IT help desk triage agent
An agent answers common questions from approved documentation and routes requests it cannot resolve to the right person, with every action logged.
AI security & automation
Adopt AI with your data under control.
Prepare for Microsoft 365 Copilot, govern AI agents and automate repetitive work — with permissions, data protection and human approval designed in from the start.
The business problem
AI makes existing permission problems visible.
Microsoft 365 Copilot answers questions using the content each user can already access. If files are overshared, Copilot can surface sensitive information to people who should never have seen it.
At the same time, employees adopt AI tools on their own, and new agents can connect to business systems with broad permissions. Without governance, AI adoption can create data exposure faster than it creates value.
What Simba Cyber does
Useful AI, secure by design.
We assess readiness, fix data access issues before rollout and build practical automations with clear owners, limited permissions and human approval where decisions matter. Every use case starts with a measurable business process.
- AI readiness and risk assessments
- Copilot data-access reviews and secure rollout plans
- Governed agents and workflow automation
- Adoption training and value measurement
Scope & capabilities
What the service includes
Capabilities are confirmed for your environment during scoping and documented in your agreement.
01
Readiness
- AI readiness and risk assessments
- Microsoft 365 Copilot licensing and readiness reviews
- Data access and oversharing reviews
- Sensitive data exposure assessment
02
Governance
- Copilot and AI usage policies
- Agent inventory, identity and permissions
- Data loss prevention for AI interactions
- Prompt injection and connector risk reviews
03
Automation
- Copilot Studio agent implementation
- Power Automate workflow design
- Secure data connectors and role-based access
- Human approval steps for consequential actions
04
Adoption
- User training and adoption guidance
- Usage monitoring
- Value measurement against baseline processes
- Secure deployment reviews before go-live
Common use cases
How this works in practice
Representative scenarios that show how the service responds. They are illustrations, not client case studies.
employee onboarding automation
A workflow creates accounts, assigns training and notifies managers, with an approval step before access to sensitive systems is granted.
policy knowledge assistant
Staff ask questions about internal policies and receive answers grounded in approved, labeled content only.
compliance evidence workflow
Evidence requests are tracked, collected from owners and stored with consistent labels for audit preparation.
Business outcomes
What you can expect
- Copilot rollout without unexpected data exposure
- Clear ownership and permissions for every agent
- Time saved on repeatable, measurable processes
- AI use that leadership can explain to clients and regulators
Delivery methodology
How we deliver
- 01
Discover
Identify candidate processes, data sources and risks, and agree how value will be measured.
- 02
Prepare
Fix permissions, apply sensitivity labels and set DLP and usage policies.
- 03
Pilot
Build a focused pilot with limited users, logging and human approval.
- 04
Scale
Measure results, refine and expand with governance in place.
Related Microsoft technologies
Built on the platforms you already use
Scope and licensing considerations
Microsoft 365 Copilot, Copilot Studio and Agent 365 are licensed separately. Copilot Studio and some agent features include consumption-based charges.
Some agent governance features are in preview. We distinguish generally available capabilities from previews in every recommendation.
Use cases on this page are potential solutions, not descriptions of existing client deployments.
Questions
AI Security & Automation: common questions
Should we fix permissions before buying Copilot?
Yes. Copilot respects existing permissions, so oversharing becomes a real risk once it can search and summarize content. A focused data-access review is the most valuable first step.
Can AI agents act on their own?
They can be configured to, but we recommend human approval for any action that changes data, sends external messages or grants access. Agents should have their own limited permissions and a named owner.
How do you measure value?
We record how long a process takes and how often errors occur before the pilot, then measure the same things afterward. If the numbers do not justify scaling, we say so.
Next step
Plan a secure first step with AI.
Tell us about your organization and priorities. We will recommend a practical scope and explain what it would include.