How to Set Up and Customize Copilot AI Workflows on Your Surface Device

Surface devices have powerful built-in AI functionalities. So, if you want to use them as intended, you’d better get closely acquainted with Copilot. In this short guide, we’ll show you how to set up and customize AI workflows with Copilot Studio.

Moreover, we’ll give you some examples of tasks you can streamline with the AI assistant, so read on.

What Kind of Workflows Can You Automate with Copilot?

You can automate a wide range of professional and everyday workflows on Microsoft Surface, including:

• Customer service – create an AI agent that will answer your customers’ questions and deliver upsell/cross-sell recommendations
• HR – set up an HR recruitment assistant to identify the best job candidates and simplify onboarding
• Finance – automate corrections to balance sheets
• IT – streamline ticket intake and triage with an AI support agent
• Content creation – quickly draft emails and documents with your desired intent and tone
• Task management – create shared to-do lists and track your progress
• Organization and planning – generate trip itineraries, shopping lists, and weekly schedules.

How to Set Up and Customize Copilot AI Workflows on Surface

You can create custom AI workflows with Copilot Studio on your Surface device. Basically, it’s a low-code platform where you can make an agent from scratch or use templates. All you need to do is describe what it should do, using natural language.

First, think of high-impact repetitive tasks that take up a lot of time. They’re ideal for automating if your goals and scope are also clear. Now, to set up an AI workflow, do this:

1. Open Copilot Studio, go to the Create tab, and select New agent.
2. In the text field, describe your agent to Copilot. For example: “Create an agent that will act as a customer service agent and answer questions in a helpful and friendly manner.” You can also name it and provide more details.
3. Based on your description, the AI will create a basic agent that fulfills your criteria. Select the Configure tab to fine-tune it.
4. In this tab, you’ll find the Instructions field, where you can define additional instructions for the bot.
5. Scroll down to the Knowledge section. Here, you can add resources to inform your AI agent. In this case, it should have access to internal resources like your website and informational documents. Select Add to agent for each source.
6. In the Tools section, you can connect other services with your agent. For example, you can make your customer service bot send emails to your customers via Office 365 Outlook. Simply select Add to agent for the tools you want.
7. The Triggers section allows you to define your bot’s reactions to certain triggers. For example, you can create a workflow where the agent will automatically create a support ticket for new emails. Select the When a new email arrives trigger.
8. Finally, after rounds of testing, you can hit Publish to get it live.

Conclusion

You can easily set up custom AI workflows on your Surface device to handle repetitive tasks. It’s best if the tasks are rule-based and clearly defined. In this guide, we’ve shown you how to create a customer service agent as an example.

Of course, that’s not the only thing you can automate with Copilot Studio. With a bit of imagination and patience, you can cover a broad range of workflows. Additionally, with the latest Windows AI features and updates, now is the best time to do so. Good luck!

selma citakovic

Selma is a tech fan and writer at Help Desk Geek with a focus on cybersecurity, gaming, and all things Windows. She’s certified by IBM in hardware and operating systems, and cybersecurity essentials. She also has keen troubleshooting instincts – if you have a problem, she’ll help you solve it. Read selma’s Full Bio