Copilot Studio example build · HealthcarePolicy and guidance assistant for healthcare staff
A pattern for healthcare organisations where staff struggle to find the current version of a policy or procedure: a Copilot Studio agent in Teams that answers from approved documents only and cites the policy it used. It does not give clinical advice.
Example: UK healthcare provider. Example builds show the type of solution delivered and typical outcomes for that pattern. They are not presented as named client case studies.
The challenge
The typical situation
The typical situation: local policies, procedures and administrative guidance are spread across intranet pages and PDFs, with older versions still in circulation. Staff lose time searching on shift, or ask colleagues and get inconsistent answers. Document owners cannot see which policies people struggle to find.
The solution
What gets built
The build is a Copilot Studio agent published in Microsoft Teams, grounded only on current, approved policy documents held in a controlled SharePoint library. Each answer cites the policy and version it came from. The agent is scoped to policy and administrative guidance: it does not make clinical decisions and does not access patient records. Questions it cannot answer are logged and routed to the relevant team, and document owners review the content regularly.
Typical outcomes
What usually changes
Typical for this pattern. Actual results depend on your starting point and scope.
Finding policies
Minutes, not searching
Staff ask a plain-English question and get the relevant section
Version control
Current versions only
The agent only uses documents in the approved library
Answers
Cited
Every answer names the policy and version it relied on
Content gaps
Visible
Unanswered questions show owners which guidance needs work
Related service and use case
Where to start
A build like this usually starts with the 2-Week Proof of Value.
Something real your team can click, not a slide deck.
2-Week Proof of Value
A working Power App, flow or Copilot agent on your own data, built in two weekly sprints.
from£4,950
2 weeks
Have a process that looks like this?
A free 20-minute call with the consultant who would do the work. You get an honest view on fit, a rough budget and the next step.