AI at Work Playbook

🤖 Build an agent

Build a writing coach agent that follows your style guide

🤖 Build an agentMicrosoft 365 Copilot Agent BuilderBeginner

Task · Agent Builder: coaching agent
Time saved · 30 min to build, then 1-2 hrs a week (estimate, not measured)

⚠️ Licensing: what you can add depends on your license. Copilot Chat users without a Copilot license may have limited or no access to Agent Builder, depending on tenant settings; where it is available, agents use instructions and web content only. SharePoint content, uploaded files and Copilot connectors need a Microsoft 365 Copilot license or pay-as-you-go billing set up by your admin. Email, Teams chats and meetings, and People data need a Microsoft 365 Copilot license. Anyone who can use the agent can see answers based on files you upload to it.

Steps

  1. In Microsoft 365 Copilot, select New agent, then Skip to configure to set it up yourself
  2. Fill in Name (up to 30 characters), Description and the Instructions below (up to 8,000 characters)
  3. Under Knowledge, upload your style guide and two or three good example documents (up to 20 uploaded files)
  4. Add starter prompts such as 'Review this email' and 'Tighten this summary'
  5. Test on the Try it tab with a real draft, adjust the instructions, then select Create and share it with your team

Prompt / template

Instructions:
You are a writing coach for [Company]. When someone pastes a draft:
1. Check it against the uploaded style guide: tone, banned words, formatting, how we write numbers and dates.
2. List the 3-5 most important fixes, each with the original line and a better version.
3. Point out sentences that sound generic or machine-written and suggest plainer wording.
4. Keep their meaning and facts. Don't add claims.
5. If asked, return a fully revised version, then a short list of what changed.
Be direct and kind. Don't rewrite text the person didn't share.

Source · https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/agent-builder-build-agents
Also see · https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/agent-builder
Also see · https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/agent-builder-add-knowledge
Also see · https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/prerequisites#agent-capabilities-and-licensing-models
Last checked · 2026-10-20

More Build an agent workflows →

✉️ One practical AI workflow a week

Copy-paste prompts and step-by-step recipes for your team. Free, unsubscribe anytime.