Power Automate Is Dead: The AI Workflows Agent That Replaced Your Job
n this episode, we put Microsoft 365 Copilot’s Workflows Agent head-to-head with Power Automate and ask the uncomfortable question: are your painstakingly hand-built cloud flows now the slow, expensive option? We break down where conversational, intent-driven automation beats traditional designer-driven flows for everyday work across Outlook, Teams, SharePoint, Planner and Microsoft Graph—and where Power Automate still absolutely owns the room.
You’ll see real-world use cases—approvals, data sync, incident triage, CRM updates and IT onboarding—timed and dissected for build time, error surface, governance, and licensing cost. We unpack DLP, environments, auditability, SLAs, and why hybrid patterns (Agent front, Power Automate spine) are where the real ROI hides. By the end, you’ll know what to keep in Power Automate, what to move to Workflows Agent, and what to retire entirely—so you stop hoarding fragile flows and start shipping automations that match how your org actually works.
Power Automate has dominated Microsoft 365 automation for years—but everything just changed. In this episode, we break down the disruptive rise of Workflows Agent, the AI-driven automation engine inside Microsoft 365 Copilot that can replace entire categories of traditional cloud flows. While Power Automate remains the enterprise-grade backbone for long-running, multi-branch, highly governed workflows, Workflows Agent delivers something radically different: conversational, intent-driven automation that builds and runs tasks in seconds. You’ll learn why “drag-and-drop flows” are becoming legacy for everyday work, how AI automations reduce build time, and when to choose Agent vs Power Automate. Plus, we cover governance, DLP, licensing, and the realities of Frontier features—because none of this matters if you can’t ship automation safely. What Workflows Agent Actually Is (and Isn’t) Workflows Agent isn’t a redesigned Power Automate canvas—it’s a new class of automation entirely. You describe what you want done in natural language, and the Agent composes the steps across Outlook, Teams, SharePoint, Planner, and Microsoft Graph. Think intent → automation, not connector dragging. In this episode, we break down:
- how Workflows Agent interprets tasks using Microsoft Graph context
- the difference between workflow-based AI and agentic AI
- what the Agent can already automate (emails, Teams posts, SharePoint items, Planner tasks)
- limits of early-stage Frontier features
- when the 100-second external call window matters
- where Power Automate still dominates (branching, SLAs, long-running flows, multi-system data orchestration)
You’ll walk away understanding the real architecture—not the marketing version. The Real Comparison: Power Automate vs Workflows Agent Power Automate strengths
- deterministic workflows with explicit logic
- rich connectors across hundreds of systems
- long-running approvals with SLAs
- durable retries, exception branches, idempotency
- detailed run histories and visual debugging
- strict governance for regulated processes
Workflows Agent strengths
- builds workflows using natural language
- dramatically faster for simple automations
- no schema mapping, no GUID hunting, no nested panes
- context-aware through Graph
- perfect for chat-based or email-based user scenarios
- works natively inside Microsoft 365 Copilot
This episode explains the real physics: Power Automate wins precision and durability; Workflows Agent wins speed and accessibility. Use Cases: What Happens When AI Takes Over Your Workflow We dive into five real-world comparisons: 1. Approvals Power Automate handles escalations, branching, SLAs, and audit logs.
Workflows Agent handles single-approver, everyday approvals in seconds.
The speed difference is shocking—and measurable. 2. Data Sync Power Automate is explicit and precise.
Workflows Agent is fast for notifications, task creation, and Teams updates.
Specify destinations clearly and you avoid misrouting. 3. Incident Triage Agent-driven classification beats handcrafted keyword matrices.
Power Automate still wins postmortems, retries, escalations, and strict routing. 4. CRM Updates Agent handles summary + context capture directly from Outlook.
Power Automate ensures schema-locked writes, deduping, and compliance. 5. IT Onboarding Agent handles intake and kickoff conversations.
Power Automate handles the marathon: licensing, provisioning, long-running approvals. These examples show exactly where each platform wins—and where they fail. Governance & Security: The Part IT Actually Cares About We break down how to govern the Agent so it doesn’t become shadow IT:
- align Copilot & Power Platform DLP policies
- enforce RBAC for who can publish Agent workflows
- use separate dev/test/prod environments
- track automations in Microsoft 365 admin analytics
- define retention for conversations and workflow histories
- treat prompt text as versioned configuration (because it IS configuration)
- enforce hybrid patterns for regulated processes (Agent → Power Automate)
AI does not excuse you from governance—if anything, it demands stronger guardrails. Licensing: Costs Without the Glitter You’ll learn the honest math:
- Power Automate: per-user or per-flow
- Workflows Agent: message-based, tied to Microsoft 365 Copilot
- When enterprise-scale headless flows are cheaper in Power Automate
- When chat-based automation makes Workflows Agent practically free
- How hybrid patterns lower total cost of ownership
This is the licensing explanation that keeps CFOs and IT leaders from arguing in circles. Refactor Plan: What to Keep, Move, or Retire We provide a step-by-step modernization strategy: Keep in Power Automate:
- long-running, multi-branch logic
- escalated approvals
- integration spanning multiple systems
- regulated workflows with audit requirements
- tasks requiring retries or rollback
Move to Workflows Agent:
- simple approvals
- quick tasks
- notifications
- Teams updates
- CRM note captures
- Outlook → SharePoint → Planner handoffs
- anything explainable in a single sentence
Hybrid Pattern: Agent handles intake, summarization, confirmation →
Power Automate performs the durable, auditable, multi-system actions. This is the pattern you’ll use for the next decade. Key Takeaway Power Automate isn’t dead…
Your excuses for slow, overly complex workflows are. Workflows Agent covers the everyday work at lightning speed.
Power Automate remains the enterprise spine.
Together, they form the future of Microsoft 365 automation.
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Substack
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You think Power Automate is safe, it isn't.
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Workflow's agent just ate its lunch while you were still dragging connectors like it's 2019.
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The truth?
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Conversational, intent-driven automation beats rigid, designer-driven flows for most everyday work.
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Say what you want, get the workflow move on.
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No 47 click schema massage.
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You'll get a side-by-side reality check, not marketing,
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will measure, build time-saved, error reduction, governance impact, and licensing cost.
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And yes, we'll talk DLP, auditability environments, and approvals.
