The AI Workflows Agent That Replaced Your Job

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You think Power Automate is safe, it isn’t.

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Workflow’s agent just ate its lunch while you were still dragging connectors like it’s 2019.

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The truth?

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Conversational, intent-driven automation beats rigid, designer-driven flows for most everyday work.

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Say what you want, get the workflow move on.

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No 47 click schema massage.

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You’ll get a side-by-side reality check, not marketing,

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will measure, build time-saved, error reduction, governance impact, and licensing cost.

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And yes, we’ll talk DLP, auditability environments, and approvals.

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Calm down.

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If you cling to cloud flows after this, that’s a choice.

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An expensive one.

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Let’s define the lanes before we raise.

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Baseline.

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What workflows agent actually is versus Power Automate?

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OK, so basically, Workflow’s agent lives inside Microsoft 365 co-pilot.

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Frontier label means early, English first, changing under your feet, directional, not-cordroom evidence.

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It’s an agent that turns natural language into automations across outlook teams,

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SharePoint, Planner, and Microsoft Graph.

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You describe the outcome?

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It assembles the steps.

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It’s not the Power Automate designer.

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It’s not pretending to be.

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Think of Power Automate as a LEGO kit, structured, deterministic, every brick placed by your meticulous, over-caffeinated hands.

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Think of Workflow’s agent as an assistant who hears “Build me a carport, grab standard parts,

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and has it standing before you finish your latte.”

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Will it match your exact architectural blueprint?

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Not yet.

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Will it shelter the car by lunch?

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Yes.

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Core distinction that most average users miss.

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Workflow based AI versus Agentec AI.

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Today, Workflow’s agent behaves like AI-accelerated workflows.

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It understands intent, composes a sequence, and runs it with context from Graph.

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Full autonomous, multi-hour, self-healing, multi-agent sagas?

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That’s the roadmap, not the Tuesday morning reality.

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What it can do now.

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Trigger on common events, read outlook, post to teams, write to SharePoint lists, create planner tasks,

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pull a manager via Graph and run embedded AI steps for summarize classify.

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It can test and show activity history.

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It handles the basics quickly.

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The edit surface is intentionally thin.

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You steer with words, not with 18 nested pains.

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What it can’t do yet?

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Complex branching with five parallel approvals, long-running SLA’s,

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deep connector breadth across hundreds of third-party systems,

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and visual debugging that shows you every variable’s miserable little life.

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Also, when the agent triggers external actions,

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you’re working under a hundred-second return window.

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Translation, don’t chain attacks audit licensing reality

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because someone will ask by slide three,

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Power Automate is per user or per flow, predictable, but it adds up at scale.

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Workflow’s agent sits with co-pilot and co-pilot studio

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leaning on message-based consumption.

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If you already bought co-pilot for knowledge workers who live in chat,

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the marginal cost of agent-built workflows trends down.

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If you’re automating the entire back office with hundreds of headless flows,

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traditional power automate still pencils out.

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Governance and auditability.

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Breathe.

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Agent activity shows up in admin usage reports.

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DLP applies, align co-pilot agent policies with power platform DLP

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so you don’t spray data across tenants like a broken sprinkler.

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Environments remain your friend, ring fans dev, test,

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prod, restrict who publishes agents.

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Approvals?

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Short, human in the loop decisions are fine in the agent lane,

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long-running approvals with escalations and SLA’s belong in power automate.

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It’s not purity, it’s physics.

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Roadmap signals matter.

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Co-pilot studio extensibility lets you wire custom connectors

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call enterprise systems like SAP or ServiceNow

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and orchestrate multiple agents.

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Admin analytics are expanding so you can stop guessing and start pruning.

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Multi-agent coordination is coming, which is where assistant becomes team.

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Here’s the simple version because you need one.

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Workflow’s agent equals intent to automation for common Microsoft 365 work.

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Power automate equals enterprise grade, durable automation for complex,

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long-running, governed processes.

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The counter-intuitive part, fewer knobs mean fewer places to break.

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Yes, fewer.

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Your habit of overtuning every toggle is not a virtue.

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It’s a failure mode.

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Remember this detail, it’s going to matter when we time the laps.

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Agent is faster to build and safer against configuration drift.

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Power automate is stronger at runtime resilience and forensic clarity.

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Now that you know the rules of the track, let’s run the laps.

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Use case one approvals.

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Clicky click versus say it and ship it.

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Why this matters?

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Approvals are everywhere, purchase orders, content publishes, policy exceptions,

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every hour of delay is a tax you pay because someone somewhere is babysitting a form.

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The difference between approved in minutes and approved by next Tuesday

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is usually how many knobs you insist on turning.

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What we’re building, single-approval, simple routing,

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and a confirmation back to the requester.

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No committee, no escalations, no legal review.

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Just the daily yes, no that gums up your calendar.

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Power automate first, you add a trigger.

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When an item is created or when a requester arrives, you map fields,

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you drop in and start and wait for an approval.

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You pick approved reject, first to respond.

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You wire conditions, add reminders because humans ghost, sprinkle variables.

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Then you test catch a failed schema because the title field got renamed,

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fix it and redeploy.

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It works, it’s deterministic, it’s also brittle,

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any list change, any content type tweak,

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and your perfect little contraption, solx.

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Enter workflows agent, you say,

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when a new request arrives in the SharePoint list at this URL,

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ask Alex to approve, then email me the result and comment.

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The agent reads your intent, grabs a trigger, queries graph for Alex,

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composes the approval, sends the notification and shows you a test run.

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No pains for lunging, no schema diff anxiety.

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You steer with words, refine with words, test with a click.

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Build time.

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Agent wins by minutes, sometimes hours because the added surface is conversation,

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not a UI labyrinth.

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You’ll get a working path faster than you can argue about which approval flavor to pick.

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The truth, most of you overbuilt approvals because the designer tempts you with options.

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The agent simply refuses to enable your tinkering habit.

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Error surface, power, automate collapses, runtime errors with explicit rules,

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but it expands configuration errors, field mismatches,

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missing connections, renamed columns, workflows.

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Agent narrows configuration errors because you aren’t binding every field.

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It composes the glue for you.

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Fewer knobs, fewer misalignments,

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and yes, average user, that’s good governance fit.

