An assistant in service by next week.
The first level of implementation: a specialised assistant built in a single session, inside the Claude or Copilot environment your teams already use. Within your environment and with your existing licences, where the configuration allows. An assistant helps a team with a defined task; when the need calls for more structured sources, actions and governance, the next step is Level 2 with Copilot Studio.
Four building blocks, depending on the need.
The scoping call points to the right block. All of them are built in a workshop, on your existing licences.
Claude Project
A space with permanent instructions and reference documents: a shared mini-agent dedicated to one business process.
Copilot assistant
A no-code assistant built with Agent Builder, grounded in your SharePoint documents, with links back to the sources.
Shared Skills
A recurring procedure encoded once, applied the same way every time, by everyone.
Scheduled Cowork task
A recurring piece of work delegated and scheduled: monitoring, reporting, synthesis, delivered on time.
From idea to assistant in service, in one session.
The typical flow of a half-day to one-day workshop, depending on how many assistants are built.
Choosing the right case
Some processes justify an assistant and others don't. This step often saves more than it costs.
- The rule: a repetitive task, unambiguous, with a defined deliverable
- Frequency and volume: a daily or weekly need, rather than a one-off
- First case chosen: the one with the cleanest reference documents
Gathering the foundations
The assistant is only as good as its instructions and references. Everything is prepared with the users.
- Instructions: what the assistant should do, refuse, and in what tone
- Reference documents: validated templates, procedures, examples of successful deliverables
- Access rights: who sees what, decided before the build
Building the assistant live
Your teams at the controls, guided step by step: that is what makes the internal takeover possible.
- Built live in your environment, on your licences
- Tested immediately on real cases brought by the participants
- Adjusted in session: wording, scope, edge cases
Handing over
You don't leave with a deliverable: you leave with a capability.
- A short operating note written during the workshop, by your teams
- Who evolves what: an internal owner, named in session
- The method to build the next one without outside help
What it looks like across functions.
A first selection of typical cases. Scoping will determine which block fits yours.
Answers grounded in your agreements
An assistant grounded in your agreements, charters and procedures: leave, expenses, remote work, with links back to the source text.
Writing in the house voice
A Project with your validated templates and references: every proposal starts from a compliant base.
One template, applied by all
A Skill that encodes the internal report template: same structure, same rigour, whoever writes it.
A sourced note every Monday
A scheduled Cowork task: sector monitoring collected, cross-checked and summarised before the first meeting.
A commented report
A Project with your templates and indicators: the monthly report commentary starts from a structured analysis, in your format.
Content in the editorial voice
A Project that encodes your editorial line and references: posts, newsletters and pages produced in one consistent voice.
Frequently asked questions
An AI assistant is configured to address a specific business need using instructions, references and context defined with its users. It can, for example, apply a recurring method, work from a set of documents or help a team produce a type of deliverable more consistently.
An assistant generally suits a relatively simple need that can be handled directly in an environment such as Claude or Microsoft Copilot. Microsoft Copilot Studio becomes relevant when a more structured agent must use several knowledge sources, call tools, trigger actions or orchestrate workflows.
A first assistant can be implemented quickly when the use case is clearly defined and the necessary documents or knowledge are available. The work involves scoping the need, structuring instructions and sources, testing the assistant with users, then transferring the method so the team can develop it further.
Yes. The support is designed so that teams leave with a working assistant, its documentation and the method needed to modify and develop it. The objective is to make users autonomous rather than create permanent dependence on a provider.
Got a repetitive process in mind? That is the best starting point.
Book 30 minutes
A scoping call: your context, your teams, the format that fits best.
Describe your need
Three lines is enough: reply within 24 h.