Automating Intelligence: No-Code Agents for Business Reporting
Copilot Studio
Program Description
Business reporting teams spend 40% of their productive time on repetitive manual tasks — consolidating data from 6 different systems, generating the same weekly report every Monday, formatting slides for leadership reviews, and responding to ad-hoc data requests that interrupt deep analysis work. Your best analysts are being wasted on data plumbing instead of strategic insight generation. This 16-hour immersive program teaches reporting professionals to build intelligent AI agents using Microsoft Copilot Studio that automate the entire reporting pipeline — from data collection and consolidation to exception detection and stakeholder delivery. Within the first session, you'll build a Report Request Agent that takes natural language queries from stakeholders and delivers formatted insights automatically. The program covers real enterprise scenarios: a multinational consolidating financial reports across 12 subsidiaries, a retail chain generating daily sales performance dashboards, an operations team monitoring KPI exceptions across 50 locations, and a consulting firm producing client-ready analytics packages. Every lab produces a production-ready agent. Advanced modules tackle multi-source data integration, scheduled report generation, anomaly detection, and building self-service analytics agents that let non-technical stakeholders query data in plain English. You'll finish with a complete Reporting Automation Playbook.
What will you learn?
Learning Outcomes
Build a Report Request Agent that converts stakeholder questions into formatted data insights Create data consolidation bots that reduce multi-source reporting from 4 hours to 15 minutes Automate scheduled report generation and distribution to eliminate manual Monday morning routines Design KPI monitoring agents that detect anomalies and alert stakeholders in real-time Deploy self-service analytics agents that let non-technical users query data in plain English Calculate reporting automation ROI showing 35-50% reduction in manual reporting effort
Modules
Modules
Module 1: Reporting Agent Foundations & First Build (3.5 hrs)
Copilot Studio for reporting, data source connections, building a Report Request Agent
Module 2: Data Consolidation & Transformation Agents (4 hrs)
Multi-source data aggregation bot, automated data cleaning, cross-system reconciliation agent
Module 3: Automated Report Generation & Distribution (4 hrs)
Scheduled report builder, stakeholder-specific formatting agent, email/Teams distribution automation
Module 4: Exception Detection & Real-Time Monitoring (2.5 hrs)
KPI anomaly detection agent, threshold-based alerting, executive summary generator
Module 5: Self-Service Analytics & Deployment (2 hrs)
Natural language query agent, dashboard-powered insights, multi-agent orchestration, enterprise deployment
Modules
Module 1: Reporting Agent Foundations & First Build (3.5 hrs)
Copilot Studio for reporting, data source connections, building a Report Request Agent
Module 2: Data Consolidation & Transformation Agents (4 hrs)
Multi-source data aggregation bot, automated data cleaning, cross-system reconciliation agent
Module 3: Automated Report Generation & Distribution (4 hrs)
Scheduled report builder, stakeholder-specific formatting agent, email/Teams distribution automation
Module 4: Exception Detection & Real-Time Monitoring (2.5 hrs)
KPI anomaly detection agent, threshold-based alerting, executive summary generator
Module 5: Self-Service Analytics & Deployment (2 hrs)
Natural language query agent, dashboard-powered insights, multi-agent orchestration, enterprise deployment