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DLP still applies, align co-pilot agent and power platform policies,

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so approval payloads don’t wander into forbidden clouds.

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Auditability, power automate offers beautiful visual traces and long term approval records,

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great for audits and post mortems.

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Work flows, agent logs, activity and admin reports and keeps conversational context,

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but it doesn’t give you the same cinematic replay.

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For short, everyday approvals, that’s fine.

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For anything regulated with SLA’s, stay with power automate, licensing.

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If your org already pays for co-pilot, the marginal cost of these conversational approvals dips towards zero,

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especially when approvals happen in chat.

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If you’re pushing thousands of back office approvals with no chat surface,

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your power automate licenses still make sense.

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Don’t be cute, run the math, per cohort.

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Limits and surprises, agent runs within that 100 second window when it reaches out.

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That’s fine for a simple decision and a couple notifications.

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It’s not fine for elaborate pre-approval validation across six systems.

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Also, you won’t get the same visual debugging because the point is to avoid needing it.

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Findings, agent wind speed and intent capture,

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power automate winds complex branching escalations and SLA’s,

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the counter-intuitive part.

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Fewer knobs equals fewer breakpoints.

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Your love of micro-controls is not rigor,

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its fragility disguised as craftsmanship.

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Practical guidance.

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In your prompt, specify the SharePoint URL,

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the approver by name or role and the return channel.

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Don’t make the agent guess destinations.

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For compliance heavy cases, use a hybrid.

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Agent collects context and kicks off a durable power automate approval with the full audit spine.

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If that’s done, perfect.

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Next, we stress your favorite busy work, Data Sync.

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Use case two, Data Sync, SharePoint list updates with planner, Teams, Pinks.

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Status propagation is the daily paper cut.

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Someone updates a SharePoint item and suddenly five people need to know one task needs to exist

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and Teams wants a tidy summary.

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Do you want it consistent and fast or handcrafted and fragile?

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The scenario on item, create or modify, notify the manager,

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create a planner task and post a summary in Teams.

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No poetry, just signals to the right humans reliably,

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power automate version first because you love suffering.

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Trigger, when an item is created or modified,

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fetch the item, get the creator’s manager via graph.

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Compose the email body, add a planner task with due date rules and checklist.

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Map the SharePoint link into the task description.

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Post a message to a specific Teams channel with a neat card.

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Then you handle the fun parts, planner group and plan IDs, channel IDs,

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HTML versus plain text, and the witchfield just got renamed by a well-meaning intern surprise.

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It’s robust, it’s explicit, and it’s maintenance heavy.

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The good news, you can pin exact destinations, plan ABC, channel XYZ,

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and it will never guess.

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The bad news, every mapping is a place to drift.

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Enter Workflow’s agent, you say.

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When a SharePoint item in this list, URL is created or modified,

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email the creator’s manager a summary, create a planner task for me,

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then post a summary to the Teams channel operations updates.

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The agent assembles, trigger, manager lookup, summary generation, task creation, teams post.

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Done, you didn’t pick goods, you didn’t map 10 fields,

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it infers, say in defaults and shows you a test run, build time.

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Agent wins by a mile for this pattern, you’ll be functional before you found the planner plan ID in Power Automate.

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Why? Because the agent treats this as a template, one it knows,

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and fills blanks with graph context, misrouting risk.

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Here’s what most people miss.

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Defaults are helpful until they’re wrong.

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Workflow’s agent can guess destinations if you’re vague,

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that means your planner task might land in my tasks when you intended onboarding 2025

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or your Teams post might hit the last use channel.

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It’s preventable, specify the SharePoint list URL, the exact planner group and plan,

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and the Teams team and channel by name.

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The more precise the words, the less room for creative interpretation.

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Governance and environments, keep the same separation you pretend to have in Power Automate,

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dev, test, port.

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Apply DLP across copilot, agent and power platform,

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so SharePoint to Teams traffic doesn’t hop into consumer connectors.

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Auditability? Power Automate still gives you the cleanest bread crumbs.

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The agent shows runs in admin reports, but the visual trace in PA is superior for post-mortems.

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Cost at scale.

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If your people live in chat and already have copilot sending notifications

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and creating tasks conversationally, is cost-efficient.

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Message-based consumption amortize as well.

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If you’re syncing thousands of headless updates across departments

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with no chat touchpoints, your per-flow, per-user, power-automate licenses are still economical.

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Arrow surface. Power Automate minimizes runtime surprises because you nailed every mapping.

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It maximizes configuration overhead.

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The agent minimizes configuration overhead.

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And by doing so removes common human mistakes.

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Wrong plan ID, wrong channel ID, broken HTML, trade-off accepted findings.

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Agent is faster for standard patterns, notified task post.

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Power Automate wins deterministic routing, advanced formatting and reusable templates.

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Your PMO can clone.

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The hybrid sweet spot, let the agent catch the event summarized context

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and then call a power automate flow for the durable ID locked updates,

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especially when you need guaranteed routing and retries.

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Practical rule, say the URL, say the group, say the plans, don’t let AI guess.

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Notifications are cute, incidents are not.

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Speaking of which, let’s raise the stakes and watch classification under pressure.

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Use case three, incident triage, IT alerts to teams with assignment.

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Incidents aren’t notifications, they’re timers.

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Every minute a SEV-2 sits in the wrong channel, someone’s SLA turns into confetti.

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You want first response speed without turning your workspace into a siren.

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The scenario, incoming alert, classified,

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root to the correct teams channel, create and assign a planar task with due date rules.

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No heroics, just the right eyeballs quickly.

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Power Automate first, you wire an HTTP trigger or a connector from your monitoring tool.

232
00:11:38,120 –> 00:11:43,080
You normalize the payload because of course they renamed severity to priority last week.

233
00:11:43,080 –> 00:11:44,520
You build conditions.

234
00:11:44,520 –> 00:11:50,000
If SEV-1 and database post in DB on call, if network, root to NOC,

235
00:11:50,000 –> 00:11:52,760
else go to incidents triage.

236
00:11:52,760 –> 00:11:56,600
You enrich with metadata, add a retry policy and write a graceful failure path

237
00:11:56,600 –> 00:11:58,840
that DMs the on call if teams posting fails.

