Microsoft 365 Copilot and agents
From Copilot licences to agents working alongside your team.
FiveForward is a UK Microsoft Copilot consultancy. We take firms from ‘we have Copilot licences’ to ‘this is how we work’: agents and automation embedded in the business, grounded securely in your own Microsoft tenant.
2022
Founder working with AI since
£1,500
Fixed first step, credited back
UK
Based & focused
How we deliver
v.2026- 01
Discover
How your teams work today.
- 02
Design
The programme, pitched at what your team can absorb.
- 03
Enable
Training built around the work staff are doing this week.
- 04
Automate
Copilot agents and Power Automate for the work that repeats.
- 05
Embed
The habits, owners and support to keep going.
One practical route from first habits to agents.
Read the full FiveForward Framework →How it happens
Everyone uses Copilot. Some go further. The firm embeds it.
Many UK organisations now have Copilot available. Far fewer have a clear answer to what their teams should use it for. The route from licences to a firm that works this way has three layers.
Agents are the destination. The three layers are how a firm gets there, and training is the first ingredient rather than the whole job.
Services
Five ways we turn Copilot into daily practice.
Discover
We look at how work happens now. The meetings, emails, files, approvals, systems and repeated tasks that shape the week.
Explore this stage → 02Design
We turn the Discover roadmap into the plan on a page in one day: the pilot team, the rollout sequence, the 30, 60 and 90 day targets and the route decision on how the agents and automations get built.
Explore this stage → 03Enable
We build practical training and support around the documents, emails, meetings, workflows and decisions your staff handle every week.
Explore this stage → 04Automate
We build Copilot Studio agents, Power Automate flows and Microsoft 365 automations where they fit the work. People keep agreed review points and the result is documented and handed over properly.
Explore this stage → 05Embed
We help the work keep improving through champions, office hours, prompt libraries and ongoing support. Adoption should not fade once the first workshop is over.
Explore this stage →Something else?
Most engagements don't fit a tidy bucket. Happy to talk through what you want to improve.
Book a free consultation →Copilot agents
Copilot agents, explained and built properly.
Agents are where Copilot moves from answering questions to helping with defined tasks. A good agent is built for one job, one audience and an agreed set of knowledge. Your team keeps the review points that matter.
If you want to understand agents before you commit to anything, start with our plain-English guide. When there is a real job for one, we design, test and hand over Copilot Studio agents properly.
Jobs agents do well
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Internal knowledge assistant
Finds approved policies, templates and guidance.
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Client intake
Asks the right questions and prepares a structured handover.
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Onboarding support
Answers new starters from approved internal material.
Every build needs an owner, a test plan and agreed review points. That is how agents stay useful and safe.
Worked example
A UK accountancy firm with more than 1,500 live clients and a daily stack of scanned post to read, attribute and file.
How a UK accountancy firm built an AI agent that reads, understands and files the post
Incoming post read, split, matched against more than 1,500 live clients and filed by client code in about two minutes end to end, with people involved only when a letter needs judgement.
See more practical examples in our case studies.
Who we work with
Copilot that fits the work your teams already do.
FiveForward helps UK businesses turn Microsoft Copilot from licences into everyday habits. The FiveForward Framework adapts to the work each team does, so the sectors here are starting points rather than limits. Knowledge-led firms with client confidentiality, deadlines and review to respect tend to feel the difference first, backed by Copilot Studio agent builds and Power Automate automation where the everyday work needs them.
Client emails, tax and accounts workflows, knowledge retrieval and review habits.
Law firmsMatter preparation, client communication, knowledge retrieval and controlled drafting.
Finance teamsReporting packs, variance commentary and forecasting workflows.
HR and People teamsPolicy, onboarding and internal communications.
Marketing teamsCampaign planning, drafting and review workflows.
Sales teamsAccount planning, follow-up and proposals.
Retail teamsStore communication, task follow-up and knowledge bases.
Mid-market SMEsBroader operational adoption across Microsoft 365.
Insights
Plain English writing on Copilot adoption, agents and automation.
Automation · 10 August 2026
Which Copilot Studio Harness Should Your Agent Be Built On?
An agent harness explained in plain English, why the GitHub Copilot harness costs more and how to decide which harness each agent build belongs on.
Read →Copilot in Microsoft 365 · 8 August 2026
Copilot in SharePoint: Live Dashboards, Prompt Buttons and Site Skills
Copilot in SharePoint dashboards are now live linked to lists, page buttons can launch prompts and skills make workflows reusable. What to check first.
Read →Automation · 8 August 2026
Copilot Studio's New Engine: What the GitHub Copilot Harness Changes and What It Costs
Copilot Studio's default is now the GitHub Copilot harness, the engine behind Copilot Cowork. What changes, what the credits cover and the checks before you build.
Read →Who you'll work with
FiveForward is led by James Wilkinson, hands-on with AI since 2022. The person who maps your workflows is the person who builds your agents and trains your team.
More about James →