Live Microsoft Copilot Build-Along · Tuesday 21 July 2026, 9am AEST
Build your first
real AI agent
In 90 minutes, I'll help you build your GST Reviewer Agent in Microsoft Copilot, live, in your own Copilot. You leave with the agent, and you leave knowing how to build the next one yourself.
For accountants and advisors who want one practical AI win they can use this week. Not another webinar, not another pile of ideas.
TRUSTED BY ACCOUNTING TEAMS ACROSS ANZ
SOUND FAMILIAR?
You know AI could speed up your reviews. You just haven't had a clear 90 minutes to work out how.
GST reviews are the kind of work that quietly eats your week. Line by line, file by file, the same checks every time.
And it is expensive time, because review usually falls to your most senior people. Picture it the other way around. The preparer runs their own work through a reviewer agent first, catches the obvious gaps themselves, and only hands it up when it is genuinely good. The supervisor gets clean work, senior time goes to judgement instead of corrections, and the doer learns faster every cycle.
You have heard AI can help. Maybe you even have a Microsoft Copilot licence sitting there. But between client deadlines and a full diary, you have never had a clear hour to turn "Copilot could do this" into "Copilot is doing this". So it stays on the someday list, and the reviews keep taking the same three hours they always have.
This workshop fixes exactly that. One narrow job. One working Copilot agent. Built with you, in real time.
TRUSTED BY
WHAT THIS IS
One Micro-skill, solved completely
I'm not going to give you a tour of every AI tool on the market. I'm taking you to one exact spot inside Microsoft Copilot: a GST Reviewer Agent that checks a return for consistency, completeness and the things that get missed.
You won't sit back and watch me demo. You'll build your own agent in Copilot alongside me, test it on a sample, and refine it until it works the way you work. By the end of our ninety minutes it is yours, saved in your own Microsoft Copilot, ready for Monday.
3 hours of review work → under 30 minutes
One ANZ firm built a GST Reviewer Agent in Microsoft Copilot, refined it over a few versions, and now runs four reviews in the time one used to take. The agent even caught issues in work that had already been reviewed.
THE POINT OF THE DAY
You leave with the agent. And the skill to build the next one.
Most AI training gives you ideas. I want you to leave with an asset, and something bigger again: once you've built one agent with me, the next time you spot a repeatable check in your firm you won't need to wait for IT, a consultant, or a six-month AI plan. You'll know how to build it yourself.
Your own working GST Reviewer Agent, built and tested in the session, saved in your Microsoft Copilot.
A simple method for turning any repeatable check into a reusable Copilot agent, so you can do this again on your next task.
The "living checklist" approach: how to have Copilot improve your agent every time you us
A plain-English rule for handling client data safely when you point Copilot at real files.
A clear view of where this agent fits in your wider Microsoft Copilot ecosystem, so you know what to build next.
A simple way to share the agent with your team, so the whole practice benefits, not just you.
Live Q&A time with Inbal to get your own questions answered in the room.
HOW IT WORKS
This is live and hands on. I'll be there with you on Microsoft Teams, Copilot open in front of us both. Cameras on, hands on keyboards. You bring a sample GST scenario, or I'll send you one, and we build your agent together, with plenty of room for your questions as we go.
90 minutes. Online. Hands on.
Date
Tuesday 21 July 2026
Time
9am AEST
Where
Live on Microsoft Teams
Investment
$100+ GST
Recording
Yes
WHO SHOULD COME
This is for you if…
You do or review GST work
In a practice, a firm, or in-house. You feel the time it takes every cycle.
You have a Microsoft Copilot licence
Or your firm does. You want to finally put it to real use rather than letting it sit idle.
You want preparers to lift their own work
So it reaches a senior reviewer already clean, not full of basic gaps.
You are curious about agents
And you want a safe, grounded first use case to start with, not hype.
You want a result, not a lecture
You would rather build one thing that works than watch a slide deck about possibilities.
This is not for you if you want a broad AI trends talk, a technical coding workshop, or a passive webinar to half-watch while clearing email.
