FastTrack

Copilot Agent Brainstorming

A simple visual template to help you map out your Copilot agent specifications before building.

🎯 What This Is

This slide template helps you visualize and plan your agent by mapping out:

• Agent Type - Which type fits your needs
• Knowledge Sources - What information your agent accesses
• Tools - What actions your agent can perform
• User Flow - How users will interact with your agent

📋 How To Use This Template

1. Choose Your Agent Type (top section)
   • SPO Agent: SharePoint content only
   • Declarative Agent: Built-in M365 tools + web search
   • Custom Agent: Full customization with specialized tools
2. Map the Flow (center diagram)
   • Start with what the User provides
   • Show how the Agent processes the request
   • Identify what Knowledge sources are needed
   • Define what Tools will be used
3. Define Your Problem (bottom section)
   • Write your specific use case scenario

🖼️ Template Structure

┌─────────────┬─────────────────┬─────────────────┐
│  SPO Agent  │ Declarative     │  Custom Agent   │
│             │ Agent           │                 │
└─────────────┴─────────────────┴─────────────────┘

    User ──► Agent ──► Knowledge ──► Tool
     │         │          │          │
     │         │          │          │
    [Input]  [Process]  [Source]   [Action]

📝 Example: Acronyms Agent

Agent Type: Declarative Agent
User Input: Provides acronym for explanation
Agent Process: Reviews text and searches knowledge base
Knowledge Source: Word document or SPO list with acronym definitions
Tool Output: Returns definition or asks for clarification

📥 Download Template

Download PowerPoint Template: Copilot Agent Brainstorming.pptx

🚀 Getting Started

1. Download the slide template above
2. Fill in your specific:
   • Agent type selection
   • User input scenarios
   • Knowledge sources needed
   • Tool requirements
   • Expected outputs
3. Use this visual to align with stakeholders before building
4. Reference during development to stay on track

💡 Tips

• Keep it simple - focus on the main user scenario
• Be specific about knowledge sources (which SharePoint site, which documents, etc.)
• Identify the minimum viable tools needed
• Test your flow logic before building

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Purpose: Turn complex agent requirements into a simple visual that everyone can understand.

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