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AI Expert: Stop Automating Your Entire Department — Do This Instead
Learn how to automate sales and back-office processes with AI for business, without overwhelming your team. In this episode of The AI Frontier Playbook, I sit down with Eric Murray, Director of Innovation at Kezber, a Microsoft partner in Quebec, to break down AI implementation and business workflow automation with Microsoft Copilot, Power Platform, and Copilot Studio.
Many companies fail when they try to automate an entire department at once. Eric's approach starts instead with repetitive tasks that are low risk for your business, owned by a champion who knows every exception. We dig into how to identify the right processes to automate first, why most AI projects stall before delivering anything, and what it really takes to move from a working prototype to a secure production system.
Eric brings a practitioner's view shaped by real client deployments. We walk through a full accounts payable automation scenario, from the invoice landing in a shared mailbox to the data reaching the ERP, and break down which steps should be plain deterministic automation with Power Automate and which ones genuinely need AI reasoning in the loop. We also cover human-in-the-loop design, exception handling, data residency under Quebec's Law 25, governance with tools like Microsoft Purview and Agent 365, and why a single model swap took one of his AP solutions from 50 dollars a month to 5 dollars a month.
You'll learn:
- Why deploying Copilot licenses is the starting line, not the finish line
- How to spot a strong first automation candidate: repetitive, low risk, and owned by a champion
- What red flags signal a process is not ready to automate
- How to slice a process like accounts payable into small chunks that deliver value in weeks, not months
- When to use straight automation versus AI reasoning inside the same workflow
- How to design human-in-the-loop escalation so people trust the system instead of working around it
- Why security, access control, and data residency are the real work behind any AI agent
- How to measure ROI after launch and diagnose whether the problem is the tool or adoption
Whether you are a business leader wondering where to start with AI automation or a Power Platform and Copilot Studio builder taking prototypes into production, this episode gives you a concrete framework for picking the right first project and scaling it without losing trust.
📌 Resources & Links
- Eric Murray on LinkedIn: linkedin.com/in/eric-murray-ing-18851a6
- Kezber: https://kezber.com/en/
📬 Enjoyed this episode?
- Subscribe to The AI Frontier Playbook Newsletter: samuelboulangerai.substack.com
- Connect with me on LinkedIn: linkedin.com/in/samuelboulanger
- Visit my website: samuelboulanger.com
#AI #FutureOfWork #MicrosoftCopilot #PowerPlatform #Automation
View all episodes
By Samuel BoulangerLearn how to automate sales and back-office processes with AI for business, without overwhelming your team. In this episode of The AI Frontier Playbook, I sit down with Eric Murray, Director of Innovation at Kezber, a Microsoft partner in Quebec, to break down AI implementation and business workflow automation with Microsoft Copilot, Power Platform, and Copilot Studio.
Many companies fail when they try to automate an entire department at once. Eric's approach starts instead with repetitive tasks that are low risk for your business, owned by a champion who knows every exception. We dig into how to identify the right processes to automate first, why most AI projects stall before delivering anything, and what it really takes to move from a working prototype to a secure production system.
Eric brings a practitioner's view shaped by real client deployments. We walk through a full accounts payable automation scenario, from the invoice landing in a shared mailbox to the data reaching the ERP, and break down which steps should be plain deterministic automation with Power Automate and which ones genuinely need AI reasoning in the loop. We also cover human-in-the-loop design, exception handling, data residency under Quebec's Law 25, governance with tools like Microsoft Purview and Agent 365, and why a single model swap took one of his AP solutions from 50 dollars a month to 5 dollars a month.
You'll learn:
- Why deploying Copilot licenses is the starting line, not the finish line
- How to spot a strong first automation candidate: repetitive, low risk, and owned by a champion
- What red flags signal a process is not ready to automate
- How to slice a process like accounts payable into small chunks that deliver value in weeks, not months
- When to use straight automation versus AI reasoning inside the same workflow
- How to design human-in-the-loop escalation so people trust the system instead of working around it
- Why security, access control, and data residency are the real work behind any AI agent
- How to measure ROI after launch and diagnose whether the problem is the tool or adoption
Whether you are a business leader wondering where to start with AI automation or a Power Platform and Copilot Studio builder taking prototypes into production, this episode gives you a concrete framework for picking the right first project and scaling it without losing trust.
📌 Resources & Links
- Eric Murray on LinkedIn: linkedin.com/in/eric-murray-ing-18851a6
- Kezber: https://kezber.com/en/
📬 Enjoyed this episode?
- Subscribe to The AI Frontier Playbook Newsletter: samuelboulangerai.substack.com
- Connect with me on LinkedIn: linkedin.com/in/samuelboulanger
- Visit my website: samuelboulanger.com
#AI #FutureOfWork #MicrosoftCopilot #PowerPlatform #Automation