238
00:11:58,840 –> 00:12:02,680
You then create a planar task in the exact plan with a link to the incident ticket,

239
00:12:02,680 –> 00:12:07,560
assigned to the rotation owner, set due date math and drop a card into the channel with a deep link.

240
00:12:07,560 –> 00:12:10,600
Deterministic, resilient, verbose to build.

241
00:12:10,600 –> 00:12:12,840
But when it fails, you know which step coughed.

242
00:12:12,840 –> 00:12:15,320
Enter workflows agent, you say.

243
00:12:15,320 –> 00:12:18,160
When a new incident alert arrives via this webhook,

244
00:12:18,160 –> 00:12:22,960
classified by service and severity, post a concise summary to the correct teams channel,

245
00:12:22,960 –> 00:12:27,960
then create and assign a planar task to the on call for that service with the incident link.

246
00:12:27,960 –> 00:12:29,520
The agent handles the obvious.

247
00:12:29,520 –> 00:12:33,960
It embeds classification with AI, picks the channel, posts and spins up the task.

248
00:12:33,960 –> 00:12:36,520
It feels like cheating because spoiler alert it is.

249
00:12:36,520 –> 00:12:41,240
You skipped 16 decisions and let the agent infer them from context and prior runs.

250
00:12:41,240 –> 00:12:43,920
Build time, agent wins overwhelmingly.

251
00:12:43,920 –> 00:12:46,960
Classification is baked, you don’t handcraft keyword matrices.

252
00:12:46,960 –> 00:12:51,680
You’ll have a functioning flow before your PA version has finished its payload schema therapy.

253
00:12:51,680 –> 00:12:53,760
Misclassification and error rate.

254
00:12:53,760 –> 00:12:55,200
Here’s what most people miss.

255
00:12:55,200 –> 00:12:57,280
Deterministic isn’t the same as correct.

256
00:12:57,280 –> 00:13:00,400
In PA, you’re only as good as your conditions, which age poorly.

257
00:13:00,400 –> 00:13:05,680
In the agent, AI classification adapts better to weird phrasing, until it doesn’t.

258
00:13:05,680 –> 00:13:10,720
That’s why you add a safety rail, specify a default triage channel for low confidence classifications

259
00:13:10,720 –> 00:13:14,520
and instruct the agent to include its confidence score in the post.

260
00:13:14,520 –> 00:13:17,560
If confidence threshold, root to triage words.

261
00:13:17,560 –> 00:13:20,520
Not a tree of doom, auditability and troubleshooting.

262
00:13:20,520 –> 00:13:24,360
Power automate gives you a visual breadcrumb trail, per-action results and retry logs.

263
00:13:24,360 –> 00:13:25,640
Post mortems love that.

264
00:13:25,640 –> 00:13:29,640
Workflow’s agent shows activity in admin reports and you can open the run to see the steps

265
00:13:29,640 –> 00:13:31,240
but you won’t get the same microscope in it.

266
00:13:31,240 –> 00:13:36,520
If you need to prove why an alert hit the wrong channel, PA wins the courtroom drama.

267
00:13:36,520 –> 00:13:38,120
Approvals integration.

268
00:13:38,120 –> 00:13:40,720
If a Sav1 requires an instant manager acknowledgement,

269
00:13:40,720 –> 00:13:45,520
PA’s start and wait for an approval with reminders and escalation is the adult in the room.

270
00:13:45,520 –> 00:13:49,120
The agent can request a quick confirmation but long-running,

271
00:13:49,120 –> 00:13:51,680
SLA track the approval still belong in PA.

272
00:13:51,680 –> 00:13:52,720
Governance.

273
00:13:52,720 –> 00:13:54,080
DLP carries over.

274
00:13:54,080 –> 00:13:57,760
Keep your monitoring, webhooks and teams posts inside approved boundaries.

275
00:13:57,760 –> 00:14:01,760
Separate environments so your test storm doesn’t ping production on call.

276
00:14:01,760 –> 00:14:05,600
Restrict who can publish agents you don’t want interns redefining Sav1.

277
00:14:05,600 –> 00:14:06,400
Licensing.

278
00:14:06,400 –> 00:14:09,600
If your response surface is chat heavy and you’ve bought co-pilot,

279
00:14:09,600 –> 00:14:11,760
the agent’s message-based model is efficient.

280
00:14:11,760 –> 00:14:15,200
If you’re processing high volume headless alerts across many systems,

281
00:14:15,200 –> 00:14:19,200
PA’s per flow economics and scaling control still makes sense.

282
00:14:19,200 –> 00:14:20,000
Findings.

283
00:14:20,000 –> 00:14:23,280
Agent wins first response speed and flexible classification.

284
00:14:23,280 –> 00:14:26,640
PA wins resilience, traceability and surgical control.

285
00:14:26,640 –> 00:14:28,240
The hybrid pattern is obvious.

286
00:14:28,240 –> 00:14:30,960
Agent classifies, posts the first ping,

287
00:14:30,960 –> 00:14:32,960
and on confirmed Sav1,

288
00:14:32,960 –> 00:14:36,880
hands off to a PA flow for durable tasks, escalations and retries.

289
00:14:36,880 –> 00:14:40,160
Fast, where speed matters, explicit where accountability lives.

290
00:14:40,160 –> 00:14:45,280
Use case 4, CRM updates, account notes and follow-ups from Outlook.

291
00:14:45,280 –> 00:14:47,520
Sales ops doesn’t forgive sloppiness.

292
00:14:47,520 –> 00:14:51,280
If the email hits your inbox but not your CRM, the forecast becomes fiction.

293
00:14:51,280 –> 00:14:54,560
You want zero friction capture and zero surprise follow-ups.

294
00:14:54,560 –> 00:14:59,280
Yes, that means prying the notes out of Outlook and landing them in the right record every time.

295
00:14:59,280 –> 00:15:02,320
The scenario, an email from a key account arrives.

296
00:15:02,320 –> 00:15:05,440
You summarize the substance, write a CRM note on the correct account

297
00:15:05,440 –> 00:15:08,320
and create a follow-up task for the owner with a due date.

298
00:15:08,320 –> 00:15:10,560
Bonus points for linking the original email.

299
00:15:10,560 –> 00:15:11,840
Power automate first.

300
00:15:11,840 –> 00:15:13,440
You start with an Outlook trigger.

