AI for business

AI agents and automations that do real work, with a person approving every change

We build and run AI agents and automations on Microsoft and the systems you already use: finance, marketing, sales and support work done by agents that ask before they act.

29 AI projects · 20 in production · 2,900+ agent runs

Any model, hosted on Azure. Your data stays in your systems.

Short answer

Communication Square builds and runs AI agents and automations for businesses on Microsoft: agents in Azure AI Foundry and Microsoft Teams connected to ERP, CRM, helpdesk, websites and Microsoft 365, plus Copilot and Copilot Studio where they fit. Every agent has a pinned model, a daily cost cap, an audit log and an off switch, and any change it wants to make goes to a person for approval. The 20 agents and automations in production have completed more than 2,900 runs.

Starting points

Where agents earn their keep first

Finance“Month-end takes a week.”Bank and card lines labelled, payouts reconciled and reminders drafted, with a person approving.See finance agents
Marketing“We cannot keep up with content and reporting.”Drafts audited for SEO and published for approval; performance questions answered in plain language.See marketing agents
Support“Tickets sit in the wrong queue.”Every ticket classified and routed in seconds, with stronger models only when needed.See support agents

The cost of waiting

Agents are spreading faster than the controls around them

91%of organizations only find out what an AI agent did after it acted.Source: Cisco, AI agents and cybersecurity
37%of organizations can revoke an AI agent’s credentials, and only 30% keep tamper-proof logs of what agents did.Source: Palo Alto Networks 2026 Identity Security Landscape, via Help Net Security

What it really is

A chatbot answers. An agent acts, inside your rules.

The value is in agents that change things in your systems. The risk is the same. So every agent we build ships with the same controls.

ConnectedReads and writes your ERP, CRM, helpdesk and Microsoft 365.
Approval firstProposed changes go to a person in Teams.
Pinned modelsEach agent uses a set model tier and a daily cost cap.
Audit logEvery run, tool call and approval recorded.
Off switchAny agent can be stopped in one step.
MeasuredRuns, approvals, cost and time saved reported.

AI projects

Agents and automations we have built, by business function

Every project below exists and has been verified. Status shows whether it is in production, in pilot or built.

Finance

Live · 500+ runs
Finance operations agentAnswers questions about unpaid invoices, bills and bank activity and proposes fixes; labels bank and card lines, reconciles card-processor payouts, invoices paid online orders, triages the billing inbox, drafts collection reminders and the monthly ad-spend rebill. Every change is approved by a person.Azure OpenAI in Azure AI Foundry · ERP · Teams approvals
Live
Cloud licence billing automationRuns monthly cloud-licence billing, refreshes the product catalogue daily and turns Microsoft Partner Center invoices into vendor bills every two hours.ERP · Partner Center API · Python
Live
Smart dunning holdPauses overdue reminders while a payment is still settling and releases the hold if the payment fails.ERP accounting
Live
Payment failure alertsAlerts staff to card declines and stalled bank-debit verifications within 20 to 30 minutes.ERP · payment processor APIs
Live
Corporate-card rewards optimizerRecommends the best company card for each bill and audits a year of spend for missed cash-back.ERP · rules engine
Live
Daily exchange-rate feedLoads daily currency rates into the ERP automatically.ERP · money-transfer API
Pilot
Finance compliance agentTracks statutory filing deadlines across entities and countries and cross-checks sales tax collected against tax filed; prepares the work for a person to file.Azure OpenAI · ERP

Marketing

Live · 500+ runs
Marketing content agentAudits drafts for SEO, readability, internal links and sponsored-content rules, publishes them to WordPress as drafts for approval, and handles the sponsored-post order inbox.Azure OpenAI · WordPress · Teams approvals
Live · 100+ runs
Marketing analytics agentAnswers plain-language questions about traffic, rankings, content, orders and leads from the live sources, with a weekly digest and a daily watchdog.Azure OpenAI · GA4 · Search Console · CRM
Live
Website-to-CRM syncSends website forms, inbound mail and shop events into the CRM as leads and keeps the shop catalogue in sync.WordPress plugin · ERP
Built
Ad and website lead captureCaptures every lead from a website quiz and from social ad forms into one tracker before the chat hand-off.Serverless worker · ads webhooks · Airtable
Built
Blog publishing pipelineIngests a draft, runs a mechanical SEO audit, generates a featured image and posts a WordPress draft for review.Python · WordPress · image generation

