https://store-images.s-microsoft.com/image/apps.59769.65213e8f-914b-47ab-9a72-3e2e676a2c88.f13f4127-ca96-40c8-ad1d-385e523a313b.51b86bb4-dcb5-44b4-b968-be656d7b5f1c

Agentic AI Strategy Workflow

Concentrix

Built with Microsoft Copilot Studio and Power Automate, our agents automate the strategic planning process.

Built with Microsoft Copilot Studio and Power Automate, our agents automate the strategic planning process—from data gathering to final board presentation. Your data stays in your environment. Your IT stays in control.

The Strategy Workflow We Automate

  1. Gather Sources: Monitors SharePoint for industry reports, news, competitor filings, market data. Pulls into workspace.
  2. Extract Data: AI reads 50+ docs, extracts relevant metrics, trends, quotes. Structures the data.
  3. Analyze Trends: Identifies patterns across data. Flags opportunities, threats, shifts. Creates summary.
  4. Generate Insights: AI writes analysis with implications. Creates key findings bullets. Suggests actions.
  5. Build Deck: Populates PowerPoint template with charts, findings, recommendations. Updates automatically.
  6. Review & Finalize: Analyst reviews in 30 min, adds context, approves. Deck ready for leadership.

Why Microsoft + Concentrix? • Copilot Studio: Build agents with instructions, knowledge, actions, orchestration • Power Automate: 1,500+ connectors, 15,000+ actions, pre-built strategy workflows • Azure AI: OpenAI and other LLMs with enterprise security, compliance • Deploy Everywhere: Teams, SharePoint, Dynamics 365, Salesforce, ServiceNow, 20+ channels

Ready to Transform Strategy?

At a glance

https://store-images.s-microsoft.com/image/apps.15616.65213e8f-914b-47ab-9a72-3e2e676a2c88.f13f4127-ca96-40c8-ad1d-385e523a313b.909fef17-7ad8-49d4-b187-8d0381689077