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Build in Microsoft Copilot Studio
Use this when a light assistant inside the Microsoft apps is too small for the instructions, the knowledge, or the way you need to publish.
- 1
Write the job first
One narrow use case, on paper, before you open the builder.
- 2
Define a small first version
A name, a purpose, and a scope that stays on that job.
- 3
Add only the knowledge it needs
An approved policy, a process, a template, or a short FAQ. Clean messy files first.
- 4
Test three ways, then publish
A complete request, a messy request, and a case that should refuse. Try it where people will use it, and publish again after real changes.
Read the full guide
Member access. The full guide includes the scope prompt, the test cases, and the publish checks.
How-toMember guide
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