OakStride · Copilot & agents
We make it simple to roll out Copilot agents across your organisation.
For both larger organisations and smaller companies. We make the rollout simple, with governance, configuration, agent building, training and ongoing management, and with permissions and data under control.
How we get started
Workshop
We go through your goals, your Microsoft 365 environment and where Copilot can make a difference. The goal is that you leave with a prioritised list of use cases and a clear view of what needs to be in place first, whether or not you continue with us.
Preparation and pilot
We review permissions and sharing, set the guidelines and run a scoped pilot with a smaller group. You see what works before buying more licences.
Rollout and ongoing management
We widen to more users, train, follow up and take care of ongoing management. This is where the need for your own agents becomes clear, and we build them on a foundation that holds.
Agents that do the work
An agent is more than a chatbot. It can answer from your own documents, follow a multi-step flow and carry out tasks in the systems you already use. We start with a scoped task where the benefit can be measured, build the agent in Copilot Studio, test it with the people who will use it, and put it live with ownership, permissions and follow-up in place.
We work with AI agents ourselves every day. That is how we know where they are strong, where they need limits and what it takes to maintain them.
Examples of agents we can build
A few examples of tasks an agent can take on. Each agent is built for your needs. The agent prepares material and suggestions, and decisions are made by a person on your side.
The contract watcher
Keeps track of contracts, expiry dates, notice periods and renewals, reminds the person responsible in good time and shows what a contract says, with a reference to the source. The responsible person interprets it and decides what happens next.
Sources: SharePoint, Outlook, Teams
The idea collector
Collects employees’ ideas for new agents and automations, asks follow-up questions, then sorts and summarises them into a prioritised list for you to decide on.
Sources: Teams, SharePoint, Excel
The monthly reporter
Puts together the monthly report per domain or service area from existing sources, and highlights deviations and trends in a first draft that the person responsible reviews.
Sources: Excel, SharePoint, Teams
The onboarding guide
Helps new employees find routines, contacts and answers to common questions in your own material, and refers them to a colleague when the answer is not there. The material is owned and kept up to date by a named person on your side, who also sees which questions are asked.
Sources: SharePoint, Teams
The request sorter
Reads incoming requests or email to a shared mailbox, sorts them and suggests both a reply and which group should handle it. A person approves before anything is sent or passed on.
Sources: Outlook, Teams
The licence is the easy part.
Copilot answers from whatever each person already has access to. That is its strength, and it also means old shares, open folders and unlabelled documents suddenly become easy to find. A rollout rarely stands or falls on the technology. It depends on order in your permissions, clear guidelines, and people actually changing how they work.
What we do in Copilot & agents
We advise, configure in your environment, design and build agents, and run training. We take you from the first question to a rollout that is used and holds up, and on to agents once the foundation is in place.
Ready for Copilot
- Licence advice and a review of permissions and how data is shared today
- Mapping where oversharing and sensitive documents sit
- Prioritised use cases that make a noticeable difference
Pilot and rollout
- A scoped pilot with a group given time and support to try it
- Training for your people, and simple guidelines on what Copilot is fine to use for
- Follow-up on what is actually used, and a decision on next steps
Governance that holds
- Guidelines and ownership for AI use, tied to your existing IT governance
- Advice and configuration in your environment: permissions, SharePoint and Microsoft Purview for data protection and traceability
- Clear rules for who may build and publish agents
Agents in Copilot Studio
- We design and build the agent, from use case to an agent connected to the right data
- Permissions, sign-in and connections that follow your security model
- Ownership, ongoing management and follow-up once the agent is live
Control first, then speed
Microsoft itself strongly recommends a secure and governed foundation for data and permissions when you deploy Copilot. We make that part of the rollout, not an afterthought.
Data and permissions
We help you find overshared sites and documents, restrict access where needed and label what is sensitive, so Copilot only reaches what it should.
Agents under control
Agents are built in environments with clear boundaries: which connections are allowed, how users sign in and who may publish. Every agent has an owner and is followed up like any other service.
Independent, with experience
We bring experience from larger organisations, and the offer is for both larger organisations and smaller companies. We are independent: we do not sell licences, but we advise you on which licences you need, and we have no interest in you buying more than that.
Frequently asked questions
Do we need to prepare anything before buying licences?
Usually, yes. Copilot reaches everything each user has access to, so it pays to review sharing and sensitive documents first. That is where we start.
What is the difference between Copilot and Copilot Studio?
Copilot is the assistant in Word, Outlook, Teams and the other apps. Copilot Studio is where you build your own agents, connected to your business data and systems.
Isn't it called Microsoft 365 Copilot?
Microsoft recently renamed the service Microsoft Copilot. The new name applies to Microsoft 365 Copilot, the Copilot for work in Microsoft 365.
Does this suit smaller companies?
Yes. The offer is for both larger organisations and smaller companies. For smaller companies it often ties in with our IT Governance service, where Copilot becomes part of ongoing IT leadership.
How long does a pilot take?
It depends on how much order your permissions need. We give an estimate after the workshop.
Do you sell licences?
No. We are independent and do not sell licences, but we advise you on which licences you need and help you avoid buying more than you use.
Contact
Thinking about Copilot, have the licences but not the usage, or have a task an agent should be able to take on? Get in touch and we will set up a first conversation.
- Emailinfo@oakstride.se
- Phone+46 70 237 17 04
- LocationStockholm area