Microsoft's Agent Technology Guides Humans Through Crucial Business Procedures
Microsoft has introduced a new capability called Request for Information (RFI) into Copilot Studio, a tool that automates repetitive tasks while integrating apps and services. This function is designed to streamline complex workflows by allowing for human input and analysis when needed.
The RFI function enables workflows to pause execution and collect structured input from designated human reviewers before proceeding with subsequent steps. This feature is particularly useful in scenarios such as IT security incident response, financial services compliance, and supply chain quality control, where human expertise is essential.
In IT security incident response, for instance, threat detection systems can automatically request more details from cybersecurity analysts when suspicious activities requiring human expert analysis are identified. Similarly, financial services compliance workflows can pause to request more documents from compliance officers during loan applications or account reviews, such as income verification, credit assessments, or regulatory approvals.
In supply chain quality control, manufacturing process automations can request inspection reports from quality assurance experts when potential defects are detected or when supplier certifications need human verification.
The RFI function supports five input types: text, yes/no, email, number, and date. Some requests for input can be identified as optional. Once a reviewer submits their input via email-linked forms in Outlook, the flow resumes. However, it's worth noting that the RFI function currently sends requests only in Outlook, but more email platforms may be added in the future.
Crucially, the RFI function underscores the need for human expertise and oversight in critical business processes, even as AI and automation become more prevalent. It demonstrates that AI and agents can manage many functions but are no replacement for human expertise and insight.
For companies licensed for Microsoft 365 Copilot, the RFI function is directly applicable, as they can create and integrate AI agents to include human judgment in automated workflows within Microsoft 365 environments without extra charges. Organizations using Copilot Studio as a standalone product or within Dynamics 365, across industries such as retail, finance, and insurance, can also leverage this functionality to enhance their workflows.
Microsoft has detailed a four-step process for creating an agent flow with RFI functionality and a 10-step process for adding human analysis via RFI to an existing agent flow in an in-depth RFI blog post.
The drive to incorporate AI-powered automation in complex workflows is ongoing, and the RFI function is a significant step towards achieving this goal while ensuring that human input remains an integral part of the process.
Looking ahead, the 2026 AI Agent & Copilot Summit, taking place March 17-19 in San Diego, will focus on opportunities, impact, and outcomes with Microsoft Copilot and agents. This event promises to be a platform for discussions and insights into the future of AI and automation in business processes.
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