Copilot Studio fundamentals
The building blocks: topics, triggers, actions and how an agent is actually assembled.
Service · Copilot Studio & AI agents · Perth + Remote
Build AI agents with Copilot Studio.
Go from using AI to building it. Hands-on Copilot Studio training that teaches your team to design, govern and ship AI agents on your own Microsoft 365 data. Taught by a team that builds and runs production agents, not a vendor reading the docs.
1 agent
built live in the session
Full day
hands-on build workshop
M365
your own data and tenant
Perth
in-person or remote AU-wide
01The shift
From using AI to building it.
Copilot Studio lets your team build agents that answer questions, follow processes and act on your Microsoft 365 data. The catch: a quick demo is easy, a safe production agent is not.
We teach the whole path, not just the happy demo. How to scope an agent worth building, connect it to the right data, keep it inside your security boundary, test it, and hand it to staff. The same discipline we apply to the agents we ship ourselves.
Where DIY agents go wrongcommon
- !Over-scoped first agent. Trying to automate everything, shipping nothing.
- !Wrong data wired in. Agents that surface content they should never touch.
- !No testing. Confident, wrong answers reaching staff and customers.
- !No ownership. Built once, then nobody maintains or governs it.
02Scope
What the build workshop covers.
06 build modules
You leave with one working agent in your tenant.
Scoping an agent worth building
Picking a first use case that is useful, safe and finishable in a sprint, not a moonshot.
Connecting your data
Wiring agents to SharePoint, Dataverse and approved sources without overexposing them.
Governance & security
Permissions, data boundaries and the controls that keep a published agent safe.
Testing like it matters
Catching wrong answers and edge cases before staff or customers ever see them.
Ship, own & maintain
Publishing to Teams, assigning an owner, and keeping the agent healthy over time.
03Train or build
Learn it, or hand it to us.
Some teams want the capability in-house, so we train them to build and own agents themselves. Others would rather we build the agent and hand it over working. Both are fine, and they often run together: we build the first one, then train your team to build the next.
If you would rather skip straight to a delivered agent, see AI agents and agentic coding. If your team just needs to use Copilot well first, start with Copilot training.
Best for
- ✓IT and ops teams who want to build agents in-house.
- ✓Businesses standardising on Microsoft 365.
- ✓Teams that have outgrown basic Copilot use.
- ✓Anyone who wants agents built the safe way, not the demo way.
04Clients
What our clients say.
Josh and the VibeZero team turned a mess of ideas into a working product faster than I thought possible. They actually listened to what we needed, didn't overcomplicate things, and delivered something our team could use straight away. Genuinely one of the best tech experiences I've had as a business owner.
NK
Natasja KleinmanFounder, Flexi Tribe
Working with VibeZero was refreshingly straightforward. No jargon, no upselling, just solid work delivered on time. They understood our business from the first call and built exactly what we asked for. I'd recommend them to any small business looking to actually get results from AI.
BG
Blake GoodDirector, Good Designs
05Related
The full capability list.
Consulting, automation, security and training, plus the build and fix work when you need it. These are the eight we lead with; 25 in total. Your AI consultant in Perth, working nationally.
01
AI Consulting
Map your ops, find where AI makes sense, build an implementation plan your team can follow.
Learn more02Automation
n8n, Make, Power Automate, custom integrations. The boring weekly tasks, automated.
Learn more03AI Security & DLP
Stop data leaking into AI tools. Usage policy, M365 controls, Privacy Act and Essential Eight aligned.
Learn more04AI Training
Hands-on workshops. Actual workflows for Claude, ChatGPT and Copilot your staff use Monday.
Learn more05App Development
Apps, tools, MVPs and internal systems built with AI-assisted dev, with senior engineering oversight.
Learn more06Vibe Code Audit & Fix
Built with Claude, Cursor, Bolt or Lovable? We find what's broken, patch it, hand it back production-ready.
Learn more07AI Agents
Custom agents for CRM, accounting, project management. Built with Claude, GPT and MCP.
Learn more08Agentic Coding
Autonomous coding agents build features end-to-end. We review, steer, and ensure production quality.
Learn more06FAQ
Frequently asked questions.
It is hands-on training that teaches your team to build AI agents with Microsoft Copilot Studio: scoping, connecting data, governance, testing and shipping, using your own Microsoft 365 environment. You leave with one working agent.
No. Copilot training teaches people to use Microsoft 365 Copilot productively. Copilot Studio training teaches people to build agents. Many teams do Copilot training first, then move up to building.
Not necessarily. Copilot Studio is low-code, so capable IT, ops and power users can build with it. We pitch the depth to the room and cover the governance that matters regardless of skill level.
Yes. Our AI agents and agentic coding services deliver production agents built to the same standard. Many clients have us build the first agent and train their team to build the rest.
Yes, in person across Perth and remotely for teams elsewhere in Australia, hands-on in your own tenant.
Build your first agent the right way.
Book a WorkshopOr have us build it
full-day build workshop, Perth or remote, one working agent to take away.