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Calm down.
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If you cling to cloud flows after this, that's a choice.
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An expensive one.
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Let's define the lanes before we raise.
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Baseline.
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What workflows agent actually is versus Power Automate?
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OK, so basically, Workflow's agent lives inside Microsoft 365 co-pilot.
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Frontier label means early, English first, changing under your feet, directional, not-cordroom evidence.
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It's an agent that turns natural language into automations across outlook teams,
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SharePoint, Planner, and Microsoft Graph.
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You describe the outcome?
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It assembles the steps.
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It's not the Power Automate designer.
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It's not pretending to be.
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Think of Power Automate as a LEGO kit, structured, deterministic, every brick placed by your meticulous, over-caffeinated hands.
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Think of Workflow's agent as an assistant who hears "Build me a carport, grab standard parts,
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and has it standing before you finish your latte."
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Will it match your exact architectural blueprint?
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Not yet.
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Will it shelter the car by lunch?
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Yes.
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Core distinction that most average users miss.
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Workflow based AI versus Agentec AI.
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Today, Workflow's agent behaves like AI-accelerated workflows.
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It understands intent, composes a sequence, and runs it with context from Graph.
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Full autonomous, multi-hour, self-healing, multi-agent sagas?
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That's the roadmap, not the Tuesday morning reality.
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What it can do now.
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Trigger on common events, read outlook, post to teams, write to SharePoint lists, create planner tasks,
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pull a manager via Graph and run embedded AI steps for summarize classify.
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It can test and show activity history.
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It handles the basics quickly.
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The edit surface is intentionally thin.
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You steer with words, not with 18 nested pains.
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What it can't do yet?
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Complex branching with five parallel approvals, long-running SLA's,
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deep connector breadth across hundreds of third-party systems,
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and visual debugging that shows you every variable's miserable little life.
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Also, when the agent triggers external actions,
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you're working under a hundred-second return window.
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Translation, don't chain attacks audit licensing reality
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because someone will ask by slide three,
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Power Automate is per user or per flow, predictable, but it adds up at scale.
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Workflow's agent sits with co-pilot and co-pilot studio
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leaning on message-based consumption.
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If you already bought co-pilot for knowledge workers who live in chat,
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the marginal cost of agent-built workflows trends down.
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If you're automating the entire back office with hundreds of headless flows,
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traditional power automate still pencils out.
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Governance and auditability.
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Breathe.
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Agent activity shows up in admin usage reports.
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DLP applies, align co-pilot agent policies with power platform DLP
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so you don't spray data across tenants like a broken sprinkler.
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Environments remain your friend, ring fans dev, test,
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prod, restrict who publishes agents.
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Approvals?
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Short, human in the loop decisions are fine in the agent lane,
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long-running approvals with escalations and SLA's belong in power automate.
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It's not purity, it's physics.
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Roadmap signals matter.
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Co-pilot studio extensibility lets you wire custom connectors
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call enterprise systems like SAP or ServiceNow
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and orchestrate multiple agents.
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Admin analytics are expanding so you can stop guessing and start pruning.
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Multi-agent coordination is coming, which is where assistant becomes team.
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Here's the simple version because you need one.
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Workflow's agent equals intent to automation for common Microsoft 365 work.
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Power automate equals enterprise grade, durable automation for complex,
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long-running, governed processes.
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The counter-intuitive part, fewer knobs mean fewer places to break.
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Yes, fewer.
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Your habit of overtuning every toggle is not a virtue.
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It's a failure mode.
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Remember this detail, it's going to matter when we time the laps.
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Agent is faster to build and safer against configuration drift.
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Power automate is stronger at runtime resilience and forensic clarity.
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Now that you know the rules of the track, let's run the laps.
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Use case one approvals.
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Clicky click versus say it and ship it.
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Why this matters?
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Approvals are everywhere, purchase orders, content publishes, policy exceptions,
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every hour of delay is a tax you pay because someone somewhere is babysitting a form.
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The difference between approved in minutes and approved by next Tuesday
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is usually how many knobs you insist on turning.
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What we're building, single-approval, simple routing,
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and a confirmation back to the requester.
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No committee, no escalations, no legal review.
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Just the daily yes, no that gums up your calendar.
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Power automate first, you add a trigger.
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When an item is created or when a requester arrives, you map fields,
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you drop in and start and wait for an approval.
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You pick approved reject, first to respond.
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You wire conditions, add reminders because humans ghost, sprinkle variables.
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Then you test catch a failed schema because the title field got renamed,
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fix it and redeploy.
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It works, it's deterministic, it's also brittle,
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any list change, any content type tweak,
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and your perfect little contraption, solx.
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Enter workflows agent, you say,
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when a new request arrives in the SharePoint list at this URL,
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ask Alex to approve, then email me the result and comment.
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The agent reads your intent, grabs a trigger, queries graph for Alex,
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composes the approval, sends the notification and shows you a test run.
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No pains for lunging, no schema diff anxiety.
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You steer with words, refine with words, test with a click.
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Build time.
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Agent wins by minutes, sometimes hours because the added surface is conversation,
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not a UI labyrinth.
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You'll get a working path faster than you can argue about which approval flavor to pick.
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The truth, most of you overbuilt approvals because the designer tempts you with options.
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The agent simply refuses to enable your tinkering habit.
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Error surface, power, automate collapses, runtime errors with explicit rules,
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but it expands configuration errors, field mismatches,
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missing connections, renamed columns, workflows.
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Agent narrows configuration errors because you aren't binding every field.
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It composes the glue for you.
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Fewer knobs, fewer misalignments,
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and yes, average user, that's good governance fit.
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DLP still applies, align co-pilot agent and power platform policies,
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so approval payloads don't wander into forbidden clouds.
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Auditability, power automate offers beautiful visual traces and long term approval records,
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great for audits and post mortems.
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Work flows, agent logs, activity and admin reports and keeps conversational context,
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but it doesn't give you the same cinematic replay.
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For short, everyday approvals, that's fine.
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For anything regulated with SLA's, stay with power automate, licensing.
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If your org already pays for co-pilot, the marginal cost of these conversational approvals dips towards zero,
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especially when approvals happen in chat.
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If you're pushing thousands of back office approvals with no chat surface,
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your power automate licenses still make sense.
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Don't be cute, run the math, per cohort.
