Copilot agents.
110 agents you can build in Copilot Studio against Keep. None of them write to a source system, and each answers within the permissions of the person asking.
How Copilot connects
Copilot Studio agent
In Microsoft. Instructions, trigger phrases, and the connection to Keep.
Keep, over MCP
Retrieval across the connected sources, scoped to the caller's access.
The company's systems
Google Workspace, Microsoft 365, Slack, GitHub, QuickBooks.
- Nothing writes back to a source system.
- Nothing is copied into Microsoft's index.
- 49 of the 110 agents work against the live connectors today. The catalog marks those with ★.
- For a single task for your own assistant, see Skills.
The first ten
Ten agents for a first meetingExecutive and cross-company
★ Weekly digest
What changed across every system last week, written for one executive and scoped to what they can see.
Board pack assembler
Pulls the metrics, the commentary and the prior deck into a draft, with each number traced to its source.
★ Decision archaeology
Where was this decided, by whom, and what was the reasoning. Finds the thread, not just the outcome.
Commitment tracker
Promises made in writing across email, chat and contracts, with dates and owners.
★ Company answer desk
Answers "what is our policy on X" from real internal documents, quoting the paragraph and naming the file.
Quarter retrospective
What shipped, what slipped, what it cost, assembled from the systems rather than from memory.
Attention map
Where discussion is concentrated this month, which surfaces bottlenecks nobody has escalated.
New executive context pack
The last twelve months of a function's history, permission-scoped, for someone who just joined.
Duplicate effort finder
Two teams solving the same problem in different systems.
★ What is waiting on me
Every thread across systems where someone is blocked on this person.
Sales and revenue
★ Account brief
One customer, everything: email and Teams threads, the proposal, the shared channel, their issues, their invoices and payment history.
★ Renewal prep
What they pay, what was promised in writing, what is unresolved, what changed since last year.
★ Pricing precedent
What we have charged for this shape of deal before, with the evidence.
Proposal assembler
Finds the closest prior proposal and adapts it, rather than starting from a template.
Competitive mentions
Everywhere a competitor came up, across email, chat and notes, with context.
Deal risk scan
Deals with no recent activity, unanswered questions, or unresolved commitments.
Champion tracker
Who at the account actually engages, based on real correspondence.
Lost deal post-mortem
The full record of what happened, without relying on anyone's write-up.
Warm path finder
Who at our company already knows someone at the target account.
★ Follow-up drafter
The email after the meeting, grounded in the actual thread and prior commitments.
★ Quote versus invoice check
What was quoted against what was billed.
Territory handover pack
Everything a rep needs when an account changes hands.
★ Reference customer finder
Customers with evidence of being happy: paid on time, praised in writing, low support load.
RFP answer bank
How we answered this exact question before, and whether it is still true.
Customer success and support
★ Customer health brief
Payments, support volume, sentiment in shared channels, open commitments, in one view.
★ Escalation timeline
What happened, in order, across every system, for the call you are about to take.
Pre-reply context pack
Everything about this customer before anyone answers the ticket.
Recurring issue detector
The same complaint arriving from different customers in different systems.
Onboarding status
Where each new customer stands against what was promised.
★ Churn signal scan
Silence, unpaid invoices, dropped engagement, unresolved complaints.
QBR prep
The quarter's real story for one account.
Knowledge gap finder
Questions asked repeatedly that no document answers.
★ Feature request roll-up
Requests mapped to the accounts and revenue behind them.
Answer drafter with citations
A reply grounded in internal material, with sources the agent names.
Finance and accounting
★ Why is this invoice unpaid
Starts at the invoice, finds the email and chat where it stalled, shows the timeline.
★ Vendor spend review
What we pay each vendor against what the contract says and what was negotiated.
★ Duplicate payment finder
The same vendor or bill paid twice under different names.
★ Contract versus invoice check
Billed amounts against agreed terms.
★ Month-end close helper
Open items, who owns each, and where the supporting document lives.
★ Expense anomaly explainer
Unusual charges with the conversation that explains them.
★ Renewal calendar from the ledger
Every recurring payment and when it renews, built from invoices and contracts.
★ Customer payment behavior brief
Who pays late, how late, and what usually unblocks them.
Budget versus actual narrative
The numbers plus the reasons, drawn from the discussions behind them.
Cost driver explainer
What actually moved a line item this quarter.
★ AP inbox triage
Which incoming bills are new, duplicates, or disputed.
Unusual contract terms
Agreements with payment or delivery terms that differ from the norm.
Audit request responder
Assembles the supporting documents for a specific request.
★ Cap table question desk
Answers from the authoritative version, and names the duplicates so nobody uses the wrong one.
