IT Service Desk · Agent blueprint · validated with 6 team members
Takes each case from ServiceNow through Microsoft Entra admin center, Microsoft admin center and records the result, with a person approving changes.
A new requested item arrives in ServiceNow
Done when: Group added, license assigned, work note written and the item closed complete.
Needs: Record number; Fields: Add members, Assign license, Work notes, State
| Decide | Rule | Source |
|---|---|---|
| Add members | Each catalog item has its own security group, e.g. Visio goes to SG-Visio-Users. I check the KB list if unsure. | The team |
| Assign license | If the item is a paid app we assign the license; free apps only need the group. Data: when Add members is SG-Visio-Users, Assign license is Visio Plan 2 in 100% of 35 cases; when Add members is SG-Project-Users, Assign license is Project Plan 3 in 100% of 22 cases; when Add members is SG-Adobe-Users, Assign license is Adobe Acrobat Pro in 100% of 18 cases. | Team, confirmed by data |
| Work notes | Not known yet: ask the team | Not known yet |
| State | Closed complete once the group and license are done and the note is in. | The team |
| When | What the agent does |
|---|---|
| Admin or finance groups need a security review first. (Sometimes (under 1 in 10)) | Hand to a person with what the agent found |
| No licenses left: we raise a purchase request and set the item to pending. (Sometimes (under 1 in 10)) | Hand to a person with what the agent found |
| Contractors need their sponsor's approval too. (Sometimes (under 1 in 10)) | Hand to a person with what the agent found |
| the case waits for someone (26% of cases, about 2.7 h) | Send a reminder after 2 hours and post the status on the ticket |
| the case waits for an approval (75% of waits, per the team) | Track it and remind after 2 hours |
Skills: Microsoft 365 Copilot, Copilot Studio
Observed main path (40% of cases): Requested Item (ServiceNow) → Groups (Microsoft Entra admin center) → Edit Add members → Licenses (Microsoft admin center) → Edit Assign license → Requested Item (ServiceNow) → Edit Work notes → Edit State
Handover spec for the builder (text) →
Designed by AI from how the team did this work (2026-10-19 to 2026-10-24), the company's tools and its rules. A starting point for the builder: confirm system access and approvals before building.