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Limits and surprises, agent runs within that 100 second window when it reaches out.
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That's fine for a simple decision and a couple notifications.
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It's not fine for elaborate pre-approval validation across six systems.
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Also, you won't get the same visual debugging because the point is to avoid needing it.
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Findings, agent wind speed and intent capture,
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power automate winds complex branching escalations and SLA's,
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the counter-intuitive part.
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Fewer knobs equals fewer breakpoints.
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Your love of micro-controls is not rigor,
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its fragility disguised as craftsmanship.
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Practical guidance.
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In your prompt, specify the SharePoint URL,
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the approver by name or role and the return channel.
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Don't make the agent guess destinations.
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For compliance heavy cases, use a hybrid.
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Agent collects context and kicks off a durable power automate approval with the full audit spine.
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If that's done, perfect.
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Next, we stress your favorite busy work, Data Sync.
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Use case two, Data Sync, SharePoint list updates with planner, Teams, Pinks.
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Status propagation is the daily paper cut.
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Someone updates a SharePoint item and suddenly five people need to know one task needs to exist
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and Teams wants a tidy summary.
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Do you want it consistent and fast or handcrafted and fragile?
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The scenario on item, create or modify, notify the manager,
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create a planner task and post a summary in Teams.
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No poetry, just signals to the right humans reliably,
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power automate version first because you love suffering.
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Trigger, when an item is created or modified,
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fetch the item, get the creator's manager via graph.
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Compose the email body, add a planner task with due date rules and checklist.
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Map the SharePoint link into the task description.
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Post a message to a specific Teams channel with a neat card.
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Then you handle the fun parts, planner group and plan IDs, channel IDs,
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HTML versus plain text, and the witchfield just got renamed by a well-meaning intern surprise.
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It's robust, it's explicit, and it's maintenance heavy.
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The good news, you can pin exact destinations, plan ABC, channel XYZ,
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and it will never guess.
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The bad news, every mapping is a place to drift.
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Enter Workflow's agent, you say.
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When a SharePoint item in this list, URL is created or modified,
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email the creator's manager a summary, create a planner task for me,
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then post a summary to the Teams channel operations updates.
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The agent assembles, trigger, manager lookup, summary generation, task creation, teams post.
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Done, you didn't pick goods, you didn't map 10 fields,
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it infers, say in defaults and shows you a test run, build time.
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Agent wins by a mile for this pattern, you'll be functional before you found the planner plan ID in Power Automate.
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Why? Because the agent treats this as a template, one it knows,
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and fills blanks with graph context, misrouting risk.
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Here's what most people miss.
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Defaults are helpful until they're wrong.
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Workflow's agent can guess destinations if you're vague,
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that means your planner task might land in my tasks when you intended onboarding 2025
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or your Teams post might hit the last use channel.
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It's preventable, specify the SharePoint list URL, the exact planner group and plan,
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and the Teams team and channel by name.
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The more precise the words, the less room for creative interpretation.
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Governance and environments, keep the same separation you pretend to have in Power Automate,
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dev, test, port.
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Apply DLP across copilot, agent and power platform,
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so SharePoint to Teams traffic doesn't hop into consumer connectors.
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Auditability? Power Automate still gives you the cleanest bread crumbs.
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The agent shows runs in admin reports, but the visual trace in PA is superior for post-mortems.
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Cost at scale.
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If your people live in chat and already have copilot sending notifications
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and creating tasks conversationally, is cost-efficient.
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Message-based consumption amortize as well.
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If you're syncing thousands of headless updates across departments
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with no chat touchpoints, your per-flow, per-user, power-automate licenses are still economical.
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Arrow surface. Power Automate minimizes runtime surprises because you nailed every mapping.
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It maximizes configuration overhead.
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The agent minimizes configuration overhead.
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And by doing so removes common human mistakes.
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Wrong plan ID, wrong channel ID, broken HTML, trade-off accepted findings.
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Agent is faster for standard patterns, notified task post.
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Power Automate wins deterministic routing, advanced formatting and reusable templates.
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Your PMO can clone.
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The hybrid sweet spot, let the agent catch the event summarized context
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and then call a power automate flow for the durable ID locked updates,
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especially when you need guaranteed routing and retries.
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Practical rule, say the URL, say the group, say the plans, don't let AI guess.
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Notifications are cute, incidents are not.
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Speaking of which, let's raise the stakes and watch classification under pressure.
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Use case three, incident triage, IT alerts to teams with assignment.
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Incidents aren't notifications, they're timers.
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Every minute a SEV-2 sits in the wrong channel, someone's SLA turns into confetti.
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You want first response speed without turning your workspace into a siren.
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The scenario, incoming alert, classified,
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root to the correct teams channel, create and assign a planar task with due date rules.
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No heroics, just the right eyeballs quickly.
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Power Automate first, you wire an HTTP trigger or a connector from your monitoring tool.
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You normalize the payload because of course they renamed severity to priority last week.
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You build conditions.
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If SEV-1 and database post in DB on call, if network, root to NOC,
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else go to incidents triage.
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You enrich with metadata, add a retry policy and write a graceful failure path
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that DMs the on call if teams posting fails.
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You then create a planar task in the exact plan with a link to the incident ticket,
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assigned to the rotation owner, set due date math and drop a card into the channel with a deep link.
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Deterministic, resilient, verbose to build.
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But when it fails, you know which step coughed.
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Enter workflows agent, you say.
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When a new incident alert arrives via this webhook,
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classified by service and severity, post a concise summary to the correct teams channel,
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then create and assign a planar task to the on call for that service with the incident link.
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The agent handles the obvious.
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It embeds classification with AI, picks the channel, posts and spins up the task.
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It feels like cheating because spoiler alert it is.
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You skipped 16 decisions and let the agent infer them from context and prior runs.
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Build time, agent wins overwhelmingly.
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Classification is baked, you don't handcraft keyword matrices.
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You'll have a functioning flow before your PA version has finished its payload schema therapy.
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Misclassification and error rate.
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Here's what most people miss.
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Deterministic isn't the same as correct.
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In PA, you're only as good as your conditions, which age poorly.
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In the agent, AI classification adapts better to weird phrasing, until it doesn't.
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That's why you add a safety rail, specify a default triage channel for low confidence classifications
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and instruct the agent to include its confidence score in the post.
