Consulting engineers at Technology Architects were spending one to two hours after every client site visit manually turning their notes into polished CTO reports. Extrada Tech built an AI-powered reporting workflow using Microsoft Copilot Studio, AI Builder, and Power Automate that transforms raw observations into professionally formatted reports in under two minutes.
Key Highlights:
Challenges: Consulting engineers were manually formatting client visit notes into standardized CTO reports, creating inconsistent reporting and reducing time available for client-facing consulting work.
Solutions: A Microsoft Copilot Studio agent in Teams guides engineers through a conversational interview, AI Builder generates the report content, and Power Automate automatically populates the approved Word template and saves the draft to SharePoint.
Results: Complete, standardized CTO report drafts are now generated in under two minutes with consistent formatting, centralized document management, and an automated workflow that runs entirely within Microsoft 365.
Instead of spending valuable time formatting documents, engineers simply describe what they observed during a client visit. The system handles the report generation, document population, and file management automatically, allowing the team to focus on delivering value to clients rather than administrative work.
For more details, check out the full case study.
