Use-Case Catalog¶

The full backlog across the journey. Most entries are fully written walkthroughs (title · value · sample prompt · step-by-step guidance); a few remain short stubs until they graduate into a rich walkthrough under walkthroughs/. This is the "large swathe of use cases" — broad now, deepened on a cadence.

Filter mentally by Stage (the heading) and For: (the role tag). On the live site these become clickable filter chips.

Legend — ★ = recommended starting point for that stage · → walkthrough = already fully expanded.

Stage 1 · Copilot Chat¶

Everyone starts here. Goal: a daily habit and a first "wow."

★ Turn a meeting into tracked follow-ups → walkthrough¶

For: end-user, champion · status: walkthrough Decisions, owners, and due dates captured in 5 minutes instead of re-watching the recording. Sample prompt: Summarize "[meeting]" — decisions, action items with owners + due dates, open questions. Table format. → Fully written: walkthroughs/chat-meeting-followups.md

Catch up on a Teams thread you were @mentioned in → walkthrough¶

For: end-user · status: walkthrough Get the gist and what's being asked of you without scrolling 80 messages. Sample prompt: Summarize this chat and tell me specifically what's being asked of me and by when. → Fully written: walkthroughs/chat-catch-up-thread.md

Draft a status update from your week's activity → walkthrough¶

For: end-user, manager · status: walkthrough Turn a week of emails, chats, and meetings into a crisp update. Sample prompt: Based on my last 5 working days of email and Teams activity, draft a 5-bullet status update for my manager. → Fully written: walkthroughs/chat-weekly-status.md

Rewrite an email for a tougher audience → walkthrough¶

For: end-user · status: walkthrough Make a rambling draft tighter, clearer, and appropriately diplomatic. Sample prompt: Rewrite this email to be 40% shorter, more direct, and polite to a skeptical exec. Keep the ask obvious. → Fully written: walkthroughs/chat-rewrite-email.md

Get up to speed on a long document fast → walkthrough¶

For: end-user, manager · status: walkthrough A 30-page doc reduced to what matters for your role. Sample prompt: Summarize this document for a [sales engineer]. What are the 3 things I most need to know and any risks? → Fully written: walkthroughs/chat-document-catch-up.md

Prep for a 1:1 in two minutes → walkthrough¶

For: manager, end-user · status: walkthrough Walk into a 1:1 with talking points pulled from recent shared work. Sample prompt: Help me prep for my 1:1 with [name]. Summarize our recent threads and suggest 3 topics to raise. → Fully written: walkthroughs/chat-prep-1on1.md

Build a first-draft project plan → walkthrough¶

For: champion, manager · status: walkthrough Go from a blank page to a structured plan you can edit. Sample prompt: Draft a project plan for [goal]: phases, milestones, owners, and risks. Table format. → Fully written: walkthroughs/chat-project-plan.md

Champion kit: run a "Prompt of the Day" for your team → walkthrough¶

For: champion · status: walkthrough A repeatable adoption ritual that builds the habit across a team. Sample prompt: Give me 5 starter prompts a [marketing] team could use daily, each with the business value in one line. → Fully written: walkthroughs/chat-prompt-of-the-day.md

Draft an exec briefing from background materials → walkthrough¶

For: end-user, manager · status: walkthrough Turn a pile of source docs into sharp, audience-calibrated talking points before any exec meeting. Sample prompt: Based on this document, draft a 5-point exec briefing for a 10-minute conversation with [audience]. Lead with the business outcome. → Fully written: walkthroughs/chat-exec-briefing.md

Catch up on a long email thread in seconds → walkthrough¶

For: end-user, manager · status: walkthrough Know where a 40-message thread stands — and what's being asked of you — in under a minute. Sample prompt: Summarize this email thread: core issue, options raised, current status, and what's being asked of me. → Fully written: walkthroughs/chat-email-chain-summary.md

Build a meeting agenda from context and notes → walkthrough¶

For: end-user, manager, champion · status: walkthrough Go from prep materials to a structured, time-slotted agenda in two minutes. Sample prompt: I'm running a [30-minute project sync] with [audience]. Based on these notes, draft an agenda with time slots and a one-line goal for each item. → Fully written: walkthroughs/chat-meeting-agenda.md

Brainstorm solutions with structured tradeoffs → walkthrough¶

For: end-user, manager · status: walkthrough Get past the blank page — structured options with benefits, risks, and what each would take. Sample prompt: I'm trying to [problem]. Generate 5 approaches with key benefit, biggest risk, and what it would take to execute each. → Fully written: walkthroughs/chat-brainstorm.md

