This repository contains hands-on lab materials for the Microsoft Copilot Studio & Power Automate for Business Workflow Automation course. Learn to automate real business processes — sales, finance, procurement, and order processing — by combining Power Automate flows with AI agents built in Microsoft Copilot Studio.
The course is practical and step-by-step: every lab is written so a complete beginner can follow along, starting from creating your account through to building full end-to-end automated workflows.
| Aspect | Details |
|---|---|
| Duration | 3 Days (9:30 AM – 6:30 PM) |
| Mode | Physical / Zoom / On-site Corporate |
| Level | Beginner to Intermediate |
| Certification | Certificate of Completion |
| Prerequisites | Basic Microsoft 365 familiarity (Outlook, Excel). No coding required. |
Upon completion, you will be able to:
- Explain business workflow automation and the difference between standalone agents and integrated workflows
- Identify workflow logic components: triggers, actions, outputs, and steps
- Build Power Automate flows that send emails, log data to Excel, and run approvals
- Create practical business agents in Copilot Studio and design prompts for structured outputs
- Connect agents to Power Automate flows and pass outputs between them
- Orchestrate complete end-to-end workflows for sales, finance, procurement, and order processing
Understand workflow automation concepts and build your first automated flows.
| Lab | Title | Description |
|---|---|---|
| Lab 0 | Environment Setup | Create your Microsoft 365, Copilot Studio, and Power Automate accounts step by step |
| Module 1 | Workflow Automation Concepts | Triggers, actions, outputs, steps; standalone agents vs integrated workflows |
| Module 2 | Introduction to Power Automate | Power Automate overview; flow types, common triggers, actions, connections |
| Lab 1 | Automated Email Workflow | Build a flow that sends an email automatically when triggered |
| Lab 2 | Excel Data Logging Workflow | Capture form data and log each entry into an Excel table |
| Lab 3 | Simple Approval Workflow | Route a request for manager approval and act on the decision |
| Lab 4 | Scheduled Trigger Workflow | Run a flow automatically on a schedule (daily reminder/digest email) |
| Lab 5 | Form Submission Workflow | A Microsoft Form (shareable URL) that emails the team and logs to Excel on submit |
Create AI agents that understand requests and feed structured data into your flows.
| Lab | Title | Description |
|---|---|---|
| Module 3 | Business Agents Concepts | Prompt design for structured outputs; connecting agents to flows |
| Lab 6 | Create Your First Copilot Studio Agent | Build, configure, and test a business agent from scratch |
| Lab 7 | Add Knowledge to Your Agent (RAG) | Ground the agent in your own documents/websites, with citations |
| Lab 8 | Add Tools and Actions | Give the agent tools — connectors, prebuilt actions, and flows |
| Lab 9 | Sales Enquiry Assistant | An agent that captures sales enquiries as structured data |
| Lab 10 | Procurement Request Workflow | An agent that collects procurement requests and triggers a flow |
| Lab 11 | Automated Response Generation | Use AI prompts to draft professional responses automatically |
Combine agents and flows into complete business processes, then build your own.
| Lab | Title | Description |
|---|---|---|
| Module 4 | End-to-End Orchestration Concepts | How agents + Power Automate work together; managing outputs and next steps |
| Lab 12 | Email Enquiry → Excel Logging → Notification | Capture an enquiry, log it, and notify the team |
| Lab 13 | Invoice Upload → Approval Workflow | Trigger an approval when an invoice file is uploaded |
| Lab 14 | Purchase Request → Manager Approval → Notification | A full procurement approval chain with notifications |
| Lab 15 | Order Processing Workflow | An agent captures an order; the flow confirms, logs, and raises a restock alert |
| Module 5 | Business Workflow Workshop | Workshop briefing: business domains, design method, and quality bar |
| Lab 16 | Capstone Workshop | Build your own end-to-end workflow for Sales, Finance, Procurement, or Order Processing |
copilot-studio-labs/
├── README.md
├── LEARNER-GUIDE.md # full step-by-step learner guide (Markdown)
├── labs/ # all hands-on lab content
│ ├── Day 1/ # Foundations & Power Automate
│ │ ├── Lab 0 - Environment Setup/
│ │ ├── Module 1 - Workflow Automation Concepts.md
