
AI Agent Marketplace
Discover AI agents that automate repetitive work, improve visibility, accelerate revenue, reduce risk, streamline operations, and empower your workforce.
Powered by Microsoft Copilot Studio, Microsoft 365, Dynamics 365, Business Central, SharePoint, Teams, and Power Platform — delivered, governed, and supported by BizTech Ally through our strategic partnership with UniverseIT.
Executive summary
The BizTech Ally AI Agent Marketplace is a catalog of 29 production-ready AI agents for Microsoft 365, Microsoft Copilot Studio, Dynamics 365, Business Central, and the Power Platform. Each agent automates a specific business workflow — executive reporting, approvals, shared inbox triage, order entry, payables, collections, lead response, quoting, onboarding, case triage, referral intake, and more — with human approval retained at the decisions that matter. Agents are classified by business pain (Revenue, Throughput, Visibility, Workforce, Cash & Margin, Customer, Risk & Quality), implementation tier (Starter, Standard, Complex), and agent pattern (Autonomous, Conversational, First-Party configuration). Typical outcomes include removing manual effort, accelerating revenue generation, improving customer response times, increasing workflow accuracy, and reducing operational risk. BizTech Ally of Blue Bell, Pennsylvania — a strategic partner of UniverseIT — provides the consulting, licensing, deployment, governance, training, and managed services, serving small and mid-sized businesses, nonprofits, healthcare and home care providers, government and workforce programs, and professional services firms across the United States.
Business outcomes
- Reduce manual effort across repetitive workflows
- Accelerate revenue generation and speed to lead
- Improve customer response times
- Increase workflow accuracy and data quality
- Reduce operational and compliance risk
- Give leadership daily visibility without chasing reports
Browse the AI agent library
Search or filter by business pain, implementation tier, agent pattern, and the Microsoft systems each agent connects to.
Showing 29 of 29 agents
Executive Daily Brief Agent
AutonomousA single morning brief that pulls sales, finance, and operations signals into one leadership summary.
- Outlook
- Teams
- SharePoint
- Power BI
- Business Central
Meeting Notes to CRM Agent
AutonomousTurns Teams meeting transcripts into CRM notes, next steps, and follow-up tasks automatically.
- Teams
- Outlook
- Dynamics 365 Sales
- Power Automate
Daily Ops Exception Brief Agent
AutonomousFlags the jobs, orders, and schedules that are off-plan and posts them to the operations channel each morning.
- Teams
- Outlook
- Business Central
- Project Operations
- Power Automate
Daily Sales Brief Agent
AutonomousDelivers each morning's new leads, stalled deals, and closing activity to sellers and sales leadership.
- Dynamics 365 Sales
- Outlook
- Teams
- Power BI
- Power Automate
Customer Meeting Prep Agent
AutonomousBuilds a one-page briefing pack before every customer meeting from CRM, email, documents, and order history.
- Outlook
- Teams
- SharePoint
- Dynamics 365 Sales
- Business Central
Pipeline Hygiene Agent
AutonomousFinds stale, incomplete, and mis-dated opportunities and nudges the owner to fix them.
- Dynamics 365 Sales
- Outlook
- Teams
- Power Automate
Approval Chaser Agent
AutonomousTracks pending approvals and politely chases the right person until the decision is made.
- Outlook
- Teams
- SharePoint
- Planner
- Power Automate
Shared Inbox Triage Agent
AutonomousClassifies, prioritizes, and routes shared mailbox traffic, and drafts replies for staff to send.
- Outlook
- Teams
- SharePoint
- Dynamics 365 Customer Service
- Power Automate
Sales Order Entry Agent (Business Central)
First-Party (Config)Microsoft's first-party Business Central agent that turns emailed purchase orders into draft sales orders.
- Business Central
- Outlook
- Power Automate
Payables Agent (Business Central)
First-Party (Config)Microsoft's first-party payables agent that captures vendor invoices and prepares them for AP review.
- Business Central
- Outlook
- SharePoint
- Power Automate
Field Report Intake Agent
AutonomousCollects field notes, photos, and voice memos and turns them into structured job records.
- Teams
- SharePoint
- Field Service
- Project Operations
- Power Automate
Scheduling Assistant Agent
AutonomousCoordinates appointments and job assignments across calendars, skills, and travel windows.
