AI
agent flows with Copilot Studio: automatic market updates for the sales team
Company: KH Engineering
meet:
KH Engineering
KH Engineering is a multidisciplinary, full-service engineering firm that supports clients in the development and execution of technical projects. The organisation works pragmatically, with broad technological knowledge in-house, and delivers services from front-end engineering through to procurement and construction management (EPCm) for national and international clients. Safety and sustainability are fixed prerequisites. KH Engineering steers towards transparent, predictable project delivery in a complex technical environment.
the challenge
KH Engineering had long had an internal market update, but it consisted of an old PowerPoint with separate slides for multiple markets. Collecting and processing insights was manual, took a lot of time and was therefore not repeated consistently. The update remained static and offered too little up-to-date market data to support teams and account managers on a structural basis.
At the same time, there was a growing internal need to use AI in a targeted way to obtain market insights faster, more consistently and in greater depth, including signals around clients, competitors and relevant developments.
The question was clear:
how does KH Engineering turn the manual market update into an AI-driven approach that continuously delivers up-to-date, source-verifiable market insights, without extra manual work for account managers?
our solution
keywords and planning
BE Digital took the existing market update as a starting point and turned it into an AI-driven report, so that relevant insights are collected and structured faster. In this phase, the focus was on: which signals are truly useful for account managers in storage & logistics, and which sources deliver value structurally.
- agents in Copilot Studio for daily work
Next, the solution was moved to the Microsoft environment that was already in place: Copilot (Microsoft 365) with agents built in Copilot Studio. Account managers were given access to multiple agents, including a research agent and an agent for conversation preparation, so that alongside the automatic updates they can also do ad hoc deep dives into client, market and context.
- from standalone tool to safe working environment
After that, we set up a team structure with separate ChatGPT accounts for finance, ICT, HR, board, quality, policy and AFAS. Employees work within their team account using shared projects, so prompts, formats and output stay in one place and are reusable. To arrange access properly, we also set up the full verification process, including two-step verification via a shared inbox, with controlled access for the right people.
- the agent flow that delivers updates automatically
Because the biggest need was not “searching”, but receiving, we built an agent flow with Power Automate as its backbone. The flow runs weekly and sends an update to each account manager's inbox. The content is built up in steps:
- research and signal detection
- summarising and selecting highlights
- editorial structure and email output.
- verification, source citation and security
Every update includes source citations and source notes, so that account managers can verify and read further into the information. The agents run within KH Engineering's Microsoft tenant, with governance appropriate for an organisation. Control and security are always important, but in KH's case we also had to take their ISO 9001 certification into account.
the result
The solution gives KH Engineering a fixed, repeatable way to make market insights available to the storage & logistics team. The flow is set up for a team of multiple account managers, with management able to read along, and delivers a weekly update that is immediately usable in client contact.
- weekly update per account manager in the inbox, tailored to client portfolio, region and focus topics.
- faster, more substantive conversation preparation thanks to fixed highlights such as market movements, sentiment, capex and project phases, acquisitions, management changes, hiring and firing, plus relevant trade press.
- less manual work and more consistency: the same information supply stays up to date, even when things get busy.
- manageable costs thanks to a set-up within the existing Microsoft environment, meaning there are no extra tool costs when systems such as CopilotStudio and Power Automate are already in place. The only costs are the tokens that are consumed.
- verifiable output through source citation that fits the quality and compliance requirements (including ISO 9001) within KH Engineering.
what the client says
“BE Digital helps us make progress in AI adoption”
“BE Digital took us step by step through translating our needs into a working AI solution, within our own Microsoft environment. We didn't want to experiment with separate tools, but keep control over access, management and quality. Because they set everything up in our environment, we stay in control ourselves. The solutions contribute to the success of our team!”
Claire Doorschodt
Marketing Manager KH Engineering
Marketing Manager KH Engineering
the BE Digital Touch
For this challenge, we set up the implementation pragmatically: first sharpen the content and relevance, then automate. Together with the team, we tested the instructions for recognisability, noise and usefulness in sales conversations, and set up the flow for weekly delivery without extra steps. Thanks to source citation and a fixed output structure, there is control over quality and traceability.
The solution is built within KH Engineering's existing Microsoft environment, which keeps adoption low-threshold and management straightforward. This also means it does not depend on a third party, so even if the collaboration were to end, everything remains under KH Engineering's own control.
adoption is low-threshold
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