Role-Based Programme
RB0594

Microsoft Copilot Studio for Risk & Internal Audit

Build AI Agents for Control Guidance, Audit Support & Risk Workflows

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Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Microsoft Copilot Studio can support risk-management and internal-audit activities through governed AI agents.
  • Explore source-grounded agents for policies, controls, procedures, risk frameworks, and audit-support information.
  • Identify opportunities to automate risk queries, evidence requests, control guidance, follow-ups, and issue-tracking workflows.
  • Create basic agent interactions using knowledge, topics, actions, and human escalation.
  • Apply confidentiality, evidence validation, access control, auditability, and responsible-AI practices before operational use.

Tools covered

Microsoft Copilot StudioAI AgentsAgent InstructionsKnowledge SourcesGenerative AnswersTopicsAgent Tools & ActionsPower Platform ConnectorsAgent FlowsAuthenticationTestingAnalytics & Governance

Who should attend

  • Risk Managers
  • Enterprise Risk Management Professionals
  • Internal Audit Managers
  • Internal Auditors
  • Risk Analysts
  • Audit Analysts
  • Internal Controls Professionals
  • Governance, Risk & Compliance Professionals
  • Operational Risk Professionals
  • Technology Risk Professionals
  • Compliance Assurance Professionals
  • Risk & Audit Team Leads

Prerequisites & Participant Readiness

  • Basic understanding of risk management, internal audit, or internal-control activities
  • Familiarity with policies, procedures, risk registers, controls, audit findings, or evidence requests
  • Basic awareness of Microsoft 365 or Power Platform is helpful
  • No programming expertise required
  • No previous Copilot Studio experience required

TOC Modules

Concepts
  • Understanding Copilot Studio agents, instructions, knowledge, topics, tools, actions, and workflows
  • Identifying relevant applications across risk guidance, control queries, audit support, and issue follow-up
  • Differentiating AI assistance from formal risk assessment, audit judgement, and assurance conclusions
  • Recognising where professional scepticism and human accountability remain essential
Practical activities
  • Exploring a sample risk-and-audit agent
  • Mapping common risk or audit activities to suitable agent capabilities

Scenarios

Audit Evidence Request to Verified Follow-Up

Audit Requirement → Evidence Request → Copilot Studio Agent → Evidence Owner Guidance → Submission / Status → Auditor Review → Finding or Closure Decision

Participants design an agent-assisted audit workflow that improves evidence coordination while keeping evidence adequacy and audit conclusions under qualified auditor control.

Risk & Control Question to Governed Guidance

Employee Question → Approved Policy / Control Knowledge → Copilot Studio Agent → Grounded Response → Source Verification → Specialist Escalation When Required

Participants build a source-grounded agent that helps users navigate risk and control requirements while ensuring consequential interpretations remain subject to human review.

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