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Building AI Agents with Copilot Studio is a highly practical, one-day learning experience structured around a two-stage arc.
Stage 1 — Agent Thinking. The morning is entirely platform-agnostic. Participants develop a durable mental model of what agents are, how to evaluate whether a task is suitable for agent automation, how to design for human-AI handoffs, and how to write a structured agent brief. No tool is opened. The thinking comes first.
Stage 2 — Agent Building. The afternoon is entirely hands-on in Microsoft Copilot Studio. Every build decision is anchored to the design work completed in the morning. Participants create, test, and refine a working agent, then connect two agents in a governed workflow with a human approval gate.
This is not a Copilot Studio feature tour. Participants work with real professional scenarios throughout the day, producing artefacts they can deploy, share, and build on immediately.
Objectives
This course will enable participants to:
- Apply a non-technical agent design framework to evaluate, plan, and scope AI agents before any configuration begins
- Write structured agent instructions using the Five-Layer Agent Brief, a framework that works across any AI platform
- Build and configure a functional agent in Microsoft Copilot Studio tailored to a real professional use case
- Connect agents in a multi-step workflow with human approval gates embedded at the right decision points
- Test agents systematically against accuracy, scope, behaviour, and governance criteria, not just functionality
- Apply graduated autonomy principles to determine the appropriate level of human oversight for each agent and workflow
- Complete an Agent Governance Card that documents ownership, review schedule, compliance status, and success metrics
- Leave with a 30-day agent practice plan grounded in their specific professional context
Key topics
- What makes an agent different from a chatbot or a prompt, the mental model every non-technical builder needs
- A four-question evaluation framework, “Is this an agent job?”, used to assess repetition, structure, accuracy tolerance and success metrics
- The low-precision versus high-precision framework for identifying safe starting points for agent automation
- The Agent Design Canvas, a five-field planning tool covering purpose, audience, knowledge, guardrails, and human anchor points
- Graduated autonomy, designing the right level of human oversight, from always approve to monitor-and-exception
- The Five-Layer Agent Brief, identity, purpose, knowledge, behaviour, and guardrails — applied to Copilot Studio agent instructions
- Building and configuring agents in Microsoft Copilot Studio using natural language creation and the instructions field
- Knowledge sources, including document readiness, SharePoint grounding, and the limits of organisational knowledge in agents
- Systematic agent testing using a four-category test framework covering accuracy, scope, behaviour, and guardrails
- Multi-agent workflows, connecting agents with defined handoffs and human approval gates using agent flows in Copilot Studio
- Agent governance, ownership, review cycles, defined limits, compliance alignment, and success metrics
- Australian governance context, responsible and ethical agent deployment aligned to current regulatory framework
Who is this course for?
This course is designed for any professional who wants to move beyond using AI as a conversation tool to directing AI as a working system. It is built for non-technical people. No coding background is required or assumed. The only prerequisite is professional curiosity and a real problem worth solving with an agent.
Prior completion of Human-Led, AI-Powered: Copilot for business productivity is advantageous but not required. Participants who have completed the introduction course will find this a natural and powerful next step. Participants who have not will find the course designed to be entered directly, provided they have a working familiarity with Microsoft 365 Copilot.
GOVERNMENT AND PUBLIC SECTOR
- APS officers and managers seeking to automate recurring workflows
- Policy advisors and analysts who spend significant time on research, compilation, and drafting
- Program and project managers looking to reduce administrative coordination overhead
- Communications and engagement professionals managing content and knowledge workflows
- Corporate services and operations teams with high-volume, structured process work
PRIVATE SECTOR AND PROFESSIONAL SERVICES
- Managers and team leaders at all levels looking to scale their team’s output through agent workflows
- Finance, HR and operations professionals with recurring, data-intensive process work
- Marketing and communications teams managing content production and distribution workflows
- Legal, compliance and risk professionals seeking governed, auditable AI support
- Knowledge workers and strategic advisors who want to direct AI systems rather than just use them
This course is delivered live by a certified facilitator using a highly practical, structured format. The day follows a 30/70 facilitation-to-activity ratio. Participants spend the majority of the day thinking, designing, and building, not watching.
Participants will:
- Work through a structured two-stage arc. Agent thinking in the morning, agent building in the afternoon
- Complete design exercises in the companion app before opening Copilot Studio, so every build decision is deliberate
- Build and test agents directly in Copilot Studio using their own professional scenarios
- Participate in facilitated peer review activities. Reviewing each other’s design canvases and governance cards
- Leave with five completed artefacts and a 30-day agent practice plan ready for immediate use
For group bookings, courses can be customised to suit your requirements and conducted onsite at your premises, at our training centre, or virtually.
Virtual training: Learn more about our virtual delivery.
BYOD REQUIREMENTS
This is an immersive, hands-on course. Participants must bring their work device with an active M365 Copilot licence.
Copilot Studio must be accessible through their organisational licence. Participants unsure of their Copilot Studio access should check with their IT team before attending.
Practical scenarios covered
Throughout the day, participants apply the agent design and build frameworks to real professional challenges drawn from their own work context. Scenarios are adapted by the facilitator to the professional setting of the cohort.
- Evaluate three real tasks from their role using the “Is this an agent job?” framework, identifying one strong candidate to build during the day
- Complete an Agent Design Canvas for their chosen scenario, defining purpose, audience, knowledge, guardrails and human anchor points, then peer review a colleague’s canvas
- Write a Five-Layer Agent Brief from their completed canvas, creating structured instructions ready for Copilot Studio
- Build and configure their first agent in Copilot Studio, ground it in a relevant knowledge source, and run a structured five-scenario test cycle
- Design and partially configure a second, complementary agent, then connect both in a workflow with a human approval gate
- Complete an Agent Governance Card for each agent, documenting ownership, review cycle, compliance status and success metrics
The five take-home artefacts
Every participant leaves with five completed artefacts built during the day from their own professional context. These are not templates, they are working documents designed to be used the following week.
Built during the day. Deployed beyond the day.
- Agent Design Canvas. A scoped, peer-reviewed design for an agent tailored to a task the participant owns
- Five-Layer Agent Brief. A structured instruction document ready to enter directly into Copilot Studio
- Configured Agent. A working agent built in Copilot Studio, grounded in organisational knowledge and tested against five scenarios
- Two-Agent Workflow Design. A connected, governed workflow with a human approval gate, partially or fully configured in Copilot Studio
- Agent Governance Card. An accountability document covering ownership, review schedule, compliance status, and success metrics for each agent built
This course does not have an exam.
On completion of this course, you will be awarded with a PM-Partners digital badge. These are widely accepted by leading organisations as recognition of specialist training and often shared on social media.
On the last day of training, you will be provided with a Digital Credential via the Credly Acclaim platform. This badge can be added directly to your LinkedIn profile and/or shared to your newsfeed, or other professional profile, to share your achievement with your network.
WHERE IS THE TRAINING VENUE LOCATED?
Sydney courses are held at 45 Clarence Street, Sydney.
Melbourne courses are held at 34 Queen Street, Melbourne.
Brisbane courses are held at 215 Adelaide Street, Brisbane.
I REQUIRE AN INVOICE BEFORE PAYMENT IS PROCESSED – CAN I STILL BOOK THIS COURSE ONLINE?
Yes. Simply select ‘invoice’ from the payment options during the checkout process and one of our consultants will be in contact to organise payment.
IS THIS A CERTIFIED COURSE?
No. There are no certifications or exams undertaken in this course. However, you do receive a Completion Certificate from PM-Partners group. Participants will also receive a digital badge.
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