AI Agents, Power Platform and SQL for Next Gen Automation
Description
Key Takeaways
- The Treadmill Problem: Traditional RPA (Power Automate Desktop, AI Builder) is brittle — one UI change causes total failure, forms vary by region, regulatory changes break mappings
- The Litmus Test for Agents: 'If you remove the human from the chat, does the work still get done?' → Yes = Agent, No = Chatbot
- Agents are not: chatbots with better prompts, RPA in disguise, or uncontrolled autonomy — they apply AI reasoning, call tools, and take action autonomously
- Common agent patterns: Sequential, Coordinator, Parallel, Maker-Checker, Goal-Setting, Debate, Multi-Agent — choose the right pattern for the use case
- Integration methods: Tool/Function Calling, Model Context Protocol (MCP), pre-built Connectors, Agent-to-Agent (A2A) messaging
- Full enterprise stack: Copilot Studio (orchestration) + Power Automate (workflows) + Fabric Data Agents (data enrichment) + Azure SQL (validation) + Document Intelligence (intake) + Azure API Management (integration)
- RPA is still valid for short-term gains, legacy system support, and stop-gap automation — but agents are the future for intelligent, resilient workflows
- Case study: Banking 'Change of Customer Details' process reduced from a fragile multi-system RPA to an intelligent agentic workflow
My Notes
Action Items
- [ ]
Resources & Links
- Join the Fabric User Panel
- Join the SQL User Panel
- Chike Eduputa on LinkedIn
- Copilot Studio Documentation
- Model Context Protocol (MCP)
- Fabric Data Agents
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WELCOME
AI Agents, Power
Platform and SQL
for Next Gen Automation
WHY YOUR AUTOMATION STRATEGY NEEDS TO EVOLVE NOW
INTRODUCTION
Hello,
Chike Eduputa
Head of Microsoft
Capgemini Invent UK
in/ceduputa
AGENDA
In this session, we will cover:
The Treadmill Problem
The quiet hero
What is an Agent
Trusted systems
Where do Agents fit
CHAPTER 1
The Treadmill Problem
CHANGE OF CUSTOMER DETAILS PROCESS
Gather
required
identification
documents.
Visit a branch.
Some companies
accept forms by Post
or Online
Complete a
Paper form.
Some companies
use Digital Forms
Verify identity
with relevant
identification
documents.
Receive
confirmation
of updated
details.
Sounds simple and straightforward to automate, right?
CHAPTER 1
The Treadmill Problem
CHANGE OF CUSTOMER DETAILS PROCESS
Customer identifies
the need to update
personal details.
Visit a branch, queues and
speaks to a staff (typical). Some
banks accept by Post or Online
Complete a Paper form.
Some banks have a
Digital Form
Verify identity with
relevant identification
documents.
Receive
confirmation of
updated details.
Paper form and ID are batch
scanned and manually
entered in internal systems
Branch Teller
System used by staff
to capture updates
Data entry team
reviews for legibility
and completeness
Document Scanning
System to digitise
paper forms
Identity
verification checks
are performed
Customer Information
File to master
customer profile
Business rules applied like
fraud screening, address
validation, duplicate records
Core Banking
System for Account
Servicing
Fraud Detection
System for risk
screening
Customer
information file
updated
Changes propagated
to core banking
systems downstream
Address Verification
Service to validate
addresses
Data Integration
system to sync updates
across systems
Audit logs are
created for
compliance
Notification sent
to customer
confirming update
Notification service
to send SMS, email
and/or post
Audit and
Compliance System
for regulatory tracking
CHAPTER 1
The Treadmill Problem
BANK CHANGE OF CUSTOMER DETAILS
Customer identifies
the need to update
personal details
Complete a Paper form.
Visit a branch, queues and
Some banks have a
speaks to a staff (typical). Some
Digital Form
banks accept by Post or Online
Requires physical
Queues and
branch visit
waiting times
Paper form is batch
scanned and manually
entered in internal systems
Branch Teller
System used by staff
to capture updates
Data entry team
reviews for legibility
and completeness
Paper handling
and storage
Document Scanning
System to digitise
paper forms
Identity
verification checks
are performed
Customer Information
File to master
customer profile
Business rules applied like
fraud screening, address
validation, duplicate records
Manual data
entry errors
Core Banking
System for Account
Servicing
Fraud Detection
System for risk
screening
Verify identity with
relevant identification
documents.