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If confidence threshold, root to triage words.
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Not a tree of doom, auditability and troubleshooting.
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Power automate gives you a visual breadcrumb trail, per-action results and retry logs.
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Post mortems love that.
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Workflow's agent shows activity in admin reports and you can open the run to see the steps
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but you won't get the same microscope in it.
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If you need to prove why an alert hit the wrong channel, PA wins the courtroom drama.
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Approvals integration.
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If a Sav1 requires an instant manager acknowledgement,
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PA's start and wait for an approval with reminders and escalation is the adult in the room.
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The agent can request a quick confirmation but long-running,
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SLA track the approval still belong in PA.
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Governance.
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DLP carries over.
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Keep your monitoring, webhooks and teams posts inside approved boundaries.
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Separate environments so your test storm doesn't ping production on call.
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Restrict who can publish agents you don't want interns redefining Sav1.
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Licensing.
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00:14:06,400 --> 00:14:09,600
If your response surface is chat heavy and you've bought co-pilot,
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the agent's message-based model is efficient.
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00:14:11,760 --> 00:14:15,200
If you're processing high volume headless alerts across many systems,
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PA's per flow economics and scaling control still makes sense.
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Findings.
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Agent wins first response speed and flexible classification.
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00:14:23,280 --> 00:14:26,640
PA wins resilience, traceability and surgical control.
285
00:14:26,640 --> 00:14:28,240
The hybrid pattern is obvious.
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Agent classifies, posts the first ping,
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and on confirmed Sav1,
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hands off to a PA flow for durable tasks, escalations and retries.
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Fast, where speed matters, explicit where accountability lives.
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Use case 4, CRM updates, account notes and follow-ups from Outlook.
291
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Sales ops doesn't forgive sloppiness.
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If the email hits your inbox but not your CRM, the forecast becomes fiction.
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You want zero friction capture and zero surprise follow-ups.
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Yes, that means prying the notes out of Outlook and landing them in the right record every time.
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00:14:59,280 --> 00:15:02,320
The scenario, an email from a key account arrives.
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You summarize the substance, write a CRM note on the correct account
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and create a follow-up task for the owner with a due date.
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Bonus points for linking the original email.
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Power automate first.
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You start with an Outlook trigger.
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When a new email arrives and matches a condition set,
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like domain equals contoso.
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Commodestender is an attract list.
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You pass the subject and body.
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You look up the account in the CRM connector by email domain.
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Then, because accounts are messy,
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you add a fallback, try contact first, then roll up to account.
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You map fields into a create note action,
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subject body regarding object ID.
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You attach the email link.
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Next, you create a follow-up task,
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assign to the owner, set due date rules,
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say two business days from received at a category and set a reminder.
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You wrap it with IDempotency.
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Generate a hash from message ID
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to avoid duplicate notes when the message forwards.
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Finally, you add try catch branches.
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If the account look up returns multiple matches,
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send a human validation card.
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If the CRM API throttles,
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retry with exponential back off.
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Deterministic, durable.
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Annoyingly verbose to build,
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but future you will thank you when someone asks why three notes appeared.
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Enter workflows agent.
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You say, when I get an email from any contact at the Fabricum account,
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summarize the key points in two sentences,
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add it as a note on the Fabricum account in CRM,
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include a link back to the email,
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then create a follow-up task for the account owner due in two days.
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The agent ingests the email, runs an embedded summarized step,
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00:16:27,200 --> 00:16:30,240
resolves Fabricum via graph context and your CRM connector,
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writes the note and creates the task.
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It feels like cheating because it collapses the mapping ceremony into intent.
335
00:16:35,920 --> 00:16:38,000
You don't handpick fields, you describe outcomes.
336
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Build time, agent obliterates the setup overhead.
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Your life before your PA version finishes the contact account fallback logic.
338
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That's the point.
339
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Capture from context is where agents shine.
340
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Field mismatch errors.
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00:16:48,960 --> 00:16:51,840
Power automate still wins structured validation.
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00:16:51,840 --> 00:16:56,720
If your CRM requires a regarding relationship type or a specific schema for notes,
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PA lets you enforce it explicitly
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and fail loud with a human in the loop check.
345
00:17:01,680 --> 00:17:03,920
The agent composes reasonable defaults.
346
00:17:03,920 --> 00:17:06,080
If your CRM is unusually pedantic,
347
00:17:06,080 --> 00:17:09,440
you may see occasional "why did it pick that field" moments.
348
00:17:09,440 --> 00:17:10,480
Avoid guessing.
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00:17:10,480 --> 00:17:12,240
Name the account explicitly in your prompt
350
00:17:12,240 --> 00:17:15,760
or include the CRM URL for the record to reduce ambiguity.
351
00:17:15,760 --> 00:17:16,880
Execution constraints.
352
00:17:16,880 --> 00:17:20,320
Remember the 100 second agent timeout when calling external systems.
353
00:17:20,320 --> 00:17:22,080
Simple note plus task fits.
354
00:17:22,080 --> 00:17:25,120
Long chains, like enrichment calls to three back office systems, don't.
355
00:17:25,120 --> 00:17:28,000
That's where you hand off audit, trail and idem potency.
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00:17:28,000 --> 00:17:29,760
Power automate gives you the visual trace,
357
00:17:29,760 --> 00:17:32,400
the message id, dedupe and a clean story for audits.
358
00:17:32,400 --> 00:17:34,320
The agent logs activity in admin reports,
359
00:17:34,320 --> 00:17:36,720
but you won't get the same surgical playback yet.
360
00:17:36,720 --> 00:17:38,880
If your sales obs leader breathes compliance,
361
00:17:38,880 --> 00:17:41,120
don't trust AI will remember.
362
00:17:41,120 --> 00:17:44,560
Implement idem potency in PA, licensing economics.
363
00:17:44,560 --> 00:17:47,840
If your sellers already have co-pilot and live-in outlook in teams,
364
00:17:47,840 --> 00:17:49,840
the marginal cost of agent-driven summaries
365
00:17:49,840 --> 00:17:51,840
and task creation trends down.
366
00:17:51,840 --> 00:17:55,920
If you're automating for a large field org with strict CRM rules and no chat surface,
367
00:17:55,920 --> 00:17:58,560
PA's per flow predictability still pencils out.
