these were not FiveForward client engagements.
Worked example · Accountancy
The AI post room
Scanned post read, matched against more than 1,500 live clients and filed by client code in about two minutes, with exceptions sent to a person.
Worked example · Client acceptance
Letters of engagement
Half an hour of drafting becomes a few minutes of form filling and a partner review, from controlled Word templates.
Worked example · Finance and reporting
Hospitality P&L agent
An agent the finance team uses on demand to map each property's P&L onto the group's standard lines, with a person checking the output.
What can Copilot Studio agents do?
Two kinds of thing. Agents you talk to find and draft things when someone asks. Agents that run start on their own when something happens, do the checking, drafting and filing through Power Automate, then stop for one of your team to approve. We build mainly the second kind, because that's where a firm gets hours back.
What makes a good agent?
One named job, a clear trigger, a defined point where a person approves and examples you can test it on. If the job can't be described that clearly, Discover is the better first step.
How much does an agent build cost?
One of the six accountancy agents is a fixed price, confirmed on a free 30-minute call. A build from your Discover plan is from £5,000, typically £5,000 to £15,000, fixed at Design. The price depends on the number of agents, the systems they connect to and the state of the source data.
Is our data safe with agents?
We build agents in your own Microsoft 365, not on our servers, and we don't host your data. Agents your team talks to only see what that person can already see. Agents that run on their own use a dedicated service account, limited to the mailboxes, folders and systems the job needs, agreed with you in advance. We build in UK regions wherever Microsoft offers them, and anything that has to run elsewhere is set out for your compliance lead to approve before go-live. Microsoft doesn't use your Microsoft 365 content to train its foundation models, and every run is logged.
Will Microsoft's own Copilot make these agents pointless?
Some of what people call agents, yes, and we'll tell you when Copilot already does the job. Meeting recaps, drafting and “prepare me for my meeting” are now built in. What isn't built in is your firm: your thresholds, your templates and your naming conventions. Nor is filing to your document system, updating your records or the approval and evidence trail your regulator expects. That's what these agents do.
Can you train our team to build agents?
Yes. Our workshops are for the few people in your firm who know the work and will build. No coding is needed. From £850 for three hours of live delivery.
Are agents right for every process?
No. Some jobs are better as a plain Power Automate flow, some need a process fix first and some need nothing at all. Discover exists to tell the difference, and we'll tell you when Microsoft's own Copilot already does the job.
Next step
Scope a Copilot Studio agent that runs.
A free 30-minute call with James. No pitch and no obligation.