At Guided Prompt, we help organisations unlock the full potential of artificial intelligence and low-code automation without adding unnecessary technical complexity or security risks.

Our delivery framework focuses on real-world impact, robust governance, and practical usability. Every solution is built using Microsoft’s low-code and AI ecosystem—including Microsoft 365, SharePoint, Power Platform, Dataverse, Copilot Studio, Power Automate, and Microsoft Copilot where appropriate.

Our 4-Step Engagement Process

1. Discovery & Alignment

We begin by understanding your business goals, operational challenges, and existing technical setup. We work closely with your leadership and IT teams to establish clear requirements around security, compliance, and licensing.

Identify high-impact AI and automation use cases.
Assess data protection, safeguarding, and governance responsibilities for both standard deployments and custom AI requirements.
Determine whether your operational challenge is best solved using native Microsoft 365 features, Power Platform tools, or a bespoke AI development project.
Evaluate your internal technical capabilities to select the right delivery model.

2. Prototyping & Demonstration

Before making changes to live systems, we demonstrate what is possible in a controlled setting. We use a dedicated, fully fictional Microsoft 365 demonstration environment to showcase practical AI agents, automated workflows, custom apps, and reporting dashboards tailored to your sector.

Test workflows, Power Apps, and Copilot Studio agents in a realistic setting.
Ensure zero exposure to real customer, pupil, employee, or volunteer data during testing.
Refine user interfaces and process logic based on early feedback.

3. Tailored Deployment

Every organisation has distinct technical capabilities, governance requirements, and licensing arrangements. We deploy your solution using one of three structured models:

Client-Hosted Deployment: Built directly into your Microsoft 365 tenant for complete internal control and data ownership.
Managed Service Deployment: Hosted within a dedicated managed environment to reduce the operational burden on your IT team.
Hybrid Deployment: Combines tenant-level data ownership with external maintenance, updates, and specialist support.

Technical Architecture & Infrastructure

For full details on IT team requirements, security policies, and Dataverse configurations for each option, view our dedicated Flexible Deployment Options page.

Tailored for Complex & Bespoke AI Requirements

Not every operational challenge fits into a standard template. If your organisation has complex workflows, unique data structures, or specialized domain requirements beyond off-the-shelf tools, we design and build custom solutions from the ground up.

From custom RAG (Retrieval-Augmented Generation) architectures to tailored Copilot Studio agents and custom API integrations, our engagement process adapts to your technical complexity.

Need AI Automation Outside of Grant Assessment?

While our core expertise lies in AI-enabled grant application processing and rubric matching, our underlying technology stack—built on Microsoft Copilot Studio, Dataverse, and Power Platform—can be adapted for custom organisational challenges.

If your organisation has bespoke workflow automation, policy retrieval, or custom app needs, we apply the exact same secure delivery framework.

Learn how we build custom, domain-specific AI models and automated workflows on our dedicated Bespoke AI Services page.

4. Adoption, Governance & Support

Technology is only as effective as the people who use it. Once deployed, we ensure your team is equipped to adopt solutions safely and effectively.

Deliver tailored user training and operational documentation.
Align solutions with Microsoft Purview, Data Loss Prevention, and Conditional Access policies.
Provide ongoing feature development, performance monitoring, and release management.

Experience Solutions in Action

Curious about how Microsoft AI and low-code tools can transform your operations? We offer interactive demonstrations using our safe, fictional demonstration environment. Explore real-world scenarios tailored to education, charities, membership bodies, or business operations without committing to implementation or risking live operational data.