EduCoach – Academic Advising Agent

Summary

EduCoach is a Microsoft Copilot Studio agent that acts as a friendly academic advising assistant for undergraduate students. It helps students navigate their academic journey by answering grounded questions from a SharePoint Courses list and a Student Handbook document.

Key capabilities:

Capability	Description
Course Search	Find courses by subject, semester, or degree requirement
Prerequisite Check	Verify eligibility before enrolling in a course
Enrollment Request	Submit an enrollment request via adaptive card; confirmation sent by email and tracked in Planner
Course Recommendations	Get personalised suggestions based on major and career interests
Graduation Audit	Check credit progress and remaining degree requirements
Waitlist Notification	Automatic notification when a waitlisted course opens (Power Automate trigger)
Escalation	Hand off to a human advisor for grade appeals, medical withdrawals, or academic petitions

The agent is published to Microsoft Teams and Microsoft 365 Copilot and uses generative AI orchestration to route intents to specialised topics without explicit keyword matching.

Demo

Watch the full walkthrough on YouTube: EduCoach – Academic Advising Agent Demo

Frameworks

Prerequisites

• Microsoft 365 tenant with a Microsoft Copilot Studio licence
• Power Platform environment with Dataverse enabled
• Permissions to create connections for:
  • SharePoint Online
  • Microsoft Planner
  • Office 365 Outlook
  • Microsoft Copilot Studio (for the Power Automate trigger)
• A SharePoint site containing:
  • A Courses list with columns: Title (course code), title (course name), credits, prerequisites, degree_requirement, semester_offered
  • A Student Handbook document (.md or .docx) in the site's Shared Documents library
• A Microsoft Planner plan with at least one bucket for tracking enrollment requests
• Power Platform CLI (pac) – required only if importing via solution

Contributors

mcs-EduCoach | Lovy Jain (@lovyjain)

Version history

Version	Date	Author	Comments
1.0	June 15, 2026	Lovy Jain	Initial release

Disclaimer

THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.

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Minimal Path to Awesome

1. Prepare your SharePoint site

Sample data files are included in src/sharepoint-data/ to help you get started quickly:

File	Purpose
sample-course-catalog.csv	50 sample courses — import directly into the SharePoint Courses list
student-handbook.md	Student handbook document — upload to Shared Documents as-is

Steps:

1. Create (or reuse) a SharePoint site, e.g. https://YOUR_TENANT.sharepoint.com/sites/YOUR_SITE.

2. Create a Courses list with the following columns:

   Column internal name	Type	Notes
   Title	Single line of text	Course code, e.g. CS101
   title	Single line of text	Course name
   credits	Number	Credit hours
   prerequisites	Single line of text	Semicolon-separated course codes, or None
   degree_requirement	Single line of text	e.g. General Education, Major Required, Major Elective, Free Elective
   semester_offered	Single line of text	Semicolon-separated semesters, e.g. Fall;Spring

3. Import the sample data from src/sharepoint-data/sample-course-catalog.csv into the Courses list. You can use the SharePoint Import Spreadsheet app or paste rows manually.

4. Upload src/sharepoint-data/student-handbook.md to the site's Shared Documents library. The agent uses this file as the grounding document for all policy and graduation questions.

2. Prepare Microsoft Planner

1. Create a Planner plan inside the Microsoft 365 group of your choice.
2. Add a bucket named Enrollment Requests (or any name you prefer).
3. Note the Plan ID and Bucket ID from the Planner URL or via the Microsoft Graph Explorer.