301
00:15:13,440 –> 00:15:16,080
When a new email arrives and matches a condition set,

302
00:15:16,080 –> 00:15:17,520
like domain equals contoso.

303
00:15:17,520 –> 00:15:19,200
Commodestender is an attract list.

304
00:15:19,200 –> 00:15:20,880
You pass the subject and body.

305
00:15:20,880 –> 00:15:24,320
You look up the account in the CRM connector by email domain.

306
00:15:24,320 –> 00:15:26,160
Then, because accounts are messy,

307
00:15:26,160 –> 00:15:29,440
you add a fallback, try contact first, then roll up to account.

308
00:15:29,440 –> 00:15:31,520
You map fields into a create note action,

309
00:15:31,520 –> 00:15:33,360
subject body regarding object ID.

310
00:15:33,360 –> 00:15:34,640
You attach the email link.

311
00:15:34,640 –> 00:15:36,720
Next, you create a follow-up task,

312
00:15:36,720 –> 00:15:39,280
assign to the owner, set due date rules,

313
00:15:39,280 –> 00:15:43,280
say two business days from received at a category and set a reminder.

314
00:15:43,280 –> 00:15:45,440
You wrap it with IDempotency.

315
00:15:45,440 –> 00:15:47,360
Generate a hash from message ID

316
00:15:47,360 –> 00:15:49,840
to avoid duplicate notes when the message forwards.

317
00:15:49,840 –> 00:15:52,400
Finally, you add try catch branches.

318
00:15:52,400 –> 00:15:54,800
If the account look up returns multiple matches,

319
00:15:54,800 –> 00:15:56,800
send a human validation card.

320
00:15:56,800 –> 00:15:58,800
If the CRM API throttles,

321
00:15:58,800 –> 00:16:01,040
retry with exponential back off.

322
00:16:01,040 –> 00:16:02,800
Deterministic, durable.

323
00:16:02,800 –> 00:16:04,560
Annoyingly verbose to build,

324
00:16:04,560 –> 00:16:08,240
but future you will thank you when someone asks why three notes appeared.

325
00:16:08,240 –> 00:16:09,280
Enter workflows agent.

326
00:16:09,280 –> 00:16:12,560
You say, when I get an email from any contact at the Fabricum account,

327
00:16:12,560 –> 00:16:14,560
summarize the key points in two sentences,

328
00:16:14,560 –> 00:16:17,360
add it as a note on the Fabricum account in CRM,

329
00:16:17,360 –> 00:16:19,280
include a link back to the email,

330
00:16:19,280 –> 00:16:22,400
then create a follow-up task for the account owner due in two days.

331
00:16:22,400 –> 00:16:27,200
The agent ingests the email, runs an embedded summarized step,

332
00:16:27,200 –> 00:16:30,240
resolves Fabricum via graph context and your CRM connector,

333
00:16:30,240 –> 00:16:32,000
writes the note and creates the task.

334
00:16:32,000 –> 00:16:35,920
It feels like cheating because it collapses the mapping ceremony into intent.

335
00:16:35,920 –> 00:16:38,000
You don’t handpick fields, you describe outcomes.

336
00:16:38,000 –> 00:16:40,480
Build time, agent obliterates the setup overhead.

337
00:16:40,480 –> 00:16:44,000
Your life before your PA version finishes the contact account fallback logic.

338
00:16:44,000 –> 00:16:44,960
That’s the point.

339
00:16:44,960 –> 00:16:47,520
Capture from context is where agents shine.

340
00:16:47,520 –> 00:16:48,960
Field mismatch errors.

341
00:16:48,960 –> 00:16:51,840
Power automate still wins structured validation.

342
00:16:51,840 –> 00:16:56,720
If your CRM requires a regarding relationship type or a specific schema for notes,

343
00:16:56,720 –> 00:16:59,040
PA lets you enforce it explicitly

344
00:16:59,040 –> 00:17:01,680
and fail loud with a human in the loop check.

345
00:17:01,680 –> 00:17:03,920
The agent composes reasonable defaults.

346
00:17:03,920 –> 00:17:06,080
If your CRM is unusually pedantic,

347
00:17:06,080 –> 00:17:09,440
you may see occasional “why did it pick that field” moments.

348
00:17:09,440 –> 00:17:10,480
Avoid guessing.

349
00:17:10,480 –> 00:17:12,240
Name the account explicitly in your prompt

350
00:17:12,240 –> 00:17:15,760
or include the CRM URL for the record to reduce ambiguity.

351
00:17:15,760 –> 00:17:16,880
Execution constraints.

352
00:17:16,880 –> 00:17:20,320
Remember the 100 second agent timeout when calling external systems.

353
00:17:20,320 –> 00:17:22,080
Simple note plus task fits.

354
00:17:22,080 –> 00:17:25,120
Long chains, like enrichment calls to three back office systems, don’t.

355
00:17:25,120 –> 00:17:28,000
That’s where you hand off audit, trail and idem potency.

356
00:17:28,000 –> 00:17:29,760
Power automate gives you the visual trace,

357
00:17:29,760 –> 00:17:32,400
the message id, dedupe and a clean story for audits.

358
00:17:32,400 –> 00:17:34,320
The agent logs activity in admin reports,

359
00:17:34,320 –> 00:17:36,720
but you won’t get the same surgical playback yet.

360
00:17:36,720 –> 00:17:38,880
If your sales obs leader breathes compliance,

361
00:17:38,880 –> 00:17:41,120
don’t trust AI will remember.

362
00:17:41,120 –> 00:17:44,560
Implement idem potency in PA, licensing economics.

363
00:17:44,560 –> 00:17:47,840
If your sellers already have co-pilot and live-in outlook in teams,

364
00:17:47,840 –> 00:17:49,840
the marginal cost of agent-driven summaries

365
00:17:49,840 –> 00:17:51,840
and task creation trends down.

366
00:17:51,840 –> 00:17:55,920
If you’re automating for a large field org with strict CRM rules and no chat surface,

367
00:17:55,920 –> 00:17:58,560
PA’s per flow predictability still pencils out.

368
00:17:58,560 –> 00:18:01,600
Findings, agent wins on capture from context and speed,

369
00:18:01,600 –> 00:18:03,680
power automate wins on structured validation,

370
00:18:03,680 –> 00:18:05,600
idem potency and retries.

