AI WORKFLOW LIBRARY

AI Agents That Carry Real Work

Copilot Studio workflows we scope, build, and manage on the Microsoft stack you already own — Dynamics 365, Business Central, and Microsoft 365.

All 29 workflows

• Executive Daily Brief Agent — The owner's morning starts with five apps: calendar, inbox, CRM, financials, and whatever broke overnight. The information exists; the synthesis doesn't. Dashboards describe everything and prioritize…
• Meeting Notes to CRM Agent — The best customer intelligence a company generates — what was said in meetings — dies in notebooks and transcript files. CRM updates after meetings are the most-skipped task in sales, so the system of record is always a…
• Approval Chaser Agent — Work stalls waiting for a yes: quotes over threshold, POs, discounts, PTO, expense reports. The approvals are scattered across email, Teams, and system queues; the requester doesn't know who's sitting on it, and the…
• Shared Inbox Triage Agent — info@, sales@, admin@ — shared inboxes where messages are read by everyone and owned by no one. Real inquiries sit next to spam; responses depend on who happened to look; things fall through on busy…
• Collections Follow-Up Agent — AR aging is reviewed monthly; cash is needed weekly. Reminders go out inconsistently, promises to pay aren't tracked, and awkwardness means the squeaky invoices get chased while quiet ones age past…
• Sales Order Entry Agent (Business Central) — Customers email orders as free text, PDFs, or spreadsheets. Someone re-keys them into Business Central — slow, error-prone, and a bottleneck at month-end or seasonal…
• Payables Agent (Business Central) — Vendor invoices arrive by email as PDFs. AP re-keys them into Business Central, matches to POs/receipts, and chases exceptions. Manual entry causes late payments, missed early-pay discounts, and duplicate-payment…
• Weekly Cash & AR Exception Brief Agent — The owner asks "how are we on cash?" and finance stitches an answer from BC reports, the bank feed, and the AR aging. Dashboards exist but describe everything instead of flagging what changed and what needs a…
• Employee Helpdesk Agent (HR & IT Answers) — "How much PTO do I have rolling over?" "What's the mileage rate?" "How do I set up VPN?" The answers live in policy documents on SharePoint nobody reads; the questions land on the office manager and IT contact instead,…
• New Hire Onboarding Checklist Agent — Onboarding is a relay race with no baton: HR knows the start date, IT finds out Friday, the manager improvises week one, and the new hire spends day one without logins. Nothing is hard — it's just coordination nobody…
• Offboarding & Access Closure Agent — Exits are riskier than hires: accounts left active, devices unreturned, customer handoffs dropped, final payroll fumbled. Every missed step is a security exposure or a compliance finding, and the checklist usually lives…
• Time Entry Compliance Agent — Unlogged billable time is revenue that evaporates. People log time late, from memory, and under-report — and the person chasing timesheets burns their own billable hours doing…
• Field Report Intake Agent — Field work (inspections, site visits, service calls) produces photos, notes, and forms that someone in the office must turn into structured records, client-ready reports, and invoicing triggers. The gap between "work…
• Scheduling Assistant Agent — Booking a job or appointment takes multiple emails: customer asks, office checks availability and territory, proposes times, customer counters, calendar finally updates. Meanwhile techs have gaps and customers…
• Daily Ops Exception Brief Agent — The morning ops meeting is status discovery: what shipped, what's late, who's out, what broke. Leaders spend the first hour finding out what's wrong instead of deciding what to do about…
• Vendor & Subcontractor Follow-Up Agent — Jobs slip because a vendor didn't confirm, a sub didn't send the COI, or a PO acknowledgment never arrived — and nobody chased it until the schedule broke. The follow-up work is simple; there's just too much of it to…
• Speed-to-Lead Response Agent — Inbound leads decay by the hour, but new leads sit in D365 (or a shared inbox) until someone notices. The first company to respond usually wins the conversation. Most SMB sales teams respond in hours or days, not…
• Daily Sales Brief Agent — Reps start the day deciding what matters by scanning CRM views, inbox, and calendar separately. Priorities get set by whatever is loudest, stalled deals go quiet, and managers ask for status instead of…
• Quote & Proposal Follow-Up Agent — Quotes go out and then sit in inboxes. Nobody follows up on a disciplined cadence because reps are busy with new work, so winnable revenue quietly expires. The follow-up that does happen is generic ("just checking…
• Customer Meeting Prep Agent — People walk into customer meetings cold. The context exists — CRM notes, past emails, open cases, unpaid invoices, documents — but it's scattered across five systems and nobody has 30 minutes to assemble…
• Pipeline Hygiene Agent — The pipeline number is fiction: dead deals padded with hope, missing close dates, opportunities with no next step, stage names that mean different things to different reps. Forecasts built on this are guesses, and…
• Sales-to-Delivery Handoff Agent — The classic gap: what sales sold isn't what operations hears. Promises live in email threads and call notes, special terms get lost, and the delivery team rediscovers scope in front of the…
• Case Intake & Triage Agent — Support requests arrive in a shared inbox. Someone reads each one, figures out who it's from, what it's about, how urgent it is, creates a case, and routes it — or doesn't, and the email quietly ages. Intake is unpaid…
• Customer Self-Service Answer Agent — The same 30 questions arrive by email and phone forever: how do I, where is my, what does this cost, what's your process for. The answers exist in documents and on the website; customers can't find them, so staff answer…
• Case Escalation Watch Agent — Cases don't blow up suddenly — they age quietly. Breached SLAs, repeated reopens, angry-tone replies, and high-value accounts stuck in queues are all visible in the data, but nobody watches every case, so managers hear…
• Knowledge Article Drafting Agent — The same problems get solved repeatedly because resolutions live in closed cases nobody rereads. Writing knowledge articles is everyone's job, which means it's nobody's…
• Candidate Pipeline Agent — Search firms lose candidates to silence. Between sourcing, outreach, screens, client interviews, and references, every handoff is a place where a candidate waits too long, a consultant forgets a follow-up, or a client's…
• Loan File Chase Agent — Deals don't die from rejection — they die from incomplete files. Every loan waits on documents: bank statements, tax returns, payoff letters, signed disclosures. Processors spend their day tracking who owes what and…
• Patient & Referral Intake Agent — Referrals arrive by fax-to-email, portal, and phone note. Staff re-key demographics, chase missing insurance information, verify eligibility, and coordinate scheduling — while referrals age, patients call asking what's…

About the AI Workflow Library

The AI Workflow Library is UniverseIT's catalog of Copilot Studio agent workflows built for the Microsoft stack you already run — Dynamics 365, Business Central, Microsoft 365, SharePoint, and Teams. Each workflow describes a specific job an AI agent carries inside your own tenant: it watches for a trigger like a new lead, an inbound vendor invoice, or an aging quote; does the gathering, matching, and drafting work; and hands the decision to a person before anything is sent or saved. Every entry shows the process flow, the systems and connectors involved, the guardrails that keep the agent safe, and who on your team stays in control.

Use the filters to explore workflows by business pain, system, industry, or complexity tier. Whether you're starting with a simple employee helpdesk agent in Teams or automating collections follow-up in Business Central, UniverseIT scopes, builds, and manages each agent end to end — including licensing, governance, and the Microsoft 365 Copilot and Copilot Studio setup — so the workflows keep working after they go live.