Adapt a document or message for a different audience → walkthrough¶

For: end-user, manager, champion · status: walkthrough Transform content for a new audience in one prompt — no rewriting from scratch. Sample prompt: Rewrite this [doc/email] for [target audience]. They care most about [outcome]. Adjust tone, remove jargon, lead with the ask. → Fully written: walkthroughs/chat-adapt-audience.md

Plan your week from your calendar and inbox → walkthrough¶

For: end-user, manager · status: walkthrough Start every Monday with a clear view of what matters, what needs prep, and what to defer. Sample prompt: Look at my calendar and inbox for this week. Tell me my three most important commitments, open threads to close, and one thing I can safely deprioritize. → Fully written: walkthroughs/chat-plan-week.md

Stage 2 · First-Party Agents¶

Use what Microsoft already built. Goal: experience delegation before building anything.

Start with the roster. Microsoft bundles a set of prebuilt agents into the M365 Copilot license — each tuned for a specific job. The overview page enumerates every one with its use case so you delegate to the right agent instead of prompting from scratch.

The first-party agents included with your M365 Copilot license → walkthrough¶

For: end-user, champion, manager, maker, it-admin · status: walkthrough The field guide to the whole roster — what each built-in agent (Researcher, Analyst, Facilitator, Interpreter, Project Manager, and more) is for, and which to open first. Sample prompt: I need to [task]. Which built-in M365 Copilot agent is built for this, and how should I phrase the ask? → Fully written: walkthroughs/first-party-agents-overview.md

★ Auto-recap every meeting with Facilitator → walkthrough¶

For: end-user, champion · status: walkthrough The Facilitator agent generates recaps and follow-ups automatically — the hands-free version of the Stage 1 win. Sample prompt: (In a Teams meeting) @Facilitator catch me up on what I missed and list open action items. → Fully written: walkthroughs/first-party-facilitator-auto-recap.md

Deep-dive a topic with Researcher → walkthrough¶

For: end-user, manager, maker · status: walkthrough Multi-step research with sources, synthesized into a brief. Sample prompt: @Researcher build a brief on [topic]: current state, key players, and what changed in the last 6 months. Cite sources. → Fully written: walkthroughs/first-party-researcher-deep-dive.md

Analyze a dataset with Analyst → walkthrough¶

For: manager, maker · status: walkthrough Ask questions of a spreadsheet in natural language and get charts back. Sample prompt: @Analyst from this sales file, show the top 5 products by margin and the month-over-month trend. → Fully written: walkthroughs/first-party-analyst-dataset.md

Translate a conversation in real time with Interpreter → walkthrough¶

For: end-user · status: walkthrough Run a cross-language meeting without a human interpreter. Sample prompt: (In a meeting) @Interpreter translate between English and Spanish for this call. → Fully written: walkthroughs/first-party-interpreter-live-translation.md

Keep a project on track with Project Manager agent → walkthrough¶

For: champion, manager · status: walkthrough Let the agent track tasks, nudge owners, and surface slippage. Sample prompt: @Project Manager track the action items from this plan and flag anything at risk of slipping. → Fully written: walkthroughs/first-party-project-manager.md

Agents in Channels: post team-wide answers → walkthrough¶

For: champion, it-admin · status: walkthrough Drop a shared agent into a channel so the whole team can self-serve. Sample prompt: (In a channel) @[agent] what's our current onboarding checklist for new hires? → Fully written: walkthroughs/first-party-agents-in-channels.md

Surface adoption signals with Workforce/Workplace insights → walkthrough¶

For: champion, manager · status: walkthrough Understand how your team is actually using Copilot to target enablement. Sample prompt: Where is my team getting the most value from Copilot, and where are they underusing it? → Fully written: walkthroughs/first-party-workforce-insights.md

Agents in Communities: shared answers in Viva Engage → walkthrough¶

For: champion, it-admin · status: walkthrough Put a shared agent where a broad community already gathers, so common questions self-serve. Sample prompt: (In a Viva Engage community) @[agent] what's our policy on [topic]? → Fully written: walkthroughs/first-party-agents-in-communities.md

Upskill in the flow of work with the Learning agent → walkthrough¶

For: end-user, champion · status: walkthrough Surface the right learning content (including LinkedIn Learning) at the moment a skill is needed. Sample prompt: I need to get up to speed on [skill] for a project next week — point me to the right learning. → Fully written: walkthroughs/first-party-learning-agent.md

Answer routine HR/IT questions with Employee Self-Service → walkthrough¶

For: end-user, it-admin · status: walkthrough Benefits, policies, and "how do I…" answered from approved sources — no ticket required. Sample prompt: How much PTO do I have left and how do I request it? → Fully written: walkthroughs/first-party-employee-self-service.md

