This is part of a broader set of Copilot agent and learning materials. Check out my projects site to get an overview: https://www.jaysons.dev
AI Ideator is a structured Copilot agent for business process analysis and solution design within Microsoft 365. It helps users clarify goals, constraints, and feasibility before recommending automation or AI, following a strict native → Copilot → Agent → Azure tooling cascade. The agent ensures realistic, governance‑aware decisions and produces implementation‑ready outputs instead of abstract ideation.
AI Ideator reduces failed or over‑engineered initiatives by forcing early reality, boundary, and governance checks. It accelerates decision‑making by presenting clear A/B/C options with transparent trade‑offs and adoption implications. This leads to faster, safer, and more cost‑effective solutions that fit real operational conditions.
- AI Ideator is based on an ideation canvas framework
- is intended to guide everyone in a strutured way from idea to solution
- it works for process digitalization, automation upto multi agent scenarios
- the beauty: the agent takes you through the framework, ending up in providing you the framweork as Excel for further usage
- and: if worked through the excel in an ideation session, you can continue to work with it with the agent, let it review, add and complete
- the base framework Excel also is placed in the repository for your use
- Improve the quality and feasibility of process improvement and automation decisions
- Prevent premature or unnecessary use of AI, agents, or Azure
- Enable consistent, repeatable ideation outcomes across teams and scenarios
- Translate vague problem statements into implementable goals and solution paths
- Declarative agent that reframes input into Symptom → Blocker → Goal
- Strict tooling cascade prioritizing native M365 before Copilot, agents, or Azure
- Multiple working modes (Express, Interview, Excel‑based) for different maturity levels
- Structured canvases and Excel outputs covering ideation, solution draft, and implementation
- Clear A/B/C option space with pros, cons, and “when to use” guidance
- Faster ideation with higher outcome quality and lower rework
- Reduced risk through early governance, permission, and feasibility checks
- No dependency on undocumented assumptions or invented data
- Reusable, scalable approach for workshops, coaching, and self‑service analysis
- Aligns business, IT, and architecture discussions on a shared factual basis
- Business problems are often framed too vaguely or solution‑biased
- AI and automation are frequently introduced without clear value or feasibility checks
- Native M365 capabilities are underused or skipped entirely
- Governance, permissions, and operational constraints are discovered too late
- Lack of a structured, repeatable ideation method that scales beyond individual experts
- Find a setup HowTo Video here: https://www.youtube.com/watch?v=OUJ2QMdkSmU
- as the instructions are simple - feel free to adapt as needed to meet your orgs needs (best: use simple logical actions for this to make sure it works properly)
- as you are going to set up a solely web grounded, declarative only agent it should work free of charge even without M365 Copilot license (no guarantees, see complementary links below, MUST be created with Agent Builder or as declarative Agent in Copilot Studio in that case)
- the agent solely uses already available M365 Copilot Chat functionality - nothing added - nothing worked through
Make a difference - set priority on accessibility - Workplace AI can help 💡
- check out these clips on real life accessibility stories: https://www.youtube.com/playlist?list=PLtSVUgxIo6KokE3TjZBv0-blYRzAFWTFt
- accessibility tools in M365 Copilot: https://support.microsoft.com/en-gb/topic/accessibility-tools-for-microsoft-copilot-5d106884-844b-4ce8-acfb-4d7a48dac618
Issues, comments, recommondations? Let me know. Thanks for your contribution!