3. Clone the repository

git clone https://github.com/pnp/copilot-pro-dev-samples.git
cd copilot-pro-dev-samples/samples/mcs-EduCoach/src

4. Update placeholder values

Before importing, replace all placeholder strings in the source files:

File	Placeholder	Replace with
EduCoach/knowledge/edu_EduCoach.topic.EduCoach_vyWFXDQOMlURhPjjvZccG.mcs.yml	YOUR_TENANT.sharepoint.com/sites/YOUR_SITE	Your SharePoint site URL
EduCoach/knowledge/edu_EduCoach.topic.StudentHandbook.mcs.yml	YOUR_TENANT.sharepoint.com/sites/YOUR_SITE	Your SharePoint site URL
EduCoach/actions/CreatePlannerEnrollmentTask.mcs.yml	YOUR_PLANNER_PLAN_ID	Your Planner plan ID
EduCoach/actions/CreatePlannerEnrollmentTask.mcs.yml	YOUR_PLANNER_BUCKET_ID	Your Planner bucket ID
EduCoach/workflows/.../workflow.json	YOUR_TENANT.sharepoint.com/sites/YOUR_SITE	Your SharePoint site URL
EduCoach/workflows/.../workflow.json	YOUR_SHAREPOINT_LIST_ID	GUID of your Courses list

Tip: You can find the Courses list GUID in the SharePoint list settings URL: …/_layouts/15/listedit.aspx?List={GUID}.

5. Import the agent into Copilot Studio

Option A – Copilot Studio CLI (recommended)

pac auth create --environment <YOUR_ENVIRONMENT_ID>
pac copilot import --path EduCoach

Option B – Copilot Studio portal

1. Open Copilot Studio and select your environment.
2. Go to Agents → Import and upload the EduCoach folder.

6. Configure connections

After importing, Copilot Studio will prompt you to assign connections for:

• SharePoint Online – connect with an account that has read access to the Courses list and Student Handbook.
• Office 365 Outlook – connect with the account that sends enrollment confirmation emails.
• Microsoft Planner – connect with an account that has write access to the Planner plan.
• Microsoft Copilot Studio – used by the Power Automate trigger workflow.

7. Activate the Power Automate trigger

1. In Copilot Studio, open the EduCoach agent → Triggers.
2. Enable the New course added in Courses trigger.
3. Open the generated Power Automate flow and confirm the SharePoint site and list are pointing to your Courses list.

8. Publish the agent

1. In Copilot Studio, select Publish → Publish.
2. Once published, open Channels and enable Microsoft Teams and/or Microsoft 365 Copilot.

9. Test the agent

In Microsoft Teams, start a chat with EduCoach and try the built-in conversation starters:

• What courses can I take next semester for computer science?
• Can I take CS101 if I have not completed MATH100?
• Help me submit an enrollment request for CS101.
• I am not sure what to take next, can you recommend courses?

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Architecture

Student (Teams / M365 Copilot)
        │
        ▼
 ┌─────────────────────────────────┐
 │       EduCoach (Copilot Studio) │
 │  Generative AI Orchestration    │
 │                                 │
 │  Topics                         │
 │  ├── CourseSearch               │
 │  ├── CheckPrerequisites         │
 │  ├── CourseEnrolmentCard        │
 │  ├── CourseRecommendation       │
 │  ├── GraduationAudit            │
 │  ├── WaitlistSpotAvailable      │
 │  └── EscalateToHumanAdvisor     │
 │                                 │
 │  Knowledge Sources              │
 │  ├── SharePoint Courses list    │
 │  └── Student Handbook doc       │
 │                                 │
 │  Actions                        │
 │  ├── Create Planner Task        │
 │  └── Send Outlook Email         │
 └────────────┬────────────────────┘
              │ Trigger
              ▼
 ┌─────────────────────────────────┐
 │  Power Automate Flow            │
 │  "New course added in Courses"  │
 │  SharePoint list → Agent prompt │
 └─────────────────────────────────┘

Features

• Generative AI orchestration – no explicit keyword triggers; the agent routes requests using intent understanding.
• Grounded responses – the agent only answers from verified SharePoint sources; it will not hallucinate courses or policies.
• Adaptive card enrollment – students fill out a structured card; data is written to Planner and confirmed by email.
• Automatic waitlist notification – a Power Automate flow fires when a new course is added to the SharePoint list and proactively contacts students who were waiting.
• Human escalation – requests involving grade appeals, medical withdrawals, or academic petitions are routed to a human advisor without asking extra questions.
• Multi-topic design – each capability is an independent topic, making the agent easy to extend or customise.