- Outlook
- Teams
- Field Service
- Dynamics 365 CE
- Power Automate
Vendor & Subcontractor Follow-Up Agent
AutonomousChases vendors and subcontractors for confirmations, documents, and delivery dates.
- Outlook
- Teams
- SharePoint
- Business Central
- Power Automate
Case Intake & Triage Agent
AutonomousCreates, classifies, and prioritizes service cases from every inbound channel.
- Dynamics 365 Customer Service
- Outlook
- Teams
- Website
- Power Automate
Knowledge Article Drafting Agent
AutonomousTurns resolved cases into draft knowledge articles so the same answer is never written twice.
- Dynamics 365 Customer Service
- SharePoint
- Teams
- Power Automate
Customer Self-Service Answer Agent
ConversationalA website and Teams chat assistant that answers customer questions from your approved content.
- Website
- Teams
- SharePoint
- Dynamics 365 Customer Service
- Power Automate
Employee Helpdesk Agent (HR & IT Answers)
ConversationalAnswers everyday HR and IT questions in Teams from your approved policies and documentation.
- Teams
- SharePoint
- Outlook
- Power Automate
New Hire Onboarding Checklist Agent
AutonomousRuns every onboarding task across HR, IT, and the hiring manager so day one is ready.
- Teams
- Outlook
- SharePoint
- Planner
- Power Automate
Offboarding & Access Closure Agent
AutonomousRuns the departure checklist so access, licenses, and assets are closed out on time.
- Teams
- Outlook
- SharePoint
- Planner
- Power Automate
Collections Follow-Up Agent
AutonomousRuns the aging-based dunning sequence and escalates only the accounts that need a person.
- Business Central
- Outlook
- Teams
- Power BI
- Power Automate
Weekly Cash & AR Exception Brief Agent
AutonomousA weekly cash position and receivables exception summary for owners and finance leaders.
- Business Central
- Outlook
- Teams
- Power BI
- Power Automate
Time Entry Compliance Agent
AutonomousReminds staff about missing and late time entries so billing goes out complete and on time.
- Project Operations
- Teams
- Outlook
- Power Automate
Speed-to-Lead Response Agent
AutonomousResponds to inbound leads within minutes, qualifies them, and books time with the right seller.
- Website
- Dynamics 365 Sales
- Outlook
- Teams
- Power Automate
Quote & Proposal Follow-Up Agent
AutonomousFollows up on every open quote on a schedule and tells the seller when a deal goes quiet.
- Dynamics 365 Sales
- Outlook
- SharePoint
- Business Central
- Power Automate
Candidate Pipeline Agent
AutonomousKeeps candidates moving — acknowledgements, screening questions, scheduling, and status updates.
- Outlook
- Teams
- SharePoint
- Dynamics 365 CE
- Power Automate
Loan File Chase Agent
AutonomousChases the missing documents on every loan file until the package is complete.
- Outlook
- Teams
- SharePoint
- Dynamics 365 CE
- Power Automate
Sales-to-Delivery Handoff Agent
AutonomousPackages everything sales promised into a delivery-ready kickoff so nothing is lost in translation.
- Dynamics 365 Sales
- Project Operations
- Teams
- SharePoint
- Business Central
Case Escalation Watch Agent
AutonomousWatches open cases for SLA risk, negative sentiment, and repeat contacts, and alerts a manager early.
- Dynamics 365 Customer Service
- Teams
- Outlook
- Power Automate
Patient & Referral Intake Agent
AutonomousCaptures inbound referrals, checks completeness and eligibility, and prepares them for clinical review.
- Outlook
- Teams
- SharePoint
- Dynamics 365 CE
- Power Automate
Four ways to move from interest to implementation
Schedule an AI Strategy Session
Map the agents to your highest-cost manual work.
Get startedRequest an AI Readiness Assessment
A free scorecard across data, governance, and skills.
Get startedBook an AI Agent Discovery Call
See a working agent run against a real business scenario.
Get startedTalk to a Copilot Studio Consultant
Licensing, deployment, governance, training, and support.
Get startedAI agent deployment in Philadelphia and Montgomery County.
Every agent in this catalog is implemented by BizTech Ally from Blue Bell, Pennsylvania. We work on site with organizations across Philadelphia, Montgomery, Bucks, Chester, and Delaware counties, and remotely with clients nationwide.
