Find Your First Agent: A Copilot Discovery Session for Internal Comms

A guided session to help internal communicators turn Copilot from a chat window into a colleague – and walk away with one high-value agent designed for your team.

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Copilot, Built for the Way You Work

Most internal comms teams are using Copilot as a chat window – brilliant for thinking, but still leaving the team to do the heavy lifting every time. The real time-back lives one step beyond chat: in agents that know your data, follow your rules, and run on their own.

Every internal comms team is being asked to “do more with AI” – and most are starting in the same place: a blank Copilot chat window, retyping the same prompt every Monday morning.

That’s chat. And chat is brilliant for thinking. But it isn’t where the real time-back lives.

The real shift is agents. Purpose-built versions of Copilot that have a specific job, know where to find your information, follow your rules, and run when you need them. Drafting in your CEO’s voice. Turning a Word doc into a SharePoint page. Reading Viva Engage so you don’t have to. Cascading one campaign brief into five on-brand outputs.

The trouble is, most teams don’t know where to start. Which idea is worth building? What does it actually take? And who do you need on side to make it happen?

That’s what this session is for. A focused, organisation-specific conversation to help you spot the agent opportunity that fits your team – and leave with a plan you can act on.

How This Session Will Help

Cut the Grunt Work

Internal comms teams tell us 60%+ of the week goes on work nobody notices – reformatting, re-templating, summarising, re-posting. We’ll help you spot the tasks that are agent-shaped, so your team can focus on the work that actually moves the dial.

Beyond Drafting Copy

Writing is the obvious Copilot use case – but rarely the most valuable one. We’ll explore agents that listen, summarise, and orchestrate work across your channels, and talk through how to keep your tone of voice and editorial judgement firmly in the loop.

Make your Intranet Do More

The intranet is no longer just a place to publish news. With agents layered on top, it can answer employee questions, complete tasks, and deliver personalised guidance. We’ll help you see where Copilot, SharePoint, and Viva work together to take your intranet from publishing platform to intelligent workplace.

Walk in With an Idea, Walk Out With a Plan

You don’t need a fully-formed brief to start. Bring a real-life scenario – a recurring campaign, a CEO post, an Engage listening problem – and we’ll work through it together using our tried and tested frameworks.

What’s Included?

A 60-Minute Discovery Conversation

We start by getting to know your team, your tools, and your everyday pressures. Where does your time go? Where is Copilot already in play? What’s the one thing that, if it could run itself, would change your week?

The 5Ps Pressure-Test

Before you build anything, we pressure-test your candidate ideas using the 5Ps – Problem, People, Process, Payload, Payoff. This is the framework we use to sort the agent ideas worth pursuing from the ones that look good on a slide but die in production.

An Agent Outline & a Plan to Get There

For your strongest idea, we’ll sketch out what the agent would look like – what it does, what data it needs, and the rules it should follow – and map the path to get from idea to a working pilot. You’ll leave with a clear picture of the opportunity and the next steps to make it real, with our team alongside you.

From there, we can plan the next step together – typically a scoping session with your IT team or wider stakeholders to move from outline to pilot.

Outcomes and Benefits for Your Business

By the end of your session, you’ll walk away with:

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A clear view of where agents fit in your team. Not theoretical – the specific tasks, in your specific workflows, that are ready for an agent.

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A validated agent idea. Pressure-tested with the 5Ps, so you know it’s worth investing in before any time or budget goes against it.

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An outline of your strongest agent. A clear picture of what it does, what data it needs, and the rules it should follow – enough to align stakeholders and start the conversation about delivery.

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A path forward, mapped together. We’ll agree the natural next step, whether that’s a deeper scoping session, a pilot build, or bringing IT and other stakeholders into the conversation.

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A new lens on Copilot for your team. A way of thinking about where agents add real value – beyond drafting copy – that you can apply to the next opportunity, and the one after that.

Examples to Inspire You

Exec Voice

Drafts in your CEO’s actual voice, trained on every speech, blog and post they’ve written.

Sentiment Listener

Daily scan of Viva Engage for rising themes, tone shifts, and the comment to respond to today.

Campaign Cascade

One brief in – email, Teams post, Engage announcement, SharePoint page, manager talking points out.

Voice of Employee

Built from your audience personas and engagement data, this agent stress-tests draft comms – flagging how different employee groups are likely to react before you press send.

Who It’s For

This session is built for internal communicators, employee experience leads, and intranet owners who:

Are being asked to “use more AI” but aren’t sure where to start
Have access to Microsoft 365 Copilot (or are about to roll it out)
Want a sensible, low-risk first agent rather than a year-long transformation programme
Would rather walk into IT with a brief than a vague request

You don’t need to be technical. You don’t need to have built anything before. You just need a recurring problem and an hour.

Book your scoping session

Ready to find your first agent? Pick a time that works for you, tell us a little about where your organisation is on its AI journey and any agent ideas you have, and we’ll come prepared with examples and ideas relevant to your team.