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Solution Templates

Ready-to-build agent designs. Each template gives you everything needed to go from zero to a deployed agent — and they come in two flavors depending on how far up the ramp the job pushed you.

  • Studio templates are low-code specs: a copy-paste system prompt, knowledge source guidance, topics to configure, starter prompts, a test case table, and a deployment checklist. A maker can build any of them in a half-day on Copilot Studio's low-code canvas.
  • Foundry templates are pro-code blueprints: a representative code scaffold, an evaluation gate, and a deployment checklist for developers. Reach for these only when a Studio agent genuinely can't carry the job.

Most teams should start in Studio. Climb to a Foundry template only when you hit a real ceiling.

Template or walkthrough? Use both.

A solution template is the blueprint — the spec for what to build and why: the system prompt, knowledge-source guidance, topics, a test-case table, and a deployment checklist. Its matching Studio walkthrough (under Stage 6) is the how — the click-by-click build in Copilot Studio. Most function templates link straight to their walkthrough, and each walkthrough links back to its blueprint. Read the template to understand the design; follow the walkthrough to build it.

Studio templates (low-code)

Grouped by functional area. Start with the cross-functional Policy FAQ Agent — it adapts to any team with a document library — then add the function-specific agents your org needs.

Cross-functional

Template Best for Time to build
Policy FAQ Agent Any team with a policy or process doc library — HR, IT, Finance, Legal 2–3 hours
Meeting Notes & Action Tracker Agent Any team wanting meeting notes turned into tracked decisions, owned actions, and follow-up drafts 3–4 hours

Human Resources

Template Best for Time to build
Onboarding Buddy Agent HR and people teams wanting a personalised first-week guide for new starters 3–4 hours
HR Benefits & Leave Agent HR teams deflecting benefits, PTO, and leave questions while escalating personal cases safely 3–4 hours
Performance Review Prep Agent Employees and managers preparing for review cycles with self-assessment drafts from their own notes 3–4 hours
Recruiting & Interview Scheduler Agent Hiring managers and recruiters drafting job descriptions, interview questions, and process guidance 3–4 hours

IT

Template Best for Time to build
IT Helpdesk Triage Agent IT teams looking to deflect tier-1 tickets and automate ticket creation 4–5 hours
IT Access Request Agent IT teams wanting guided software, hardware, and permissions requests with automatic ITSM ticket creation 4–5 hours
IT Knowledge & How-To Agent IT teams giving employees step-by-step how-to answers from KB articles with clean helpdesk escalation 3–4 hours
Software License & Asset Query Agent IT teams answering license entitlement, device request, and asset-return questions from policy 4–5 hours

Finance

Template Best for Time to build
Finance Expense & Procurement Agent Finance and ops teams wanting self-service answers on expense policy, procurement rules, and approval thresholds 3–4 hours
Budget & Spend Q&A Agent Teams asking budget questions — spend categories, thresholds, cost-centre owners, month-end deadlines 3–4 hours
Invoice & AP Status Agent Employees and vendors checking invoice submission, payment terms, and AP status guidance 3–4 hours

Sales

Template Best for Time to build
Sales Enablement Agent Sales teams needing instant competitive intel, case studies, and talk tracks 3–4 hours
Sales Proposal & RFP Agent Sales teams needing approved proposal content, RFP responses, and case studies assembled on demand 3–4 hours
Account Research & Briefing Agent Sellers wanting a pre-meeting account brief — background, activity, opportunities, and talking points 3–4 hours
Deal Desk & Pricing Approval Agent Sellers navigating pricing and discount policy, approval thresholds, and deal-desk sign-off 3–4 hours
Template Best for Time to build
Legal & Compliance Guidance Agent Legal and compliance teams wanting to deflect routine process questions with strict escalation controls 3–4 hours
Contract Review & Clause Agent Business teams finding approved clause language and flagging terms that need legal review 3–4 hours
NDA Intake & Triage Agent Employees requesting NDAs — right template, required info, approval path — with non-standard cases routed to legal 3–4 hours

Marketing

Template Best for Time to build
Marketing Campaign Agent Marketing teams turning a campaign brief into an asset checklist and on-brand first-draft copy 3–4 hours
Content Repurposing Agent Marketing teams turning one approved asset into on-brand social, email, and abstract derivatives 3–4 hours
Brand & Messaging Guardian Agent Marketing teams checking draft copy against brand voice, terminology, and messaging guidelines 3–4 hours