WHY THIS MATTERS NOW
The firms pulling ahead are not AI-curious. They are AI-literate.
They are not just sending people to training and hoping something sticks. They are using AI inside the work, building small practical tools that save time, lift quality, and change how the job gets done. That is the gap opening right now: not between firms that believe in AI and firms that don't, but between firms still talking about AI and firms whose teams are already using it.
Most AI training ends the moment everyone gets back to their desk and gets busy again. No new workflow, no asset, no muscle. This is built the other way around. You leave with one finished thing already working, because the tool that survives the walk back to your desk is the only training that pays off. The capability is already in your office. This is one concrete step into using it.
WHAT WE’LL COVER
Where Copilot agents fit inside review work, and how to pick the right first use case without overcomplicating it.
The ninety minutes
How to shift the obvious checks earlier so senior reviewers stop cleaning up basic issues.
The step-by-step process for creating your GST Reviewer Agent inside Microsoft Copilot, telling it what to check, what to ignore, and how to report back usefully.
Run your agent on a sample review and watch how it handles missing details, odd patterns, and the consistency and completeness gaps that get missed.
A plain-English way to think about what you should and should not point Copilot at.
How to take the same build process to other repeatable jobs, and share the win beyond one person and one desk. Plus open Q&A as we go.
YOUR BONUSES
Yours to keep, on top of the agent.
The Copilot Prompt Swipe File
The top Copilot prompts for accounting firms, ready to drop in and use from day one.
Your Next 5 Agents
A short, curated list of the highest-payoff accounting jobs to agentise next, once your GST agent is working.
The Team Share Kit
A simple rollout pack to help you share the win with the rest of your practice, so it does not stop with you.
The Safe Client Data Playbook
A plain-English guide to using Copilot with client files without guessing what is safe, risky, or off-limits.
The Map Beyond
A map of the Microsoft tools that build powerful agents at different levels, and when to reach for each, so you know where to go once you have outgrown your first build.
YOUR FACILITATOR
AI adoption consultant, speaker, and educator for accounting firms and finance teams. Inbal works with firms that want to use AI in a practical, safe, and commercially sensible way.
Inbal Rodnay
AI Adoption Consultant · Keynote Speaker · Author
Fintech Leader of the Year 2025
LinkedIn Top Voice in AI
Certified Speaking Professional
195+ firms worked with
Weekly AI Briefing read by 6,000 professionals
WHAT PEOPLE SAY
Practical, and it actually gets used.
"Inbal never fails to add assurance, confidence and care to any conversation. Her insights go beyond the questions asked, and allow me to advance my skills as a manager implementing new systems."
— Anna Fitzgibbon, Partner, The Breakthrough Office"Very practical and helpful to understand the possibilities and the practicalities of bringing the whole team along for the AI journey."
— Amanda Kenafake, CEO, Power Tynan"I thought she was excellent. I spoke to several people afterwards and they said she was the best speaker at the conference."
— Kim Hyde, CPA Australia
FAQs
-
A licence to Microsoft Copilot for M365, since we build the agent inside Copilot.
-
Yes. We build everything from scratch together, step by step. Tell us you are a beginner when you register and we will make sure you keep up.
-
No. You do not need to code or be the tech person in your firm. We are in the age of AI. We guide you through every step in plain language.
-
No. You don't need to code, build agents, or be the technical expert in the room. We will get you to do some of these things, though. Together.
-
Yes. If you cannot attend live, you will still get the recording and all the bonuses. The real value is building your agent live with us, but nothing is lost if a clash comes up.
-
Your Copilot access and a sample GST scenario. We will also provide one, so you are not stuck if you do not have anything ready.
-
Absolutely. You choose the number of seats you need at checkout. Or keep it simple and gather the team in a boardroom to build along together on one screen.
WHAT PEOPLE SAY
Ninety minutes. One Microsoft Copilot agent that pays for itself the first time you use it. You can keep waiting for the right moment to figure out Copilot, or you can come and build something useful with me now.
Build it once. Use it every week.
Tuesday 21 July 2026 · 9am AEST · Live on Microsoft Teams · Recording included