371
00:18:05,600 –> 00:18:06,800
Practical hybrid.

372
00:18:06,800 –> 00:18:08,800
Let the agent summarize and gather context,

373
00:18:08,800 –> 00:18:13,040
then trigger a PA flow with the email, message id and resolved account id

374
00:18:13,040 –> 00:18:15,840
to perform the durable schema locked updates.

375
00:18:15,840 –> 00:18:18,000
Conversational front and enterprise grade spine,

376
00:18:18,000 –> 00:18:20,400
you get speed without gambling the pipeline.

377
00:18:20,400 –> 00:18:24,640
Use case five, IT onboarding, from request to checklist.

378
00:18:24,640 –> 00:18:27,040
Onboarding is where cute automations go to die.

379
00:18:27,040 –> 00:18:31,680
It’s recurring, cross-app, approval laden and audited by people who enjoy policies.

380
00:18:31,680 –> 00:18:35,120
Day one chaos equals lost productivity and a help desk bonfire.

381
00:18:35,120 –> 00:18:38,560
The scenario, intake request approvals account setup tasks,

382
00:18:38,560 –> 00:18:41,600
teams channel posts, confirmations and status reporting.

383
00:18:41,600 –> 00:18:44,320
Many hands, many systems, many ways to trip,

384
00:18:44,320 –> 00:18:45,840
power automate first.

385
00:18:45,840 –> 00:18:48,240
You build an intake form or share point list.

386
00:18:48,240 –> 00:18:50,720
Trigger on submission, kick off a parallel branch,

387
00:18:50,720 –> 00:18:53,760
HR approval, manager approval, device approval.

388
00:18:53,760 –> 00:18:56,640
Each branch has retries, escalations and timeouts,

389
00:18:56,640 –> 00:18:58,720
because humans again ghost.

390
00:18:58,720 –> 00:19:02,640
Once approved, you orchestrate, create accounts, assign licenses,

391
00:19:02,640 –> 00:19:04,880
add to groups, create a mailbox alias,

392
00:19:04,880 –> 00:19:07,920
provision a one drive, drop a welcome post in the team,

393
00:19:07,920 –> 00:19:12,480
open tickets in ITSM and assemble a checklist in planar with dependencies.

394
00:19:12,480 –> 00:19:13,520
You add guards.

395
00:19:13,520 –> 00:19:16,480
If license assignment fails, rollback group additions.

396
00:19:16,480 –> 00:19:19,600
If HR approval times out, cancel downstream tasks.

397
00:19:19,600 –> 00:19:21,600
You tag every action with correlation IDs

398
00:19:21,600 –> 00:19:24,320
and stash everything in a durable store for audits.

399
00:19:24,320 –> 00:19:28,240
It’s long running, explicit and frankly, exemplary engineering.

400
00:19:28,240 –> 00:19:30,000
Enter workflows agent, you say,

401
00:19:30,000 –> 00:19:32,640
when a new hire request is submitted at this SharePoint URL,

402
00:19:32,640 –> 00:19:35,200
collect the details, confirm with the manager,

403
00:19:35,200 –> 00:19:37,520
create a planar checklist for onboarding tasks,

404
00:19:37,520 –> 00:19:39,680
post a welcome in the team new hires,

405
00:19:39,680 –> 00:19:41,920
and notify IT when approvals are in.

406
00:19:41,920 –> 00:19:44,400
The agent races through intake, nudges the manager,

407
00:19:44,400 –> 00:19:46,560
sets up the checklist and gets the comms moving.

408
00:19:46,560 –> 00:19:48,960
It feels instantaneous because the conversational front

409
00:19:48,960 –> 00:19:51,520
eliminates the configuration ceremony.

410
00:19:51,520 –> 00:19:53,120
But, and this is the adult moment,

411
00:19:53,120 –> 00:19:57,280
deep branching, SLA’s and conditional rollbacks inside a 100 second window?

412
00:19:57,280 –> 00:20:01,360
No, build time agent is unbeatable for intake, confirmation and kickoff.

413
00:20:01,360 –> 00:20:03,600
You’ll have a working front door and a living checklist

414
00:20:03,600 –> 00:20:06,480
before your PA flow finishes its third parallel branch,

415
00:20:06,480 –> 00:20:08,160
reduction in handoffs and errors.

416
00:20:08,160 –> 00:20:12,800
The agent’s summarization and manager confirmation kill the missing fields plague.

417
00:20:12,800 –> 00:20:15,600
No more back and forth for the start date or job code.

418
00:20:15,600 –> 00:20:17,600
Power automate then takes a clean payload

419
00:20:17,600 –> 00:20:20,720
and does the durable, reversible, audited, heavy lifting.

420
00:20:20,720 –> 00:20:22,720
Governance, keep environment separated.

421
00:20:22,720 –> 00:20:25,840
DLP aligned across co-pilot agent and power platform.

422
00:20:25,840 –> 00:20:29,120
Lock publishing rights, approvals with SLA’s and escalation rules

423
00:20:29,120 –> 00:20:31,120
live in power automate non-negotiable.

424
00:20:31,120 –> 00:20:32,480
Quick confirmation pings?

425
00:20:32,480 –> 00:20:34,080
Agents fine.

426
00:20:34,080 –> 00:20:34,880
Licensing?

427
00:20:34,880 –> 00:20:36,560
If HR and managers live in chat,

428
00:20:36,560 –> 00:20:39,600
the marginal cost of the agent intake drops to near zero.

429
00:20:39,600 –> 00:20:43,040
The marathon, licensing assignment, group membership, ITSM,

430
00:20:43,040 –> 00:20:46,400
still justifies PA licensing where scale and durability matter.

431
00:20:46,400 –> 00:20:47,840
Findings.

432
00:20:47,840 –> 00:20:49,040
Agents starts the play,

433
00:20:49,040 –> 00:20:50,800
power automate runs the marathon.

434
00:20:50,800 –> 00:20:53,760
Refactor the front door to agent for speed and clarity.

435
00:20:53,760 –> 00:20:56,240
Keep the backbone in PA for reliability,

436
00:20:56,240 –> 00:20:57,680
retries and audits.

437
00:20:57,680 –> 00:21:00,720
Rule of thumb, conversational front end, enterprise grade back end.

