Speaker

Geetha Sivasailam

Geetha Sivasailam

Practice Leader @Lantern | 5X Microsoft MVP | AI, Fusion Dev & Digital Innovation Strategist

Dallas, Texas, United States

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Geetha Sivasailam is a 5x Microsoft MVP, Practice Lead at Lantern (Dallas, TX) and a thought leader with a passion for shaping the future of work through AI-driven automation, intelligent apps, and low-code innovation. With deep expertise across Microsoft Power Platform, Azure, and the AI ecosystem, she partners with enterprise clients to modernize operations, scale innovation, and deliver measurable business value. She blends technical depth with strategic vision - leading cross-functional teams, enabling AI adoption, and championing inclusive transformation. Her superpower? Turning vision into scalable outcomes - whether through automation, intelligent agents, or strategic enablement.

She is the founder of the Dallas-Fort Worth Power Platform User Group and serves as the Director of Events & Networking at Women in Power, a nonprofit focused on elevating women in tech. Geetha’s sessions are known for their real-world demos, actionable frameworks, and ability to connect low-code and pro-code worlds in a rapidly evolving AI landscape.

Area of Expertise

  • Information & Communications Technology

Topics

  • Microsoft Power platform
  • AI
  • Copilot Studio
  • Copilot/AI
  • Business Applications
  • Automation
  • WomenInTech
  • Digital Transformation & Strategy
  • IT Leadership
  • Innovation Strategy

Copilot Studio in Action: Build Smarter, Extend Further, Automate Faster

Copilot Studio has quickly become the brain behind next-gen business experiences - empowering makers and developers to build secure, intelligent, and enterprise-ready copilots. In this session, see how to take full advantage of the platform’s latest capabilities to turn conversational AI into a real productivity engine and understand licensing landscape.

Explore how to:
🟢Design copilots using topics, triggers, variables, and multi-turn dialogs

🟢Connect to internal and external knowledge sources like SharePoint, websites and enterprise data.

🟢Use Generative AI features like Generative Answers and Generative Actions for smarter responses

🟢Extend copilots with Power Automate and Azure OpenAI

🟢Apply best practices for usability, governance and tracking conversation logs/analytics

Deciding the When, What, and Why of AI: Making an Impact with Power Platform

In this session, we'll dive deep into the expansive world of AI capabilities and equip you with the knowledge and tools to make strategic decisions about when to use which AI features in Power Platform and why. From enhancing productivity to transforming insights, we'll explore the diverse ways AI can be harnessed across the Power Platform ecosystem.

Key Discussion Points:

Mapping the AI Terrain: We'll kick off by mapping out the diverse AI functionalities available within Power Platform, spanning apps, flows, Power BI, Copilot, Copilot Studio, Azure Open AI, Gen AI, AI Search, custom connectors, and AI Builder. Understanding this landscape is crucial for identifying opportunities for AI integration.

Strategic Decision Framework: We'll introduce a practical decision-making framework tailored specifically for choosing the right AI tools within Power Platform projects. This framework will consider factors such as the complexity of the task, the nature of the data, the desired outcomes, and the user experience, enabling you to make informed choices aligned with your project objectives.

Real-World Scenarios: We'll look at demos of leveraging AI within Power Platform to solve complex challenges and drive innovation. Whether it's automating processes, actionable insights, or personalizing user experiences, you'll gain insights into the tangible benefits of AI integration.

Best Practices and Considerations: We'll conclude with a discussion on best practices for effectively leveraging AI within Power Platform and maximize the impact of AI

By the end of this session, you'll walk away with a clear understanding of how to strategically leverage Power Platform's AI capabilities to drive innovation and achieve your business objectives. Join us to unlock the full potential of AI and transform the way you build solutions with Power Platform!

Decoding Doc Intelligence: Power Platform's Versatile Options Unveiled

Dive into the world of document intelligence within the Power Platform with this insightful session. Explore the array of options available, including AI Builder, Azure Cognitive Services, GPT, AI Search and Power Automate, and gain insights into when and why to utilize each tool.

