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Agent Intake & Approval Agent

Governance agent that logs every new agent request and secures approval before build, preventing overlapping builds. Built on Copilot Studio and Teams.

Agent Intake & Approval Agent

Key Result: Every request logged and approved before build Layer: Governance Problem: Uncoordinated agent requests and overlapping builds Status: Live

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Layer: Governance

Status: Live

Platform: Microsoft Copilot Studio • Microsoft Teams • SharePoint

Deployment: Veriforce — all agent requests

Last updated: October 2026

Business Problem

As the number of agents grew, there was no consistent way to capture what a new agent was meant to solve, who had approved it, or how it worked. Requests came in informally, and documentation, where it existed, was written after the build. That made ownership, risk review and long-term visibility harder to maintain.

Functionality was also being built that overlapped with existing agents and tools in the stack.

Solution Overview

Flow diagram: a request raised in Teams goes through Copilot Studio questions, is logged on a SharePoint request list and checked for overlap with existing agents

The Agent Intake & Approval Agent is a Copilot Studio topic embedded in Teams. It asks the requester structured questions about what the agent helps solve, what it outputs and how it works, and tidies the answers into a single request. Every request is logged on a SharePoint list. The agent then produces a report for the approvers showing any potential crossover with existing agents and existing tech stack functionality. The request and report go to the Head of Digital Marketing Operations and the Head of Digital Performance for approval before any build. Approved requests are logged on an approved list, and the agent then creates the agent’s documentation so its setup and workings stay visible over the long term.

Business Value

Cost Savings

Design Insights

Approval happens before build, so overlap with existing agents and tools is caught before any time is spent building.


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