🎯 What I Want the Assistant to Do 1. Guided Conversational Smart Form The tool should allow a user to complete complex forms through a structured, AI‑guided experience: Step-by-step conversational questions Ability to explain key terms (e.g., data controller/processor) Draft answers generated using uploaded templates + policy documents Ability to show and adapt example answers Support multiple drafts Context-aware responses based on form type This is meant to feel like a guided Copilot, not a generic chatbot. Example Forms DPIA for Microsoft 365 Copilot or Copilot Studio Security questionnaires Project initiation documents Business cases Any multi-step structured form 📚 2. Admin Upload System Admins should be able to upload: Form templates Example previous answers Policy documents Glossary/definitions These become grounding material for the AI assistant. Users should be able to: Pick a similar past answer Let AI adapt it to the new scenario 🤖 3. AI Interaction Layer Using Copilot Studio, the assistant should: Provide contextual drafting Ground answers in uploaded material Explain technical/regulatory concepts Optionally use web search (where appropriate and safe) 🛠 4. Platform Requirements My absolute preference is to build this using a Canvas App, because: It’s more flexible Smartphone‑friendly Easier for me to learn and maintain However, I also want to understand: When/why a Model‑Driven App might be better How Copilot Studio integrates conversationally How data should flow between the components Part of this engagement is teaching me why to choose one approach over another. Workflows should be built in Power Automate for: Saving drafts Approvals Notifications Document generation (Word/PDF) SharePoint storage 📱 User Experience Goal The tool should combine: AI drafting power of Copilot Structure and UX of a Canvas App Workflow automation of Power Automate Context from templates & policies A “smart form assistant” that works well on a phone. 🧑‍💻 Required Skills Strong Copilot Studio experience Power Apps Canvas App expertise (preferred) Knowledge of Model‑Driven Apps (for comparison/training) Power Automate workflows (document creation, approvals, storage) SharePoint integration Experience grounding AI chatbots with internal documents Ability to teach and break things down clearly Patient, supportive communication style 📦 Deliverables Working smartphone-ready Smart Form Assistant Canvas App implementation (primary) Optional demonstration of Model‑Driven approach Copilot Studio conversational flow Power Automate workflow automation Admin upload system Training sessions (live, step-by-step) Documentation/tutorials for me to maintain the system Suggestions for simplifying functions to stay within a small budget