Using Open AI and Logic Apps to develop a Copilot agent for Elevator Pitches & Lead Qualification

In today’s competitive landscape, the ability to prepare quickly and deliver relevant, high-impact sales conversations is more critical than ever. Sales teams often spend valuable time gathering case studies, reviewing past opportunities, and preparing client-specific messaging — time that could be better spent engaging prospects. 

To address this, we developed “Smart Pitch” — a Microsoft Teams-integrated AI Copilot designed to equip our sales professionals with instant, contextual access to case studies, opportunity data, and procedural documentation. 

Challenge 

Sales professionals routinely face challenges such as: 

• -Scattered information across SharePoint, CRM, and public sources 

• -Manual research to qualify leads and prepare pitches 

These hurdles not only slow down the sales cycle but also affect the consistency and quality of conversations with prospects. 

How It Works 

Platform 

• Built using Microsoft Copilot Studio 

• Embedded in Microsoft Teams for seamless access 

Data Sources 

CloudFronts SmartPitch pulls information from the following knowledge sources: 

• –CloudFronts CRM (Dataverse): Provides insights on opportunities. 

• –CloudFronts SOPs (SharePoint): Contains Sales FAQs, Sales SOPs, Success Stories, etc. and other resources. 

• –CloudFronts Website & Case Studies (Public Website): Fetches case studies, success stories & other organization specific details from CloudFronts’ official site. 

• -Azure OpenAI & ChatGPT API 
   
   

AI Integration 

• -Azure OpenAI for Company and contact information.  

• -Prompts are engineered to deliver concise, context-rich replies suitable for sales teams 

Key Features 

MQL – SQL Summary Generator 

Users can request MQL – SQL document which contains  

• -Business overview. 

• -Industry and location. 

• -Revenue and employee size. 

• -Key contact information (if publicly available). 

• -Relevant case studies. 

• -Past Clients from the same region. 

• -Past Clients from the same industry. 

• -A PDF is generated with the full summary, ready for pre-sales review. 

The copilot prompts the user to provide the prospect name, contact person name, and client requirement. This is achieved via an adaptive card for better UX. 

HTTP Request to Logic App

At Logic App we used ChatGPT API to fetch company and client information 

Extract the company location from the company information, and similarly, extract the industry as well. 

Render it to custom copilot via request to the Logic App. 

Use Generative answers node to display the results as required with proper formatting via prompt/Agent Instructions.

Generative AI can also be instructed to directly create a formatted json based on parsed values. 
 

This formatted Json can be passed to converted to an actual Json and is used to populate a liquid template for the MQL-SQL file to dynamically create MQL-SQL for every searched company and contact person.

This returns an HTML File with dynamically populated company and contact details as well as similar case studies, and work with client in similar region and industry. 
 

This triggers an auto download of the MQL-SQL created as a PDF file on your system. 
 

Content Search 

Users can ask questions related to – 

• –Case Study FAQ: Helps users ask questions about client success stories and project case studies, retrieves relevant information from a knowledge source, and offers follow-up FAQs before ending the conversation. Cloudfronts official website is used for fetching Case Studies information. 

• –Opportunities: Helps users inquire about past projects or opportunities, detailing client names, roles, estimated revenue, and outcomes. 

• –SOPs: Provides quick answers and summaries for frequently asked questions related to organizational processes and SOPs. 

Users can ask questions like  

• – “Do we have a D365 case study in manufacturing?” 

• – “What is the SOP for sales qualification?” 

“Smart Pitch” searches SharePoint documents, public case studies, and the opportunity table to return relevant results — structured and easy to consume. 

–Security & Governance 

Integrated in Microsoft Teams, so the same authentication as Teams. Access to Dataverse and SharePoint is read-only and scoped to organizational permissions. 

To conclude, Smart Pitch reflects our commitment to leveraging AI to drive business outcomes. By combining Microsoft’s AI ecosystem with our internal data strategy, we’ve created a practical and impactful sales assistant that improves productivity, accelerates deal cycles, and enhances client engagement.

We hope you found this blog useful, and if you would like to discuss anything, you can reach out to us at transform@cloudfonts.com