Join the Manhattan/Bronx & Westchester Chapter in a 3 part series on how to leverage AI and improve productivity in the accounting field. This final session was designed to help you understand the value of custom Copilot agents. Learn how to build and deploy an agent using M365 tools. Customize agents for specific tasks.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Define what a Copilot Agent is and differentiate it from standard Copilot interactions.
- Create a Copilot Agent using Microsoft 365 tools.
- Build a functional "Auditor Assistant Agent" in a hands-on demo.
Major Topics
- What is a Copilot Agent?
- Ways to create an agent (M365 Copilot, Teams/SharePoint).
- Use a Copilot prompt to help create the essential 5 components of an agent.
- Hands-on demo: building an Auditor Assistant Agent.