│ │ ├── Module 2 - Introduction to Power Automate.md
│ │ ├── Lab 1 - Automated Email Workflow/
│ │ ├── Lab 2 - Excel Data Logging Workflow/
│ │ ├── Lab 3 - Simple Approval Workflow/
│ │ ├── Lab 4 - Scheduled Trigger Workflow/
│ │ └── Lab 5 - Form Submission Workflow/
│ ├── Day 2/ # Business Agents with Copilot Studio
│ │ ├── Module 3 - Business Agents Concepts.md
│ │ ├── Lab 6 - Create Your First Agent/
│ │ ├── Lab 7 - Add Knowledge to Your Agent/
│ │ ├── Lab 8 - Add Tools and Actions/
│ │ ├── Lab 9 - Sales Enquiry Assistant/
│ │ ├── Lab 10 - Procurement Request Workflow/
│ │ └── Lab 11 - Automated Response Generation/
│ └── Day 3/ # End-to-End Workflow Automation
│ │ ├── Module 4 - End-to-End Orchestration Concepts.md
│ │ ├── Lab 12 - Email to Excel to Notification/
│ │ ├── Lab 13 - Invoice Upload Approval/
│ │ ├── Lab 14 - Purchase Request Approval/
│ │ ├── Lab 15 - Order Processing Workflow/
│ │ ├── Module 5 - Business Workflow Workshop.md
│ │ └── Lab 16 - Capstone Workshop/
├── courseware/ # Facilitator + participant materials
│ ├── facilitator-slides.pptx # Slide deck (94 slides)
│ ├── LG-<course>.docx # Learner Guide (Word) — generated
│ ├── LP-<course>.docx # Lesson Plan (Word) — generated
│ ├── build_learner_guide.py # Single-source generator (MD + DOCX)
│ ├── build_lesson_plan.py # Lesson-plan generator
│ └── build_assessment.py # WSQ assessment generator (WA + CS)
├── assessemnt/ # WSQ assessments (question papers + answer keys)
│ ├── Written Assessment(WA) - <course>.docx
│ ├── Answers to Written Assessment(WA) - <course>.docx
│ ├── Case Study(CS) Assessment - <course>.docx
│ └── Answers to Case Study(CS) Assessment - <course>.docx
├── references/ # Reference material
│ ├── labs/ # Copilot Studio agents lab notes (PL-7008 style)
│ ├── Day 1/ · Day 2/ # Previous 2-day chatbot course (reference)
│ └── PL-7008/ # Microsoft PL-7008 course slides (PDF)
The courseware/ folder holds the ready-to-deliver materials, and a full participant guide lives at the repo root:
| Material | File | For |
|---|---|---|
| Learner Guide (Markdown) | LEARNER-GUIDE.md | Participants — every lab, click-by-click |
| Learner Guide (Word) | courseware/LG-<course>.docx |
Print / distribute |
| Lesson Plan (Word) | courseware/LP-<course>.docx |
Facilitator — 3-day schedule |
| Slide Deck | courseware/facilitator-slides.pptx |
Facilitator — 94 slides |
| Written Assessment (WA) | assessemnt/Written Assessment(WA) - <course>.docx (+ answer key) |
Open-ended knowledge assessment |
| Case Study (CS) Assessment | assessemnt/Case Study(CS) Assessment - <course>.docx (+ answer key) |
Practical assessment (lab-based) |
The learner guide, lesson plan and assessments are generated from a single source (the lab markdown). After editing any lab, re-run
python3 courseware/build_learner_guide.py,python3 courseware/build_lesson_plan.py, andpython3 courseware/build_assessment.pyto keep them in sync.PDFs (
LG-….pdf,LP-….pdf) are generated from the DOCX via LibreOffice and are git-ignored (regenerable build artifacts).
Before starting, you need a Microsoft account with access to Power Platform. Lab 0 walks you through getting everything for free. In summary you will need:
- A Microsoft 365 account (a work/school account, or a free Microsoft 365 Business trial — see Lab 0)
- Access to Power Automate
- Access to Copilot Studio
- Outlook (email) and Excel (via OneDrive/SharePoint) — included with Microsoft 365
- A modern web browser (Microsoft Edge or Google Chrome recommended)
No prior coding or automation experience is required. Every step is described in detail.
- Start with Lab 0 to set up your accounts — do this before the course if possible.
- Work through the labs in order; each builds on skills from the previous one.
- Read the Module concept pages at the start of each day for the "why" behind the labs.
- Use Lab 13 to apply everything to a workflow relevant to your own job.
- Power Automate Documentation
- Microsoft Copilot Studio Documentation
- Microsoft 365 Developer Program
- Power Automate Templates Gallery
- Copilot Studio Licensing
Provider: Tertiary Courses
Funding Available:
- SkillsFuture Credit (SFC)
- SkillsFuture Enterprise Credit (SFEC)
- Post-Secondary Education Account (PSEA)
This repository contains lab materials intended for educational purposes.
- Microsoft Power Automate and Copilot Studio teams for the platform and documentation
- Tertiary Courses for course facilitation