PolicyPilot

Empowering Education with Intelligent Automation

PolicyPilot by Marra is a standalone AI agent for Multi-Academy Trusts (MATs). 

Built entirely on Microsoft Copilot Studio, it centralises policy knowledge, improves operational consistency, and unlocks the value of Microsoft 365 data all while establishing the foundations for wider AI adoption across your Trust.
 
Because it is built natively on Copilot Studio, PolicyPilot benefits from:
  • Enterprise‑grade Microsoft security, privacy and compliance
  • Your existing Microsoft 365 permissions and governance model
  • No data leaving your Microsoft tenant
  • A low‑code-first platform your Trust can build on over time

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Two colleagues sat at a desk talking over a laptop

What PolicyPilot delivers

  • Centralised policy and guidance access. A single, authoritative place for staff to access Trust‑approved policies, procedures, and internal knowledge, always up to date and always available.
  • Context-aware answers. Using generative AI in Copilot Studio, PolicyPilot interprets nuance rather than simply returning a document. It provides guided, explainable responses where policy requires interpretation. It's not just lookup.
  • Seamless Microsoft integration. PolicyPilot is built in Copilot Studio and connects directly to Microsoft 365, including Teams, SharePoint, and your existing Power Platform assets. Staff can interact with PolicyPilot directly within Teams, keeping guidance exactly where work happens.

Built to grow beyond PolicyPilot

PolicyPilot is not just a single-use tool, it is the starting point for a Trust-wide AI ecosystem built on Copilot Studio.

By adopting PolicyPilot, your organisation automatically gains:

  1. A proven Copilot Agent in production
  2. Governance patterns and security controls already in place
  3. Staff familiarity with AI‑Driven workflows
  4. A reusable foundation for additional Agents

If you'd like to know more about PolicyPilot, read our insights piece here. 

Desktop monitor with PolicyPilot
PolicyPilot responding to a query about the process of claiming staff expenses
Laptop with PolicyPilot on the screen
PolicyPilot integration with Microsoft Teams
Tablet with PolicyPilot on the screen
PolicyPilot escalating a request it's unable to answer
Desktop showing PolicyPilot
PolicyPilot asking for a rating so it can continuously learn

Real impact in action

The Mercian Trust partnered with Marra to implement PolicyPilot, resulting in:

  • 70%+ of all policy-related queries automated
  • 24/7 access to accurate, consistent guidance
  • Significant reductions in pressure on central teams
  • Improved consistency and adherence across schools 
Watch the webinar or read the case study to see how these outcomes were achieved.

Read the full case study

The PolicyPilot solution

A standalone Copilot Agent, custom-built in Copilot Studio

PolicyPilot uses Microsoft’s secure, enterprise-ready Copilot platform: the same foundation used across Microsoft 365.

Secure access to your Trust’s policy and knowledge sources

Policies and internal content remain inside your Microsoft tenant. Nothing is shared or exposed externally.

Configured to your Trust’s structure and terminology

Custom prompts, guidance flows, and logic are built specifically to your Trust’s processes, language, and policy frameworks.

Quick to implement and easy for staff to adopt

Copilot Studio enables rapid configuration, low-code extensibility, and minimal onboarding effort.

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