Whether you're automating document processing, extracting insights from unstructured data, or enhancing user experiences, understanding the strengths and use cases of each option is essential. Join us as we demystify document intelligence and empower you to make informed decisions in your Power Platform projects.

Tips & Tricks to Power-Up Canvas app designs

UX matters! Canvas apps have a rich set of features to help build intuitive and engaging user experiences. We will walk through demos and explore the key principles of engaging, clean and eye-catchy app UI. Learn quick tips and techniques to go beyond the usual and Power-Up your app designs.

Power Automate: Flow-tastic Tips & Tricks

Process automation with cloud flows is a game changer and it's integration with services is rapidly evolving. We will walk through best practices, things you should know to take full advantage of and real-life examples. Learn quick tips and techniques beyond the standard templates and Power-Up your cloud flows!

Intro to AI Powered Automation: The low-code way!

Want to optimize document processing and automate repetitive tasks around digital forms? A robust document automation solution for Power Platform is now available to enrich and accelerate your data extraction and management. Learn how to get started with Power Automate orchestrating the overall process in combination with AI Builder & Power Apps to save valuable time spent on repetitive and error prone manual tasks around digital documents. Less code More Power!

Harness the Power of External Data Sources in Power Platform

This may sounds cliche but Data is king! However, deriving meaningful insights from this data can be challenging, especially when it is siloed in different systems. Power Platform applications are capable of accessing data from a wide variety of sources in many different ways (Connectors, API, DataFlows, Virtual Tables etc.). A critical part of data integration is tapping into external data sources in a secure way so your apps and flows can meet the data where it resides. Use of external data has the potential to be game changing across a variety of business functions. Learn how organizations can take full advantage of data generated outside their walls in a secured manner, use it to drive business value, gain a competitive edge and transform their operations.

This session will cover pros and cons of various techniques Power Apps can connect to data as below:

-Power Platform Connectors
-Custom Connector
-Dataflows
-Virtual Table
-RPA
-Power BI Visualizations
-Configuration Migration (migrate data between environments)

Hold My Coffee - I’ve Got Copilot Studio Actions Now

In this session, you’ll learn how to bring your copilots to life using Actions in Copilot Studio, the feature that allows your Copilot to connect with and perform tasks across Microsoft 365 and beyond. We'll cover practical tips, simple demos and easy-to-follow patterns.

We’ll walk through:
🟤What Actions are and how they extend your Copilot’s capabilities
🟤How to call Power Automate flows or custom APIs through Actions
🟤Learn how to configure Microsoft 365 Actions out of the box
🟤Build a custom Action with Power Automate or an API
🟤Discover best practices for data passing, security, authentication, and usability

Whether you're using built-in Microsoft 365 connectors or creating your own custom Actions via APIs or Power Automate, this session will give you the confidence and clarity to build copilots that get things done.

Innovate an End-End Business Solution with the Power Trio: Power BI, Power Apps and Power Automate

This hands-on workshop is designed to provide attendees with a practical understanding of how to use Microsoft's Power BI, Power Apps, and Power Automate platforms to build end-to-end business solutions. We will cover the core features and functionalities of each tool and provide attendees with hands-on experience building custom dashboards and reports using Power BI, embedding a custom business application using the Power Apps visual, automating business processes using the Power Automate visual and leveraging the Power BI connector ecosystem.

We will work on a business use case throughout the workshop, allowing attendees to apply the concepts learned in a real-world scenario. Attendees will learn how to integrate these tools together to create robust business solutions. We will cover best practices for designing and implementing Power Platform solutions.

