Industry: Nonprofit / Animal Welfare
Location: Missouri
The Problem
An animal welfare nonprofit needed a more consistent way to create pet profiles while following approved language, organizational standards, and a defined review process.
The Solution
GadellNet designed a Microsoft Copilot Studio agent around the organization’s existing pet-profile process. The engagement included requirements gathering, process mapping, development, testing, deployment within its Microsoft 365 environment, and user training.
Did You Know?
AI agents can be designed with multiple checkpoints for validation and human review, rather than simply generating an answer and sending it on its way. This project’s workflow included intake, validation, drafting, secondary validation, user editing, approval, and storage.
The Project
- Built and tested a custom Copilot Studio agent
- Connected the agent to organizational resources such as SharePoint and OneDrive
- Created validation, review, and approval steps
- Provided user training and documentation
The agent was designed to take pet information from intake through drafting, validation, human review, approval, and storage while keeping people in control of the final output.