Agents that start on a trigger
An email arriving, a file landing in a folder, a date coming round. How to start an agent from the things that already happen in your firm.
How we work/Enable
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Enable
Enable: workshops for the people who'll build.
This isn't an IT course. No coding is needed, and IT are welcome but not required. The workshops are for the few people in your firm who know the work.
Who the workshops are for
The people who already know where the time goes.
They know where the time goes, what the exceptions look like and what “done right” means, which matters more than technical skill. No coding is needed. We teach the Microsoft tools.
Everyone else in the firm can start with the Copilot agents course, a short introduction to agents with no technical knowledge needed.
- The practice manager who already fixes the processes
- The senior in audit or tax who keeps the team's spreadsheet or checklist running
- The person in the office everyone asks “how do we do this?”
- Someone in IT or ops is welcome too, but they're not the default
One workshop offer
Agent workshops, on your own work.
Hands-on sessions in Copilot Studio and Power Automate, on jobs from your own firm rather than demo material. Every workshop runs in your own Microsoft 365 and ends with a working first agent.
From £850
Three hours of live delivery, as a half day or two 90-minute sessions
- A full day is £1,500
- Up to 12 people, so everyone builds against their own work
- An extra workshop for another group from £850
All prices exclude VAT.
Workflow illustration
A real job. Your team's first agent.
- 01Choose a real job
- 02Build the steps
- 03Test the exceptions
- 04Review the result
- Starts with
- A repeatable job your team already knows, in your own Microsoft 365.
- Leaves you with
- A working first agent, built and tested by the people who know the work.
Practise the judgement calls
Test the awkward cases as well as the easy ones, and build in the point where a person approves.
Illustrative workshop exercise: connect a trigger, an action and a review step, then test.
What the workshops cover
Agents that run, and agents that answer.
The weight is on agents that start on a trigger, take an action through Power Automate and ask a person to approve. Agents that answer from your own documents are covered too.
Taking an action through Power Automate
Filing a document, updating a list, drafting an email, creating a task. The steps that turn an agent's answer into work done.
Asking a person to approve
A card in Teams with the decision buttons built in, and a log of who approved what, so nothing goes to a client without one of your team.
Agents that answer from your own documents
Agents your team can ask about procedures, templates and guidance, answering from the documents you choose.
Testing on your real examples
Last month's real cases, the awkward exceptions and what the agent should do when it isn't sure.
Keeping it working
Owners, logs and what to check when Microsoft changes something or your process does.
Your team builds it, with us alongside
When you want the skills to stay in the firm.
If you choose this route at the Design playback, a few of your team build the first agents from your plan, with us alongside. The delivery days get them started. The build reviews and 90 days of support are where it grows.
Two delivery days won't make a team fully self-sufficient, and we don't claim they will. After the 90 days, Embed can carry the support on.
£3,950
Fixed
- Two delivery days on the jobs in your plan
- Two 90-minute build reviews
- 90 days of email support, with answers within 2 working days
Extra delivery days and build reviews are fixed blocks too. See the pricing page.
Who should come to the workshops?
The few people in your firm who know the work and will build: the practice manager who already fixes the processes, the senior who keeps the team's checklist running, the person everyone asks how things are done. Someone in IT or ops is welcome too.
Do they need to be technical?
No. No coding is needed. We teach the Microsoft tools, and knowing where the time goes and what the exceptions look like matters more than technical skill.
What does a workshop cost?
From £850 for three hours of live delivery (a half day or two 90-minute sessions), or £1,500 for a full day. Up to 12 people. An extra workshop for another group is from £850.
Do we leave with anything running?
Yes. Every workshop runs on your own work in your own Microsoft 365 and ends with a working first agent.
What if we want our team to build the first agents, with help?
That's the “your team builds it, with us alongside” route. £3,950 fixed. Two delivery days, two 90-minute build reviews and 90 days of email support with answers within 2 working days.
Next step
Talk through who in your firm should build.
A free 30-minute call with James. No pitch and no obligation.