Build small, high-impact copilots fast. Amelia Roberts shows how to scope a single use case, add just-enough data and tools, test with real prompts, and publish to Teams or the web.
Move fast with Copilot Studio—without the heavy lift. In Building Copilot Studio Lite Solutions, Amelia Roberts shows you how to design small, targeted copilots that solve real problems in hours, not weeks. You’ll learn a lightweight approach: define a single, clear use case, ground it with just-enough data, and wire simple actions so users get quick, reliable outcomes. Along the way, you’ll see how Lite solutions fit into your broader AI strategy and when to graduate to something bigger.
Then we’ll build end-to-end. You’ll create a minimal agent, add concise instructions, plug in one or two key tools/connectors, and test with real prompts to refine tone and accuracy. Amelia shares practical guardrails for privacy and safety, tips for measuring value, and easy ways to publish to Teams or the web. By the end, you’ll have a repeatable recipe for shipping small copilots that deliver outsized impact.
Course Outline ( Free Preview)
Module 01 - Building Copilot Studio Lite Solutions Introduction
In this course module, Amelia Roberts introduces learners to Microsoft Copilot Studio Lite, explaining its purpose and distinguishing it from the full Copilot Studio experience. Students will gain a clear understanding of when and why to use this tool, who can benefit from it, and how it functions. The module also includes a practical demonstration of building a custom agent, providing a strong foundation for learners to begin experimenting with Copilot Studio Lite independently.
Module 02 - Introduction to Copilot Studio Lite
In this module, Amelia introduces Copiilot Studio Lite, a low-code tool within Microsoft 365 that enables business users to create AI-powered conversational agents tailored to their organization’s data. These agents function as specialized AI assistants that can answer questions and automate simple tasks using natural language, without requiring coding skills. The module highlights how Copilot Studio Lite integrates with Microsoft 365 apps and differs from the general Microsoft 365 Copilot by allowing users to build custom, domain-specific assistants for teams or projects.
Module 03 - Foundations – From Copilot to Copilot Studio Lite4 min.
In this module, Amelia introduces the evolution of Microsoft’s AI tools, tracing the journey from the original Copilot to the full-featured Copilot Studio and now to Copilot Studio Lite. She explains how Copilot Studio Lite offers a simplified, fast, and accessible way for teams to create AI-powered question-and-answer agents directly within Microsoft 365 apps, without needing complex setup or infrastructure. This foundation sets the stage for understanding when to choose the lightweight builder versus the more advanced full experience Copilot Studio for different organizational needs.
Module 04 -Copilot Studio Lite vs. Full Copilot Studio – When to Use Which10 min.
In this module, Amelia explains the key differences between Copilot Studio Lite and the full experience Copilot Studio, highlighting when to use each version based on complexity and audience size. Copilot studio light is designed for quick, simple question-and-answer agents ideal for individuals or small teams, while the full experience supports advanced workflows, multi-turn conversations, and broad enterprise deployment. The module also emphasizes a recommended approach of starting with the light version to prototype and then scaling up to the full experience for more complex, integrated solutions.
Module 05 - Why Use Copilot Studio Lite – Benefits and Use Cases5 min.
In this module, Amelia explains when and why someone should use Copilot Studio Lite, highlighting its ease of use, customization options, and seamless integration with Microsoft 365 data sources. She explains how this tool enables users to quickly create AI agents that improve productivity by handling repetitive queries across various scenarios such as FAQs, project assistance, onboarding, and frontline support. The module emphasizes Copilot Studio Lite’s value as a low-cost, scalable solution for prototyping and deploying AI agents that save time and enhance information access within organizations.
Module 06 - How Copilot Studio Lite Works – Building and Using an Agent12 min.
In this module, Amelia guides students through building and using AI agents in Copilot Studio Lite, emphasizing a no-code, intuitive process within the Microsoft 365 environment. She explains how to plan, configure, and connect knowledge sources to create a functional agent that answers user queries by leveraging retrieval-augmented generation. The module also covers testing, refining, and deploying agents, highlighting best practices and limitations to ensure effective and secure use in enterprise settings.
Module 07 - Who Can Use Copilot Studio Lite6 min.
In this module, Amelia explains that Copilot Studio Lite is a low-code AI tool designed for a wide range of users, from tech-savvy business professionals to frontline employees, enabling them to create custom AI agents without deep programming knowledge. The platform integrates seamlessly with Microsoft 365, allowing users to build agents using natural language and accessible templates, making the learning curve beginner-friendly. Ultimately, Copilot Studio Lite democratizes AI development by empowering anyone with the right access and motivation to transform their knowledge into practical AI solutions.
Module 08 - Wrapping Up – Key Takeaways6 min.
In this module,Amelia summarizes what we have learned so far about Copilot Studio Lite, a no-code AI tool within Microsoft 365 designed for quickly building custom conversational agents tailored to specific knowledge areas or simple tasks. They emphasize its ease of use, integration with daily workflows, and suitability for non-technical users to create helpful bots for scenarios like FAQs and internal support. The module concludes by encouraging learners to start small, leverage their data, and iteratively improve their agents while highlighting the enterprise-ready nature and scalability of the tool.
Module 09 - Planning and Building Your Custom Agent in Copilot Studio Lite21 min.
In this module, Amelia guides students through the foundational planning and development of a custom HR policies assistant using Copilot Studio Lite within the Microsoft ecosystem. She emphasizes the importance of defining the agent’s purpose, target users, information sources, and appropriate tone to ensure it effectively answers common HR questions in a professional and friendly manner. By following this step-by-step approach, learners will be prepared to build an agent that supports employees with accurate HR information while maintaining clear boundaries on its scope.
Module 10 - Class Wrap Up1 min.
Congratulations on completing the course!You can now build agents quickly and easily insite of Copilot Studio!
Amelia Roberts has a Master's in Education and spent 10 years teaching grades K-12 before joining the Pragmatic Works Training Team. Her goal at Pragmatic Works is to provide energetic and engaging training that builds up your confidence in various programs. Her outside hobbies include coaching a dance team, reading, and experiencing life with her son.
