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📌 Multi-Agent Email Automation: Sales Rep + Sales Admin + CRM Agent as a Team in Microsoft Copilot Studio

💡 Stop manually answering customer emails and updating CRM data. I built a complete agent team that handles incoming emails automatically - from product inquiries to CRM updates - and I'm showing you exactly how these three agents work together.

What you'll discover in this step-by-step tutorial:

⚡ Complete Agent Team Architecture: Watch me set up a system where one Sales Rep Agent orchestrates two specialist agents - a Sales Admin Agent that knows everything about products, and a CRM Agent that maintains customer data automatically.

🛠️ What This Agent Team Actually Does:

Processes incoming emails with product questions automatically
Provides accurate product details from SharePoint Excel catalogs
Updates CRM tables with conversation summaries and timestamps
Sends professional HTML replies to customers instantly

📋 Live Demo Process: See me send real emails asking about brown bags and black/white shoes. Watch the agent team process these requests in real-time, pull product data from Excel files, and update the CRM table with conversation history.

🎯 Real Components You'll See Built:

Sales Rep Agent with email trigger and orchestration logic
Sales Admin Agent with product knowledge from bag and shoe catalogs
CRM Agent with read, add, and update capabilities for partner data
SharePoint Excel integration with three specialized databases
Email management connector for automated replies

Each agent has a specific role but they work together seamlessly to handle customer requests from start to finish.

🔒 The Complete Workflow: When emails arrive, the Sales Rep Agent gets the message ID, retrieves email details, delegates product questions to the Sales Admin Agent, composes replies, and instructs the CRM Agent to update customer records with conversation summaries.

I'm using GPT-4o with generative orchestration across all three agents, plus specialized SharePoint tools that most people don't configure properly for multi-agent workflows.

The breakthrough comes from proper task delegation. The Sales Rep Agent doesn't store product or CRM logic - it delegates to specialists for clean, maintainable architecture.

You'll see exact setup steps - from agent instructions to SharePoint table configurations that enable real-time data synchronization between agents.

The system handles new customers by creating CRM entries and existing customers by updating their communication history with timestamps and summaries.

Ready to build your own agent team? Watch me create this complete system and see it handle real customer inquiries from start to finish.

💬 Got other business automation ideas you'd like me to create videos about? Leave a comment below.

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