Supercharge your productivity in Microsoft 365 Copilot with Declarative Agents

 

Table of Contents

 

Introduction

Declarative agents empower organizations to customize Microsoft 365 Copilot by defining precise instructions, targeted actions, and essential knowledge, tailoring it to meet specific business needs. Operating on the same advanced AI infrastructure as Copilot, these agents act as specialized extensions, transforming Copilot into an even more powerful tool for organizations.

By enhancing collaboration, streamlining intricate workflows, and automating key processes, declarative agents help businesses save time and improve accuracy across teams. Designed with Microsoft’s robust security and compliance standards, they ensure a seamless, secure environment where productivity thrives without compromising on data protection.

 

Transforming business needs with tailored Declarative Agents

Declarative agents enable solutions such as IT self-service for employees and real-time customer support integration. Integrated with Microsoft 365 apps, they provide a centralized, intuitive user interface and leverage existing data through Microsoft Graph and SharePoint for valuable insights.

 

Key advantages of Declarative Agents in Microsoft 365

  • Enhanced Access to Enterprise Knowledge: By drawing on company data, agents provide contextual information.
  • Seamless Plugin Integration: Declarative agents connect to external systems for task automation.
  • Prioritization of Security and Compliance: Built on Microsoft’s security protocols, agents are managed centrally for robust protection.

 

Case Study: efficient operations with Declarative Agents at Stellium

At Stellium, we use declarative agents to streamline access to resource forecasting data. Through precise API queries, agents organize and present data in customizable formats, adapting effortlessly to different organizational needs.

Stellium declarative agent available in the organisation Teams store
Stellium declarative agent available in the organisation Teams store

 

 

The declarative agent interprets user prompts, infers the required parameters, and makes precise API requests. Microsoft 365 Copilot then filters and processes these results to deliver the most relevant information to the user.

Asking Copilot about forecast grouped by users
Asking Copilot about forecast grouped by users

 

By using the same requests to our APIs, we can flexibly control its presentation simply by adjusting the prompt. For instance, instead of grouping the data by users, we could group it by projects, offering customizable views that meet various business needs without modifying the underlying data structure.

 

Asking him now to group by projects
Asking him now to group by projects

 

Furthermore, despite being primarily integrated within Microsoft Teams, declarative agents offer an intuitive interaction experience in PowerPoint and Word. They can be leveraged to prepare meeting presentations or documents swiftly.

 

Building a Declarative Agent: a step-by-step guide

Creating an agent involves configuring an app manifest, application icon, and optionally, a plugin manifest. Tools like Teams Toolkit and Copilot Studio simplify the process, making it easy for businesses to integrate tailored agents into Microsoft 365 and optimize their operations.

Start with Summary
Teams Toolkit Build declarative agents using Teams Toolkit.
Copilot Studio Build declarative agents using the builder integrated in Copilot Studio.
Copilot Studio agent builder Build declarative agents using the integrated builder in Microsoft 365 Copilot.
SharePoint Build declarative agents using grounding data from SharePoint files.

 

Integrating declarative agents into Microsoft 365 unlocks significant potential for organizations striving to elevate productivity, streamline processes, and enhance collaboration across diverse, distributed teams.

At Stellium, we’ve experienced how these agents simplify access to complex data, automate routine tasks, and provide flexible workflows that can adapt to unique business demands—all while maintaining strict security, compliance, and data governance standards.

With capabilities spanning real-time data access, task automation, and seamless integration with Microsoft tools, declarative agents bring unparalleled efficiency and control to internal operations. From improving IT self-service to enabling insightful, data-driven decision-making, these agents empower teams to focus on what drives value and innovation.

For organizations looking to harness the latest in AI-driven technology, declarative agents provide a robust, scalable solution that’s ready to grow with them within the Microsoft ecosystem.

 


 

Ready to unlock the full potential of AI-driven workflows in your organization?

Contact us today

Let’s work together to customize Microsoft 365 Copilot to meet your unique needs.

We will explore how our solutions can optimise your processes and empower your team with the power of AI.

Stellium

November 1, 2024