Building RecOps Agents: Microsoft Copilot Studio Explained

A practical, end-to-end guide to designing and building custom AI agents using Microsoft Copilot Studio to automate important workflows.

This session provides recruitment operations teams with a practical, end-to-end guide to designing and building custom AI agents using Microsoft Copilot Studio to automate workflows like candidate intake, triage, and process guidance.

Session 2 of the RecConnect series - Future-Ready RecOps: The Microsoft Playbook — moves from “what Copilot can do” to “how you build with it”. In Building RecOps Agents: Microsoft Copilot Studio Explained, we’ll demystify Microsoft 365 Copilot Studio and show how recruitment operations teams can start designing, deploying and iterating practical agents that support day-to-day RecOps workflows.

Expect a hands-on, end-to-end run-through: from choosing the right agent use case and shaping the conversation, to connecting your Microsoft 365 data and safely testing what you’ve built. You’ll leave with a clearer view of where agents fit in your operating model, plus a repeatable approach you can take back to your business.

What we’ll cover

• Microsoft 365 Copilot Studio, what it is, where it sits in the Microsoft ecosystem, and what problems it’s best suited to solve in RecOps.
• How to design an agent for a real workflow (intake, triage, knowledge retrieval, process guidance and handoff).
• A practical build walk-through: creating the agent, setting up instructions, and shaping the conversation experience.
• Connecting the agent to Microsoft 365 and business data sources (at a high level), plus considerations for governance and permissions.
• Testing, iteration and rollout, how to move from prototype to something your team can trust and adopt.

Speakers: To be confirmed. This session will be delivered as a practical explanation and live run-through of building agents with Microsoft 365 Copilot Studio.

If you joined Session 1, this is the next step, turning insight into build capability. If you’re new to the series, you can still jump in here: we’ll start with the essentials, then move quickly into practical creation.