Customer Support

Template Best for Time to build
Customer Support Deflection Agent (internal) Support teams answering from approved help content, drafting replies, and deflecting common questions 3–4 hours
Knowledge Article Drafting Agent Support agents turning a resolved ticket into a clean, reusable KB article in the team's format 3–4 hours
Escalation Routing Agent Front-line support finding the right tier, team, and severity, and drafting the escalation summary 3–4 hours

Procurement

Template Best for Time to build
Procurement Sourcing Agent Procurement teams giving requesters a compliant vendor shortlist with policy gates and approval routing 3–4 hours
Supplier Onboarding & Compliance Agent Teams onboarding a new supplier — required docs, compliance checks, approval steps, and status 3–4 hours
Purchase Request Intake Agent Employees raising a purchase request — category, threshold, preferred vendors, and justification 3–4 hours

Field Service

Template Best for Time to build
Field Service Triage Agent Field service teams triaging symptoms to likely cause and the right dispatch path, safely 4–5 hours
Parts & Inventory Lookup Agent Field technicians checking part availability, compatibility, and how to order or reserve a part 4–5 hours
Work Order Status Agent Technicians and dispatchers checking work-order status, next appointments, and status updates 4–5 hours

Engineering

Template Best for Time to build
Engineering On-Call Runbook Agent Engineering teams matching alerts to runbook steps and knowing the escalation path under pressure 4–5 hours
Deployment & Release Notes Agent Engineering teams turning a change log into clean release notes and a deployment summary 3–4 hours
Architecture Decision Record Agent Engineering teams drafting and finding ADRs from the team's template — context, decision, consequences 3–4 hours

Workplace & Operations

Template Best for Time to build
Event Coordination Agent Workplace and ops teams planning internal events — rooms, catering, comms — within policy 3–4 hours
Facilities & Workspace Request Agent Employees reporting a facilities issue or requesting a workspace change, guided through the form 3–4 hours
Travel & Expense Policy Agent Employees checking travel booking policy, per-diem rules, approvals, and how to book or expense a trip 3–4 hours

Foundry templates (pro-code)

Reach for these only when a Studio agent genuinely can't carry the job — custom code, your own evaluation gate, and identity you own.

Template Best for Time to build
Pro-Code Grounded Q&A Agent Developers whose grounded Q&A workload outgrew Studio — custom retrieval, an evaluation gate, code-owned identity 1–2 days
Multi-Agent Workflow Orchestrator Developers automating a multi-step process across specialist agents and tools, with deterministic control and a workflow-level eval gate 2–4 days
High-Volume Document Processing Agent Ops, finance, or legal teams extracting structured data from documents at scale, with schema validation and a precision/recall gate 2–4 days
Customer-Facing Support Agent Developers building an external, action-taking support agent with strict guardrails, content safety, and continuous evaluation 3–5 days
NL-to-SQL Analytics Agent Developers building "ask your data warehouse" self-service analytics with a SQL-safety layer and a correctness gate 2–4 days
Browser-Using (Computer-Use) Agent Developers automating web apps that have no API — sandboxed, allow-listed, and human-confirmed on irreversible actions 3–5 days
Voice Agent / Contact-Center IVR Developers building a real-time phone agent — speech-to-text, grounded conversation, text-to-speech, clean human handoff 3–5 days
Code-Review / PR-Triage Agent Developers and devex teams adding advisory, private-repo PR review and reviewer routing — comments only, never merges 2–4 days
Multi-Modal Document Classification Agent Developers sorting a high-volume document stream by vision + text, with confidence-based routing and a precision/recall gate 2–4 days
Batch Summarization Pipeline Agent Developers summarizing high volumes of documents or transcripts on a schedule, behind a groundedness eval gate 1–2 days
Structured Data Extraction Agent Developers extracting schema-constrained JSON from unstructured documents at scale, with validation and an accuracy gate 1–2 days
Content Moderation & Safety Agent Developers moderating user content against a policy taxonomy with Azure AI Content Safety and human-review routing 2–4 days
Deep Research Agent Developers building a multi-step research agent that plans, gathers, cites, and self-critiques, with a citation eval gate 2–4 days
Translation & Localization Agent Developers running batch translation with glossary enforcement, a quality gate, and human review of low-confidence segments 1–2 days
Recommendation Agent Developers producing grounded, explainable recommendations from user context and a catalog, with a relevance gate and guardrails 2–4 days

More templates coming

This library grows as new patterns are validated in the field. Each template starts as a walkthrough, gets tested with real customers, and graduates here when the pattern is repeatable. Have one to contribute? Open an issue on GitHub.

Borrow, don't build

These templates are starting points — the canonical reference for the products they're built in stays with Microsoft. Build against the official docs, not our paraphrase of them.

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