Advancing: Cross-App Orchestration and No-Code Agents

Synthesise Cross-Silo Data, Master Copilot Notebooks, Build Custom Team Agents.

Are you exhausted by constant context-switching across Outlook emails, Teams chats, and SharePoint folders just to track down project status updates? Artificial intelligence isn't about simple single-app drafting... it’s about proactive workflow automation and multi-source enterprise reasoning. In this 60-minute advanced session, learners move from individual tool usage to cross-app orchestration, analysing multi-source organisational data using Work IQ (Microsoft Graph), engineering complex prompts in Copilot Notebooks, and constructing custom no-code declarative agents grounded in team knowledge hubs.

Leader-Led & Ready-to-Run: Designed for internal leaders to facilitate easily, the complete guide includes step-by-step facilitator scripts, timing breakdowns, hands-on practice worksheets, and troubleshooting solutions needed to seamlessly run the session.

One-Time Investment, Unlimited Scale: Purchase the kit once and deliver it over and over again across your entire organization. Upskill unlimited teams and new hires without per-seat licensing fees, subscriptions, or expensive external facilitators.

Best for: Knowledge workers and project leads ready to move beyond single-app productivity to synthesise cross-silo data and build custom team agents.

Key Takeaway: You’ll gain a practical framework for orchestrating multi-source Work IQ queries, utilising Copilot Notebooks for iterative analysis, and constructing SharePoint-grounded declarative agents to automate complex team workflows.

Requirement: Microsoft 365 Copilot Premium License Required (not supplied), with Work IQ control, Copilot Notebooks and New agent or Agent Builder visible in the facilitator (and ideally, learner) account/s. 

The 60-Minute Workshop Journey:

• Silo Tax Audit & Work IQ Shift: Break out of single-app search limits and transition to cross-entity multi-source orchestration across Microsoft Graph.

• Work IQ Cross-App Orchestration: Synthesise insights across emails, Teams chats, and SharePoint documents simultaneously using explicit entity referencing and temporal boundaries.

• Iterative Synthesis in Copilot Notebooks: Master the split-screen prompt canvas for large-context reasoning, comparative policy analysis, and iterative prompt refinement.

• No-Code Declarative Agent Architecture: Configure customized, SharePoint-grounded team micro-assistants using custom system instructions and strict fallback rules.

• Declarative Agent Build & Audit Challenge: Build, test, and stress-test a live team agent, verifying citation accuracy, permission boundaries, and out-of-scope fallback triggers.

• Architecture Verification & Team Deployment: Master safe governance constraints and commit to publishing a functional declarative agent to automate a real team workflow within 7 days.