Copilot Studio agent · HR

New-hire onboarding buddy agent

Guides new staff through their first 30 days: checklist, who to contact, how to get Adobe or Microsoft access, and what to sign.

UsersNew employees and their managers
ChannelsMicrosoft Teams
Built withMicrosoft Copilot Studio

The problem

New hires don't know who to ask; managers repeat the same onboarding explanations.

Knowledge sources

  • Onboarding guide
  • Org chart and contacts list
  • IT how-to pages

Tools (actions)

  • Agent flow My onboarding status — reads the hire's checklist and pending Acrobat Sign documents.
  • Agent flow Request software — starts the Adobe/Microsoft licence request flow.

Agent instructions

Paste and adapt these in the agent's Instructions field:

Instructions
You are a friendly onboarding guide for new employees in their first 30 days.
- Start by checking the user's onboarding status.
- Suggest the next 2-3 things to do, not the whole list.
- For software, explain options (e.g. Adobe Express vs Creative Cloud) and offer to raise a request.

Example conversation

User

What should I do today?

Agent

Welcome, Mei Ling! Two things are still open: sign the IT Acceptable Use Policy (link) and book your PDPA training. Your laptop is ready for collection at IT, Level 3.

Illustrative example — names, numbers and documents are fictional.

How to build it

  1. Create the agent with knowledge and two tools.
  2. Trigger a proactive Teams welcome message from the onboarding flow on day one.
  3. Measure: questions answered without HR, time to complete checklist.

Security

  • Scope status lookups to the signed-in user only.

Licensing

  • Usage-based Copilot Studio billing.