368
00:17:58,560 --> 00:18:01,600
Findings, agent wins on capture from context and speed,
369
00:18:01,600 --> 00:18:03,680
power automate wins on structured validation,
370
00:18:03,680 --> 00:18:05,600
idem potency and retries.
371
00:18:05,600 --> 00:18:06,800
Practical hybrid.
372
00:18:06,800 --> 00:18:08,800
Let the agent summarize and gather context,
373
00:18:08,800 --> 00:18:13,040
then trigger a PA flow with the email, message id and resolved account id
374
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to perform the durable schema locked updates.
375
00:18:15,840 --> 00:18:18,000
Conversational front and enterprise grade spine,
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00:18:18,000 --> 00:18:20,400
you get speed without gambling the pipeline.
377
00:18:20,400 --> 00:18:24,640
Use case five, IT onboarding, from request to checklist.
378
00:18:24,640 --> 00:18:27,040
Onboarding is where cute automations go to die.
379
00:18:27,040 --> 00:18:31,680
It's recurring, cross-app, approval laden and audited by people who enjoy policies.
380
00:18:31,680 --> 00:18:35,120
Day one chaos equals lost productivity and a help desk bonfire.
381
00:18:35,120 --> 00:18:38,560
The scenario, intake request approvals account setup tasks,
382
00:18:38,560 --> 00:18:41,600
teams channel posts, confirmations and status reporting.
383
00:18:41,600 --> 00:18:44,320
Many hands, many systems, many ways to trip,
384
00:18:44,320 --> 00:18:45,840
power automate first.
385
00:18:45,840 --> 00:18:48,240
You build an intake form or share point list.
386
00:18:48,240 --> 00:18:50,720
Trigger on submission, kick off a parallel branch,
387
00:18:50,720 --> 00:18:53,760
HR approval, manager approval, device approval.
388
00:18:53,760 --> 00:18:56,640
Each branch has retries, escalations and timeouts,
389
00:18:56,640 --> 00:18:58,720
because humans again ghost.
390
00:18:58,720 --> 00:19:02,640
Once approved, you orchestrate, create accounts, assign licenses,
391
00:19:02,640 --> 00:19:04,880
add to groups, create a mailbox alias,
392
00:19:04,880 --> 00:19:07,920
provision a one drive, drop a welcome post in the team,
393
00:19:07,920 --> 00:19:12,480
open tickets in ITSM and assemble a checklist in planar with dependencies.
394
00:19:12,480 --> 00:19:13,520
You add guards.
395
00:19:13,520 --> 00:19:16,480
If license assignment fails, rollback group additions.
396
00:19:16,480 --> 00:19:19,600
If HR approval times out, cancel downstream tasks.
397
00:19:19,600 --> 00:19:21,600
You tag every action with correlation IDs
398
00:19:21,600 --> 00:19:24,320
and stash everything in a durable store for audits.
399
00:19:24,320 --> 00:19:28,240
It's long running, explicit and frankly, exemplary engineering.
400
00:19:28,240 --> 00:19:30,000
Enter workflows agent, you say,
401
00:19:30,000 --> 00:19:32,640
when a new hire request is submitted at this SharePoint URL,
402
00:19:32,640 --> 00:19:35,200
collect the details, confirm with the manager,
403
00:19:35,200 --> 00:19:37,520
create a planar checklist for onboarding tasks,
404
00:19:37,520 --> 00:19:39,680
post a welcome in the team new hires,
405
00:19:39,680 --> 00:19:41,920
and notify IT when approvals are in.
406
00:19:41,920 --> 00:19:44,400
The agent races through intake, nudges the manager,
407
00:19:44,400 --> 00:19:46,560
sets up the checklist and gets the comms moving.
408
00:19:46,560 --> 00:19:48,960
It feels instantaneous because the conversational front
409
00:19:48,960 --> 00:19:51,520
eliminates the configuration ceremony.
410
00:19:51,520 --> 00:19:53,120
But, and this is the adult moment,
411
00:19:53,120 --> 00:19:57,280
deep branching, SLA's and conditional rollbacks inside a 100 second window?
412
00:19:57,280 --> 00:20:01,360
No, build time agent is unbeatable for intake, confirmation and kickoff.
413
00:20:01,360 --> 00:20:03,600
You'll have a working front door and a living checklist
414
00:20:03,600 --> 00:20:06,480
before your PA flow finishes its third parallel branch,
415
00:20:06,480 --> 00:20:08,160
reduction in handoffs and errors.
416
00:20:08,160 --> 00:20:12,800
The agent's summarization and manager confirmation kill the missing fields plague.
417
00:20:12,800 --> 00:20:15,600
No more back and forth for the start date or job code.
418
00:20:15,600 --> 00:20:17,600
Power automate then takes a clean payload
419
00:20:17,600 --> 00:20:20,720
and does the durable, reversible, audited, heavy lifting.
420
00:20:20,720 --> 00:20:22,720
Governance, keep environment separated.
421
00:20:22,720 --> 00:20:25,840
DLP aligned across co-pilot agent and power platform.
422
00:20:25,840 --> 00:20:29,120
Lock publishing rights, approvals with SLA's and escalation rules
423
00:20:29,120 --> 00:20:31,120
live in power automate non-negotiable.
424
00:20:31,120 --> 00:20:32,480
Quick confirmation pings?
425
00:20:32,480 --> 00:20:34,080
Agents fine.
426
00:20:34,080 --> 00:20:34,880
Licensing?
427
00:20:34,880 --> 00:20:36,560
If HR and managers live in chat,
428
00:20:36,560 --> 00:20:39,600
the marginal cost of the agent intake drops to near zero.
429
00:20:39,600 --> 00:20:43,040
The marathon, licensing assignment, group membership, ITSM,
430
00:20:43,040 --> 00:20:46,400
still justifies PA licensing where scale and durability matter.
431
00:20:46,400 --> 00:20:47,840
Findings.
432
00:20:47,840 --> 00:20:49,040
Agents starts the play,
433
00:20:49,040 --> 00:20:50,800
power automate runs the marathon.
434
00:20:50,800 --> 00:20:53,760
Refactor the front door to agent for speed and clarity.
435
00:20:53,760 --> 00:20:56,240
Keep the backbone in PA for reliability,
436
00:20:56,240 --> 00:20:57,680
retries and audits.
