Microsoft 365 Copilot & Custom AI Agent Development
Building secure, production-ready AI agents begins with auditing the data and permissions underneath them.
Decision-makers want custom AI agents to eliminate repetitive operational work. But enterprise AI models index whatever permissions allow. As a senior architect, every engagement begins with rigorous tenant readiness—guaranteeing agents never leak confidential data before we engineer custom Copilot Studio workflows.
The Enterprise AI Blindspot
AI doesn't create new permissions—it exposes the ones you forgot existed.
Most organizations have accumulated years of SharePoint sprawl: broken permission inheritances, company-wide sharing links, and sensitive payroll or HR spreadsheets stored in general document libraries. When you deploy Microsoft Copilot or custom agents without governance, those files become instantly searchable by any user who asks.
Wide "Everyone" Links
Internal links created years ago with broad read access allow Copilot to summarize executive compensation or acquisition notes for junior staff.
Outdated Document Sprawl
Agents referencing five conflicting versions of an SOP or pricing schedule produce inaccurate answers and erode employee trust.
Missing Purview Labels
Sensitive client records and intellectual property lack automated sensitivity labels or DLP inspection policies.
Chatbots That Can't Act
Generic bots that only answer questions instead of executing authenticated actions across Power Automate and business databases.
The Two-Phase Architecture
A disciplined, pragmatic framework designed to ensure enterprise security before activating custom intelligence.
Tenant Readiness & Governance Audit
Objective: Eliminate Data Oversharing & Clean Authoritative KnowledgeWe conduct an exhaustive audit of your SharePoint Online, Microsoft Teams, and Entra ID environments before any AI agent is deployed.
- SharePoint Permission & Link Auditing:Identify broken permission inheritances, orphan accounts, and unrestricted external sharing links to prevent catastrophic data leaks via AI search.
- Microsoft Purview & DLP Controls:Configure sensitivity labels, Data Loss Prevention (DLP) rules, and conditional access policies to protect executive communications and client records.
- Authoritative Knowledge Mapping:Designate curated, verified document libraries and prune outdated legacy drafts so agents only reference validated operational truth.
Custom Agent Engineering
Objective: Deploy Autonomous, Multi-Step Copilot Studio AgentsWith verified security boundaries in place, we build intelligent agents tailored to your team's specific business processes.
- Bespoke Copilot Studio Agents:Ground agents in line-of-business data, SharePoint document indexes, SQL/Dataverse tables, and internal REST APIs with precision prompting.
- Autonomous Flow & Logic App Actions:Connect agents to Power Automate and Azure Logic Apps so conversations trigger real-world approvals, document generation, and status updates.
- Native Teams & SharePoint Deployment:Deploy agents directly into Microsoft Teams channels, 1:1 chat assistants, and SharePoint portals where employees already work daily.
What You Receive
Concrete deliverables that give your leadership peace of mind and your operations team real time savings.
Tenant Readiness Risk Report
A plain-English inventory of oversharing vulnerabilities, legacy sharing links, and broken SharePoint permissions with clear remediation steps.
Purview & DLP Architecture
Implemented sensitivity labels and Data Loss Prevention rules guaranteeing strict perimeter defense for financial, legal, and operational files.
Production Copilot Studio Agent
Custom-engineered AI agent deployed to your tenant, fully configured with custom actions, grounded knowledge sources, and telemetry logging.
Teams Integration & Runbook
Seamless deployment inside Microsoft Teams with architectural documentation, governance policies, and staff operational runbooks.
Local In-Person Strategy with Remote Engineering Delivery
Based in Fairhope, Alabama, I am available to meet periodically in person across Fairhope, Daphne, Spanish Fort, Mobile, Foley, Gulf Shores, and Baldwin County for roadmap strategy and discovery—while all hands-on engineering work is performed remotely through our transparent, month-to-month subscription.
Frequently Asked Questions
How do you prevent Copilot or AI agents from leaking confidential files?
Generative AI and Copilot search respect existing user permissions—meaning if permissions are overly permissive (e.g. 'Everyone except external users' has read access to an executive folder), the AI will freely surface that data. In Phase 1, we audit SharePoint broken inheritance, remove wide sharing links, configure Microsoft Purview sensitivity labels, and restrict indexable sources to verified libraries.
What platforms do you use to build custom AI agents?
We build native agents using Microsoft Copilot Studio, Power Automate, Azure Logic Apps, and custom API connectors. This ensures your agents live securely inside your existing Microsoft 365 tenant without requiring third-party subscriptions or transmitting sensitive enterprise data outside your security perimeter.
Can these agents perform autonomous actions, or just answer questions?
They perform real operational work. Using Copilot Studio conversational triggers and Power Automate flows, we engineer agents that can draft vendor agreements, look up ERP records, update SharePoint list schemas, trigger approval chains, and notify Teams channels without human busywork.
Are you available for in-person meetings in South Alabama?
Yes. While all engineering and development is executed remotely inside your secure tenant, I periodically meet in person with clients across Fairhope, Daphne, Spanish Fort, Mobile, and Baldwin County for architectural strategy sessions, roadmap reviews, and discovery kickoffs.
What technologies do you focus on?
We focus exclusively on the core Microsoft 365 collaborative suite: Microsoft Teams, SharePoint, Power Apps (connected with Power Automate), and Microsoft 365 Copilot / Copilot Studio. By keeping our scope laser-focused on these tools, we deliver fast, reliable, secure business tools and AI agents that live right inside your existing Microsoft tenant—with zero third-party software subscriptions, no external servers, and no unmaintainable custom code.
How does billing and engagement work?
Copilot readiness audits and custom agent engineering are delivered under our transparent $3,500/month engineering subscription—or as a focused onboarding sprint. One active request at a time with 48–72h milestone turnarounds and pause-anytime flexibility.
Ready to build secure, autonomous AI agents?
Schedule a 15-minute conversation. We’ll discuss your current data architecture, high-priority operational workflows, and the security checks needed before deployment.
Book a 15-Minute Intro Call