In this hands-on workshop we will cover:

- Introduction to Power Apps, Power Automate, and Power BI
-Creating custom dashboards and reports using Power BI
-Using Power App visual in Power BI for write-back capability
-Using Power Automate visual in Power BI to support actionable data
-Exporting PBI reports dynamically based on business rules
-Using Power BI tile in Power Apps
-Dynamic Power BI tile filtering in Power Apps
-Custom Data driven subscriptions using Power Automate & Power BI connector
-Advanced techniques for integrating the Power Trio
-Best practices, limitations and things to consider when building end-to-end solutions using the Power Trio
-Tips for troubleshooting common issues and errors
-Q&A session

By the end of this intermediate workshop, attendees will have the skills and knowledge necessary to build custom business solutions using the Power Trio, enabling them to streamline their business processes and make better-informed decisions. The workshop is suitable for individuals who want to take their skills to the next level and learn how to innovate end-to-end business solutions.

Intelligent Invoice Processing: Harnessing M365, Power Platform, AI Builder & Copilot Studio

Are outdated manual processes holding your business back?

In this full-day, hands-on workshop, you'll learn to transform your invoice management system by leveraging Microsoft 365, Power Platform, and AI. Say goodbye to paper trails and repetitive tasks with an automated solution designed for today’s fast-paced business environment.

Through a mix of live demos, guided labs, and real-world use cases, participants will leave with a fully functional invoice automation solution ready for deployment—enhancing efficiency and unlocking new AI-powered capabilities within their organizations.

What you’ll experience:

Automate Invoice Processing – Use Power Automate to capture invoices from emails and store them in SharePoint.

AI-Driven Data Extraction – Utilize AI Builder and Azure OpenAI to intelligently extract invoice details, minimizing manual entry.

Seamless Approval Workflows – Implement adaptive card-based approvals in Microsoft Teams for faster decision-making.

Copilot-Powered Efficiency – Build a Copilot Studio assistant for finance teams to query invoices and track statuses in real-time.

Interactive Learning: Engage in live demos, group exercises, and practical sessions that empower you to build a custom solution for your business.

Office Scripts + Power Automate = Out of the World Automation

Automation of day to day tasks are more important than ever to simplify manual tasks, increase productivity and ensure business continuity. Learn how office scripts stored on Excel on the Web can do wonders with Power Automate in the mix to boost efficiency. We'll look at how-tos, simple tips and tricks to automate classic real-life scenarios that come in handy plus how you can autogenerate Typescript language script for some out of the world automation! This will be an introduction to the art of possible with Office Scripts + Power Automate.

Power Platform + AI: Get Future-Ready & Accelerate Innovation

In this full-day hands-on workshop, dive into the cutting-edge intersection of Power Platform and Artificial Intelligence (AI) to unlock new realms of innovation. Whether you're a seasoned Power Platform user or just starting out, this workshop offers a comprehensive exploration of leveraging AI to supercharge your applications, workflows, and business processes.

Throughout the workshop, we'll explore the vast landscape of AI capabilities within Power Platform including Copilot, Copilot Studio, AI Builder, Azure OpenAI, GenAI, AI Search and Custom connectors. You will gain a deep understanding of each tool's capabilities, practical applications, and how to strategically integrate them into your projects.

Key Takeaways:

- Comprehensive understanding of a variety of AI capabilities within Power Platform be native functionality or integration with Azure services.

- Understand the scenarios where each AI service shines. Whether it’s building custom connectors, leveraging AI Builder, or integrating Azure OpenAI Service, we’ll guide you on making informed decisions for your business needs.

- Hands-on experience building and end-end AI-powered application covering a real-world business scenario with apps, workflows, doc intelligence and custom connector.

- Insight into real-world use cases from orgs and live demos leveraging Power Platform and AI.

- Strategies for accelerating innovation and driving business value through AI-powered solutions.

Hands-on Labs with Real-World Use Cases:

- Automating repetitive tasks and decision-making processes with AI-driven workflows.

- Enhancing end-user experiences through personalized recommendations and predictive insights using GenAI and Natural language processing.

- Empowering employees with AI-driven chatbots for self-service support and information retrieval using tools & services such as Azure OpenAI & Copilot Studio.

- Leveraging AI Builder to quickly build and deploy custom machine learning models for specific business needs.

