AI Business Solutions
AI Business Process
Invoke's AI Business Process practice uses Microsoft Copilot Studio and Power Platform to automate real departmental work. We find and size the best process opportunities, set up governed environments before anyone builds, ground agents on trusted business data, and deliver agents, automated workflows and low-code apps, with a maker community and cost controls that keep it going.
- Solution Area
- AI Business Solutions
- Built on
- Microsoft Copilot Studio, Microsoft Power Platform
- Who's involved
- Process owners, makers and IT
- How to work with us
- Invoke Advise and Invoke Engage
The challenge
Processes stuck in email and spreadsheets.
Departments know where the manual work is, but automation projects stall on governance, data and proof of value.
- Manual, repetitive work
Requests, approvals and hand-offs still run on email and spreadsheets.
- Makers without guardrails
Apps and agents spread without environments, lifecycle management or data policies.
- Agents without trusted data
Agents grounded on the wrong data give the wrong answers.
- Value that is hard to prove
Without baselines, it's hard to show the time or cost saved.
What we cover
9 capabilities, one practice.
Each area can stand alone or be part of a larger program. We start where the risk or the value is highest.
- Process Intelligence & Opportunity Pipeline
Find and size automation opportunities using volume, cycle time and error data.
- Low-Code Platform Governance & ALM
Managed environments, data policies and application lifecycle management, set up before makers build.
- Governed Business Data & Connectors
Agents and automations grounded on governed business data and approved connectors.
- Declarative & Autonomous Agents
Copilot Studio agents, from knowledge agents to autonomous agents, with human approval where needed.
- Process Automation & Workflows
End-to-end automation with agent flows, cloud flows and desktop automation.
- Low-Code Business Applications
Power Apps where a process needs a user interface.
- Maker Community & Process Realization
Enablement, reusable components and office hours for your makers.
- Low-Code Capacity Cost Management (FinOps)
Budgets and monitoring for Copilot Studio and Power Platform capacity and credits.
- External-Facing Portals
Governed Power Pages portals for customers and partners.
How we work
From priorities to results, in five stages.
Every engagement moves through the same stages, whether you start with an assessment or a full program.
- Stage 1 Align
Agree on outcomes, priorities and the people involved.
- Stage 2 Prepare
Assess readiness and design the target state.
- Stage 3 Enable
Deploy and configure the Microsoft capabilities.
- Stage 4 Adopt
Roll out to people and processes, with training and change support.
- Stage 5 Optimize
Measure results, tune and plan what comes next.
Why Invoke
Practitioners who work only on Microsoft.
Agent 365 launch partner
Microsoft selected Invoke as a launch partner for Microsoft Agent 365, its control plane for AI agents.
Security built in
Identity, data and threat protection from our Security practice come with every rollout.
From pilot to program
A process pipeline and maker community that keep automation growing after the first win.
Recognized by Microsoft
- Launch partner
Microsoft Agent 365
Selected by Microsoft to deliver secure, governed AI agents to the enterprise.
Questions
AI Business Process, answered.
What's the difference between AI Workforce and AI Business Process?
AI Workforce helps each employee work better with Microsoft 365 Copilot and ready-made agents. AI Business Process automates whole processes, such as intake, approvals and case handling, with Copilot Studio agents, workflows and low-code apps.
How do you choose which processes to automate first?
We baseline candidate processes on volume, cycle time and error rates, then rank them by value and effort, so you start with the processes that pay back fastest.
How do you keep low-code apps and agents governed?
Before anyone builds, we set up managed environments, data policies for connectors and application lifecycle management, so every app and agent is built, tested and released the same way.
Can Copilot Studio agents act on their own?
Yes. Autonomous agents can respond to events and complete multistep tasks. We design them with clear limits, monitoring and human approval for the steps that need it.
Talk to an AI automation practitioner.
Book a briefing to review where you are today and the next step that matters most.