437
00:20:57,680 --> 00:21:00,720
Rule of thumb, conversational front end, enterprise grade back end.
438
00:21:00,720 --> 00:21:02,160
Use the right spine.
439
00:21:02,160 --> 00:21:03,200
The scorecard.
440
00:21:03,200 --> 00:21:05,600
Build time, errors, governance, cost.
441
00:21:05,600 --> 00:21:06,800
Time to hand out trophies.
442
00:21:06,800 --> 00:21:07,920
Build time first.
443
00:21:07,920 --> 00:21:10,240
Work flows, agent slashes setup for common patterns,
444
00:21:10,240 --> 00:21:12,800
approvals, notify task post intake and kickoff.
445
00:21:12,800 --> 00:21:14,640
You'll be live in minutes, not afternoons.
446
00:21:14,640 --> 00:21:17,040
Power automate is slower because you're explicit.
447
00:21:17,040 --> 00:21:19,440
Every mapping, every branch, but predictably so.
448
00:21:20,160 --> 00:21:23,280
Verdict agent for speed PA for precision, errors,
449
00:21:23,280 --> 00:21:25,360
two kinds, configuration and runtime.
450
00:21:25,360 --> 00:21:27,040
Agent reduces configuration errors
451
00:21:27,040 --> 00:21:29,760
by refusing to let you micromanage every field.
452
00:21:29,760 --> 00:21:31,920
Fewer knobs, fewer misalignments.
453
00:21:31,920 --> 00:21:34,080
Power automate minimizes runtime errors
454
00:21:34,080 --> 00:21:37,040
through explicit rules, retries and idempotency.
455
00:21:37,040 --> 00:21:40,080
Verdict agent lowers setup mistakes.
456
00:21:40,080 --> 00:21:41,680
PA lowers production surprises.
457
00:21:41,680 --> 00:21:44,320
Governance agent now surfaces usage analytics
458
00:21:44,320 --> 00:21:46,080
in admin reports, respects DLP
459
00:21:46,080 --> 00:21:48,400
and can be ring-fanced by environment and role.
460
00:21:48,400 --> 00:21:49,280
Good progress.
461
00:21:49,280 --> 00:21:51,440
Power automate still wins audit trails,
462
00:21:51,440 --> 00:21:53,360
visual traces, environment maturity
463
00:21:53,360 --> 00:21:54,960
and approvals with SLAs.
464
00:21:54,960 --> 00:21:57,680
Verdict agent acceptable for everyday work.
465
00:21:57,680 --> 00:22:00,400
PA for regulated long-running processes.
466
00:22:00,400 --> 00:22:01,280
Licensing.
467
00:22:01,280 --> 00:22:04,240
If you've bought co-pilot and your automation's live in chat,
468
00:22:04,240 --> 00:22:06,560
agent workflows write message-based economics
469
00:22:06,560 --> 00:22:09,600
and undercut per user per flow for those cohorts.
470
00:22:09,600 --> 00:22:11,200
If you're running a broad portfolio
471
00:22:11,200 --> 00:22:13,040
of headless cross-system automations,
472
00:22:13,040 --> 00:22:14,880
PA's licensing stays rational.
473
00:22:14,880 --> 00:22:17,200
Verdict, cohort math, not ideology.
474
00:22:17,200 --> 00:22:18,080
Decision matrix.
475
00:22:18,880 --> 00:22:21,360
Simple, intent-friendly, human in the loop.
476
00:22:21,360 --> 00:22:22,320
Agent.
477
00:22:22,320 --> 00:22:25,920
Complex, long-running, regulated,
478
00:22:25,920 --> 00:22:28,400
power automate, hybrid wins most.
479
00:22:28,400 --> 00:22:30,720
Agent for capture and orchestration prompts.
480
00:22:30,720 --> 00:22:33,120
PA for durable execution and audits.
481
00:22:33,120 --> 00:22:35,840
The practical migration filter you'll use tomorrow.
482
00:22:35,840 --> 00:22:37,840
If it needs a gant chart to explain,
483
00:22:37,840 --> 00:22:38,880
keep it in PA.
484
00:22:38,880 --> 00:22:40,400
If you can state it in one sentence
485
00:22:40,400 --> 00:22:41,760
without gasping for air,
486
00:22:41,760 --> 00:22:42,960
draft it in agent.
487
00:22:42,960 --> 00:22:44,320
And when in doubt, split.
488
00:22:44,320 --> 00:22:45,520
Agent collects context.
489
00:22:45,520 --> 00:22:48,480
PA does the irreversible stuff with retries and receipts.
490
00:22:48,480 --> 00:22:50,080
Here's the uncomfortable truth you needed.
491
00:22:50,080 --> 00:22:52,000
Your manual flow hoarding is the bottleneck.
492
00:22:52,000 --> 00:22:54,000
The agent didn't kill power automate.
493
00:22:54,000 --> 00:22:56,160
It killed your excuse to spend a week wiring
494
00:22:56,160 --> 00:22:58,560
what a sentence can start in 30 seconds.
495
00:22:58,560 --> 00:23:00,640
Refactor plan, what to keep, what to move,
496
00:23:00,640 --> 00:23:02,880
what to retire, inventory first,
497
00:23:02,880 --> 00:23:04,320
not vibes, facts.
498
00:23:04,320 --> 00:23:07,840
Pull your flow catalog and tag each by four attributes.
499
00:23:07,840 --> 00:23:11,760
Complexity, single branch versus gant chart.
500
00:23:11,760 --> 00:23:14,000
Run time length, seconds versus days,
501
00:23:14,000 --> 00:23:15,440
regulatory sensitivity,
502
00:23:15,440 --> 00:23:16,960
non-internal audited,
503
00:23:16,960 --> 00:23:18,160
and user touch points.
504
00:23:18,400 --> 00:23:20,560
Chat email prompts versus headless.
505
00:23:20,560 --> 00:23:22,960
You'll find three piles faster than you expect.
506
00:23:22,960 --> 00:23:25,360
Keep in power, automate anything long-running,
507
00:23:25,360 --> 00:23:26,960
multi-branch or regulated.
