Executive Insights AI Agent
I delivered conversational access to financial information for the CFO, CEO, and regional leaders. Business users are using the agent.
How it works
The agent uses existing Power BI semantic models through an analytical workflow implemented with Copilot Studio and Power Automate.
Parameterized DAX queries, structured JSON responses, access restrictions, and regression tests are functional.
COGS, OpEx, pipeline, and other expansion domains remain future scope.