How to Build a Copilot AI Agent for Financial Advisors, By a Microsoft Engineer
Using Microsoft 365 Copilot Agent Builder, Danny Dias & Shervin Shaffie, Copilot Technical Specialists at Microsoft provide a full demonstration and build tutorial. Learn how to use Copilot AI Agents for your everyday work and understand AI security measures across your organization. Automate your workflows, speed up new hire productivity, and increase employee efficiency. This demo is based on a financial services use-case but can easily be modified for any customer workflow. You'll also learn how to use Copilot Pages as a tool to consolidate your Agent responses and collaborate with your teammates.
0:00 Intro
6:54 Demo Summary So Far
9:00 Collaboration Using Pages
11:04 Copilot & Powerpoint
12:57 How the Agent was built
14:15 Wrap-up
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Drop a Comment 💬 or a Like 👍 it really helps me out!
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This video represents the opinions of Shervin Shaffie and his guests to the video and does not reflect the opinions of Microsoft, affiliates, or the companies with which this video's participants are affiliated with.
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