Receive
confirmation of
updated details.
Manual form
errors
Slow turnaround
times
Customer
information file
updated
Changes propagated
to core banking
systems downstream
Address Verification
Service to validate
addresses
Data Integration
system to sync updates
across systems
Slow processing
times
Audit logs are
created for
compliance
Notification sent
to customer
confirming update
Notification service
to send SMS, email
and/or post
Audit and
Compliance System
for regulatory tracking
Fragmented
system updates
CHAPTER 1
The Treadmill Problem
Now picture a 100+ years old Global Bank,
100,000’s
1,000’s
10,000’s
10,000’s
Transactions per year
Form types
Queues
Operations Staff
Paper forms
Manual entry
AI Builder + Power Automate Desktop struggled
FRAGILITY
CHANGE FAILURE
The pixel perfect fallacy
- One UI change, total
failure
Every update becomes
an innovation tax on
the backlog
Regulatory changes broke mappings
LOCALISATION
FRICTION
Forms vary by region;
bots can’t generalise
Scheme drift
Extraction quality collapsed
HERO CULTURE
IDLE BOT ECONOMICS
One developer holds
the keys; knowledge
never scales
Licensed bots sitting
unused, cost without
value
CHAPTER 1
The Treadmill Problem
BANK CHANGE OF CUSTOMER DETAILS: THE RPA SOLUTION
Typical automation architecture
Strengths
Limitations
Branch scanner to a shared mailbox
Document repository (IBM Filenet)
• Fastest way for manual, legacy process
• Automates existing mess not transforming
OCR tool (AI Builder)
• Works well where APIs are weak or absent
• Fragile/brittle when layouts/fields change
RPA tool (Power Automate Desktop)
• Reduces repetitive rekeying by Ops teams
• OCR accuracy inconsistent for handwriting
Rules engine (Excel, Visio, Word)
• Can be done incrementally system by system
• Limited reasoning for ambiguous cases
Work Queues tool for Ops staff
• Lower change impact on core systems
• Hard to scale into an intelligent service
Exception tool (Power App) for Ops staff
Legacy banking systems (20+ yr old IBM zOS Mainframe)
Notifications system (CCM)
Audit log repository
• Data remains fragmented
RPA is the right choice when:
Short-term productivity gains
Low disruption automation
Support for legacy systems with no APIs
A stop-gap to future transformation
CHAPTER 1
The Treadmill Problem
BANK CHANGE OF CUSTOMER DETAILS: THE AGENTIC SOLUTION
How might we reimagine the solution in an intelligent,
orchestrated and auditable agentic workflow
DOCUMENT INTELLIGENCE
COPILOT STUDIO
POWER AUTOMATE
SQL & FABRIC
FABRIC DATA AGENTS
AI AGENTS
CHAPTER 2
What is an agent?
It is not a chatbot with better prompts and answers
It is not an RPA wearing a language model
It is certainly not uncontrolled autonomy
The Litmus test: “If you remove the human
from the chat, does the work still get done?”
If yes -> Agent, if no -> Chatbot
APPLIES AI MODEL
REASONING
CALLS TOOLS
INTERPRETS INPUTS
TAKES ACTION
FOLLOWS INSTRUCTIONS
CHAPTER 2
What is an agent?
Source: Microsoft
CHAPTER 2
What is an agent?
Source: Microsoft
CHAPTER 2
What is an agent?
User experience (optional)
Agents
Knowledge
Grounding and memory
Orchestrator
Skills
Actions, triggers, workflows
Autonomy
Planning, exceptions, self-learning
Foundation models
Source: Microsoft
CHAPTER 2
What is an agent?
Source: Microsoft
CHAPTER 2
Common
Agent Patterns
Pattern
Description
Example
Sequential
Focused, sequential tasks
Market research analysis
Coordinator
Route requests to the right agent
Customer support triage
Parallel
Simultaneous specialist tasks
Travel booking assistance
Maker-Checker
Structured production loop
Quality control agents
Goal Setting
Plan steps to reach a goal
Business process automation
Debate
Compare options and decide
Product design review
Multi-Agent Systems
Multiple agents work together to achieve a goal.
