Copilot Studio
Smart forms copilot with Power Apps
A conversational assistant that helps users complete complex compliance, sales and project-intake forms, drafting answers grounded in uploaded templates and policies.
- Client
- B2B services company
- Industry
- Professional services
- Status
- Delivered
- Duration
- 5 weeks
The problem
Complex forms caused friction and inconsistent answers.
What we built
- Guided questioning and glossary help
- Template-grounded drafting
- Admin uploads and Power Automate review workflows
Challenges we solved
- Balancing conversation with structured completion
- Drafting quality control
Results
- Lower form-completion friction and better answer quality
Technology stack
- Copilot Studio
- Power Apps
- Power Automate
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