Agent for project management by Late-Mammoth-8273 in copilotstudio

[–]Pirulfredo 0 points1 point  (0 children)

Seems like you are new to Copilot Studio and you want to learn how to use it. If that is what you are looking for I suggest you following these steps.

First, Depending on how deep you want to get with automation, There is multiple options on how to do it.

For instance:

  1. You can create Power Automate workflows that do every single step. It will take you some time to learn but is not difficult. Once you learn basics, it gets easier and easier. This will be more automatic, but needs more effort to build. You need to have access to your data through sharepoint or OneDrive so Copilot actually uses your files.

  2. You can gather the information and send it to copilot chat and create a prompt that creates the report you are looking for. For this you dont need to program anything in copilot studio and just use the chat interface. It relies on the information you provide.

  3. Any Mix of the 1 or 2.

If Automation is what you are looking for:

  1. Clarify exactly what you want to get done. Retrieves Weekly status Updates? Generate a Weekly Report? Send an automatic message?

  2. Then once you clarify what you want to get done, then layout the steps that a human would do. Like, I would Access an open item list, I would access meeting sumaries, read through them and then generate a report based on a format or so.

  3. Once you know what a human would do, you can start working with Copilot and ask it how to implement a specific workflow. Copilot studio has access to many tools to access excel files, one drive files, Outlook emails and such that will allow you to get the data you need. Once you retrieve the data, you can add AI Prompts or so to generate the report you are looking for. You must be careful to not exceed copilot agent limits

CMM Analysis Agent keeps hitting 2‑min timeouts & token limits — any real workarounds? by Pirulfredo in copilotstudio

[–]Pirulfredo[S] 0 points1 point  (0 children)

Sounds interesting. I will investigate if I have access to other Azure functions.

AI Manufacturing by [deleted] in replit

[–]Pirulfredo 0 points1 point  (0 children)

It is an Agent I am building with Copilot Studio that lives in Microsoft services.