Collaboration of specialised agents who each have
a role and expertise.
Source: The Learning Space
Learn & Adapt
Refine through experience
Trading strategy refinement
CHAPTER 2
Common Agent Patterns
Tool / Function Calling
Model Context Protocol
Connectors
Agent-to-Agent (A2A)
Agent invokes external functions or APIs
as tools to extend its capabilities
Standardized protocol for sharing context
between models and data sources
Pre-built integrations linking agents to
SaaS platforms with minimal code
Calls a SQL query tool to fetch sales data, then
summarizes results
Connects to a live DB via MCP server to answer with
fresh data
Connector reads/writes SharePoint lists or sends
Teams messages
Multiple agents collaborate by
exchanging messages and delegating
subtasks
Planning agent assigns research and writing to
specialist agents
REST API
Automation Workflows
Computer Use
Agent sends HTTP requests to web
services via standard endpoints
Agent triggers or embeds in
orchestration flows like Power Automate
Agent interacts with desktop or browser
UI, clicking and navigating like a human
Calls a weather API to provide real-time forecasts in
chat
Request triggers a flow that runs an agent, then
emails output
Opens a legacy ERP, fills a purchase order form, and
submits it
CHAPTER 3
Where do agents fit?
THE FRONTIER FIRM
CHAPTER 3
Where do agents fit?
CHANGE OF CUSTOMER DETAILS SOLUTION ARCHITECTURE
Microsoft Azure · Power Platform · Fabric
EXPERIENCE
Power App
Branch Scanner / Inbox
Branch Staff Agent
Operations Agent
Power App
Staff & Customer
Interfaces
Digital Capture
Paper intake workflow
Step-by-step teller assist
Back-office queue & review
Doc Processing UI
Power Apps
Power Automate
Copilot Studio
Copilot Studio
Power Apps
ORCHESTRATION
Multi-Agent Orchestrator
Automated Workflows
Case Management
Notification Hub
Workflow & Case
Management
Routes tasks, manages state
Trigger on events, SLA track
Change request lifecycle
SMS, email & in-app confirms
Copilot Studio
INTELLIGENCE
Power Automate
Dataverse
Azure Comms Svcs
Document Intelligence
Identity Verification
AI Decisioning
Fabric Data Agents
Policy / Rules
Extract form & ID fields
Face match, liveness check
Fraud scoring, deduplication
CIF lookups, data enrichment
Compliance & field validation
AI & Rules Engines
Azure AI Doc Intel
INTEGRATION
Azure AI Vision
Azure ML / Prompt Flow
Microsoft Fabric
Logic Apps / Rules
Banking API Gateway
Event Propagation
Fallback RPA / CUA
MCP Connectors
Execution Services
CIF, CRM, Core Banking, Cards
Fan-out change events real-time
Legacy endpoints, screen-scrape
Data, Process & System tools
pAPIs, sAPIs, zAPIs
APIs, Events & RPA
Azure API Mgmt
Service Bus / Event Grid
Power Automate Desktop / Computer Use
Azure Functions
Azure Functions
DATA
SQL Validation
Fabric Lakehouses
Master Data Views
Audit & Event Log
Semantic Models
Source Systems
Storage, Analytics &
Compliance
Operational rules & pre-commit
OneLake · raw, curated, gold
Golden customer record, MDM
Immutable compliance change log
SLA & volume reporting
CIF, CRM, Core Banking, Cards
Azure SQL DB
Microsoft Fabric
Fabric / Purview
Azure Monitor
Power BI / Fabric
Azure Data Factory
CHAPTER 3
Where do agents fit?
