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AI Agent Blueprint – Document Summarization Assistant

AI Agent for Document Summarization powered by Copilot

Name: AI Agent for Document Summarization powered by Copilot
Brand: Business
SKU: 154668
Availability: InStock

$79.95

13 sold in last 24 hours

Brand: Business

43 Sales

★★★★★ (12)

Build your own document summarization assistant using Microsoft 365 and Copilot Studio.

- Works across Teams, SharePoint, Outlook, and internal docs.
- No coding or AI experience needed — fully guided process.
- Based on real-world Copilot Studio use cases.
- Ready to customize for any department or team.
- Includes examples, flows, prompts, and escalation logic.

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License Type

Clear

Instant Download

Get instant access with our digital downloads. As soon as your purchase is complete, you'll receive an email with your download link, invoice, and everything you need to get started — no waiting required.

Easy to Install

All our templates are easy to install on Windows and Mac, with seamless syncing across all devices supported by Microsoft OneNote — including PCs, laptops, iPhones, iPads, and Android devices.

Fully Customizable

Our templates are fully customizable, letting you tailor every page, section, and element to suit your workflow — whether you're managing tasks, projects, or notes.

All Prices in USD

All prices listed are in US dollars (USD), regardless of your location or billing country.

License Guide

Pick the license that fits your needs — whether you’re using templates for personal use, family planning, or business operations across your team. Each license covers the number of users across all devices supported by OneNote or other Microsoft 365 apps.

License	Users	Layman’s Description
Personal	1	For individual use at home or for personal productivity. Not for business or shared use.
Family	Up to 6	Great for household members to share templates for school, budgeting, or family projects.
Professional	1	For solo professionals, freelancers or business owners using templates commercially.
Team	Up to 5	Ideal for a small team or department using templates internally for work collaboration.
Team	Up to 10	Best for growing teams needing shared templates across multiple staff or roles.
Business	Up to 25	Designed for larger organizations needing consistent systems and tools across a company/organization/school/college/university or government department.
Enterprise	25+	Contact us for custom licensing options for enterprise or agency-wide use.

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A complete step-by-step blueprint for building your AI Document Summarization Assistant

The AI Agent Blueprint for Document Summarization helps teams deploy a Copilot-powered assistant that automatically summarizes documents, SharePoint pages, and Teams conversations — with no coding required.

Easy to follow and includes the following:

Step-by-Step Setup – From licensing to Teams/SharePoint deployment.

Ready-to-use conversation flows – Trigger phrases and logic for summarisation scenarios.

Power Automate integrations – Automate document input, summary generation, and responses.

Monitoring and governance guide – Best practices for analytics, alerts, and transcript reviews.

Final quality checklist – Make sure everything is ready before rollout.

★★★★★

This saved us hours every week — we no longer manually summarise meeting notes or policy docs.

Amara J.

★★★★★

The structure of this blueprint made it easy to roll out an AI assistant in under a day.

Daniel R.

★★★★★

We use it to summarise SharePoint content and internal wikis — Copilot just works now.

Priya M.

★★★★★

Perfect if you’re building internal tools with Copilot. Every step is mapped out clearly.

James T.

★★★★★

The automation examples saved us so much time — we use this daily for board reports.

Lina V.

License Type	Professional/Freelancer (1 User), Team (Up to 10 Users), Business (Up to 25 Users), Enterprise/Government Dep. (up to 100 Users)

To build and deploy an AI Agent (customer chatbot or employee helpdesk assistant), the following Microsoft licenses are required. These ensure access to Copilot Studio, Power Platform, and secure deployment within Microsoft Teams or SharePoint.

Microsoft Licenses Needed

License	Use	Notes
Microsoft 365 Copilot	Access generative AI features in Copilot Studio	Required for chatbot creators and AI features
Power Platform per user	Use Power Automate for workflow actions	Needed for integrations and automation
Dataverse or SharePoint (included in M365)	Store and retrieve internal data	Use existing Microsoft 365 storage or add-on
Teams License (Microsoft 365)	Deploy AI chatbot internally in Teams	Already included in most Microsoft 365 plans

Licensing by User Role

For a quick overview, see licensing required by role:

User Role	Copilot	Power Platform	Teams	Dataverse / SharePoint
Bot Creator / Maker	✅	✅	✅	✅
IT / Automation Admin	Optional	✅	✅	✅
Employee / End User	❌	❌	✅	Optional

To Purchase Microsoft Licenses

Visit https://admin.microsoft.com
Sign in with a Global Admin account
Go to: Billing > Purchase services

SKU: N/A Category: Copilot Tags: AI, All-Access, Business, Chatbot, Documents, Employee, Organization, Projects, Support, Work Brand: Business