For: end-user, champion, manager · status: walkthrough Turn any Copilot response into a shared, editable collaborative page in one click. Sample prompt: (Use the "Edit in Pages" button after any Copilot Chat response.) → Fully written: walkthroughs/first-party-copilot-pages.md

Track project milestones with the Planner agent → walkthrough¶

For: manager, champion · status: walkthrough Describe a project and get a structured, assigned task plan — no manual form-filling. Sample prompt: Create a project plan for [project]. Team: [names]. Milestones: [list]. Break each into 3-5 tasks and suggest assignments. → Fully written: walkthroughs/first-party-planner-agent.md

Find answers across your org's content with BizChat → walkthrough¶

For: end-user, manager · status: walkthrough Search your entire company's SharePoint, emails, and Teams in one question — and get a cited answer. Sample prompt: Find information about [topic] from across our company's SharePoint, emails, and Teams. Summarize and cite sources. → Fully written: walkthroughs/first-party-bizchat-grounded.md

Stage 3 · Cowork¶

Let Copilot run multi-step work for you. Goal: comfort delegating whole tasks, not single prompts.

★ Hand off an end-to-end task to Cowork → walkthrough¶

For: champion, end-user · status: walkthrough Describe an outcome and let Cowork plan and execute the steps across your M365 tools. Sample prompt: Pull last month's support emails, group them by theme, and draft a summary deck of the top 5 issues. → Fully written: walkthroughs/cowork-end-to-end-task.md

Stand up a recurring weekly digest → walkthrough¶

For: champion, manager · status: walkthrough A scheduled task that compiles and sends a digest every Monday. Sample prompt: Every Monday at 8am, summarize new high-priority emails and Teams since Friday and send me a digest. → Fully written: walkthroughs/cowork-recurring-weekly-digest.md

Multi-document synthesis into a single brief → walkthrough¶

For: maker, manager · status: walkthrough Several source files reconciled into one coherent output. Sample prompt: Read these 4 documents and produce one reconciled brief, flagging where they disagree. → Fully written: walkthroughs/cowork-multi-doc-synthesis.md

Build a deck from raw notes → walkthrough¶

For: end-user, champion · status: walkthrough Messy notes → a structured, presentable slide deck. Sample prompt: Turn these meeting notes into a 6-slide deck: problem, options, recommendation, plan, risks, ask. → Fully written: walkthroughs/cowork-deck-from-notes.md

Champion kit: a "Cowork recipe" library for your org → walkthrough¶

For: champion · status: walkthrough Curate reusable multi-step tasks the whole team can rerun (à la coworkcookbook.com). Sample prompt: Draft 5 reusable Cowork task descriptions for a [finance] team, each with the inputs it needs. → Fully written: walkthroughs/cowork-recipe-library.md

Research a market and write a landscape brief → walkthrough¶

For: manager, end-user · status: walkthrough Hand Cowork a topic and source docs — get back a structured market brief in one session. Sample prompt: Research the [market] landscape and write a brief covering market size, key players, trends, risks, and implication for us. → Fully written: walkthroughs/cowork-market-research-brief.md

Draft a 30/60/90-day onboarding plan for a new team member → walkthrough¶

For: manager · status: walkthrough Go from "someone starts Monday" to a complete, personalized onboarding plan in one Cowork session. Sample prompt: Draft a 30/60/90 onboarding plan for a new [role]. Team context: [description]. Include learning, relationship, and delivery goals per phase. → Fully written: walkthroughs/cowork-onboarding-plan.md

Build a competitive comparison from multiple source documents → walkthrough¶

For: manager, end-user · status: walkthrough Turn a folder of competitor research into a structured comparison matrix and narrative brief. Sample prompt: Build a competitive comparison of [A], [B], [C] across capabilities, target customer, pricing, strengths, and weaknesses. → Fully written: walkthroughs/cowork-competitive-comparison.md

Draft an RFP or proposal response from scattered source docs → walkthrough¶

For: end-user, manager · status: walkthrough Cross-reference an RFP against your internal docs and produce a first-draft response with flagged gaps. Sample prompt: Draft a response to this RFP using the attached source docs. Flag any section where our docs don't have strong coverage as [NEEDS HUMAN INPUT]. → Fully written: walkthroughs/cowork-rfp-response.md

Stage 4 · Agent Builder¶

Build simple declarative agents inside M365 Copilot. Goal: first taste of making, not just using.