Sales

Live
Partner referrals agentSyncs co-sell referrals into the CRM every 30 minutes, assigns them and drafts a tailored reply before they expire.Azure OpenAI · Partner Center API · CRM
Live
Public-sector opportunity agentFinds new government solicitations, removes duplicates, screens each for fit through tiered AI checks and files the documents with a citable page index.Azure AI Foundry · OCR · Airtable · SharePoint
Live
Proposal preparation agentTurns a qualified solicitation into a cited, proposal-ready requirements package and hands it to a person.Azure AI Foundry · workflow API · Teams
Live
Meeting intelligence to CRMLinks meeting recordings, transcripts and summaries to the right contact, lead or applicant automatically.Meeting recorder API · CRM
Live
Online-order licence eligibility checkChecks cloud-licence orders for eligibility at checkout and reviews paid orders every 15 minutes.WooCommerce plugin · ERP
Pilot
Proposal estimate agentDrafts the cost estimate from the licensing catalogue, reconciles it with the proposal and sends costing requests through a Teams bot.Python · ERP · Teams app
Built
Proposal knowledge baseIndexes a Microsoft 365 tenant read-only so an assistant can find the best past proposals on any topic.Microsoft Graph · full-text index
Built
Bid-portal collectorsCollects open bids from several state and municipal portals into shared sheets.Python · Google APIs

Support and client services

Live · 1,800+ runs
Helpdesk triage classifierClassifies every incoming ticket and routes it to the right agent or team; rules first, a fast model next, a stronger model only when needed.Azure OpenAI · helpdesk
Live
Cloud phone system automationReplaced a legacy phone system: routes calls to staff who are available in Teams, emails voicemails and runs health checks.Cloud voice APIs · Teams presence
Live
Licence self-service portalShows customers their licences, Azure usage and statements, refreshed daily with a reconciliation check.Customer portal · Partner Center
Pilot
Client services helpdesk agentWatches response times, reads the licence position and proposes the Microsoft 365 change as an approval card.Azure OpenAI · Teams approvals
Pilot
AI voice agentsPhone agents for sales, billing and support that verify the caller and use the same tools as the chat agents.Voice APIs · tool gateway
Built
Tenant evidence collectorRead-only collection of licence, usage, Azure cost and Advisor data across customer tenants for cost and licence reviews.Microsoft Graph · Azure Resource Manager

Operations and AI platform

Live · 379 approvals
AI agent command centerRegisters, configures and monitors every agent: pinned model tiers, approvals, daily cost caps, audit log, kill switches and four Teams bots.Azure AI Foundry · Teams bots
Live
AI tool gatewayGives AI assistants governed access to about 100 business systems with department-level permissions; credentials stay in Key Vault.Azure Container Apps · Entra ID · Key Vault
Live
Employee onboarding and offboardingDisables access, hands over mailboxes and removes licences on exit; seeds checklists and deploys a virtual desktop on joining.Microsoft Graph · Exchange · Azure Virtual Desktop

Your options

Copilot licenses, an AI app, or agents built on your stack

All three can be right. They solve different problems.

Copilot licenses aloneOff-the-shelf AI appAgents built on your stack (us)
Works with your systemsMicrosoft 365 dataIts own dataYour ERP, CRM, helpdesk and Microsoft 365
Takes actionsLimitedInside the appIn your systems, after approval
Model choiceMicrosoft’sThe vendor’sAny leading model in Azure AI Foundry
ControlsTenant settingsVendor settingsApprovals, cost caps, audit log, off switch
Cost modelPer userPer userFixed-price build, then usage

Microsoft AI tools

Microsoft 365 Copilot rollout, Copilot Studio and Power Automate

When the Microsoft tool is the right fit, we deploy it with the same controls as our own agents.

Microsoft 365 Copilot rolloutReadiness check first, so Copilot only surfaces what each person should see. Then a pilot group, adoption training and licenses from us as a Tier-1 partner.
Copilot Studio agentsAgents your staff talk to in Teams, connected to SharePoint and your business systems, with approvals and logging set up from the start.
Power Automate workflowsApproval, review and document flows. They run in the SharePoint document system we built for the Town of Hilton Head Island across Finance, HR, Fire and Rescue and Legal.