438
00:21:00,720 –> 00:21:02,160
Use the right spine.

439
00:21:02,160 –> 00:21:03,200
The scorecard.

440
00:21:03,200 –> 00:21:05,600
Build time, errors, governance, cost.

441
00:21:05,600 –> 00:21:06,800
Time to hand out trophies.

442
00:21:06,800 –> 00:21:07,920
Build time first.

443
00:21:07,920 –> 00:21:10,240
Work flows, agent slashes setup for common patterns,

444
00:21:10,240 –> 00:21:12,800
approvals, notify task post intake and kickoff.

445
00:21:12,800 –> 00:21:14,640
You’ll be live in minutes, not afternoons.

446
00:21:14,640 –> 00:21:17,040
Power automate is slower because you’re explicit.

447
00:21:17,040 –> 00:21:19,440
Every mapping, every branch, but predictably so.

448
00:21:20,160 –> 00:21:23,280
Verdict agent for speed PA for precision, errors,

449
00:21:23,280 –> 00:21:25,360
two kinds, configuration and runtime.

450
00:21:25,360 –> 00:21:27,040
Agent reduces configuration errors

451
00:21:27,040 –> 00:21:29,760
by refusing to let you micromanage every field.

452
00:21:29,760 –> 00:21:31,920
Fewer knobs, fewer misalignments.

453
00:21:31,920 –> 00:21:34,080
Power automate minimizes runtime errors

454
00:21:34,080 –> 00:21:37,040
through explicit rules, retries and idempotency.

455
00:21:37,040 –> 00:21:40,080
Verdict agent lowers setup mistakes.

456
00:21:40,080 –> 00:21:41,680
PA lowers production surprises.

457
00:21:41,680 –> 00:21:44,320
Governance agent now surfaces usage analytics

458
00:21:44,320 –> 00:21:46,080
in admin reports, respects DLP

459
00:21:46,080 –> 00:21:48,400
and can be ring-fanced by environment and role.

460
00:21:48,400 –> 00:21:49,280
Good progress.

461
00:21:49,280 –> 00:21:51,440
Power automate still wins audit trails,

462
00:21:51,440 –> 00:21:53,360
visual traces, environment maturity

463
00:21:53,360 –> 00:21:54,960
and approvals with SLAs.

464
00:21:54,960 –> 00:21:57,680
Verdict agent acceptable for everyday work.

465
00:21:57,680 –> 00:22:00,400
PA for regulated long-running processes.

466
00:22:00,400 –> 00:22:01,280
Licensing.

467
00:22:01,280 –> 00:22:04,240
If you’ve bought co-pilot and your automation’s live in chat,

468
00:22:04,240 –> 00:22:06,560
agent workflows write message-based economics

469
00:22:06,560 –> 00:22:09,600
and undercut per user per flow for those cohorts.

470
00:22:09,600 –> 00:22:11,200
If you’re running a broad portfolio

471
00:22:11,200 –> 00:22:13,040
of headless cross-system automations,

472
00:22:13,040 –> 00:22:14,880
PA’s licensing stays rational.

473
00:22:14,880 –> 00:22:17,200
Verdict, cohort math, not ideology.

474
00:22:17,200 –> 00:22:18,080
Decision matrix.

475
00:22:18,880 –> 00:22:21,360
Simple, intent-friendly, human in the loop.

476
00:22:21,360 –> 00:22:22,320
Agent.

477
00:22:22,320 –> 00:22:25,920
Complex, long-running, regulated,

478
00:22:25,920 –> 00:22:28,400
power automate, hybrid wins most.

479
00:22:28,400 –> 00:22:30,720
Agent for capture and orchestration prompts.

480
00:22:30,720 –> 00:22:33,120
PA for durable execution and audits.

481
00:22:33,120 –> 00:22:35,840
The practical migration filter you’ll use tomorrow.

482
00:22:35,840 –> 00:22:37,840
If it needs a gant chart to explain,

483
00:22:37,840 –> 00:22:38,880
keep it in PA.

484
00:22:38,880 –> 00:22:40,400
If you can state it in one sentence

485
00:22:40,400 –> 00:22:41,760
without gasping for air,

486
00:22:41,760 –> 00:22:42,960
draft it in agent.

487
00:22:42,960 –> 00:22:44,320
And when in doubt, split.

488
00:22:44,320 –> 00:22:45,520
Agent collects context.

489
00:22:45,520 –> 00:22:48,480
PA does the irreversible stuff with retries and receipts.

490
00:22:48,480 –> 00:22:50,080
Here’s the uncomfortable truth you needed.

491
00:22:50,080 –> 00:22:52,000
Your manual flow hoarding is the bottleneck.

492
00:22:52,000 –> 00:22:54,000
The agent didn’t kill power automate.

493
00:22:54,000 –> 00:22:56,160
It killed your excuse to spend a week wiring

494
00:22:56,160 –> 00:22:58,560
what a sentence can start in 30 seconds.

495
00:22:58,560 –> 00:23:00,640
Refactor plan, what to keep, what to move,

496
00:23:00,640 –> 00:23:02,880
what to retire, inventory first,

497
00:23:02,880 –> 00:23:04,320
not vibes, facts.

498
00:23:04,320 –> 00:23:07,840
Pull your flow catalog and tag each by four attributes.

499
00:23:07,840 –> 00:23:11,760
Complexity, single branch versus gant chart.

500
00:23:11,760 –> 00:23:14,000
Run time length, seconds versus days,

501
00:23:14,000 –> 00:23:15,440
regulatory sensitivity,

502
00:23:15,440 –> 00:23:16,960
non-internal audited,

503
00:23:16,960 –> 00:23:18,160
and user touch points.

504
00:23:18,400 –> 00:23:20,560
Chat email prompts versus headless.

505
00:23:20,560 –> 00:23:22,960
You’ll find three piles faster than you expect.

506
00:23:22,960 –> 00:23:25,360
Keep in power, automate anything long-running,

507
00:23:25,360 –> 00:23:26,960
multi-branch or regulated.