★ Build a "team knowledge" agent over a SharePoint site → walkthrough¶

For: maker, champion · status: walkthrough Point a declarative agent at your docs so the team can ask questions of them. Sample prompt (config): Create an agent grounded on [SharePoint site] that answers policy questions and always cites the source doc. → Fully written: walkthroughs/agent-builder-team-knowledge.md

Give your agent a focused persona and instructions → walkthrough¶

For: maker · status: walkthrough Shape tone, scope, and refusal behavior with natural-language instructions. Sample prompt (config): Instructions: You are an onboarding buddy. Only answer from the HR site. If unsure, point to the HR team. → Fully written: walkthroughs/agent-builder-persona-instructions.md

Add starter prompts so users know what to ask → walkthrough¶

For: maker, champion · status: walkthrough Lower the blank-box problem with suggested questions. Sample prompt (config): Add 4 starter prompts a new hire would ask in their first week. → Fully written: walkthroughs/agent-builder-starter-prompts.md

For: champion, it-admin · status: walkthrough Pilot with a small group and iterate on the instructions. Sample prompt: Draft a short message announcing the [onboarding] agent and asking 5 pilots for feedback. → Fully written: walkthroughs/agent-builder-share-and-feedback.md

Decide: declarative agent vs. full Copilot Studio → walkthrough¶

For: maker, it-admin · status: walkthrough Know when you've outgrown Agent Builder and need Studio's power. Sample prompt: Compare what I can do in Agent Builder vs Copilot Studio for [my use case]. When should I graduate? → Fully written: walkthroughs/agent-builder-vs-studio.md

Build an onboarding agent for new hires → walkthrough¶

For: manager, champion, hr · status: walkthrough Give new team members a self-service agent that answers their first-week questions on demand. Sample prompt (config): Instructions: Answer questions about our team's tools, processes, and org structure. Cite the source document for every answer. → Fully written: walkthroughs/agent-builder-onboarding-agent.md

Build an FAQ agent for a recurring process → walkthrough¶

For: champion, it-admin, manager · status: walkthrough Redirect the "quick questions" that consume your week to an agent that answers 24/7 from your docs. Sample prompt (config): Instructions: Answer questions about [expense policy / IT request process]. Only use the attached document. If outside scope, redirect to [team]. → Fully written: walkthroughs/agent-builder-faq-agent.md

Build a meeting-prep agent for a recurring 1:1 or standup → walkthrough¶

For: manager, end-user · status: walkthrough Auto-generate talking points and agenda items before every recurring meeting — no manual pulling. Sample prompt (config): Instructions: When asked to prep for the weekly 1:1, summarize recent activity, list open items, and suggest 3-5 agenda topics. → Fully written: walkthroughs/agent-builder-meeting-prep-agent.md

Stage 5 · Autopilots¶

Always-on, autonomous agents that work in the background. Goal: hand a standing job to Microsoft Scout — the first Autopilot — and let it act on your behalf under your guardrails.

Autopilots are a category; Scout is the first product in it. Start with the field guide to get the hierarchy straight, then find out if you can turn Scout on (it's in private preview via the Frontier program) before you hand it a standing job.

★ Meet Microsoft Scout — and what Autopilots are → walkthrough¶

For: end-user, champion, manager, maker, it-admin · status: walkthrough The field guide to the category and the first product: what an Autopilot is, what Scout connects to, how it builds context with Work IQ, and what it can do today. No access required. Sample prompt: Keep an eye on my week. When a meeting needs prep, pull the materials together and flag it before it starts — and check with me before acting on anything sensitive. → Fully written: walkthroughs/autopilots-meet-scout.md

Find out if you can get Scout — and turn it on → walkthrough¶

For: end-user, champion, it-admin · status: walkthrough The honest on-ramp: confirm Frontier enrollment, the Intune policy and opt-in attestation, and the GitHub Copilot license needed to install the desktop app. Sample prompt: Draft a message to my IT admin asking: are we in the Frontier program, is the Scout Intune policy configured and opted in, and do I have a GitHub Copilot license to install the desktop app? → Fully written: walkthroughs/autopilots-get-access.md

Let Scout coordinate your meetings and prep → walkthrough¶

For: end-user, manager · status: walkthrough Hand Scout a standing job: coordinate meeting times across time zones, flag the meetings that matter, and pull prep together — with you in the loop. Sample prompt: Take ownership of my meeting logistics this week: propose times that work across time zones, flag the meetings that matter, and draft prep before each one for me to review. → Fully written: walkthroughs/autopilots-coordinate-meetings.md

Have Scout watch your deliverables and flag risks → walkthrough¶

For: manager, champion, end-user · status: walkthrough Give Scout a standing watch: identify what's coming due and block calendar time, and spot stalled decisions before they turn into blockers. Sample prompt: Keep a standing watch on my deliverables: block calendar time for what's coming due, and flag decisions that have gone quiet before they become blockers. → Fully written: walkthroughs/autopilots-track-deliverables.md

