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Higher Education / EdTech · 2026

I Couldn't Help But Wonder…

No Handover Email Required

Two AI agents built in Microsoft 365 Copilot Agent Builder to cover marketing, comms and content while I was away. One answered the questions, the other drafted on-brand copy. No handover email required.

Industry

Higher Education / EdTech

Client

Universia (Grupo Santander)

Year

2026

Tools

Microsoft 365 Copilot Agent Builder

Skills gained

  • AI agent design
  • Knowledge base structuring
  • Prompt engineering
  • Internal tooling for non-technical teams
  • Content automation
01

Overview

I designed and built two AI agents, Junior and Carrie, to cover marketing, communications and content operations at Universia while I was away.

02

Challenge

As the person specialized in marketing, communications and content at Universia, going on vacation meant either leaving colleagues without support or relying on a traditional handover email. I find that format inefficient: people end up re-reading the same email to find answers to new questions, instead of getting help when they actually need it.

03

Approach

Instead of a static handover document, I built two AI agents in Microsoft 365 Copilot Agent Builder, each covering a different need. Junior answered the questions that would normally take a colleague's time: what's scheduled, what's the status of a given social channel or a client's job-program communication plan, and whether something specific had already been programmed. Carrie helped the team draft communications and content aligned with Universia's brand, for partners and clients, across B2B and B2C audiences. Splitting operational support and content creation into separate agents kept each one focused and easier to get right, instead of one agent trying to do everything.

04

What I did

  • 01Identified the recurring questions and tasks that normally required my direct involvement
  • 02Structured a knowledge base covering scheduling, campaign status and client communication plans for Junior
  • 03Defined Universia's brand voice and content guidelines as the reference for Carrie
  • 04Built and configured both agents in Microsoft 365 Copilot Agent Builder
  • 05Trained Junior to answer in a helpful, attentive and lightly ironic tone matching my own
  • 06Trained Carrie to draft on-brand captions, email copy and microcopy for B2B and B2C content
  • 07Tested and refined both agents' responses before handover
05

Results

2

AI agents used by the marketing and data intelligence team during my absence

On demand

operational answers and content drafting, replacing a static handover email

Tags

  • AI Agents
  • Internal Tooling
  • Knowledge Management
  • Content Automation
  • Microsoft Copilot
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