Build a Microsoft 365 Copilot agent
Same three-step pattern as our custom AI assistant guide, applied with a Microsoft 365 Copilot agent. You learn how to build any assistant by making this one.
You are learning one pattern. Switch chat apps later without starting over. See the tool-agnostic version.
Company overview
In Copilot chat, paste the overview prompt and answer its questions. Keep the context block for the agents you build next.
Work analysis agent
Create a Copilot agent with the Work Analysis Framework in its instructions or knowledge, then walk the job with it.
Job description agent
Create the job description agent, pass in the earlier work, and write the description you will actually use.
Prefer a different app? Also see ChatGPT, Claude, and Gemini, or how to choose a cloud AI chat platform.
Member access. Same Mastermind guide as the tool-agnostic page, with the prompt and instructions for each step.