Session
Cut RFP response time from days to hours with Copilot Studio
Your sales team spends 2 days on every RFP. 80% of the answers already exist in past proposals. Nobody can find them fast enough. This workshop builds the agent that changes that - no code, no IT ticket, no waiting.
We build together using Copilot Studio's no-code canvas. Starting point: a folder of past proposals in SharePoint. End state: an agent your sales team can use today to upload an RFP, extract the key requirements, and get a draft response grounded in your own content - in under 5 minutes.
What we configure together: connect the knowledge source (your SharePoint proposals folder), write the system prompt in plain English that tells the agent what to do with an RFP, test it against a real document, and publish it to Teams so anyone on the sales team can use it without a Copilot Studio license.
Just Copilot Studio, SharePoint, and a system prompt that does the heavy lifting. We also wire one Power Automate action: the agent exports the draft directly to a Word document ready for review. You leave with a working agent, the exact prompt template, and a reusable flow pattern to adapt for your own use case.
Elliot Margot
Team Lead Jumpstart at Witivio · Microsoft AI Specialist · Copilot Studio & Agents
Lausanne, Switzerland
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