Equip Scout with an always-on inbox-triage skill → walkthrough¶

For: end-user, manager, champion · status: walkthrough Turn "surface what actually needs me" into a reusable skill Scout reruns every workday — triaging your inbox and signals into one short daily brief instead of you digging for it. Sample prompt: Take on a standing "morning triage" skill: scan my inbox and Teams for what actually needs me, ignore the noise, and post me one short brief by 8am — draft the obvious replies but don't send without me. → Fully written: walkthroughs/autopilots-inbox-triage.md

Equip Scout with a continuous customer-health watch → walkthrough¶

For: manager, champion, end-user · status: walkthrough Take the worst-first customer-health digest you'd run by hand in Cowork and equip it onto Scout as an always-on skill, so the ranked list of at-risk accounts is never stale. A lineage skill: Cowork recipe → Autopilot skill. Sample prompt: Take on a standing "customer-health watch" skill: rank my accounts worst-first by risk, re-score as signals change, and ping me the moment one moves sharply the wrong way — don't contact any customer without checking first. → Fully written: walkthroughs/autopilots-customer-health-watch.md

Equip Scout with a meeting-recap and follow-through skill → walkthrough¶

For: manager, end-user, champion · status: walkthrough Make "recap the meeting and chase the follow-ups" a reusable skill Scout runs every time a meeting ends — a clean recap, owners on the actions, and drafted follow-ups waiting for your sign-off. Sample prompt: Take on a standing "meeting recap" skill: whenever a meeting with notes ends, draft a recap with decisions and owned action items, draft the follow-up to attendees, and post it to me — don't send until I approve. → Fully written: walkthroughs/autopilots-meeting-recap.md

Stage 6 · Copilot Studio¶

Build real, production-grade agents. The low-code maker destination.

★ One skill, three surfaces: the customer-health capability → walkthrough¶

For: end-user, manager, champion, maker · status: walkthrough Follow a single reusable skill — rank my accounts worst-first by risk — across all three surfaces: a Cowork recipe you run on demand, an always-on Scout autopilot that re-scores itself, and a hardened, governed Studio tool that acts on the system of record. The cross-surface lineage that ties the Skills Catalog together; pick the surface by the job, not the product. Sample prompt: Rank my accounts worst-first by risk, tell me which ones are moving the wrong way, and don't contact any customer without checking first. → Fully written: walkthroughs/skill-lineage-customer-health.md

★ Build your first Studio agent with a knowledge source + topic → walkthrough¶

For: maker · status: walkthrough Go beyond declarative: custom topics, structured conversations, and richer grounding. Sample prompt: Outline a Copilot Studio agent for [use case]: knowledge sources, 3 key topics, and the happy-path conversation. → Fully written: walkthroughs/studio-first-agent.md

Connect an agent to a system with a connector / action → walkthrough¶

For: maker, it-admin · status: walkthrough Let the agent do things — look up an order, create a ticket — via actions. Sample prompt: Design the action flow for an agent that looks up an order status from [system] and replies to the customer. → Fully written: walkthroughs/studio-connector-action.md

Add an MCP / tool integration to your agent → walkthrough¶

For: maker · status: walkthrough Extend the agent with external tools (the pattern Sean's F&O MCP demo uses). Sample prompt: What MCP tools would a [supply chain] agent need, and what should each one do? → Fully written: walkthroughs/studio-mcp-tool-integration.md

Connect an agent to a Microsoft Fabric data agent → walkthrough¶

For: maker, it-admin · status: walkthrough Ground the agent on your warehouse, lakehouse, and semantic models so users ask questions of data in plain language — not just documents. Sample prompt: Design a Studio agent that answers [sales/returns] questions from our Fabric [warehouse], always states the period and filters, and never invents a number. → Fully written: walkthroughs/studio-fabric-agent.md

Publish your agent to Teams and the web → walkthrough¶

For: maker, it-admin · status: walkthrough Ship the agent to where users already are. Sample prompt: Walk me through the publish + governance checklist before releasing a Studio agent to 500 users. → Fully written: walkthroughs/studio-publish.md

Govern and monitor agents at scale → walkthrough¶

For: it-admin · status: walkthrough ALM, analytics, and guardrails for a fleet of agents. Sample prompt: What should I monitor weekly across my published Copilot Studio agents, and what are the red flags? → Fully written: walkthroughs/studio-govern-monitor.md

Measure ROI and build the business case → walkthrough¶

For: manager, champion · status: walkthrough Tie agent usage to outcomes to justify and expand the program. Sample prompt: Help me build an ROI model for our [support] agent: inputs, assumptions, and the metrics to track. → Fully written: walkthroughs/studio-roi-business-case.md

