Business Data + Work IQ Combination Agent
Hands-on lab for building an agent that combines internal business data with external economic indicators to support the CEO's strategic decision-making
Special Workshop: Building a Business Data + Work IQ Combination Agent
A management decision-support agent for CEOs
In this special workshop, you will build an agent that integrates internal SharePoint documents, Microsoft 365 communication data, U.S. economic indicators, and IoT appliance data in a single agent to support executive decision-making.
Unlike the foundational workshops, this workshop focuses on complex analysis scenarios that combine multiple data sources.
🎯 Implementation goals
| Item | Details |
|---|---|
| Target users | CEO / executives |
| Core features | Cross-analysis of internal documents + external economic indicators, email trend summaries, management decision email drafts, appliance control |
| Architecture | Autonomous orchestration based on Instructions + Tools (minimizing flows and topics) |
| Deployment channel | Microsoft Teams |
🔧 Tools used
| Tool type | Tool name | Purpose |
|---|---|---|
| Pre-built (Work IQ) | Work IQ Mail MCP | Search emails, draft and send messages |
| Pre-built (Work IQ) | Work IQ Teams MCP | Teams messages and adaptive card notifications |
| Pre-built (Work IQ) | Work IQ Copilot MCP | M365 enterprise search (fallback) |
| Custom MCP | FRED Economic MCP | Query U.S. economic indicators (5 themes + search) |
| Custom MCP | ThinQ MCP | Query and control LG IoT appliances, analyze energy usage |
| Knowledge source | SharePoint | Internal strategy documents, reports, and market research |
📋 Lab agenda
| Part | Details | Duration |
|---|---|---|
| Part 1 | Create the agent and write Instructions | 20 minutes |
| Part 2 | Add pre-built tools (Work IQ MCP) | 15 minutes |
| Part 3 | Add custom tools (FRED MCP + ThinQ MCP) | 25 minutes |
| Part 4 | Add an email-received trigger | 15 minutes |
🧠 Scenarios you can use after completion
After you finish building the agent, it can handle complex questions like these:
| Scenario | Example user question | Combined tools |
|---|---|---|
| Market strategy review | “Review our North America market strategy” | SharePoint + FRED (GDP, consumer sentiment) |
| Cost policy planning | “Reevaluate our pricing policy based on commodity price changes” | SharePoint + FRED (exchange rates, PPI) |
| Investment decision-making | “Is this the right timing for a factory expansion?” | SharePoint + FRED (interest rates, industrial production) |
| Email trend validation | “Summarize recent reporting emails and compare them with market conditions” | Mail MCP + FRED |
| Management decision email | “Draft an email with my decision opinion on this issue” | FRED + SharePoint + Mail MCP + Teams |
| Automated email handling (trigger) | Automatically analyze a new email → draft a response → notify in Teams | Trigger + FRED + SharePoint + Mail + Teams |
⚡ Prerequisites
| Item | Description |
|---|---|
| Access to Copilot Studio | https://copilotstudio.microsoft.com |
| Microsoft 365 account | Organizational account with access to Teams, Outlook, and SharePoint |
| FRED API Key | Provided separately during the lab |
| ThinQ PAT | Provided separately during the lab |
Note: API keys are provided separately for security reasons. In real production use, issue and use individual keys.
Now, let’s start with Part 1! ➡️ Part 1: Create the agent and write Instructions