508
00:23:26,960 --> 00:23:28,400
That's your onboarding spine,
509
00:23:28,400 --> 00:23:30,800
multi-stage approvals with escalations,
510
00:23:30,800 --> 00:23:32,320
finance closed checklists,
511
00:23:32,320 --> 00:23:33,680
ITSM rollbacks,
512
00:23:33,680 --> 00:23:35,920
and any integration that needs item potency,
513
00:23:35,920 --> 00:23:37,760
retries and forensic logs.
514
00:23:37,760 --> 00:23:40,560
If a missed SLA triggers an audit, it stays.
515
00:23:40,560 --> 00:23:42,000
If a flow touches five systems
516
00:23:42,000 --> 00:23:43,680
and needs compensation logic, it stays.
517
00:23:43,680 --> 00:23:45,360
Adult automation lives here.
518
00:23:45,360 --> 00:23:46,720
Move to workflows agent,
519
00:23:46,720 --> 00:23:48,480
intake summaries, notifications,
520
00:23:48,480 --> 00:23:50,880
status digest and simple approvals.
521
00:23:50,880 --> 00:23:53,840
Anywhere, say it, run it, confirm it, applies.
522
00:23:53,840 --> 00:23:54,880
Examples.
523
00:23:54,880 --> 00:23:56,720
One approver, yes, no list updates
524
00:23:56,720 --> 00:23:58,640
that ping a manager and create a task,
525
00:23:58,640 --> 00:24:00,240
daily summaries to teams.
526
00:24:00,240 --> 00:24:02,080
Quick CRM node capture from Outlook.
527
00:24:02,080 --> 00:24:04,640
The 100-second constraint isn't a problem for these.
528
00:24:04,640 --> 00:24:05,840
You'll slash build time
529
00:24:05,840 --> 00:24:08,240
and eliminate the config drift clown show.
530
00:24:08,240 --> 00:24:10,320
Hybrid handoffs, the Workhorse pattern,
531
00:24:10,320 --> 00:24:11,600
agent collects context,
532
00:24:11,600 --> 00:24:13,120
validates with a human in chat,
533
00:24:13,120 --> 00:24:16,160
and then triggers a power automate flow for durable actions.
534
00:24:16,160 --> 00:24:18,880
You respect the time window by sending a compact payload,
535
00:24:18,880 --> 00:24:21,360
IDs and essentials, not your life story.
536
00:24:21,360 --> 00:24:23,280
The PA flow owns the heavy lifting,
537
00:24:23,280 --> 00:24:26,640
schema locked rides, retries, audit stamps and SLAs.
538
00:24:26,640 --> 00:24:28,000
You get the speed of conversation
539
00:24:28,000 --> 00:24:29,280
in the spine of engineering.
540
00:24:29,280 --> 00:24:31,920
Governance set up before migration, yes, before.
541
00:24:31,920 --> 00:24:33,200
Create dev test,
542
00:24:33,200 --> 00:24:36,160
prod environments for agents and PA aligned one to one.
543
00:24:36,160 --> 00:24:39,360
Align DLP policies across co-pilot agent and power platform
544
00:24:39,360 --> 00:24:41,120
so data parts stay legal.
545
00:24:41,120 --> 00:24:42,560
Define who can publish agents
546
00:24:42,560 --> 00:24:44,720
and who can bind them to production data.
547
00:24:44,720 --> 00:24:46,240
Turn on admin usage reports
548
00:24:46,240 --> 00:24:48,640
and decide retention for agent conversations now,
549
00:24:48,640 --> 00:24:50,400
not after legal emails you.
550
00:24:50,400 --> 00:24:52,480
Playbook, pilot 10% of flows,
551
00:24:52,480 --> 00:24:56,000
pick representative cohorts, approvals, data sync, sales notes,
552
00:24:56,000 --> 00:24:58,320
rebuild the front door and agent wear appropriate
553
00:24:58,320 --> 00:25:00,400
or move the whole thing if it's simple.
554
00:25:00,400 --> 00:25:03,200
Measure build time delta and error delta for each cohort.
555
00:25:03,200 --> 00:25:06,560
If the numbers hold expand by cohort, not by enthusiasm,
556
00:25:06,560 --> 00:25:08,320
document prompt patterns that work.
557
00:25:08,320 --> 00:25:11,040
URLs, exact group plan names, channel names,
558
00:25:11,040 --> 00:25:12,240
and standardize them.
559
00:25:12,240 --> 00:25:14,560
Anti-patterns to avoid because I know you,
560
00:25:14,560 --> 00:25:17,280
don't rebuild complex PA logic inside the agent,
561
00:25:17,280 --> 00:25:19,440
you're fighting physics and you will lose.
562
00:25:19,440 --> 00:25:23,520
Don't let AI guest destinations names URLs IDs in the prompt every time.
563
00:25:23,520 --> 00:25:24,960
Don't promote agents straight to prod
564
00:25:24,960 --> 00:25:26,720
because it worked in my tenant.
565
00:25:26,720 --> 00:25:29,280
And don't confuse fewer knobs with less governance,
566
00:25:29,280 --> 00:25:30,560
the knobs move to policy,
567
00:25:30,560 --> 00:25:34,640
which takes us to the part IT actually cares about, controls.
568
00:25:34,640 --> 00:25:37,280
Governance, security, and admin reality check.
569
00:25:37,280 --> 00:25:40,000
DLP first, align co-pilot agent policies
570
00:25:40,000 --> 00:25:41,520
with your power platform DLP
571
00:25:41,520 --> 00:25:44,800
so data can't leak across tenants or into consumer connectors.
572
00:25:44,800 --> 00:25:47,120
If SharePoint and Teams are business only,
573
00:25:47,120 --> 00:25:48,480
enforce it consistently.
574
00:25:48,480 --> 00:25:51,120
Any connector allowed in PA that's disallowed in co-pilot
575
00:25:51,120 --> 00:25:53,040
is a policy bug waiting to happen.
576
00:25:53,040 --> 00:25:55,680
Fix the matrix, don't trust tribal memory.
577
00:25:55,680 --> 00:25:56,800
Auditability.
578
00:25:56,800 --> 00:26:00,080
Turn on the agents user report in the Microsoft 365 admin center
579
00:26:00,080 --> 00:26:03,200
and decide retention for both conversations and actions.
580
00:26:03,200 --> 00:26:06,560
Define who can access run histories and how long they're kept.