Already on Copilot licenses? The free AI readiness assessment is the first step of every rollout.

Our approach

One process at a time, proven before it goes live

  1. Pick a processHigh volume, clear rules, measurable time saved.
  2. Build with controlsAgent, approvals, cost cap and audit log in your tenant.
  3. Shadow modeThe agent proposes while people still do the work.
  4. Run and measureGo live, then report runs, approvals and savings monthly.

Our promise: no agent changes anything in your systems without a person approving it, unless you decide a step is safe to automate.

Data handling

Where your data goes

  • Your systems, your data. Agents read and write through your own APIs and Microsoft tenant.
  • Model choice stated up front. Azure OpenAI, Meta and Mistral models run under Microsoft’s data terms in Azure AI Foundry; Anthropic’s Claude models are processed by Anthropic under its own terms. You see which applies before work starts.
  • Credentials never with the agent. Access goes through a governed gateway with secrets in Key Vault.
  • Everything logged. Runs, tool calls and approvals are recorded for audit.

The offer

Start with a free AI readiness assessment

See what an AI assistant could reach in your Microsoft 365 tenant today, which processes are worth an agent, and what the first one would cost.

Exposure map

What AI could reach today: oversharing and unlabeled sensitive data.

Process shortlist

The three to five processes where an agent saves the most time.

Fixed price

A fixed price for the first agent, built in shadow mode.

  • Free, with no obligation
  • About one week
  • Read-only: nothing changes
  • The report is yours to keep

Why free? It is how we scope an agent worth building. If none is worth it yet, we will say so.

How it runs

Day 030-minute call with the engineer who would build it.

Days 1–2Read-only consent to your Microsoft 365 tenant.

Days 2–4Tenant review and process interviews you choose.

Day 5Findings, shortlist and a fixed price.

We reply within one business day.

Read-only Microsoft Graph permissions only, consented by your administrator and revoked at the end. No content leaves your tenant.

Why us

We run these agents every day

Built and operated20 agents and automations in production, more than 2,900 runs.
Controls by defaultApprovals, cost caps, audit logs and off switches on every agent.
Any model, on AzureAzure OpenAI, Anthropic, Meta or Mistral, chosen per task.
We keep them runningMonitoring, model updates and monthly reports.

Transparent investment

What an agent costs

EngagementTypical timelineInvestment
AI readiness assessmentAbout one weekFree
Copilot Studio proof of concept1–2 weeks$1,997
First agent pilot: one process, shadow mode4–6 weeks$14,900
Production agent with integrations and approvals6–10 weeks$24,900–$49,900
Managed AI operationsMonthlyFrom $3,500 a month

Model usage is billed at cost and capped per agent per day.

Questions buyers ask

Before you decide

Which AI models do you use?

The one that fits each task: Azure OpenAI, Anthropic Claude, Meta or Mistral models hosted in Azure AI Foundry, and Gemini where you are on Google. Each agent is pinned to a model tier so cost and behavior stay predictable.

Will our data be used to train models?

No. Models in Azure AI Foundry do not train on your prompts or outputs under Microsoft’s product terms, and Anthropic’s commercial terms also exclude training on customer content.

Do we need Microsoft Copilot licenses?

No. Agents run in Azure and Teams without Copilot licenses. Where Copilot or Copilot Studio is the better fit, we use it.

Copilot Studio or a custom agent on Azure?

Copilot Studio suits agents that mostly answer from Microsoft 365 and SharePoint and need little custom logic. A custom agent on Azure suits work that writes to your ERP, CRM or helpdesk, needs a specific model, or must run at high volume. We recommend one per process.

Do you build Power Automate workflows?

Yes. Simple approvals and document routing stay in Power Automate. When a step needs judgment, such as reading a document or deciding where a ticket goes, we add an agent to that step.

What if an agent gets something wrong?

It proposes rather than acts, so a person catches it at approval. Error rates are reported, and any agent can be switched off in one step.

Put your first agent to work

Start with a free AI readiness assessment and a fixed price for the first agent.