AI
The Out-of-Box Document Processor Agent
90% of new enterprise data is unstructured, and documents drive most enterprise workflows: invoices, insurance claims, medical results. Copilot Studio’s document processor agent handles this without model training or manual workflow setup. A configuration wizard collects sample documents, extraction field definitions, validation rules, and approver assignments. The output is a fully wired Copilot Studio agent with Dataverse storage and Power Automate flows attached.
Bego walked through the document processor agent wizard setup demo (03:25) live, from blank slate to published agent.
Human-in-the-Loop Controls for Agent Workflows
Once an email with an invoice arrives, the document processor agent extracts data and routes it through Power Automate flows. A new validation station app displays the original document alongside extracted fields side by side, so an approver can confirm the data before it moves downstream.
“these new agents, it’s not just a conversational agent.” — Gwenael Bego
When a validation rule fails, the agent sends a Teams notification and waits for approval before continuing. After processing, the agent answers status queries conversationally: how many invoices were approved, which documents are pending, what happened with a specific submission.
Custom Agents with Multi-Step Prompts
Antonio Rodrigues built a car rental accident report agent using three chained prompts. In the car accident report agent demo (16:18), the first prompt takes multimodal input: an accident form with a hand-drawn diagram, identifies the responsible party, and emits structured JSON. The second queries Salesforce for franchise amount and Dataverse for tax rate. The third assembles the report and uses Power Fx formulas for the total calculation, keeping arithmetic exact where a language model would be unreliable.
“When you are in topic, you are in a deterministic area,” — Antonio Rodrigues
New Platform Tools: Templates, Models, and Doc Generation
Four knowledge connectors for prompts arrived in public preview: Salesforce, SAP, Oracle, and Zendesk. Multimodal prompt support moved to general availability. Power Fx formula support inside prompts is in private preview. The prompt library ships with 60-plus templates. For regulated industries, the custom document processing model now runs on Azure Document Intelligence 4.0, adding pre-built models for contracts, healthcare forms, and tax forms.
A new doc generation feature (private preview) outputs prompt results as a Word document formatted to a user-supplied template, making bulk document generation reviewable and editable.
Notable Quotes
these new agents, it’s not just a conversational agent. Gwenael Bego · ▶ 9:55
A process that could have taken me days to try to figure out, Gwenael Bego · ▶ 8:01
When you are in topic, you are in a deterministic area, Antonio Rodrigues · ▶ 18:55
Key Takeaways
- The document processor agent ships a full invoice-to-approval workflow out of the box with no model training required.
- Chaining discrete prompts with JSON output keeps each AI step scoped and its results reusable in downstream flows.
- Power Fx formulas embedded in prompts handle deterministic calculations where generative models are unreliable.