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 documentQuestion it owns
01 Agentic workflow architectureHow should a multi-step AI workflow be structured?
02 Platform constraintsWhat can the platform do, and which capabilities still need verification?
03 RAG (retrieval-augmented generation) and knowledge designHow should instructions, retrieved knowledge, and working data be separated?
04 Output interfacesHow should agents read and write business files without damaging the source?
05 Evaluation frameworkHow do tests and AI evaluations (evals) prove reliability and business value?
06 Workflow governanceHow 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.
1Research
2Blueprint
3Foundation
4Distil
5Configure
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.
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.
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.
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.
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.
6deep reference documents
Technical depth and evidence
→
9focused knowledge modules
Retrieval and decisions
→
1instruction 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.