508
00:23:26,960 –> 00:23:28,400
That’s your onboarding spine,

509
00:23:28,400 –> 00:23:30,800
multi-stage approvals with escalations,

510
00:23:30,800 –> 00:23:32,320
finance closed checklists,

511
00:23:32,320 –> 00:23:33,680
ITSM rollbacks,

512
00:23:33,680 –> 00:23:35,920
and any integration that needs item potency,

513
00:23:35,920 –> 00:23:37,760
retries and forensic logs.

514
00:23:37,760 –> 00:23:40,560
If a missed SLA triggers an audit, it stays.

515
00:23:40,560 –> 00:23:42,000
If a flow touches five systems

516
00:23:42,000 –> 00:23:43,680
and needs compensation logic, it stays.

517
00:23:43,680 –> 00:23:45,360
Adult automation lives here.

518
00:23:45,360 –> 00:23:46,720
Move to workflows agent,

519
00:23:46,720 –> 00:23:48,480
intake summaries, notifications,

520
00:23:48,480 –> 00:23:50,880
status digest and simple approvals.

521
00:23:50,880 –> 00:23:53,840
Anywhere, say it, run it, confirm it, applies.

522
00:23:53,840 –> 00:23:54,880
Examples.

523
00:23:54,880 –> 00:23:56,720
One approver, yes, no list updates

524
00:23:56,720 –> 00:23:58,640
that ping a manager and create a task,

525
00:23:58,640 –> 00:24:00,240
daily summaries to teams.

526
00:24:00,240 –> 00:24:02,080
Quick CRM node capture from Outlook.

527
00:24:02,080 –> 00:24:04,640
The 100-second constraint isn’t a problem for these.

528
00:24:04,640 –> 00:24:05,840
You’ll slash build time

529
00:24:05,840 –> 00:24:08,240
and eliminate the config drift clown show.

530
00:24:08,240 –> 00:24:10,320
Hybrid handoffs, the Workhorse pattern,

531
00:24:10,320 –> 00:24:11,600
agent collects context,

532
00:24:11,600 –> 00:24:13,120
validates with a human in chat,

533
00:24:13,120 –> 00:24:16,160
and then triggers a power automate flow for durable actions.

534
00:24:16,160 –> 00:24:18,880
You respect the time window by sending a compact payload,

535
00:24:18,880 –> 00:24:21,360
IDs and essentials, not your life story.

536
00:24:21,360 –> 00:24:23,280
The PA flow owns the heavy lifting,

537
00:24:23,280 –> 00:24:26,640
schema locked rides, retries, audit stamps and SLAs.

538
00:24:26,640 –> 00:24:28,000
You get the speed of conversation

539
00:24:28,000 –> 00:24:29,280
in the spine of engineering.

540
00:24:29,280 –> 00:24:31,920
Governance set up before migration, yes, before.

541
00:24:31,920 –> 00:24:33,200
Create dev test,

542
00:24:33,200 –> 00:24:36,160
prod environments for agents and PA aligned one to one.

543
00:24:36,160 –> 00:24:39,360
Align DLP policies across co-pilot agent and power platform

544
00:24:39,360 –> 00:24:41,120
so data parts stay legal.

545
00:24:41,120 –> 00:24:42,560
Define who can publish agents

546
00:24:42,560 –> 00:24:44,720
and who can bind them to production data.

547
00:24:44,720 –> 00:24:46,240
Turn on admin usage reports

548
00:24:46,240 –> 00:24:48,640
and decide retention for agent conversations now,

549
00:24:48,640 –> 00:24:50,400
not after legal emails you.

550
00:24:50,400 –> 00:24:52,480
Playbook, pilot 10% of flows,

551
00:24:52,480 –> 00:24:56,000
pick representative cohorts, approvals, data sync, sales notes,

552
00:24:56,000 –> 00:24:58,320
rebuild the front door and agent wear appropriate

553
00:24:58,320 –> 00:25:00,400
or move the whole thing if it’s simple.

554
00:25:00,400 –> 00:25:03,200
Measure build time delta and error delta for each cohort.

555
00:25:03,200 –> 00:25:06,560
If the numbers hold expand by cohort, not by enthusiasm,

556
00:25:06,560 –> 00:25:08,320
document prompt patterns that work.

557
00:25:08,320 –> 00:25:11,040
URLs, exact group plan names, channel names,

558
00:25:11,040 –> 00:25:12,240
and standardize them.

559
00:25:12,240 –> 00:25:14,560
Anti-patterns to avoid because I know you,

560
00:25:14,560 –> 00:25:17,280
don’t rebuild complex PA logic inside the agent,

561
00:25:17,280 –> 00:25:19,440
you’re fighting physics and you will lose.

562
00:25:19,440 –> 00:25:23,520
Don’t let AI guest destinations names URLs IDs in the prompt every time.

563
00:25:23,520 –> 00:25:24,960
Don’t promote agents straight to prod

564
00:25:24,960 –> 00:25:26,720
because it worked in my tenant.

565
00:25:26,720 –> 00:25:29,280
And don’t confuse fewer knobs with less governance,

566
00:25:29,280 –> 00:25:30,560
the knobs move to policy,

567
00:25:30,560 –> 00:25:34,640
which takes us to the part IT actually cares about, controls.

568
00:25:34,640 –> 00:25:37,280
Governance, security, and admin reality check.

569
00:25:37,280 –> 00:25:40,000
DLP first, align co-pilot agent policies

570
00:25:40,000 –> 00:25:41,520
with your power platform DLP

571
00:25:41,520 –> 00:25:44,800
so data can’t leak across tenants or into consumer connectors.

572
00:25:44,800 –> 00:25:47,120
If SharePoint and Teams are business only,

573
00:25:47,120 –> 00:25:48,480
enforce it consistently.

574
00:25:48,480 –> 00:25:51,120
Any connector allowed in PA that’s disallowed in co-pilot

575
00:25:51,120 –> 00:25:53,040
is a policy bug waiting to happen.

576
00:25:53,040 –> 00:25:55,680
Fix the matrix, don’t trust tribal memory.

577
00:25:55,680 –> 00:25:56,800
Auditability.

578
00:25:56,800 –> 00:26:00,080
Turn on the agents user report in the Microsoft 365 admin center

579
00:26:00,080 –> 00:26:03,200
and decide retention for both conversations and actions.

580
00:26:03,200 –> 00:26:06,560
Define who can access run histories and how long they’re kept.

