Session

Building Contract Analysis Agent with Copilot Studio: From Stakeholder Vision to Working Prototype

In this session, we'll share our end-to-end journey of designing and building a Contract Analysis Agent using Microsoft Copilot Studio, hosted directly within Microsoft Teams. This isn't just a technical demo—it's a story of collaboration, iteration, and transformation.
The agent helps our team analyze and summarize contract content, identify key terms, and surface insights faster—all within the daily workflow environment of Teams. But getting there required more than just technical expertise; it required deep stakeholder engagement, user-centered design, and iterative refinement.
We'll walk through:

The Discovery Phase: How we engaged stakeholders to understand pain points and define requirements
The Design Process: Creating conversational logic and user flows that feel natural
The Technical Build: Implementing tools, integrating APIs, and ensuring secure data handling
The Testing & Iteration: Using real feedback to refine and improve the agent
The Lessons Learned: What worked, what didn't, and what we'd do differently

Whether you're exploring how to bring AI assistants into your organization or looking to extend Copilot Studio beyond demos, this session will show you how to turn an internal idea into a working business application that users actually adopt.

Elaine He

AI & Product Strategy| Senior Technology & Strategy Professional |Enterprise Integration & Architecture

Auckland, New Zealand

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