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Solution scenario

HR leave management agent

A conversational front end for leave balances, requests and policy questions, working against the existing system of record.

Technologies

  • Copilot Studio
  • Microsoft Teams
  • Power Automate
  • Dataverse
  • Microsoft Entra ID

Outcome themes

  • Fewer routine HR enquiries
  • Faster approvals
  • Consistent policy answers

The problem

Leave enquiries and requests arrive through several channels. HR administrators re-key requests, explain accrual rules repeatedly, and chase managers for approvals, while employees are unsure of their balance until they ask.

Our approach

A Copilot Studio agent surfaced in Microsoft Teams answers balance and policy questions using the HR system of record and the published leave policy. Requests are submitted through the agent and routed for approval through Power Automate with the existing delegation rules. The HR system remains the system of record; the agent is an interface, not a second source of truth. Anything involving an exception or a sensitive circumstance routes to a person rather than being answered automatically.

Other scenarios

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