Customer contracts sit at the heart of your business—but tracking, managing, and understanding them is painful.
Sales teams ask, “Has the client signed yet?” Legal needs to know, “When does the customer agreement expire?” Procurement searches for volume discounts or renewal terms buried in PDFs. And yet, when customers sign and upload a new contract to a shared folder? No one notices!
Multiply that across dozens—or thousands—of agreements, and it becomes clear: we need more than inbox alerts and manual reviews. We need AI agents that can track contracts, understand them, and answer real questions.
This two-part blog series shows how to extend your existing Microsoft Copilot Studio agent using Azure AI services, turning it into a proactive, intelligent assistant built for document-heavy workflows.
Part 1: Proactive Document Intelligence
In Part 1, we extend a Copilot Studio agent to monitor Azure Blob Storage and automatically notify the right users when new contracts are uploaded.
Here’s what we enable:
- New signed contracts (PDFs) are dropped into Azure Blob
- Azure Document Intelligence extracts structured contract data like customer names, SLAs, and key dates
- AI Prompt summarizes key insights
- Agent Flow sends proactive alerts to Teams
- The Copilot Studio agent becomes the channel for surfacing contract intelligence in real time to end users
Why Extend This Way?
- Azure Blob Storage offers scalable, secure, and low-cost storage for contract repositories
- Azure Document Intelligence starts fast with a prebuilt contract model, and adapts to complex formats using custom models or the Layout API based on your needs
- Stakeholders no longer dig through files—Sales, Legal, Procurement, and Ops stay aligned automatically
Part 1 - Extending Copilot Studio with Azure AI – Part 1: Proactive Document Intelligence – Suvidha-blogpost
Part 2: Semantic Search Across Large Contract Volumes
In Part 2, we extend the same Copilot Studio agent to answer natural language questions across large set of contracts stored in Azure Blob Storage—using Azure AI Search.
Here’s what we enable:
- Signed contracts live in Azure Blob Storage
- Azure OpenAI Embeddings vectorize the document content
- Azure AI Search indexes it for semantic search
- The agent connects directly to this index as a knowledge source
- Now users ask: “What’s the renewal term for Adventure Works?” OR “What’s the SLA for Fourth Coffee?”
Why Extend This Way?
- Semantic search scales effortlessly with growing contract volumes
- The Copilot understands user questions and returns context-rich answers
- Legal and business teams can self-serve answers in seconds
Part 2 - Extending Copilot Studio with Azure AI – Part 2: Azure AI Search with Semantic Retrieval – Suvidha-blogpost
These two extensions work together to elevate your Copilot Studio agent from a simple interface to a smart, business-ready contract assistant!