- Integrating AI search capabilities to improve data discovery and user experience.

By the end of the workshop, you'll be equipped with the knowledge, skills, and confidence to harness the full potential of Power Platform and AI, driving innovation and transformation within your organization. Join us to take your Power Platform expertise to the next level and unleash the power of AI in your projects!

Power Platform Licensing 101: Essentials, Myths & Best Practices

Understanding Microsoft Power Platform licensing is essential for organizations looking to maximize their digital transformation investments while maintaining cost efficiency and scalability. This session provides a comprehensive introduction to licensing across all key components- Power Apps, Power Pages, Power Automate, AI Builder, Dataverse, and Copilot Studio - helping you grasp the full range of options, best practices, and strategic considerations.

In this session, you'll learn:

- Understanding Licensing Models - breakdown of per-user, per-app, and capacity-based licensing to help you select the right model.
- Key Considerations - How to align licensing with your organization’s needs, budget, and scalability.
- Common Misconceptions - Address common misconceptions, debunking myths about premium connectors & capacity limits.
- Practical Scenarios: Gain insights from real-world examples that illustrate effective licensing strategies and highlight potential pitfalls to avoid.

Whether you're a business leader, IT admin, or Power Platform practitioner, this session will give you clarity, and strategies to make informed licensing decisions while avoiding unnecessary expenses. this session will empower you to navigate the licensing landscape, ensuring your organization leverages the full potential of the Power Platform while optimizing investments.

Power Platform Pipelines: Easy low-code ALM out of the box!

Let's talk everything you need to know about Pipelines in Power Platform! Think of Power Platform Pipelines as an intuitive in-product experience that is easy to understand with automatic safeguards applied and complexities abstracted by the system. It not only guides the deployment process but also educates citizen developers about healthy ALM practices. Join this session for a 101 on how you can bring ALM automation, continuous integration and continuous delivery (CI/CD) capabilities in a easy to format for all makers, admins, and developers.

In this session we’ll cover:
-Pre-requisites, security setup & managed environment
-Installing pipelines in host environment
-Deployment configuration app setup
-Run pipeline, deploy solution and configuration to target environment
-Best practices & things to consider

Power Platform + SAP - On Your Marks, Get Set, Go!

Power Platform enhances SAP processes, enabling rapid innovation, simplified integration, and improved user experiences. In this session you will see:
- How Power Platform and low-code can transform SAP business processes
- Customer success stories from across the globe
- Live customer demo from Avocados of Mexico detailing their transformation of SAP Procure to Pay
- New features that enhance SAP integration
- Live demo of pre-delivered enterprise templates for SAP Procure to Pay integrated with Teams, Power Virtual Agents, Copilot, AI Builder, Power Apps, and Power Automate (including approving an SAP Purchase Order from Teams!)
- Product roadmap for SAP integration
- Incentives for partners and customers to start their SAP integration journey

Revolutionize Business Efficiency: M365 + Power Platform + AI

Stuck in an antiquated way of doing common business processes? Tired of paper copies or repetitive manual tasks? Join our immersive full-day workshop where we’ll unravel the secrets of streamlining and automating your business processes using the power-packed Microsoft 365 suite.

Learn how to automatically collect invoices that come in via email in a SharePoint document library, how to build approvals that live in Microsoft Teams, and explore how AI can be used to extract metadata about an invoice, such as the amount it’s for. By the end of the day, you will have a working invoice management solution that you can implement in your own environment.

What to Expect:

Unshackling from the Past: Bid farewell to antiquated practices. We’ll ignite your journey by debunking myths around manual tasks and paper trails.

Email to SharePoint Magic: Ever wished invoices could leap from your inbox to a neatly organized SharePoint document library? Buckle up as we reveal the wizardry behind automatic collection and organization.

Teams Approvals Unleashed: Say hello to seamless approvals! Learn how to construct approval workflows within Microsoft Teams, transforming mundane tasks into a collaborative dance.

