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The Learning and Development agent automates role-based training assignment, enrollment, and compliance tracking. Designed for energy, adaptable to any industry.

Agent name:

Travel and Expenses Agent

Industry:

Energy and Resources
Universal

Type of agent:

Autonomous

Built with:

Copilot Studio

Integrations:

SAP Concur

Challenge

In the energy sector, where safety and compliance training is critical, ensuring every new hire completes the right training on time is a constant challenge. Managers struggle to track progress, employees can miss mandatory courses, and manual processes create bottlenecks and risk.

This challenge isn’t unique to energy, many industries face the same pressure to manage training at scale while meeting compliance obligations.

Solution

Operating independently, the agent analyses each employee’s existing training records and specific role requirements, automatically assigns mandatory courses, enrolls employees into appropriate training pathways, and provides managers real-time visibility into employee training progress, all without manual intervention.

  • The agent analyses past training data and identifies any required courses based on the employee’s role.
  • It then sends a notification to the manager, listing the next recommended courses and allowing them to approve or adjust enrolments.
  • Once approved, the agent automatically enrolls the employee and sends them a confirmation with a direct link to manage their training plan.
  • For compliance-based courses, the agent alerts the Learning & Development team before enrollment to ensure oversight.This agent use case was designed for a client in the energy industry, but can be adapted to any.

Expected value

By automating training management, the agent reduces administrative burden, improves training compliance, and enhances visibility for managers. Employees receive tailored training pathways, ensuring they are equipped with the right skills from day one. This solution helps organisations streamline learning and development while maintaining compliance with industry standards.

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