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AI Agents and Automation

A practical service for organisations that want to use AI agents and automation safely with Microsoft Copilot Studio, Power Platform and workflow automation.

Working processes, not experiments

Turn AI ideas into clearly scoped agents and workflow automation that support real tasks.

Governed by design

Build around permissions, approved data sources, policy expectations and clear ownership.

Microsoft-native delivery

Use Copilot Studio, Power Platform, Power Automate and Microsoft 365 deliberately.

Our Partners

AI agents need more than a good idea

The potential is clear, but the route from an idea to a dependable process is not always. Useful agents need the right use case, trusted data, clear boundaries and an owner once they are live.

Experiments disconnected from outcomes

Teams may be trying Copilot, Power Automate or standalone AI tools without a structured way to identify which processes are worth automating.

Control and data questions unanswered

Without clarity on permissions, knowledge sources, workflow behaviour and governance, automation can become difficult to maintain or approve.

No clear route into everyday work

The challenge is designing agents around real business rules, then helping people use them safely and confidently.

A practical route from opportunity to dependable automation

A structured path for turning promising AI ideas into useful, governed processes.

Identify the right opportunities

Review business processes, manual effort, data readiness, risk and operational impact to prioritise the most valuable use cases.

Design the agent or workflow

Define behaviour, trusted knowledge sources, escalation routes, permissions, success measures and the right Microsoft technology for the task.

Build, test and improve

Launch with the people who will use it, then monitor performance, document ownership and refine the process over time.

Six areas that make automation useful and maintainable

Aura connects business process design, Microsoft technology, security and adoption so each agent or workflow has a clear purpose and agreed boundaries.

Opportunity and use-case prioritisation

Identify high-value opportunities and assess value, risk, data readiness and operational impact.

Agent behaviour and knowledge design

Design trusted knowledge sources, prompts, escalation routes and success measures around the way people work.

Copilot Studio agent delivery

Build Microsoft-native agents where Copilot Studio is the right fit for the use case.

Workflow automation

Create Power Platform and Power Automate workflows for approvals, notifications, routing, tasks and updates.

Secure connections and governance

Connect to approved Microsoft 365, SharePoint, Teams and business data within agreed permissions and controls.

Testing, adoption and lifecycle management

Support launch, monitoring, optimisation, documentation and continuous improvement.

AI readiness starts with data clarity.

AI can surface the gaps in your data. Build confidence with clear ownership, secure access and a full understanding of the information your tools will use.

Adam Galfskiy

Head of AI

“AI doesn’t create your data problems, it exposes them. Many organisations have moved from a server in a cupboard to data spread across SharePoint, Teams and OneDrive, but without the same clarity over access, sensitivity or ownership. If businesses want to adopt AI with confidence, they first need to understand and control the data it will interact with.”

Explore the Aura Team

Questions

Useful answers before you take the next step

Questions organisations ask about AI agents and automation

Clear answers for teams deciding how to move from AI interest to a dependable process.

What are AI agents?

AI agents are AI-enabled tools that can help with specific tasks, such as answering questions, finding information, drafting content, triggering workflows or guiding users through a process. The most useful agents are designed around a clear business need, trusted data and agreed boundaries.

What is Copilot Studio used for?

Copilot Studio is used to create and manage Microsoft-native agents that can support users across business processes, knowledge sources and workflows. Aura can help you decide whether it is the right route for a specific use case and design the agent so it is practical, secure and maintainable.

How does Power Platform fit into AI agents and automation?

Power Platform can support the workflow and application layer around an agent. Power Automate can trigger actions and approvals, Power Apps can capture or present structured information, and Power BI can surface process insight where reporting is required.

Which processes are suitable for AI agents and automation?

Good candidates are repeatable processes with clear inputs, clear decision points, reliable data and a measurable outcome. Examples include internal knowledge support, request triage, document routing, task creation, reporting preparation, onboarding workflows and service desk assistance.

How do you keep AI agents secure?

Security starts with data readiness, permissions, governance and clear usage rules. Aura designs agents around approved data sources, existing Microsoft controls, user access expectations and agreed escalation routes so the agent supports people without bypassing organisational control.

How do you manage an AI agent after it goes live?

Live agents need ownership, monitoring, feedback, version control and periodic review. Aura helps define the lifecycle, including how changes are requested, how outputs are checked, how usage is measured and when an agent should be improved, retired or rebuilt.

When should we use automation instead of a full AI agent?

Automation is often best when the process is structured and predictable. An AI agent is more useful when people need a conversational interface, knowledge retrieval, guided support or a more flexible way to interact with information and workflows. Aura helps choose the simplest dependable option for the outcome you need.

Why work with Aura Technology for AI agents and automation?

Aura brings together Microsoft cloud knowledge, AI readiness, governance, cybersecurity and practical adoption support. That matters because useful automation is not just about building a workflow. It is about making sure the process is safe, understood, owned and valuable for the people who use it.

Our full range of services

Choose the right path after this service

Choose the service area you need now, or bring them together into a clearer long-term technology roadmap.

Valued Technology Partner

Why Aura?

Aura looks after your people, not just your systems, so cybersecurity becomes clearer, safer to manage and better aligned to how your organisation works.

People-first

Security built in

Strategic guidance

See why Aura