581
00:26:06,560 --> 00:26:10,160
Power automate still wins cinematic replays with per-action traces.
582
00:26:10,160 --> 00:26:11,600
Use that where audits live.
583
00:26:11,600 --> 00:26:13,440
For agent, establish the rule.
584
00:26:13,440 --> 00:26:16,800
For regulated processes, the agent must hand off to a PA flow
585
00:26:16,800 --> 00:26:18,240
that provides the audit spine.
586
00:26:18,240 --> 00:26:20,400
Conversational shadows don't pass audits.
587
00:26:20,400 --> 00:26:23,840
Environments, separate dev test prod for both agents and PA.
588
00:26:23,840 --> 00:26:25,600
Mirror data sources and permissions,
589
00:26:25,600 --> 00:26:26,720
so tests are real.
590
00:26:26,720 --> 00:26:28,560
Restrict who can publish agents to prod?
591
00:26:28,560 --> 00:26:30,960
Our back at the door approvals for promotion.
592
00:26:30,960 --> 00:26:33,360
Yes, require change tickets for flows and agents
593
00:26:33,360 --> 00:26:34,880
that touch regulated data.
594
00:26:34,880 --> 00:26:37,680
No, it's just AI is not a get out of governance free card.
595
00:26:37,680 --> 00:26:39,840
Approvals, standardized patterns.
596
00:26:39,840 --> 00:26:42,720
Quick short approvals with a clear trail are fine and agent.
597
00:26:42,720 --> 00:26:45,600
Long running, SLA tract approvals with escalation rules
598
00:26:45,600 --> 00:26:47,120
stay in power automate.
599
00:26:47,120 --> 00:26:48,480
Create templates for both,
600
00:26:48,480 --> 00:26:50,240
so people stop improvising governance.
601
00:26:50,240 --> 00:26:52,160
If an approval can block payroll,
602
00:26:52,160 --> 00:26:54,560
it belongs in PA with SLA's,
603
00:26:54,560 --> 00:26:56,720
reminders and escalation chains.
604
00:26:56,720 --> 00:26:58,800
Non-negotiable observability.
605
00:26:58,800 --> 00:27:01,440
Instrument the agent side with co-pilot studio analytics
606
00:27:01,440 --> 00:27:04,000
and Azure AI safety metrics were available.
607
00:27:04,000 --> 00:27:07,120
Watch classification confidence, failure rates and fallback routes.
608
00:27:07,120 --> 00:27:10,000
On the PA side, keep your solution level telemetry,
609
00:27:10,000 --> 00:27:12,880
retry counts, exception parts, average duration.
610
00:27:12,880 --> 00:27:14,000
Review both monthly.
611
00:27:14,000 --> 00:27:15,280
If you're not looking at the numbers,
612
00:27:15,280 --> 00:27:16,480
you're not running production.
613
00:27:16,480 --> 00:27:17,680
You're hoping?
614
00:27:17,680 --> 00:27:18,800
Risk posture.
615
00:27:18,800 --> 00:27:20,800
Frontier features are shiny and early.
616
00:27:20,800 --> 00:27:22,880
Ring fans them, pilot with select users,
617
00:27:22,880 --> 00:27:25,040
define rollback plans and isolate data,
618
00:27:25,040 --> 00:27:27,920
document what's in frontier and what's in production support.
619
00:27:27,920 --> 00:27:29,920
If a feature label says directional,
620
00:27:29,920 --> 00:27:33,040
translate that to not a legal dependency in your policy,
621
00:27:33,040 --> 00:27:34,560
your lawyers will not grimly.
622
00:27:34,560 --> 00:27:36,080
Data residency and privacy.
623
00:27:36,080 --> 00:27:39,440
Agents inherit Microsoft 365 security baselines,
624
00:27:39,440 --> 00:27:41,920
but your policy must state which data is in scope
625
00:27:41,920 --> 00:27:43,840
for agent processing and which is not.
626
00:27:43,840 --> 00:27:46,800
Sensitive HR, fine with proper DLP and handoffs,
627
00:27:46,800 --> 00:27:47,920
cross tenant finance,
628
00:27:47,920 --> 00:27:49,920
probably not in agent without a PA spine
629
00:27:49,920 --> 00:27:51,120
and explicit approvals.
630
00:27:51,120 --> 00:27:53,680
Write it down, enforce it, change control,
631
00:27:53,680 --> 00:27:56,000
treat prompt text like code, version it,
632
00:27:56,000 --> 00:27:59,200
store blessed prompts in a repo or at least a secured list.
633
00:27:59,200 --> 00:28:02,000
If someone fixes the words and breaks routing,
634
00:28:02,000 --> 00:28:04,720
you need a diff and a rollback, not a witch hunt.
635
00:28:04,720 --> 00:28:07,280
Bottom line, the agent is not shadow IT
636
00:28:07,280 --> 00:28:09,040
if you govern it where it lives.
637
00:28:09,040 --> 00:28:12,000
Policy environments are bi-at-t observability.
638
00:28:12,000 --> 00:28:14,960
Power automate remains your audit grade execution engine.
639
00:28:14,960 --> 00:28:16,640
Together, they are governable.
640
00:28:16,640 --> 00:28:17,920
Separately, they are chaos.
641
00:28:17,920 --> 00:28:18,960
Choose together.
642
00:28:18,960 --> 00:28:21,040
The blunt verdict and your next move.
643
00:28:21,040 --> 00:28:22,320
The takeaway.
644
00:28:22,320 --> 00:28:23,680
Power automate isn't dead.
645
00:28:23,680 --> 00:28:25,360
Your manual flow holding is.
646
00:28:25,360 --> 00:28:26,880
Agent front for speed,
647
00:28:26,880 --> 00:28:29,360
PA spine for durability and hybrids
648
00:28:29,360 --> 00:28:31,120
for anything that pays the bills.
649
00:28:31,120 --> 00:28:33,360
If this saved you time, repay the debt.
650
00:28:33,360 --> 00:28:37,040
Refactor one approval and one data sink into agent this week.
651
00:28:37,040 --> 00:28:38,880
Measure time and error deltas.
652
00:28:38,880 --> 00:28:41,440
Then graduate to a hybrid CRM update.
653
00:28:41,440 --> 00:28:44,400
Subscribe for the full migration workshop next episode.