AI Project · Agent 002

Agentic AI Advisor

I created a custom agent inside my workplace's approved Microsoft Copilot environment. Its advice draws on enterprise practice and published guidance from major companies, AI labs, Microsoft, and Google. It helps colleagues design, test, and govern AI-supported business processes, from a reusable prompt to a multi-step workflow.

Project brief

The source material covers workflow architecture, platform constraints, retrieval, file design, testing, permissions, and governance. Source checks resolved conflicts. Nine focused modules organize the findings for retrieval. A three-level experience check adjusts the language and pace. Beginners and experienced builders receive the same knowledge, design method, and quality standard.

Form
Custom advisory agent in Microsoft Copilot Chat
Users
Beginners through experienced AI builders
Knowledge
Nine researched modules based on six expert references
Scope
Process design, prompts, files, testing, and governance

Knowledge production

A blueprint defined the foundation before production began.

A detailed execution blueprint defined six knowledge responsibilities, source requirements, research checks, and production order. It required the foundation to serve many enterprise processes while using one complex planning workflow as a practical test.

01 · Starting evidence

Research and operational experience

  • Two Perplexity reports on Microsoft's Cowork platform and enterprise applications
  • Business context from an early internal pilot
  • A complex planning workflow with file handoffs, validation, retrieval, and human approval
  • Google's framework for building reliable AI-enabled software

02 · Research controls

Current facts and implementation context

  • Current Microsoft documentation replaced stale platform information
  • Answers to ten contextual questions established available features, users, files, permissions, outputs, and pilot conditions
  • Each uncertain claim received a focused verification test

03 · Expert output

A reusable technical foundation

  • Six documents with separate knowledge responsibilities
  • A non-technical handbook for business readers
  • A presentation summary of the method

Six documents, six responsibilities

Foundation document Question it owns
01 Agentic workflow architecture How should a multi-step AI workflow be structured?
02 Platform constraints What can the platform do, and which capabilities still need verification?
03 RAG (retrieval-augmented generation) and knowledge design How should instructions, retrieved knowledge, and working data be separated?
04 Output interfaces How should agents read and write business files without damaging the source?
05 Evaluation framework How do tests and AI evaluations (evals) prove reliability and business value?
06 Workflow governance How should permissions, approvals, audit records, and guardrails work?

Build sequence

Five linked stages produced the deployed advisor.

Each stage used the output of the previous one. Research established the facts, and the blueprint organized them. The final two stages prepared the technical foundation for retrieval and defined the agent's behavior.

  1. 1Research
  2. 2Blueprint
  3. 3Foundation
  4. 4Distil
  5. 5Configure
  1. 01

    Research and practical problem

    Early access to Microsoft's Cowork platform prompted two focused research runs and the design of an enterprise planning workflow. That practical work exposed the need for file state, handoffs, validation, retrieval, and human approval.

    The planning workflow tested the platform research against a real operating process.

  2. 02

    Execution blueprint

    The blueprint divided the subject into six knowledge responsibilities, defined the inputs and research checks, and required a foundation that could support any suitable enterprise process.

    The information architecture existed before the synthesis model began writing.

  3. 03

    Foundation production

    Fable, a long-context synthesis model, executed the blueprint in one controlled session. It combined the research, operating context, practical workflow, Google framework, current Microsoft documentation, and contextual answers.

    • Workflow architecture and platform constraints
    • RAG design and output interfaces
    • Evaluation and governance
    • Handbook and consistency review

    The session produced six technical references, a handbook, and a presentation summary.

  4. 04

    RAG distillation

    The project distilled six expert references into nine shorter retrieval files. Each file covers one topic, uses a descriptive name, and places its decision rule near the top.

    The new structure made the technical method retrievable during a business conversation.

  5. 05

    Agent configuration

    A separate instruction contract added the experience check, process questions, right-sizing rules, one-step delivery, testing requirements, and governance boundaries.

    The completed advisor produces prompts, file designs, tests, and concrete next actions from the knowledge library.

Knowledge architecture

The project rewrote expert sources for retrieval.

The six foundation documents serve an expert reader. The agent uses a second layer of nine shorter documents. Each covers one topic, uses a descriptive filename, and places its decision rule near the top. A separate instruction prompt controls the conversation.

6 deep reference documents Technical depth and evidence
9 focused knowledge modules Retrieval and decisions
1 instruction contract Conversation and pacing

This separation supports targeted maintenance: one knowledge topic can change without rewriting the agent's behavior, while conversation changes leave the source foundation intact.

Inside the agent

The nine knowledge modules

The nine modules form the agent's RAG knowledge layer. They help the agent understand the problem, design the solution, and control the result. Each module supports a defined decision.

Advisory

Understand the person and size the task.

00 Conversation guide
Sets the opening questions, experience levels, pacing, plain-language rules, and next-action format.
01 Complexity triage
Chooses between one prompt, a saved prompt, a structured routine, and a full workflow.
02 Process-fit assessment
Tests whether the work suits AI and draws the boundary between AI tasks and human decisions.

Build

Turn the process into steps, files, and instructions.

03 Workflow design
Defines the sequence, handovers, output files, rerun behavior, and progress state.
04 Instructions, knowledge, and data
Separates instructions, RAG knowledge, and live data, then assigns each rule and input to the correct layer.
05 Preparing Excel files
Separates machine and human layers, protects live ranges, and designs checkable outputs.

Assurance

Test completeness, control risk, and choose the tool.

06 Quality and testing
Defines evals for completeness and quality, including counts in and out, known-answer cases, edge cases, samples, and regression tests.
07 Governance and safety
Covers permissions, sensitive outputs, approval gates, external actions, and run records.
08 Tool choice
Selects Copilot Chat, Copilot in Excel, or Cowork from the task shape and cost profile.

Help design

A short conversation gives users access to the knowledge.

The instruction contract gives business users access to the foundation through a short conversation and keeps the work tied to their process.

First message

Collect context before advice.

The opening confirms the request, checks the user's experience, and asks two to four questions about the process.

Solution size

Recommend the smallest structure that works.

A one-off task may receive one prompt. Recurring multi-file work may justify an agentic workflow.

Division of work

Give the user finished design material.

The agent writes prompts, proposes file changes, and diagnoses failed tests. The user provides context, runs the step, and reviews the result.

Control

Build the checks into the solution.

The agent adds counts, known-answer cases, samples, permission checks, and human approval before live use.

Closing principle

Reliable output starts with careful workflow design.

A reliable result depends on the system around the model. Clear task boundaries and curated knowledge define the work. Structured files preserve state between steps. Checks and approval points expose errors before they affect a decision. Together, these elements give people an output they can test, review, and improve.