Session Abstract

From Smart Answers to Trustworthy AI: Designing Governed Copilot Studio Agents Generative AI makes it easy to build agents that sound helpful. Building agents that are trusted in production is much harder. In this session, we explore how to design Copilot Studio agents that behave like enterprise products instead of experimental chatbots. Rather than focusing on prompts or model tuning, the session dives into the often ignored foundations of trustworthy AI: controlled knowledge scope, lifecycle awareness, metadata reliability, and explicit governance boundaries. Using real-world patterns built with Copilot Studio, SharePoint, and Power Automate, the session shows how users—not the AI—control what content an agent is allowed to use. You’ll see how metadata-driven source selection, curated knowledge libraries, and flow enforced rules prevent accidental oversharing and stale answers. Special attention is given to content retention and orphaned files: how flows acts when source documents expire, are deleted due to retention policies, or lose their responsible owner—and how to avoid AI answers being based on information that no longer officially exists. The session emphasizes a key mindset shift: optimizing for defensible answers instead of impressive ones. Attendees will leave with concrete design principles they can apply immediately when building production ready Copilot Studio agents that security teams, compliance officers, and business users can all trust. Key takeaways • How to design Copilot agents with an explicit, user controlled knowledge scope • How retention policies and orphaned files impact AI reliability • Why Power Automate is a critical governance boundary for enterprise AI • Patterns for building predictable, auditable, production ready Copilot Studio agents

Note to event organizers

Session content is always refreshed when technology or solution evolves. Based on blog https://www.karlex.fi/knowledge-source-governed-copilot-studio-agent/ More information and 19y experience in https://www.karlex.fi/introduction-karl-johan-spiik/

Karl-Johan Spiik

Karl-Johan is a Senior Consultant with over 19 years of experience delivering solutions with Microsoft technologies. In the past eight years, he has specialized in the Power Platform, focusing on Copilot Studio, Power Automate, and Power Apps. He has delivered around 100 projects across multiple industries, working as an architect and Scrum Master. His solutions often extend into Microsoft 365, Dynamics 365, and Azure services. Recently, his work has focused on building autonomous agent solutions with Copilot Studio manually or with Claude Code. With nearly two decades of technical experience combined with a strong Agile background, Karl-Johan is a versatile technology consultant and developer. He brings both practical delivery experience and a solid theoretical foundation. In the past years, he has authored five books focused on community-driven and self-organizing ways of working.

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