An AI assistant for planning client sessions
Years of past sessions, case studies and notes were sitting in SharePoint. Now the team plans the next one with an assistant that has read them.
- For
- A healthcare professional services firm
- When
- 2025
The situation
The team planned each client session more or less from scratch. The history of what had worked was all there, in SharePoint and in people’s heads, but nobody had time to dig through it every time.
What I built, and why
An assistant in Microsoft Copilot Studio, connected to the SharePoint libraries they already had. It reads past sessions, case studies and content documents, helps draft agendas, and suggests programs based on what went well before. It lives in Teams, where the team already works.
Why I did it this way
Built in Copilot Studio
They’re a Microsoft shop and needed something they could look after without a developer. A custom retrieval system would have been more flexible and a lot more to maintain.
Use the library you already have
Everything worth knowing was already in SharePoint. Pointing the assistant at those documents skipped building and filling a new knowledge base.
What changed
Planning now starts from what has worked before.
Built with
- Microsoft Copilot Studio
- SharePoint Online
- Microsoft Teams
- Azure AI
