Innovating Social Care Management with AI-driven Copilot Studio

How can AI help social care organisations?

AI tools like Microsoft Copilot Studio help social care providers automate admin tasks, improve team collaboration, access real-time case insights, and ensure compliance. This frees up more time to focus on delivering high-quality care.

More time for care, less time on admin

Care professionals are often burdened by repetitive admin tasks such as scheduling appointments, chasing documentation, or completing updates.
Copilot Studio agents can automate many of these processes, including: 

• Sending reminders for meetings, assessments, or paperwork 
• Collecting regular updates from care workers via Teams 
• Logging tasks or notes directly into Dynamics 365 or Outlook 

This frees up valuable time to focus on what matters most: delivering quality care. 

Example: A care professional can spend more time with a service user, knowing that meeting reminders and task updates are being automatically tracked and logged. 

Smarter decisions through real-time insights

In a fast-paced environment, access to accurate, timely information is critical. AI in social care helps by surfacing relevant case details, generating summaries, or tracking key milestones without switching between systems. 

For example, a manager could ask an agent: 

“Show me open cases where reviews are overdue,” and instantly receive a filtered list, pulled from Dynamics 365 and SharePoint. This enables more informed decision-making, faster. 

Stronger collaboration across teams

Effective care depends on strong communication. AI-driven Copilot Studio agents can support this by: 

• Notifying staff of case changes in Microsoft Teams 
• Sharing documents or care plans from SharePoint 
• Assisting with scheduling and follow-ups via Outlook 

Whether staff are in the office or out in the field, agents help ensure everyone stays connected and informed. 

Example: A team member in the field receives a real-time update on a client’s care plan via Microsoft Teams, ensuring they’re informed before arriving for their next appointment. 

A more responsive experience for those accessing care

Copilot Studio agents can also be deployed externally to support individuals receiving care. These conversational tools can: 

• Guide users through onboarding 
• Answer questions about services or processes 
• Share updates or appointment details 

This helps improve the overall experience for people accessing care, providing quicker responses and clearer communication when it matters most. 

Example: A service user can quickly get answers to their questions about available care services through an automated chat, saving time for both the service user and the care team. 

Greater confidence in compliance and reporting

Regulatory requirements are a constant focus. Copilot Studio agents can assist by: 

• Tracking important deadlines 
• Flagging missing documentation 
• Generating summaries of interactions for audit trails 

These capabilities make it easier to stay compliant and audit-ready with less manual effort. 

Example: A compliance officer can trust that all necessary documentation is in place and deadlines are met, without the need to manually track each requirement. 

Seamlessly integrated with your Microsoft tools

Copilot Studio is built to work within your existing Microsoft environment, including: 

• Dynamics 365 for client data and case management 
• Microsoft Teams for chat-based agent delivery 
• Outlook for task, calendar, and communication integration 
• SharePoint for document access and search 
• Power Automate for workflow automation 

No need for disconnected tools. This is powerful support, embedded within your day-to-day systems. 

Example: A care coordinator can seamlessly access client records, schedule follow-ups, and track progress all within their existing Microsoft environment, reducing the need for third-party tools. 

Ready to innovate in social care?

Whether you’re looking to reduce admin, improve collaboration, or enhance service delivery, Copilot Studio provides a flexible, low-code solution that helps social care providers work smarter. At Pragmatiq, we partner with organisations to design Copilot Studio agents tailored to their unique needs, driving meaningful outcomes at every level.