CHANGE OF CUSTOMER DETAILS SOLUTION ARCHITECTURE
Microsoft Azure · Power Platform · Fabric
EXPERIENCE
Power App
Branch Scanner / Inbox
Branch Staff Agent
Operations Agent
Power App
Staff & Customer
Interfaces
Digital Capture
Paper intake workflow
Step-by-step teller assist
Back-office queue & review
Doc Processing UI
Power Apps
Power Automate
Copilot Studio
Copilot Studio
Power Apps
ORCHESTRATION
Multi-Agent Orchestrator
Automated Workflows
Case Management
Notification Hub
Workflow & Case
Management
Routes tasks, manages state
Trigger on events, SLA track
Change request lifecycle
SMS, email & in-app confirms
Copilot Studio
INTELLIGENCE
Power Automate
Azure Comms Svcs
Across the end-to-end solution
Document Intelligence
Identity Verification
AI Decisioning
Fabric Data Agents
Policy / Rules
Extract form & ID fields
Face match, liveness check
Fraud scoring, deduplication
CIF lookups, data enrichment
Compliance & field validation
AI & Rules Engines
Azure AI Doc Intel
INTEGRATION
Dataverse
Azure AI Vision
Azure ML / Prompt Flow
Microsoft Fabric
Logic Apps / Rules
Banking API Gateway
Event Propagation
Fallback RPA / CUA
MCP Connectors
Execution Services
CIF, CRM, Core Banking, Cards
Fan-out change events real-time
Legacy endpoints, screen-scrape
Data, Process & System tools
pAPIs, sAPIs, zAPIs
APIs, Events & RPA
Azure API Mgmt
Service Bus / Event Grid
Power Automate Desktop / Computer Use
Azure Functions
Azure Functions
DATA
SQL Validation
Fabric Lakehouses
Master Data Views
Audit & Event Log
Semantic Models
Source Systems
Storage, Analytics &
Compliance
Operational rules & pre-commit
OneLake · raw, curated, gold
Golden customer record, MDM
Immutable compliance change log
SLA & volume reporting
CIF, CRM, Core Banking, Cards
Azure SQL DB
Microsoft Fabric
Fabric / Purview
Azure Monitor
Power BI / Fabric
Azure Data Factory
CHAPTER 3
Where do agents fit?
CHANGE OF CUSTOMER DETAILS AGENTIC SOLUTION ARCHITECTURE
Microsoft Azure · Power Platform · Fabric
Illustrative example only
- Trigger
- Extraction Agent
Email received with scanned
handwritten PDF Form
Azure Doc Intelligence
Process Orchestration Agent
Copilot Studio - Process #1 Change of Name Expert
- Process #2 Direct Debit Expert
- Exceptions Agent
- Customer Insights
Copilot Studio
Copilot Studio
Copilot Studio
Fabric Data Agent
Query customer history
3.1
3.2
3.3
4.1
4.2
4.3
5.1
Details
Check
Fraud
Check
Update
CIF
Details
Check
Send to DD
Work Queue
Update
CIF
Human Check
Human in the Loop
via SQL / Fabric
Customer Information File / Microsoft Fabric
DEMO
Solution Demo
CHANGE OF CUSTOMER AGENTIC SOLUTION
CHAPTER 4
Microsoft Fabric AI
DATA AGENTS
COPILOT IN FABRIC NOTEBOOKS
AI FUNCTIONS
AI agents that converse with your
OneLake data, enforce governance, and
surface actionable insights
In-cell AI generates code, SQL
completions, and data transformations
across all Fabric workloads
LLM-powered summarization,
classification, and text generation on
OneLake data in a single line of code
Agent queries customer history across lakehouse
tables to validate address change requests
Copilot writes the PySpark to detect anomalous
address changes across customer records
Classify change requests as routine, suspicious, or
high-risk using AI functions over lakehouse data
CHAPTER 4
Power BI Copilot
NATURAL LANGUAGE INSIGHTS
AI REPORT CREATION
EMBEDDED EVERYWHERE
Standalone Copilot finds and analyses
any report or model. Ask questions, get
instant visuals and summaries
Copilot creates entire report pages,
selects best visuals, and auto-generates
DAX measures with descriptions
Copilot in SharePoint, Teams, mobile
apps, and org apps. Insights at every
decision point
"Show address changes by region this quarter"
instantly generates a filtered dashboard
Build a customer details audit report in seconds,
with anomaly detection visuals auto-selected
Service agent in Teams asks Copilot about a
customer's change history mid-call via embedded
report
CHAPTER 4
SQL Server 2025 AI
COPILOT IN SSMS
VECTOR SEARCH
FABRIC MIRRORING
Natural language to T-SQL in SSMS 21.