581
00:26:06,560 –> 00:26:10,160
Power automate still wins cinematic replays with per-action traces.

582
00:26:10,160 –> 00:26:11,600
Use that where audits live.

583
00:26:11,600 –> 00:26:13,440
For agent, establish the rule.

584
00:26:13,440 –> 00:26:16,800
For regulated processes, the agent must hand off to a PA flow

585
00:26:16,800 –> 00:26:18,240
that provides the audit spine.

586
00:26:18,240 –> 00:26:20,400
Conversational shadows don’t pass audits.

587
00:26:20,400 –> 00:26:23,840
Environments, separate dev test prod for both agents and PA.

588
00:26:23,840 –> 00:26:25,600
Mirror data sources and permissions,

589
00:26:25,600 –> 00:26:26,720
so tests are real.

590
00:26:26,720 –> 00:26:28,560
Restrict who can publish agents to prod?

591
00:26:28,560 –> 00:26:30,960
Our back at the door approvals for promotion.

592
00:26:30,960 –> 00:26:33,360
Yes, require change tickets for flows and agents

593
00:26:33,360 –> 00:26:34,880
that touch regulated data.

594
00:26:34,880 –> 00:26:37,680
No, it’s just AI is not a get out of governance free card.

595
00:26:37,680 –> 00:26:39,840
Approvals, standardized patterns.

596
00:26:39,840 –> 00:26:42,720
Quick short approvals with a clear trail are fine and agent.

597
00:26:42,720 –> 00:26:45,600
Long running, SLA tract approvals with escalation rules

598
00:26:45,600 –> 00:26:47,120
stay in power automate.

599
00:26:47,120 –> 00:26:48,480
Create templates for both,

600
00:26:48,480 –> 00:26:50,240
so people stop improvising governance.

601
00:26:50,240 –> 00:26:52,160
If an approval can block payroll,

602
00:26:52,160 –> 00:26:54,560
it belongs in PA with SLA’s,

603
00:26:54,560 –> 00:26:56,720
reminders and escalation chains.

604
00:26:56,720 –> 00:26:58,800
Non-negotiable observability.

605
00:26:58,800 –> 00:27:01,440
Instrument the agent side with co-pilot studio analytics

606
00:27:01,440 –> 00:27:04,000
and Azure AI safety metrics were available.

607
00:27:04,000 –> 00:27:07,120
Watch classification confidence, failure rates and fallback routes.

608
00:27:07,120 –> 00:27:10,000
On the PA side, keep your solution level telemetry,

609
00:27:10,000 –> 00:27:12,880
retry counts, exception parts, average duration.

610
00:27:12,880 –> 00:27:14,000
Review both monthly.

611
00:27:14,000 –> 00:27:15,280
If you’re not looking at the numbers,

612
00:27:15,280 –> 00:27:16,480
you’re not running production.

613
00:27:16,480 –> 00:27:17,680
You’re hoping?

614
00:27:17,680 –> 00:27:18,800
Risk posture.

615
00:27:18,800 –> 00:27:20,800
Frontier features are shiny and early.

616
00:27:20,800 –> 00:27:22,880
Ring fans them, pilot with select users,

617
00:27:22,880 –> 00:27:25,040
define rollback plans and isolate data,

618
00:27:25,040 –> 00:27:27,920
document what’s in frontier and what’s in production support.

619
00:27:27,920 –> 00:27:29,920
If a feature label says directional,

620
00:27:29,920 –> 00:27:33,040
translate that to not a legal dependency in your policy,

621
00:27:33,040 –> 00:27:34,560
your lawyers will not grimly.

622
00:27:34,560 –> 00:27:36,080
Data residency and privacy.

623
00:27:36,080 –> 00:27:39,440
Agents inherit Microsoft 365 security baselines,

624
00:27:39,440 –> 00:27:41,920
but your policy must state which data is in scope

625
00:27:41,920 –> 00:27:43,840
for agent processing and which is not.

626
00:27:43,840 –> 00:27:46,800
Sensitive HR, fine with proper DLP and handoffs,

627
00:27:46,800 –> 00:27:47,920
cross tenant finance,

628
00:27:47,920 –> 00:27:49,920
probably not in agent without a PA spine

629
00:27:49,920 –> 00:27:51,120
and explicit approvals.

630
00:27:51,120 –> 00:27:53,680
Write it down, enforce it, change control,

631
00:27:53,680 –> 00:27:56,000
treat prompt text like code, version it,

632
00:27:56,000 –> 00:27:59,200
store blessed prompts in a repo or at least a secured list.

633
00:27:59,200 –> 00:28:02,000
If someone fixes the words and breaks routing,

634
00:28:02,000 –> 00:28:04,720
you need a diff and a rollback, not a witch hunt.

635
00:28:04,720 –> 00:28:07,280
Bottom line, the agent is not shadow IT

636
00:28:07,280 –> 00:28:09,040
if you govern it where it lives.

637
00:28:09,040 –> 00:28:12,000
Policy environments are bi-at-t observability.

638
00:28:12,000 –> 00:28:14,960
Power automate remains your audit grade execution engine.

639
00:28:14,960 –> 00:28:16,640
Together, they are governable.

640
00:28:16,640 –> 00:28:17,920
Separately, they are chaos.

641
00:28:17,920 –> 00:28:18,960
Choose together.

642
00:28:18,960 –> 00:28:21,040
The blunt verdict and your next move.

643
00:28:21,040 –> 00:28:22,320
The takeaway.

644
00:28:22,320 –> 00:28:23,680
Power automate isn’t dead.

645
00:28:23,680 –> 00:28:25,360
Your manual flow holding is.

646
00:28:25,360 –> 00:28:26,880
Agent front for speed,

647
00:28:26,880 –> 00:28:29,360
PA spine for durability and hybrids

648
00:28:29,360 –> 00:28:31,120
for anything that pays the bills.

649
00:28:31,120 –> 00:28:33,360
If this saved you time, repay the debt.

650
00:28:33,360 –> 00:28:37,040
Refactor one approval and one data sink into agent this week.

651
00:28:37,040 –> 00:28:38,880
Measure time and error deltas.

652
00:28:38,880 –> 00:28:41,440
Then graduate to a hybrid CRM update.

653
00:28:41,440 –> 00:28:44,400
Subscribe for the full migration workshop next episode.