Microsoft Copilot Studio and Docusign | Copilot Studio Agent Academy
In the Copilot Studio Agent Academy session, learn how to integrate the certified Docusign MCP tool with Copilot Studio to enhance Docusign enterprise processes using conversational AI. The tutorial guides you through building an HR onboarding agent that activates existing Docusign Workflow Builder workflows via a Copilot Studio agent. It emphasizes utilizing pre-built workflows in Docusign without reconstructing them within the agent. Key processes covered include initiating workflows, gathering and verifying inputs through conversation, incorporating human-in-the-loop approvals, and understanding the full user experience and outcomes. Additionally, multi-MCP scenarios using Microsoft's Work IQ Calendar tool are explored, and the integration with another MCP tool to create Outlook calendar events automatically is demonstrated, showing the synergy between first-party and third-party MCP tools for broader business tasks. Upon completion of the session, participants earn a digital badge.
Video 5w
Login now to access my digest by 365.Training
Learn how my digest works
Features
- Articles, blogs, podcasts, training, and videos
- Quick read TL;DRs for each item
- Advanced filtering to prioritize what you care about
- Quick views to isolate what you are looking for right now
- Save your favorite items
- Share your favorites
- Snooze items you want to revisit when you have more time