Nonprofits
Philadelphia-area nonprofits and workforce programs use intake, scheduling, and follow-up agents on Microsoft 365 nonprofit licensing.
Local businesses
Montgomery County firms in Blue Bell, King of Prussia, Norristown, and Lansdale deploy quoting, order entry, and collections agents in Business Central.
Public sector & care
Agencies, districts, and home care providers across Greater Philadelphia adopt agents with governance and human approval built in.
AI agent marketplace FAQ
The BizTech Ally AI Agent Marketplace lists 29 Microsoft Copilot Studio AI agents that automate everyday business workflows. BizTech Ally, based in Blue Bell, Pennsylvania, implements, governs, trains, and manages them.
- What is an AI agent?
- An AI agent is software that monitors a trigger event, reasons over your business data, and completes a defined workflow — drafting, routing, updating records, and escalating to a person when judgment is required. In the Microsoft ecosystem these agents are built in Microsoft Copilot Studio and run inside your own Microsoft 365 tenant using Power Automate and standard connectors.
- How is an AI agent different from Microsoft Copilot?
- Microsoft Copilot assists a person in the moment, inside Word, Outlook, or Teams. An AI agent runs a business process on its own schedule or trigger, across systems, with defined approval points. Most organizations use both: Copilot for individual productivity, agents for repeatable workflows.
- Do these AI agents integrate with Microsoft 365, Dynamics 365, and Business Central?
- Yes. Every agent in this marketplace connects through standard Microsoft connectors to Outlook, Teams, SharePoint, Planner, Business Central, Dynamics 365 Sales, Dynamics 365 CE, Dynamics 365 Customer Service, Project Operations, Field Service, Power Automate, Power BI, and website channels, inheriting your existing identity and compliance controls.
- Do I need Copilot Studio licensing?
- Most agents are built and governed in Microsoft Copilot Studio, while first-party configuration agents such as the Business Central sales order and payables agents are licensed within the product itself. BizTech Ally reviews what you already own and confirms the exact licensing before any build begins.
- What do Starter, Standard, and Complex tiers mean?
- Starter agents automate a single workflow with light configuration and typically deploy in two to four weeks. Standard agents span multiple systems with custom logic and typically take four to eight weeks. Complex agents involve regulated data, deep integration, and formal governance review, typically eight to fourteen weeks.
- Are AI agents safe for regulated or sensitive data?
- Agents run inside your own Microsoft tenant under your existing identity, data-loss-prevention, and retention policies, access only records the requesting user is already permitted to see, and log every action. Each agent in this catalog states its human approval requirement, and BizTech Ally implements an AI governance framework alongside the build.
- What does BizTech Ally do?
- BizTech Ally, based in Blue Bell, Pennsylvania, is the implementation, consulting, licensing, deployment, governance, training, and managed services partner for these AI agents, delivered through our strategic partnership with UniverseIT. We serve small and mid-sized businesses, nonprofits, healthcare and home care providers, government and workforce programs, and professional services firms.
- How do I get started with AI workflow automation?
- Start with a free AI readiness assessment to score your data, governance, licensing, and skills, then book an AI strategy session to map the agents in this catalog to the manual work costing you the most. Most organizations begin with one Starter agent and expand from there.
- Do you deploy AI agents for organizations in Philadelphia and Montgomery County?
- Yes. BizTech Ally is based in Blue Bell, Montgomery County, Pennsylvania, and implements these agents on site for organizations across Philadelphia, Montgomery, Bucks, Chester, and Delaware counties, and remotely for clients nationwide.
- Can Philadelphia-area nonprofits use these AI agents?
- Yes. Nonprofits in the Philadelphia region typically run these agents on Microsoft 365 nonprofit grant licensing, and BizTech Ally, a program of The Philly Made Us Foundation, handles the implementation, governance, and staff training.
BizTech Ally
Blue Bell, Pennsylvania
Microsoft 365 · Copilot Studio · Dynamics 365 · Business Central · Power Platform · Managed IT Services · AI Consulting
BizTech Ally is a program of The Philly Made Us Foundation, a nonprofit advancing AI and workforce access for communities nationwide.
Ready to put an AI agent to work?
BizTech Ally handles implementation, licensing, deployment, governance, training, and managed support for every agent in this catalog.