Write, explain, fix, and optimise queries
via chat
Native VECTOR data type and
VECTOR_SEARCH() for semantic search
directly in T-SQL. No external DB needed
Zero-ETL mirroring streams SQL Server
data to OneLake in near real time for AI
analytics without impacting OLTP
"Show all customers who changed address more
than twice this year" generates the T-SQL instantly
Semantic search finds similar past address fraud
cases by meaning, not just keyword matching
Customer address changes in SQL Server are
mirrored to Fabric for real-time anomaly analysis
CHAPTER 4
SQL is the quiet hero
DETERMINISTIC ANCHOR
VALIDATION LAYER
CONTROL PLANE
AI generates probabilistic outputs. SQL
delivers exact, repeatable results every
time. When precision matters, SQL is the
final arbiter
Audit the SQL, not the prompt. Stored
procedures and views create an
explainable, version-controlled logic
layer
Schema engineering replaces prompt
engineering. Well-designed tables,
constraints, and relationships define
what agents can and cannot do
An agent calculates a customer's exact account
balance via SQL rather than estimating it from
context
A compliance team reviews the stored procedure
an agent used, not the unpredictable prompt that
triggered it
Foreign keys prevent an agent from creating an
order for a non-existent customer, no prompt guard
needed
CHAPTER 4
SQL is the quiet hero
STRUCTURED MEMORY
TRANSACTIONAL SAFETY
GOVERNANCE AT SCALE
Agents need persistent, queryable
memory. SQL tables give agents
structured recall across sessions
ACID guarantees mean agent actions
either fully commit or fully roll back. No
partial writes, no data corruption
Row-level security, audit logs, and rolebased access built into SQL give agents
guardrails enterprises already trust
An agent recalls a customer's full order history
from SQL before recommending next steps
An agent processing a refund either updates the
order, adjusts inventory, and logs the action, or
none of it happens
Agents can only access rows they are authorised
for, with every query logged for compliance
CHAPTER 5
Trust in AI Agents
The "Agentic Era" is here, marking a shift from
chatbots that only converse to agents that
take actions, invoking APIs, accessing
databases, and overseeing their own longterm memory.
However, increased autonomy introduces new
risks. How can we ensure that agents stay
secure, compliant, and behave as expected?
Source: OWASP Top 10 for Agentic Applications 2026
CHAPTER 5
Trust in AI Agents
Source: NIST AI RMF 100-1
CHAPTER 5
Trust in AI Agents
Source: ISO/IEC 42001 Certification
CHAPTER 5
Trust in AI Agents
Source: EU AI ACT Risk Levels
CHAPTER 5
Trust in AI Agents
GOVERN
MAP
• Establish Security by Design
culture across agent lifecycle
• Identify full attack surface of
each agent
• Conduct Red Teaming for
agentic-specific threats
• Deploy guardrails and
continuous monitoring
• Define accountability chains:
who is liable for unauthorized
API calls?
• Catalog: LLM, system prompt,
tools (APIs), RAG sources
• Assess Groundedness scores
and hallucination rates
• Prioritize: Excessive Agency
(LLM08) Goal Hijack (ASI01)
• Map agent-to-agent trust
boundaries
• Proactive stress-testing before
deployment
• Integrate Defender for Cloud +
Defender for AI
• Assess identity chain: Entra
Agent ID, RBAC, service
principals
• Evaluate against OWASP
ASI01–ASI10
• Implement kill switches and
circuit breakers
• Evidence-based governance:
policies, attestations, tollgates
• Align with NIST AI RMF 100-1
MEASURE
MANAGE
Source: Abhi Singh, Microsoft Defender for Cloud Blog 2026; Microsoft Architecting Trust Framework
CLOSE
Next Steps
When you go back to work on Monday:
Continue the AI
Agents conversation
Learn by building low
risk, high ROI agents
Promote trust and
security by design
CLOSE
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