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Copilot Ramp Playbook

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mfm-copilot-ramp/copilot-ramp-playbook

Tags¶

Browse all walkthroughs by topic, role, or theme. Click any tag to see every page that covers it.

1on1¶

ab-testing¶

A/B and shadow-deploy a model swap behind a Foundry agent

access¶

Find out if you can get Autopilot — and turn it on

access-request¶

accessibility¶

Translate a meeting in real time with Interpreter

account¶

account-research¶

Solution Template: Account Research & Briefing Agent

accountability¶

Keep a project on track with the Project Manager agent

accounts¶

accounts-payable¶

Solution Template: Invoice & AP Status Agent

action¶

Give a Studio agent a real action with a connector

action-items¶

actions¶

adoption¶

adr¶

Solution Template: Architecture Decision Record Agent

agent-365¶

Secure and govern Foundry agents in production

agent-builder¶

agent-service¶

Build your first pro-code agent with the Foundry Agent Service

agents¶

alm¶

Govern and monitor your agents at scale

analysis¶

analyst¶

Analyze a dataset with Analyst

analytics¶

approvals¶

architecture¶

Solution Template: Architecture Decision Record Agent

articles¶

Solution Template: Knowledge Article Drafting Agent

assets¶

Solution Template: Software License & Asset Query Agent

audience¶

Adapt a document or message for a different audience

authentication¶

Secure a Studio agent with authentication

automation¶

autonomous¶

autopilot¶

autopilots¶

behavior¶

Give your agent a persona and instructions that stick

benefits¶

Solution Template: HR Benefits & Leave Agent

blockers¶

Prep your daily stand-up automatically

brainstorm¶

Pressure-test a proposal with the Idea Coach

brand¶

brief¶

briefing¶

browser¶

Solution Template: Browser-Using (Computer-Use) Agent (Foundry)

budget¶

build¶

business-case¶

Make the ROI case for your agent

caching¶

Token-budgeting and cost optimization for a production agent

calendar¶

campaign¶

career¶

catch-up¶

champion-kit¶

change-watch¶

Watch key documents and flag changes

changelog¶

Solution Template: Deployment & Release Notes Agent

channels¶

Agents in Channels — post team-wide answers

charts¶

Analyze a dataset with Analyst

chat¶

check-ins¶

Guide a new hire through their first weeks

citations¶

Solution Template: Deep Research Agent (Foundry)

classification¶

Solution Template: Multi-Modal Document Classification Agent (Foundry)

clauses¶

Solution Template: Contract Review & Clause Agent

code-review¶

Solution Template: Code-Review / PR-Triage Agent (Foundry)

collaboration¶

commitments¶

Track and chase your open follow-ups

comms¶

communication¶

Translate and localise a message for a global team

communications¶

Compile a newsletter from the week's sources

communities¶

Answer common questions with Agents in Communities

comparison¶

Compare options in a decision table

compatibility¶

Solution Template: Parts & Inventory Lookup Agent

competencies¶

Solution Template: Performance Review Prep Agent

competitive¶

Build a competitive comparison from multiple source documents

competitive-intel¶

competitive-intelligence¶

Always-on competitive and news monitor

compliance¶

computer-use¶

Solution Template: Browser-Using (Computer-Use) Agent (Foundry)

connected-agents¶

connector¶

Give a Studio agent a real action with a connector

connectors¶

Trigger a Power Automate flow from inside a Studio agent

contact-center¶

Solution Template: Voice Agent / Contact-Center IVR (Foundry)

content¶

content-assembly¶

contracts¶

conversation-design¶

Design a multi-turn conversation with fallback and clarification

conversation-variables¶

HR: Guide new starters through a personalised first-week experience

copilot-studio¶

copywriting¶

Solution Template: Marketing Campaign Agent

cost¶

Token-budgeting and cost optimization for a production agent

cowork¶

credits¶

Build a generative agent on the GitHub Copilot harness

crm¶

Brief an account before a call with the Sales agent

csm¶

Generate a weekly customer-health digest across your accounts

curriculum¶

Turn source material into a training curriculum

custom-model¶

Fine-tune a domain model and serve it from a Foundry agent

customer-health¶

customer-success¶

Build a customer onboarding pack

customer-support¶

daily-brief¶

Equip Autopilot with an always-on inbox-triage skill

daily-planning¶

Prep your daily stand-up automatically

data¶

data-agent¶

Connect a Studio agent to a Microsoft Fabric data agent

data-handling¶

data-warehouse¶

Solution Template: NL-to-SQL Analytics Agent (Foundry)

