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Personal Agents: Simple personal AgentsLow - keep it public-source only and do not upload sensitive AO data riskUpdated 5 SeptAI required

Public regulatory research agent

A policy officer creates a web-grounded Agent using public Ofqual, DfE, JCQ or sector guidance to manually check for updates, monitor consultations and summarise public changes.

Where the action happens

Copilot Chat / Agent Builder

Product or feature needed

Web-grounded agent with instructions and selected public sources

AI required

Yes

Extra credits

Usually no - if kept to simple public/web grounding, but tenant settings may vary

Technical skill

Low to medium

Risk level

Low - keep it public-source only and do not upload sensitive AO data

Licence dependency

Personal Agents stage — basic web/public Agent use can be available before Premium, subject to tenant web-search policy; richer organisational grounding has additional dependencies.

Credit dependency

Usually none for a simple public/web Agent; tenant configuration may vary.

UK availability

available

What it can do

  • Can use selected public websites and, where the tenant allows it, broader web search as knowledge for interactive research.
  • Useful for a person-led check of public regulator or government pages without needing internal work data.
  • Can compare or explain public guidance when the user starts the task and reviews the sources.

Limitations

  • This is interactive research, not unattended monitoring: the Agent does not by itself create a scheduled Power Automate website check.
  • Web search can be disabled by tenant policy.
  • A public website knowledge source or search result is not a guaranteed change-detection service; users should review the source page and date.

Prerequisites

  • Web content/search must be permitted by the organisation.
  • Use only approved public sources for this low-risk pattern.

Workarounds

  • For scheduled monitoring, use Power Automate with an approved fetch/integration step such as HTTP or a suitable connector, then optionally use AI to interpret the detected change.

    Needs premium licensing. External dependency: Power Automate HTTP/API or external connector may require Premium licensing..

Notes

Manual/web-grounded Agent research and scheduled external monitoring are separate capabilities. AI interpretation does not itself provide unattended web connectivity.

Watch-outs for Personal Agents

  • Do not overstate what a basic Agent can do: it is often closer to a reusable helper than an autonomous system.
  • Basic Agents do not automatically gain broad access to organisational work data.
  • If the Agent needs SharePoint, Microsoft Graph, connectors or broader work grounding, check licensing, admin controls and permissions.
  • Shared Agents should have an owner, purpose, scope and review date.

Last checked: 2026-09-05

Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.

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