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Playbook

BI Agents with Copilot Studio & Power BI

Your dashboards tell you what happened. A BI agent tells you why, and what to do next.

This playbook shows how to build one on top of your Power BI model with Copilot Studio: what it does, how it works on a real case, and how to run your first pilot in 4 weeks.

What you'll learn

✓Why dashboards answer “what” but decisions need “why” and “what next”
✓Five things a BI agent does that a dashboard cannot
✓A worked example on Revenue Growth, from question to recommendation
✓How to build it in Copilot Studio and Power BI
✓The same pattern for Finance, Sales, Supply chain and Marketing
✓The guardrails for trusted figures, and a 4-week plan for your first pilot

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