Trigger a Power Automate flow from inside a Studio agent → walkthrough¶

For: maker, it-admin · status: walkthrough Connect your agent to real business systems — create tickets, update records, send notifications — from a natural-language conversation. Sample prompt: Design the action flow for an agent that collects a request from the user and submits it to [system] via Power Automate. → Fully written: walkthroughs/studio-power-automate-flow.md

Design a multi-turn conversation with fallback and clarification → walkthrough¶

For: maker · status: walkthrough Build an agent that asks what it needs to know before it answers — and recovers gracefully from unexpected inputs. Sample prompt: Design a conversation flow for an agent that asks clarifying questions to identify [product / region / role] before answering. → Fully written: walkthroughs/studio-multi-turn-conversation.md

Configure an autonomous event-triggered agent → walkthrough¶

For: maker, it-admin · status: walkthrough Build an agent that acts when something happens — without waiting for a user to start a conversation. Sample prompt: Design an autonomous agent that summarizes new SharePoint files added to [library] and posts a brief to [Teams channel]. → Fully written: walkthroughs/studio-autonomous-triggers.md

Secure a Studio agent with authentication → walkthrough¶

For: maker, it-admin · status: walkthrough Ensure only the right people can use your agent — and that it acts with the right identity when accessing data. Sample prompt: Walk me through configuring Entra ID authentication for a Copilot Studio agent that accesses our SharePoint HR site. → Fully written: walkthroughs/studio-authentication.md

Test and evaluate a Studio agent before publishing → walkthrough¶

For: maker, champion · status: walkthrough Run structured test cases across intent recognition, answer quality, edge cases, and adversarial inputs before broad rollout. Sample prompt: Build a test case table for my [expense policy] agent: golden path, paraphrase variants, boundary cases, and adversarial inputs. → Fully written: walkthroughs/studio-test-evaluate.md

★ HR: Answer employee questions with a policies agent → walkthrough¶

For: maker, it-admin, champion · status: walkthrough Deploy an HR FAQ agent grounded on your policy docs — consistent, cited answers 24/7 and a structured escalation path for anything that needs a human. Sample prompt: Draft a Copilot Studio agent design for an HR policies FAQ agent. Knowledge source: [our HR SharePoint site]. Top employee questions: [list]. Always cite the source document. For anything requiring individual judgment, redirect to HR. → Fully written: walkthroughs/studio-functional-hr-policy-faq.md

IT: Triage support requests and answer from the knowledge base → walkthrough¶

For: maker, it-admin · status: walkthrough Deflect tier-1 IT tickets with instant KB answers — and for anything that needs a human, collect the right information and raise the ticket automatically. Sample prompt: Design a Copilot Studio IT helpdesk triage agent. KB: [IT SharePoint]. Top self-serviceable requests: [list 20]. When a ticket is needed, collect: category, urgency, description. Submit via Power Automate to [helpdesk system]. → Fully written: walkthroughs/studio-functional-it-helpdesk.md → Also on the GitHub Copilot harness: walkthroughs/studio-functional-it-helpdesk-generative.md

Finance: Self-service expense and procurement guidance → walkthrough¶

For: maker, it-admin, champion · status: walkthrough Give employees instant answers on expense policy and procurement rules — and guide them into the right process rather than leaving them to hunt through the intranet. Sample prompt: Design a Finance guidance agent. Knowledge source: [expense policy / procurement policy / travel policy]. Guide employees to the right form and escalate individual rulings to Finance. → Fully written: walkthroughs/studio-functional-finance-expense.md

Sales: Product intel and objection handling for sales reps → walkthrough¶

For: maker, champion, manager · status: walkthrough Give every rep instant access to the right product story, competitive positioning, and objection responses — grounded on your actual sales content, available mid-call. Sample prompt: Design a sales enablement agent. Knowledge sources: [battle cards / product docs / objection guide / case study library]. Give brief, confident answers with a recommended talk track. Escalate anything requiring custom pricing to the deal desk. → Fully written: walkthroughs/studio-functional-sales-intel.md

For: maker, it-admin, champion · status: walkthrough Give employees instant answers on compliance policies and legal processes — with strict scope controls and an unambiguous escalation path for anything that needs a qualified human. Sample prompt: Design a compliance guidance agent. Knowledge sources: [GDPR policy / NDA process / COI policy / AUP]. Scope: process guidance only. Out of scope: legal advice, contract interpretation. Escalate to [legal intake channel]. → Fully written: walkthroughs/studio-functional-legal-compliance.md

Stage 7 · Foundry¶

The pro-code frontier. Build only what the lower stages couldn't — with developers, in Azure.