deal-desk¶

Solution Template: Deal Desk & Pricing Approval Agent

debrief¶

Coordinate a hiring loop end-to-end in Cowork

decision¶

Know when to graduate from Agent Builder to Copilot Studio

decisions¶

deck¶

declarative-agent¶

deflection¶

delegation¶

deliverables¶

Have Autopilot watch your deliverables and flag risks

deployment¶

destination¶

Build your first Studio agent with a knowledge source + topic

developer¶

devops¶

Solution Template: Code-Review / PR-Triage Agent (Foundry)

digest¶

discoverability¶

Seed your agent with starter prompts

discovery¶

Turn discovery notes into a first-draft proposal

dispatch¶

document-processing¶

Solution Template: High-Volume Document Processing Agent (Foundry)

documents¶

drafting¶

email¶

employee-self-service¶

Answer routine HR and IT questions with Employee Self-Service

enablement¶

engagement¶

Renewal and at-risk account watch

engineering¶

entra¶

escalation¶

evaluation¶

events¶

exec¶

Draft an exec briefing from background materials

expense¶

expenses¶

extend¶

Add an MCP tool integration to your Studio agent

extraction¶

fabric¶

Connect a Studio agent to a Microsoft Fabric data agent

facilitator¶

Auto-recap every meeting with Facilitator

facilities¶

Solution Template: Facilities & Workspace Request Agent

fallback¶

Design a multi-turn conversation with fallback and clarification

faq¶

feedback¶

field-guide¶

Meet Autopilot (formerly Microsoft Scout)

field-service¶

finance¶

fine-tuning¶

Fine-tune a domain model and serve it from a Foundry agent

first-party¶

focus-time¶

Protect focus time and triage interruptions

follow-up¶

Equip Autopilot with a meeting-recap and follow-through skill

follow-ups¶

foundry¶

frontier¶

function-calling¶

Give a Foundry agent custom tools and MCP integrations

functional¶

Solution Template: Legal & Compliance Guidance Agent

generative-orchestration¶

github-copilot-harness¶

global¶

Translate and localise a message for a global team

governance¶

graduation¶

Know when to graduate from Agent Builder to Copilot Studio

grounding¶

growth¶

guardrails¶

habit¶

Run a "Prompt of the Day" for your team

handoff¶

Build a customer onboarding pack

hardware¶

helpdesk¶

hiring¶

Coordinate a hiring loop end-to-end in Cowork

how-to¶

Solution Template: IT Knowledge & How-To Agent

hr¶

idea-coach¶

Pressure-test a proposal with the Idea Coach

ideation¶

Brainstorm solutions with structured tradeoffs

identity¶

Secure a Studio agent with authentication

inbox¶

incident¶

included¶

The first-party agents included with your M365 Copilot license

insights¶

Find where Copilot is landing with Workforce insights

instructions¶

Give your agent a persona and instructions that stick

intake¶

integration¶

interpreter¶

Translate a meeting in real time with Interpreter

interruptions¶

Protect focus time and triage interruptions

interview¶

Coordinate a hiring loop end-to-end in Cowork

interviews¶

Solution Template: Recruiting & Interview Scheduler Agent

intune¶

Find out if you can get Autopilot — and turn it on

inventory¶

Solution Template: Parts & Inventory Lookup Agent

invoices¶

Solution Template: Invoice & AP Status Agent

it¶

iterate¶

Pilot your agent with a team and gather feedback

itsm¶

ivr¶

Solution Template: Voice Agent / Contact-Center IVR (Foundry)

jd¶

Coordinate a hiring loop end-to-end in Cowork

json¶

Solution Template: Structured Data Extraction Agent (Foundry)