Engineering and product
★ Ship report
Commits, pull requests and announcements turned into something the rest of the company can read.
★ Incident timeline
The outage reconstructed across code, chat and calendars, in order.
★ Owner finder
Who knows this part of the system, based on who has actually worked in it.
★ Pull request context
Why this code exists, linked to the discussion that produced it.
★ Release notes drafter
Customer-readable notes from the actual changes.
Trouble spot report
Where bugs cluster, and what those areas have in common.
Upgrade history
When a dependency last moved, who did it, and what broke.
★ Repo orientation
What to read first in this codebase, and which documents are current.
★ Design decision archaeology
Why we chose this approach, with the thread that decided it.
Roadmap versus reality
What was planned against what the commits say happened.
Bug to code linker
Customer report to ticket to the change that fixed it.
Deprecation impact
Who depends on the thing we want to remove.
★ On-call handoff pack
What is running hot, what changed recently, what to watch.
Spec versus shipped
Where the implementation diverged from what was specified.
People and HR
★ Policy desk
Handbook and policy answers, quoted and sourced, with an honest "not covered" when it is not.
★ Onboarding buddy
Answers a new hire's questions from real internal material, scoped to what they may see.
★ Departure handover
What a leaving employee owned across documents, repos, channels and threads.
Manager prep
What each report has been working on, within the manager's own permissions.
Interview prep pack
Role context, prior debriefs for the same role, and what the team actually needs.
Internal skills finder
Who has done this kind of work, evidenced by their work rather than their profile.
Time off and benefits answers
From the current documents, not a stale wiki.
Quiet contributor finder
People whose work shows up everywhere and in no status report.
Training gap detector
Questions being asked that suggest something is not being taught.
Team charter assembler
What this team owns, drawn from what it actually does.
Legal and compliance
★ Obligation tracker
What we committed to, against what is happening in tickets and invoices.
Clause finder
Every agreement containing this term.
Counterparty status
Which agreements exist with whom, and which are unsigned.
Date calendar
Renewal, termination and notice dates pulled out of agreements.
Data processing inventory
Which systems hold which categories of data, assembled from real configuration.
Audit evidence assembler
The documents and records a specific control question needs.
Exception log
Approved departures from policy, and who approved them.
Signature chase
Agreements sent and never returned.
Marketing
★ Customer story mining
Evidence for a case study: the results, the quotes, the timeline.
Message consistency check
How we describe ourselves across documents, decks and the site.
Launch retrospective
What we said we would do, what we did, what landed.
Competitor claim tracker
What competitors are claiming, gathered from what our own people report.
★ Content gap from real questions
The questions prospects and customers actually ask that nothing answers.
Event follow-up pack
Who we met, what was said, what was promised.
Testimonial sourcing
Real praise in writing, with the source, ready to request permission for.
Fact-check the website
Public claims against internal reality.
Operations and IT
★ Access review pack
Who can see what, per system, ready for a quarterly review.
★ Tool inventory and spend
The applications in use against the invoices being paid.
★ Unapproved tool finder
Software being discussed and used that nobody approved or is paying for.
Runbook assembler
The steps for a recurring operation, drawn from how it was actually done last time.
Security questionnaire answering
Our real answers, with the evidence behind each.
Offboarding checklist by system
Everything to revoke for this person, per source.
★ Document sprawl report
Duplicates, near-duplicates and stale documents, with the current one identified.
Meeting load analysis
Where the calendar is consuming the most time and what it produces.
Security and risk
★ Broad sharing report
Documents shared more widely than they should be.
★ External access review
Outside parties with access, and to what.
★ Credential mention scan
Keys and passwords pasted into chat or documents.
Incident evidence pack
Everything relevant to an investigation, gathered once, with permissions preserved.
Third party inventory
Who has integrations or access into our systems.
Practice versus policy
Where what we do and what we wrote down have drifted apart.
Microsoft suite coverage
Teams channel digest
What mattered in these channels, with the outside context Copilot cannot see.
★ Thread summarizer with context
The Outlook thread, plus the invoices, tickets and commits it refers to.
★ SharePoint cleanup advisor
Which sites and libraries hold duplicates, stale content or over-shared files.
Promote this file
Personal OneDrive files that other people keep asking for and should be shared properly.
★ Calendar priority brief
What this week's meetings are really about, and which ones have no preparation behind them.
Task roll-up
Planner and To Do status turned into a real picture of who is committed to what.
★ Authoritative workbook finder
Which spreadsheet is the current one, and where the copies live.
Notes surfacing
OneNote and Loop content that answers a question nobody knew was already answered.