★ Build your first pro-code agent with the Foundry Agent Service → walkthrough¶

For: developer · status: walkthrough Create an agent from the SDK, run a turn, and prove your project, identity, and plumbing work end to end. Sample prompt: Outline the minimal code to create a Foundry agent that [does X], run one turn against it, and read the result. → Fully written: walkthroughs/foundry-first-agent.md

Graduate a Copilot Studio agent into pro-code Foundry → walkthrough¶

For: developer, maker · status: walkthrough Re-platform a proven low-code agent that hit a real ceiling — carry the design across, test for parity, cut over deliberately. Sample prompt: My Studio agent for [use case] needs [capability Studio can't do]. Outline what carries over to Foundry and what I rebuild. → Fully written: walkthroughs/foundry-graduate-from-studio.md

Give a Foundry agent custom tools and MCP integrations → walkthrough¶

For: developer · status: walkthrough Turn a talking agent into a doing agent with your own function tools and standards-based MCP servers. Sample prompt: Design the function tools a [domain] agent needs — names, inputs, outputs, and the boundaries each must respect. → Fully written: walkthroughs/foundry-mcp-tools.md

Evaluate and continuously monitor a Foundry agent → walkthrough¶

For: developer, it-admin · status: walkthrough Score quality on a fixed dataset before you ship, gate releases on it, and watch the metrics in production. Sample prompt: Help me design an evaluation dataset and metrics for a [RAG] agent: happy paths, edge cases, and adversarial rows. → Fully written: walkthroughs/foundry-evaluate-monitor.md

Orchestrate multiple agents and autonomous runs → walkthrough¶

For: developer · status: walkthrough Move from one agent to a system of narrow specialists that hand off work — and that can run when triggered. Sample prompt: Decompose [multi-step job] into specialist agents and an orchestrator, with the hand-off rules and guardrails. → Fully written: walkthroughs/foundry-autonomous-orchestration.md

Secure and govern Foundry agents in production → walkthrough¶

For: it-admin, developer · status: walkthrough Tenant-isolated data, least-privilege Entra identity, and the governance plane before it goes live. Sample prompt: Build a pre-production security checklist for a Foundry agent that accesses [systems]: data isolation, RBAC, secrets, oversight. → Fully written: walkthroughs/foundry-govern-secure.md

Solution Templates¶

Ready-to-build agent specs. Copy the system prompt, configure the topics, run the test cases, ship.

Each Studio solution template is the blueprint (what & why); most pair with a click-by-click build walkthrough in the Stage 6 list above (the how). The pages cross-link both ways.

Policy FAQ Agent → solution template¶

Adapts to: HR · IT · Finance · Legal · Any team with a policy doc library · status: solution-template A complete, copy-paste-ready agent spec: system prompt, topics, starter prompts, test cases, and deployment checklist. Works for any function — adapt the [bracketed] values and build. → Fully written: solutions/policy-faq-agent.md

IT Helpdesk Triage Agent → solution template¶

For: maker, it-admin · status: solution-template Triage pattern: deflect with KB answers, collect structured fields, create ticket via Power Automate. Includes P1 escalation topic, known issues check, full PA action spec, and 8 test cases. → Fully written: solutions/it-helpdesk-triage-agent.md

Sales Enablement Agent → solution template¶

For: maker, champion, manager · status: solution-template Multi-source knowledge pattern: competitive objections with talk tracks, case study finder, persona-based pitching, and discovery questions — grounded on battle cards, product decks, and the case study library. → Fully written: solutions/sales-enablement-agent.md

Onboarding Buddy Agent → solution template¶

For: maker, champion, hr · status: solution-template Personalisation pattern: collects role, team, and start week to tailor first-week guidance. Includes welcome flow, checklist topic, conversation variables spec, and role-adaptive content structure. → Fully written: solutions/onboarding-buddy-agent.md

Finance Expense & Procurement Agent → solution template¶

For: maker, champion, finance · status: solution-template Policy-grounded guidance pattern: expense policy, travel policy, procurement rules, and approval thresholds — with structured submission walkthrough, system links, and hard escalation for individual rulings and VAT/tax questions. → Fully written: solutions/finance-expense-agent.md

Legal & Compliance Guidance Agent → solution template¶

For: maker, champion, legal · status: solution-template Strict escalation pattern: process guidance on GDPR, NDA requests, data sharing, and COI declarations — with unconditional escalation for anything requiring legal judgment. Requires Legal sign-off before publishing. → Fully written: solutions/legal-compliance-agent.md

IT Access Request Agent → solution template¶

For: maker, it-admin · status: solution-template Structured intake pattern: approved list check → collect required fields → create ITSM ticket via Power Automate → confirm ticket number. Covers software, hardware, and system permissions requests. Includes Power Automate action spec. → Fully written: solutions/it-access-request-agent.md