knowledge¶

leadership¶

Draft a difficult message with care

learning¶

Upskill in the flow of work with the Learning agent

leave¶

Solution Template: HR Benefits & Leave Agent

legal¶

library¶

Build a "Cowork recipe" library for your org

licensing¶

Solution Template: Software License & Asset Query Agent

lifecycle¶

Publish and govern your agent

lineage¶

linkedin-learning¶

Upskill in the flow of work with the Learning agent

localisation¶

Solution Template: Translation & Localization Agent (Foundry)

logistics¶

Solution Template: Event Coordination Agent

low-code¶

Build your first Studio agent with a knowledge source + topic

m365-copilot¶

The first-party agents included with your M365 Copilot license

mail¶

Build a personal inbox summariser agent

manager-comms¶

Draft a status update from your week's activity

market-research¶

Research a market and write a landscape brief

marketing¶

mcp¶

meetings¶

messaging¶

Solution Template: Brand & Messaging Guardian Agent

metrics¶

Assemble a monthly business review

migration¶

Graduate a Copilot Studio agent into pro-code Foundry

mobility¶

Find a stretch assignment with the Skills agent

model-swap¶

A/B and shadow-deploy a model swap behind a Foundry agent

moderation¶

Solution Template: Content Moderation & Safety Agent (Foundry)

monitoring¶

multi-agent¶

multi-step¶

multimodal¶

Solution Template: Multi-Modal Document Classification Agent (Foundry)

nda¶

Solution Template: NDA Intake & Triage Agent

new-hire¶

Guide a new hire through their first weeks

news¶

Always-on competitive and news monitor

Compile a newsletter from the week's sources

nl-to-sql¶

Solution Template: NL-to-SQL Analytics Agent (Foundry)

no-code¶

notes¶

Build a daily stand-up note-taker agent

objections¶

observability¶

Evaluate and continuously monitor a Foundry agent

okrs¶

Draft an annual plan and OKRs

on-call¶

onboarding¶

onedrive¶

onelake¶

Connect a Studio agent to a Microsoft Fabric data agent

operations¶

optimization¶

Token-budgeting and cost optimization for a production agent

orchestration¶

outlook¶

overview¶

pages¶

Share and co-edit an AI output with Copilot Pages

parts¶

Solution Template: Parts & Inventory Lookup Agent

people¶

performance¶

persona¶

Give your agent a persona and instructions that stick

personal¶

personalisation¶

pilot¶

Pilot your agent with a team and gather feedback

pipeline¶

Solution Template: Batch Summarization Pipeline Agent (Foundry)

planner¶

Track project milestones with the Planner agent

planning¶

policies¶

policy¶

postmortem¶

Build an incident postmortem from Teams, tickets, and email

power-automate¶

powerpoint¶

Build a deck from raw notes

prep¶

preparation¶

Build a prep pack for any external meeting

presentations¶

Turn notes into a slide outline

pricing¶

Solution Template: Deal Desk & Pricing Approval Agent

pro-code¶

process¶

Legal: Guide employees through contract routing and requirements

procurement¶

product-knowledge¶

productivity¶

project¶

Build a first-draft project plan

project-management¶

Track project milestones with the Planner agent

project-manager¶

Keep a project on track with the Project Manager agent

project-status¶

Build a project status agent for your team

proposal¶

proposals¶

Draft an RFP or proposal response from scattered source docs

publish¶

pull-request¶

Solution Template: Code-Review / PR-Triage Agent (Foundry)

purchasing¶

Solution Template: Purchase Request Intake Agent

purview¶

Secure and govern Foundry agents in production

python¶

Build your first pro-code agent with the Foundry Agent Service

qbr¶

Run a full QBR prep cycle in Cowork

quality¶

rag¶

Solution Template: Pro-Code Grounded Q&A Agent (Foundry)

rbac¶

Secure and govern Foundry agents in production

reading¶

recap¶

Equip Autopilot with a meeting-recap and follow-through skill

recipes¶

Build a "Cowork recipe" library for your org

recommendations¶

Solution Template: Recommendation Agent (Foundry)

