Learning path: Copilot Studio agent builder

The path

1. Design SharePoint document libraries for automation and Copilot Tutorial
   Columns, content types, folders vs metadata, and naming conventions that make flows and Copilot agents work well.
2. Make a document library Copilot-ready: OCR, metadata and permissions check Power Automate workflow
   Prepare SharePoint content for Microsoft 365 Copilot and Copilot Studio agents: OCR scans, tag metadata, and flag over-shared folders.
3. Build your first Copilot Studio agent grounded in SharePoint documents Tutorial
   Create an agent that answers questions from a SharePoint library, test it, and publish to Teams.
4. Give a Copilot Studio agent actions: agent flows and connector tools Tutorial
   Let your agent do things — look up records, create tickets, send Acrobat Sign reminders — using agent flows with clear inputs and outputs.
5. Contract Q&A agent over signed agreements Copilot Studio agent
   Ask 'When does our cleaning contract expire?' or 'What's the termination notice for vendor X?' and get answers cited from signed PDFs.
6. Publish a Copilot Studio agent to WhatsApp for Malaysian customers Tutorial
   Connect an agent to WhatsApp so customers can ask questions and get documents where they already chat.
7. Copilot Studio licensing explained: credits, capacity packs and Microsoft 365 Copilot Licensing guide
   How agents are billed, what Microsoft 365 Copilot users get, and how to budget a pilot.