Sales Proposal & RFP Agent → solution template¶

For: maker, champion, manager · status: solution-template Content assembly pattern: RFP question lookup, solution brief retrieval, and case study finder — all from the approved sales content library. Includes content gap identification and pricing escalation. Distinct from the Sales Enablement Agent (pre-call prep). → Fully written: solutions/sales-proposal-rfp-agent.md

Pro-Code Grounded Q&A Agent (Foundry) → solution template¶

For: developer · stage: foundry · status: solution-template The pro-code counterpart to the Policy FAQ Agent: a code scaffold for a grounded Q&A agent with custom retrieval, an evaluation gate in CI, and code-owned identity. For workloads that genuinely outgrew Studio — climb here only when low-code can't carry the job. → Fully written: solutions/foundry-knowledge-agent.md

Multi-Agent Workflow Orchestrator (Foundry) → solution template¶

For: developer · stage: foundry · status: solution-template A code-owned orchestrator that decomposes a request, routes sub-tasks to specialist agents, and gates the end-to-end workflow in CI. For multi-step processes one agent can't sequence — not for jobs a single agent handles. → Fully written: solutions/foundry-orchestrator-agent.md

High-Volume Document Processing Agent (Foundry) → solution template¶

For: developer · stage: foundry · status: solution-template A batch/event-driven extraction agent: typed schema output, runtime validation, exception routing to humans, and a precision/recall gate against a labelled set. For document volume with a quality bar — not low-volume ad hoc summarising. → Fully written: solutions/foundry-document-processing-agent.md

Customer-Facing Support Agent (Foundry) → solution template¶

For: developer · stage: foundry · status: solution-template An external, action-taking support agent: grounded answers plus scoped tools (order lookup, ticket creation), code-owned guardrails and content safety, and a pre-ship plus continuous evaluation gate. The highest-risk pattern here — internal/read-only jobs belong in the grounded Q&A template instead. → Fully written: solutions/foundry-support-agent.md

HR: Onboarding Buddy → functional walkthrough¶

For: maker, it-admin, champion · stage: studio · status: walkthrough Personalised first-week experience using conversation variables (role, team, start week). Covers the full build from variable collection through week-adaptive content to benefits enrollment deadline handling. → Fully written: walkthroughs/studio-functional-hr-onboarding.md

IT: Access Request Handler → functional walkthrough¶

For: maker, it-admin, champion · stage: studio · status: walkthrough Software, hardware, and system access requests via guided conversation — approved list validation, structured field collection, ITSM ticket creation via Power Automate. Includes privileged access escalation pattern. → Fully written: walkthroughs/studio-functional-it-access-request.md → Also on the GitHub Copilot harness: walkthroughs/studio-functional-it-access-request-generative.md

Finance: Budget Q&A for budget owners → functional walkthrough¶

For: maker, champion, manager · stage: studio · status: walkthrough Policy and process layer for budget owners: Finance deadlines, overspend approval process, reforecast guidance, and live data redirect to Finance portal. Clear scope boundary between policy questions and data queries. → Fully written: walkthroughs/studio-functional-finance-budget-qa.md

Sales: Proposal & RFP Content Assistant → functional walkthrough¶

For: maker, champion, manager · stage: studio · status: walkthrough Content library grounding pattern for proposals: RFP question lookup, solution brief retrieval, case study finder. Covers output format decisions, approved content perimeter, and content freshness requirements. → Fully written: walkthroughs/studio-functional-sales-proposal.md → Also on the GitHub Copilot harness: walkthroughs/studio-functional-sales-proposal-generative.md

Legal: Contract Routing and Requirements → functional walkthrough¶

For: maker, it-admin, champion · stage: studio · status: walkthrough Contract intake front-end: identifies contract type, collects required fields by type (NDA vs. SOW vs. services agreement), sets SLA expectations, routes to correct intake path. Can submit intake records via Power Automate. → Fully written: walkthroughs/studio-functional-legal-contract.md

Seven stages, 70+ use cases, spanning all six roles. Most entries are fully written walkthroughs with a sample prompt, step-by-step guidance, and tips. The flagship spine (the ★ starters) anchors the journey end-to-end. Stage 1 covers the full chat habit loop. Stage 2 covers the complete first-party agent roster plus Copilot Pages, Planner, and BizChat. Stage 3 adds multi-step delegation patterns including market research, onboarding, competitive analysis, and RFP response. Stage 4 covers no-code agent building including onboarding, FAQ, and meeting-prep agents. Stage 6 covers production Studio builds including Power Automate integration, multi-turn conversation design, autonomous triggers, authentication, and pre-publish evaluation. Stage 7 takes makers into pro-code Microsoft Foundry — the Agent Service, MCP tools, evaluation and monitoring, orchestration, and production governance.

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