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Cloud & ProductivityMicrosoft AI agents workshop: Automate everyday business work
You’ve heard of Microsoft Copilot—but what about AI Agents? This workshop introduces the next evolution of workplace automation and explains how AI Agents can proactively handle tasks without waiting for prompts. Designed for teams exploring what’s next in AI, this session demystifies AI Agents and shows how they can quietly take work off your plate while your people focus on higher-value activities.
What are the benefits of attending this workshop?
Many organizations are comfortable experimenting with Copilot but aren’t yet aware of how much work can be automated beyond prompts and suggestions. Teams still spend time monitoring systems, chasing follow-ups, and reacting to routine issues. AI Agents change that model by acting proactively instead of waiting to be asked. However, understanding what AI Agents are—and whether they’re right for your business—can feel unclear or overly technical.
This workshop removes that uncertainty. It explains AI Agents in plain language and focuses on real business scenarios rather than theory. Participants gain clarity on how agents differ from Copilot and where they fit into daily operations. The session also helps teams recognize automation opportunities they may not have noticed before. By the end, attendees understand how AI Agents can reduce manual effort without disrupting existing workflows.
Clarity on what AI Agents actually do
Understand how AI Agents differ from Copilot and other AI tools, and where proactive automation makes sense in real business environments.
New perspective on hidden automation opportunities
Learn how to spot everyday tasks that can be automated quietly in the background—without major system changes.
A practical starting point for agent-based automation
Walk away with a realistic view of how to begin exploring AI Agents in a controlled, low-risk way.
AI in action: Practical agent-based automation
This workshop brings AI Agents to life through real-world examples that show how proactive automation can reduce manual work across departments. Each example highlights how agents operate quietly in the background while keeping people in control.
- Payables agent automatically reviews invoices, flags discrepancies, and routes items for approval—reducing manual AP processing and follow-ups.
- Sales order agent monitors incoming orders, validates key details, and alerts teams to issues before they slow fulfillment.
- Case management agent assists with triaging cases, updating status, and escalating priority issues to the right teams.
- Customer intent and knowledge management agent analyzes interactions to identify customer intent and surface relevant knowledge for faster, more accurate responses.
- Sales qualification agent evaluates leads based on predefined criteria and engagement signals, helping sales teams focus on the most promising opportunities.
Capabilities you’ll build through this workshop
This session equips participants with practical understanding and confidence—without requiring technical expertise. The focus is on awareness, opportunity identification, and readiness for what comes next in AI-driven automation.
- A clear understanding of what AI Agents are and how they work, explained in non-technical terms
- The ability to identify tasks and processes in your business that could be automated by an agent
- Confidence in discussing AI Agents with internal teams and leadership
- Awareness of tools such as Microsoft Copilot Studio to begin experimentation
- A high-level roadmap for taking your first step toward proactive AI in operations
Why partner with Rand Group?
Practical Microsoft AI experience that goes beyond theory
Rand Group works with organizations to apply Microsoft AI capabilities in real business contexts—not just demos or concepts. Our focus is on helping teams understand how AI fits into day-to-day operations today, while preparing for what’s next.
Guidance built for real-world adoption
Our workshop approach is designed to meet teams where they are. We emphasize clear explanations, realistic expectations, and actionable next steps—so organizations can move forward confidently without unnecessary complexity.
Trusted Microsoft partner across the US and Canada
With a strong presence across the US and Canada, Rand Group supports organizations throughout North America with consistent delivery, local insight, and deep Microsoft platform knowledge.
Industry recognition for Microsoft excellence
Rand Group was named Microsoft Americas Channel Emerging Partner of the Year, recognizing our ability to deliver meaningful results and lead with innovation across the Microsoft ecosystem.
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