Agent Launchpad starting patterns

Start with a proven workflow pattern, not a blank canvas.

Agent Kits are reusable starting patterns for common mission and business workflows. They accelerate discovery and design, but they are not one-click bots and they are not a separate product family. Every production implementation is delivered through Agent Launchpad and adapted to your data, permissions, systems, policies, and human approval model.

Launch an agent from a pattern See Agent Launchpad →

Six starting patterns

Reference workflows we adapt to your organization.

Pattern 1

Knowledge Keeper

Give staff one governed place to ask how the organization works. Ground an agent in approved policies, procedures, program documentation, internal knowledge, and selected Microsoft 365 content so staff can find answers without searching across folders and inboxes.

Best fit: HR and operations policy, program SOPs, internal service desks, board and governance knowledge.

Pattern 2

Intake & Routing

Turn inbound requests into structured work. Classify incoming requests, capture the right context, route to the right owner, prepare next steps, and escalate exceptions to people.

Best fit: constituent intake, grant inquiries, service requests, referrals, internal operations queues.

Pattern 3

Research Assistant

Compress research without removing review. Gather information from approved sources, synthesize findings, organize evidence, and prepare a structured first pass for a human reviewer.

Best fit: program research, funder research, policy monitoring, competitive intelligence, issue briefs.

Pattern 4

Constituent Support

Give stakeholders faster first-line help while keeping escalation visible. Answer common questions from approved content, collect context, route exceptions, and hand off sensitive or unresolved cases to a person.

Best fit: member services, grantee support, program participants, public information, internal support.

Pattern 5

Board Reporter

Turn operating data and source material into a better first draft of leadership reporting. Collect approved source material, summarize changes, surface decisions and risks, and prepare structured briefing content for review.

Best fit: board packets, committee updates, executive operating reviews, recurring program reporting.

Pattern 6

Relationship Intelligence

Make the context around important relationships easier to retrieve and act on. Bring together approved relationship history, notes, commitments, open actions, and relevant organizational knowledge to prepare staff for outreach and follow-up.

Best fit: donor stewardship, funder relationships, partner management, major stakeholder engagement.

What a pattern does and does not include.

A pattern gives us

  • A reference workflow
  • A starting data model
  • Common guardrails
  • Common evaluation questions
  • Typical human approval points
  • Reusable Microsoft architecture patterns

A pattern does not mean

  • Your data is the same as another customer’s
  • Your permissions can be copied
  • The agent can act without approval
  • Outcomes are guaranteed
  • A production deployment requires no discovery or testing

Found a pattern worth pursuing?

Every pattern is scoped and delivered through Agent Launchpad. Tell us which pattern is closest and what the workflow does today.

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A senior member of our team will reach out within one business day to talk through the workflow and confirm fit.