recruiting¶

recurring¶

red-team¶

Build a red-team / safety eval harness

relationships¶

Prep for a 1:1 in two minutes

release-notes¶

Solution Template: Deployment & Release Notes Agent

reminders¶

Track and chase your open follow-ups

renewals¶

Renewal and at-risk account watch

reporting¶

Assemble a monthly business review

repurposing¶

Solution Template: Content Repurposing Agent

research¶

researcher¶

Deep-dive a topic with Researcher

retrospective¶

Build an incident postmortem from Teams, tickets, and email

reusable¶

Build a "Cowork recipe" library for your org

review¶

reviews¶

Solution Template: Performance Review Prep Agent

rfp¶

risk¶

ritual¶

Run a "Prompt of the Day" for your team

roi¶

Make the ROI case for your agent

rollout¶

Pilot your agent with a team and gather feedback

roster¶

The first-party agents included with your M365 Copilot license

routing¶

runbook¶

safety¶

sales¶

scale¶

Build a "Cowork recipe" library for your org

scheduled-task¶

Stand up a recurring weekly digest

scheduling¶

scorecard¶

Score vendors against your criteria

scout¶

sdk¶

Build your first pro-code agent with the Foundry Agent Service

search¶

Find answers across your organization's content with BizChat

security¶

self-assessment¶

Draft a self-assessment with the Career agent

self-serve¶

self-service¶

Agents in Channels — post team-wide answers

serving¶

Fine-tune a domain model and serve it from a Foundry agent

shadow¶

A/B and shadow-deploy a model swap behind a Foundry agent

shared-agent¶

Agents in Channels — post team-wide answers

sharepoint¶

signals¶

Equip Autopilot with an always-on inbox-triage skill

skill¶

skills¶

Find a stretch assignment with the Skills agent

software¶

sources¶

Deep-dive a topic with Researcher

sourcing¶

speech¶

Solution Template: Voice Agent / Contact-Center IVR (Foundry)

spend¶

sprint-review¶

Build a sprint-review summarizer for your Friday demo

stalled-decisions¶

Have Autopilot watch your deliverables and flag risks

stand-up¶

standup¶

Build a sprint-review summarizer for your Friday demo

starter-prompts¶

Seed your agent with starter prompts

status¶

status-update¶

Draft a status update from your week's activity

strategy¶

structure¶

studio¶

summarisation¶

Solution Template: Batch Summarization Pipeline Agent (Foundry)

summarize¶

Get up to speed on a long document fast

summary¶

Build a sprint-review summarizer for your Friday demo

suppliers¶

Solution Template: Supplier Onboarding & Compliance Agent

support¶

synthesis¶

talking-points¶

Run a full QBR prep cycle in Cowork

tasks¶

Track project milestones with the Planner agent

team¶

teams¶

template¶

terminology¶

Solution Template: Brand & Messaging Guardian Agent

testing¶

Test and evaluate a Studio agent before publishing

three-surfaces¶

One skill, three surfaces: the customer-health capability

ticket-creation¶

Solution Template: IT Access Request Agent

ticketing¶

Solution Template: Facilities & Workspace Request Agent

tickets¶

Solution Template: Escalation Routing Agent

tokens¶

Token-budgeting and cost optimization for a production agent

tone¶

tools¶

topics¶

tracking¶

Keep a project on track with the Project Manager agent

training¶

Turn source material into a training curriculum

translation¶

travel¶

triage¶

triggers¶

Configure an autonomous event-triggered agent

troubleshooting¶

Solution Template: Field Service Triage Agent

upskilling¶

Upskill in the flow of work with the Learning agent

validation¶

Solution Template: Structured Data Extraction Agent (Foundry)

value¶

variance¶

Finance: Self-service spend and budget Q&A for budget owners

vendor¶

Score vendors against your criteria

vendors¶

vision¶

Solution Template: Multi-Modal Document Classification Agent (Foundry)

viva-engage¶

Answer common questions with Agents in Communities

voice¶

voice-of-customer¶

Build a "voice of customer" agent over your support inbox

weekly-report¶

Auto-draft your weekly report

word¶

work-iq¶

Meet Autopilot (formerly Microsoft Scout)

work-orders¶

Solution Template: Work Order Status Agent

workplace¶

workspace¶

Solution Template: Facilities & Workspace Request Agent

writing¶

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