An intake form for new work
A new matter or job comes in through one form with the fields your team always needs, instead of an email chain.
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Copilot Studio apps workshop
A three-hour hands-on workshop in which a few of your team describe an app for a real job in your firm and build it in Copilot Studio, beside the agents that do the work. It's for the people who know the work and will build, not your IT provider, and no coding is needed.
In preview. Last checked 4 October 2026. Apps in Copilot Studio are a paid public preview that Microsoft is rolling out gradually, so they may not be switched on for your firm yet. We check in the preparation session. What preview means.
The workshop
Leave with a working app for a job in your firm, built and tested by the people who know the work.
All prices exclude VAT.
What an app is
An app is a simple screen your team opens in the browser: a form to fill in, a list to work through, a button to approve. In Copilot Studio you describe the app in plain language and it builds a working first version, which you then refine by describing what should change.
Microsoft puts apps alongside agents and workflows, so together they cover a whole piece of work. The agent does the checking and drafting, a workflow does the routine steps and the app is where your team sees what happened, checks it and approves it.
A new matter or job comes in through one form with the fields your team always needs, instead of an email chain.
Every deadline for one team on one screen, with who owns it, what's due this week and what's overdue.
A partner sees what an agent drafted, changes it if needed and approves it, with a record of who approved what.
Contacts, opportunities and next steps for one team, in place of the spreadsheet everyone edits.
Copilot Studio or Cowork
You can build apps in Copilot Studio from the App tile on its home page, or make apps in Copilot Cowork with the /app skill. Apps built in Cowork can be opened and edited in Copilot Studio, so Copilot Studio is where an app ends up either way, and it's where this Copilot Studio app training happens. If your firm is in Microsoft's Frontier programme, we show the Cowork route as well.
An App (Preview) tile on the Copilot Studio home page.
The new Copilot Studio experience switched on and usage-based billing set up for your firm. The app is built in the personal environment of the person making it.
An App skill, started with /app.
Your firm in Microsoft's Frontier programme. Apps built in Cowork can be opened and edited in Copilot Studio.
What the workshop covers
Hands-on and follow-along. Each step is shown on screen and everyone does it as they go, on their own machine. Built around your firm's own processes. The exercises use your jobs, not demo material about a company that isn't yours. James Wilkinson shows each step, and the group builds an app for a job your team chose in the preparation session.
What it's for, who uses it, what data it holds and what people do on it. A clear description gets a first version that's close, which saves rounds of changes later.
An app keeps its data through a connector, so the choice of connector is the choice of database. We settle it before the first description, with the permissions and backups that come with it.
Changing the app by describing what should be different, then testing it in the preview on your own cases, including the awkward ones.
Who can open the app and who can see the data behind it are separate questions. Sharing the app doesn't share the data, so both are set on purpose.
The app becomes the screen for work an agent or workflow does: what came in, what was drafted and what's waiting for one of your team to approve.
Where Copilot Credits are drawn when an app is built and used, what your licences already cover and the choices that keep the cost down.
Running costs
In the preparation session we check your firm's licences, confirm apps are switched on for your firm and agree a spending limit for the session with whoever looks after your Microsoft 365. In the workshop, cost is part of every choice the group makes about the app.
Microsoft's rates change, so we keep the current figures in one place: Copilot Credits explained: what each Microsoft workload costs. How every training session covers running costs is on the training page.
What preview means
In preview. Last checked 4 October 2026.
Apps in Copilot Studio are a paid public preview. Microsoft is clear about the limits, and the workshop is built around them.
Our advice: build a pilot now, on a real job. Don't make it the system of record for client data until apps are generally available and your app has been tested on your own cases.
Copilot Studio apps workshop
£1,150
First session per group (recommended up to 12 people), including the preparation session. Repeat sessions £850
Leave with a working app for a job in your firm, built and tested by the people who know the work.
All prices exclude VAT.
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A free 30-minute call with James. No pitch and no obligation, and no Discover needed first.
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