AI: Your Invoice Whisperer: Dive into the realm of artificial intelligence. Discover how AI can extract metadata from invoices and reduce manual tasks!

Hands-On, Minds Engaged: This isn’t your average snooze-fest. Prepare for interactive exercises, group brainstorming, and live demos. You’ll be elbow-deep in practical solutions. We’ll show you demos on how you can go beyond the invoice use case, opening a world of real-life scenarios that you can benefit from.

Your Personal Invoice Butler: By day’s end, you’ll wield a customized invoice management solution. No more paper cuts or sleepless nights—just streamlined bliss.

Power Automate - Practical tips for everyday automation wins

Ready to take your flows to the next level? Whether you're just getting started or looking to level up, this fast-paced tips & tricks session is packed with real-life automation examples, best practices, tips, and pro techniques to help you automate smarter and faster with Power Automate.

What We’ll Cover:
🟤Power Automate Studio overview, templates, must know features
🟤Control logic best practices (conditions, loops, switches)
🟤Error handling, retry policies, and debugging flows
🟤Pro tips for managing, sharing, and maintaining cloud flows
🟤Real-life demo scenarios

Design Smarter: 5 Proven Patterns for AI + Low-Code apps That Deliver

Building cool AI apps is easy. Building AI-powered low-code solutions that scale, perform and drive adoption? That’s where design patterns matter. This session will unpack 5 proven design patterns that blend Azure OpenAI, Copilot Studio, Power Automate, and Power Apps into real-world, business-ready solutions. Whether you're automating document workflows, building smart copilots, or injecting AI into everyday processes, these patterns will help you balance intelligence, usability and scalability.

From human-in-the-loop flows to context-aware copilots, each pattern is grounded in real-world use cases and architecture best practices. Learn when to use each pattern, what pitfalls to avoid and walk away with a reusable framework to accelerate your next project with a clear path from strategy to solution.

Copilot Studio in Action: Build, Extend & Automate

This session explores Copilot Studio, Microsoft’s end-to-end conversational AI platform, empowering businesses to build intelligent, secure, and automated AI copilots. Learn how to create custom AI assistants, extend Microsoft Copilot with Azure OpenAI, and seamlessly integrate with Power Platform and enterprise data sources.

AI Quick Wins: Streamline Invoice Workflows with Microsoft 365, Teams & Copilot Studio

Struggling with outdated business processes? In this high-impact 60-minute session, discover how to modernize your invoice workflow using the dynamic Microsoft 365 suite.

What You’ll Learn:

Automated Invoice Collection: Learn how to seamlessly route invoices from your email into a SharePoint library.

Eliminate Manual Tasks: Explore how AI can extract key invoice data, reducing manual entry and error

Streamlined Approvals: See how to build efficient approval workflows within Microsoft Teams.

AI-Enhanced Efficiency with Copilot: Learn how to use a Copilot Studio assistant to query invoices in real time.

Walk away with practical insights, real-world examples, and best practices to implement an AI-powered invoice automation solution - fast-tracking your business toward greater efficiency and innovation.

AI Powered Automation: The low-code way!

Want to optimize document processing and automate repetitive tasks around digital forms? A robust document automation solution for Power Platform is now available to enrich and accelerate your data extraction and management. Learn how Power Automate can orchestrate the overall process in combination with AI Builder, Cognitive Services & Power Apps to save valuable time spent on repetitive and error prone manual tasks around digital documents. Less code More Power!

WRK602 - Building AI Capable Solutions with AI Builder and the Power Platform

In this hands-on workshop, you’ll learn how to leverage the Power Platform’s AI Builder functionality to quickly add rich AI functionality to your apps and automations. We’ll explore some of the out-of-the-box AI Builder components and how you can train a model to do forms processing.

Things you should know when getting into a Flow-mance

Starting a new relationship with Flow? Then this session is for you to start your foundation off on the right foot. Learn top tips, tricks and best practices to power-up your cloud flows.

