Uploaded July 2026 | Updated September 2026, 2 weeks ago

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📽️ Watch this ➡️ youtu.be/CUop3lCh3A0
🎓 Copilot Masterclass ➡️ learncopilot.ai/masterclass

Tired of answering the same expense questions every week? In this Short I build an expense policy agent in Microsoft 365 Copilot in 3 steps — create the agent, define its job, upload your policy file. The Copilot agent builder handles the rest: goal, instructions, suggested prompts, done. Then it answers questions like "Can I expense a client dinner?" instantly and shows you exactly where the answer came from. No code required.

📚 Resources Mentioned in this video

Copilot Essentials Course:
➡️ learncopilot.ai/masterclass

🟩 Copilot Essentials for your organization
➡️ teamtraining.learncopilot.ai

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🤝 Work with me
🤖 Copilot Essentials On-Demand Course 👉 learncopilot.ai/masterclass
🔗 Microsoft Copilot Courses for busy professionals 👉 learncopilot.ai
💼 LinkedIn 👉 linkedin.com/in/david-fortin-cpa-816b20b5
📧 Business Inquiry 👉 davidfortincpa@davidpba.com

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Corporate Training, want to train your whole team on the Microsoft Copilot Topic?
🟩 teamtraining.learncopilot.ai


#CopilotAgents #MicrosoftCopilotAgent #MicrosoftCopilot