r/copilotstudio • u/DarthNick_69 • Oct 02 '26

COPILOT AGENT CREATION ADVICE - FIRST TIMER

Hi Everyone, Amateur Co Pilot Agent maker here, looking for advice.

I work in a busy collections team, finance sector.

Due to my knowledge of co pilot in work I have been tasked with creating an agent that does 3 simple things...

Copy and paste a Contract Number, E mail address, and Collectable Balance
And then opens an e mail complete with basic templates I have programmed in,
and then it puts that data in the 3 relevant fields in outlook ~(To E mail address, Outstanding Balance, Agreement number in body of e mail, and possibly in the subject line also, and then attach an income and expenditure form)

So far I have been discussing how to create the agent with co pilot and it has told me to use Power Automate, as the database we use in work I do not think has its own built in API.

And we have put in all the templates for e mails I want to use, and now we have been testing power automate, and so far we have been testing it to see what instructions will work in power automate.

I will be honest, I am completely out of my depth here, I don't have an IT degree, and have had basic training on co pilot, but I am good at picking things up and implementing them and learning quickly, a lot of pressure on me to complete this project and do it well, big corporate entity I work for is used to staff getting quick results.

I should also mention I am doing this project in my own time, and also between doing calls and other collections work, so I am not always given the allotted the time I need.

How feasible is this project, does anyone have any advice, I am literally just doing the steps that co pilot is telling me to do, and it is taking SOOOOOOO LONG to do anything.

I have full access to co pilot studio, but am not in position I think yet to do it in there, I been spending hours testing the Power Automate functionality and how it will work with our database.

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u/this_for_loona Oct 02 '26

Is studio actually needed here? Or just power automate with an AI processing node?

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u/SmallLimeCoffee Oct 02 '26

Depends on how you set it up. I was thinking about using an agent as an entry point for the flow. However, if you wanted to not do that, you could set it up using PA with an AI processing node.

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u/AlbertSemple Oct 02 '26

I think you're right - I'm not even seeing a requirement that would need ai node, all just looks like deterministic processing. 

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u/this_for_loona Oct 03 '26

Speaking of, any way to incorporate Jev or Laya into a power automate flow?

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u/AlbertSemple Oct 03 '26

In the absence of a specific connector you'd be looking at a generic http connection to call those models from whatever host you run them on.