Power BI + Power Apps + Power Automate = Better Together

Want to amplify actionable data insights and accelerate better decision making? Then this session is for you where we'll look at how organizations can benefit from the exciting possibilities of using Power BI, Power Apps and Power Automate together.

We will walk through best practices, things you should know to take full advantage of the tools and real-life examples. Learn how you can seamlessly combine data visuals on Power BI dashboards with an added layer of apps and cloud flows to enable write-back capabilities and integration with numerous back end services like SharePoint, SQL, Dataverse etc.

Microsoft Flow and Azure DevOps - Real World Scenarios

Azure DevOps has become increasingly critical to a team's success by providing tools and services that span the breadth of software development lifecycle. Microsoft Flow can help simplify and speed up your DevOps processes by automating common tasks, proactively monitoring work items, auto-requesting code reviews and much more. In the session we will look at some of the real world scenarios on how Microsoft Flow can empower teams to efficiently collaborate, track work and ship software faster with higher quality.

Intro to Microsoft Dataverse for Teams

Are you excited for the new Dataverse for Teams and want to see the PowerPlatform integration in action? Then this session is for you. We’ll walkthrough demos and learn how this new platform enables everyone to easily leverage Power Apps, Power Automate and intelligent chatbots in Teams.

App in a Day Workshop

Canvas apps have a rich set of features to help build intuitive and engaging apps to solve business problems by connecting to your favorite/popular data sources like SharePoint. Join the Power Apps all-day hands-on workshop, build and learn from real-world examples of canvas apps. Empowering citizen developers is what the Power Platform has been built for. So reserve your seat in the workshop and prepare to join the citizen developer movement!

All Skills are welcome! Demo environments will be provided for everyone but attendees can chose to work within their organizations tenants. Chrome Browser is recommended and individual laptops are required for the hands-on labs.

What will be covered during the workshop:

• Power Platform Overview
• Power Apps Introduction
• Group/Individual Basic Power App hands-on training
• Understanding Data Sources, Connectors & variety of controls available
• Building Canvas App from scratch using SharePoint as a data source
• Components
• Best Practices, tips & guidelines
• Power Apps Deep Dive
• Delegation Principles and tips for Performant apps
• Power Automate & Teams integration
• Printing Power Apps content
• Responsive Design
• Demos/Real World Scenarios
Open Forum: QnA

Tips & Tricks to Power-Up Canvas app designs

UX matters! Canvas apps have a rich set of features to help build intuitive and engaging user experiences. We will walk through demos and explore the key principles of engaging, clean and eye-catchy app UI. Learn quick tips and techniques to go beyond the usual and Power-Up your app designs.

Power Up your Apps (Performant Apps 101)

If you ever built an app and were concerned about performance, then this session is for you. Learn how to get the best performance out of your Power Apps as we walk through real-world canvas app scenarios with a set of best practices, optimization tips and techniques.

Azure API Management + Microsoft Teams = Flow-tastic & PowerApp-ilicious!

Want to amplify pro-code components and empower citizen developers to build apps in Teams leveraging existing assets hosted on Azure? Then this session is for you where we'll look at how organizations can unlock access to diverse set of Microsoft cloud hosted services and enable citizen developers to benefit from them with just a few clicks through their existing Teams licenses. Learn how pro devs can scale solutions by publishing Azure API Management backed APIs for easy discovery and consumption. This session will provide a holistic view of how you can to blend code-first tools with low-code tools like Power Apps/Power Automate to accelerate delivery of business apps in Teams.

Power Automate and SharePoint - Best Practices & Tips

Process automation with Microsoft Flow is a game changer and it's integration with SharePoint is rapidly evolving. We will walk through best practices and things you should know to take full advantage of the SharePoint connector in Microsoft Flow. Learn how you can go beyond the standard SharePoint actions and power-up your flows!

Geetha Sivasailam

Practice Leader @Lantern | 5X Microsoft MVP | AI, Fusion Dev & Digital Innovation Strategist

Dallas, Texas, United States

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