
Design & implement a secure AI integrated system
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- Proposals: 45
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- #4514058
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Description
The objective is to create one reliable system for managing:
Strategic decisions and decisions required
Actions and priorities
Delegated actions and Waiting On items
Topics, projects and workstreams
Risks, opportunities and ideas
Supporting documents and evidence
Meeting, email, voice-note and transcript capture
I want one authoritative master record with clear links between Decisions, Actions, Topics and supporting evidence.
The finished system should allow me to:
Capture information through ChatGPT, Microsoft Copilot, email, meetings, mobile input and 'Looki' voice-note integration
Create and update actions using natural-language prompts
View and complete daily actions through one practical interface
Automatically update the authoritative record when actions are completed
See decisions awaiting approval, priorities, overdue actions, Waiting Ons and implementation progress
Access the system securely from desktop and mobile
Avoid manually updating multiple systems
My preferred environment is Microsoft 365, but I am open to the best justified architecture. The specialist should assess options including:
SharePoint Lists
Dataverse
Power Apps
Power Automate
Microsoft To Do
Planner
Power BI
Microsoft Graph
Copilot Studio
Secure ChatGPT API or custom integration
Looki API integration
Some existing Excel workbooks, Microsoft To Do lists, SharePoint assets, OneDrive folders and Power Automate flows already exist. These must be inventoried and preserved initially, but the final design does not have to retain the current architecture if a more reliable and maintainable solution is recommended.
I want to wake up and ask my AI agent for a morning brief. I want it to be able to tell me what's on my calendar, what are my priorities and any actions due today. I want to be able to provide a single update on actions whether that's direct to the AI agent; or completing the action on 'TO-DO' or creating a voice note on LOOKI L1. I then want the single register updated accordingly so that the master source document knows the current status and is therefore reflected across all touchpoints (listed previously). I want to be able to leave a voice transcript with ideas and decision points and then this be added to a decision register with any applicable action items branched off this. I also want to future proof it so that we can add abilities on, in the future. I want my AI agent to be able to write and read specific documents in my onedrive which will act as the 'procedures' and framework for operating and decision making etc
Rob C.
100% (9)New Proposal
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Hi Rob,
Could you please let me know which parts of your current Microsoft 365 environment are already in active daily use (SharePoint, Dataverse, Power Apps, Power Automate, Microsoft To Do, Planner, Copilot, etc.), and whether you're open to making **Dataverse** the single authoritative data source? That will help determine the best long-term architecture for AI-driven automation, seamless synchronization across all touchpoints, and future expansion without duplicating data.
Thanks,
Naresh
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Hi Rob,
A Few Questions:
1. How many users will use the system initially?
2. Which Microsoft 365 licences are currently available?
3. Is Looki already integrated, or will this project include that integration?
4. Should AI-generated actions require approval before updating the master record?
5. Are there any specific security or compliance requirements?
6. What is your preferred timeline for delivery?
Looking forward to your reply! -

Hi Rob, Do you already have a preferred Microsoft 365 architecture (SharePoint/Dataverse/Power Apps), or would you like me to recommend the best approach?
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Hi Rob,
Before recommending the most suitable architecture, could you please share how many users will be using the system, your current Microsoft 365 licensing (e.g., Business Premium or E5), whether you're open to using Dataverse as the authoritative data source instead of SharePoint for better scalability, if Looki L1 provides API/webhook access for transcript synchronization, whether the AI agent should have permission to update/approve records or remain read-only, and if there are any compliance or security requirements (such as GDPR, ISO XXXXXX, or data residency) that need to be considered?
Thanks!
