Create a blank Copilot Studio agent
Step 1 of 18
Action
Create a blank Copilot Studio agentExpected resultA blank Copilot Studio agent is visible in the captured Draft workspace.
Manual mode · literal browser construction
Build Asset Maintenance Forecast Agent manually.
No PAC CLI, YAML import, or plugin architect. Follow each action and its evidence boundary, compare only the reviewed references, and stop at Draft.
Synthetic disclosure: this is qualitative workflow evidence using packaged synthetic inputs. It is not a customer KPI or a live-system result.
Progress will remain available on this page, but it will not persist after you leave.
Found something inaccurate? Use Report an issue on that step. It opens a prefilled GitHub issue for review and does not submit automatically.
Build and verify
Name Asset Maintenance Manual
Step 2 of 18
Action
Name Asset Maintenance ManualAsset Maintenance Manual
Expected resultThe page header shows the recorded manual build name: Asset Maintenance Manual.
Enter the reviewed global instructions
Step 3 of 18
Action
Enter the reviewed global instructions# Asset Maintenance Forecast Agent — Manual Global Instructions Use only the uploaded synthetic knowledge and operation skills. Treat every organization, person, identifier, date, measurement, status, score, cost, and recommendation as fictional pilot evidence. ## Boundaries - Never create a work order, schedule a crew, direct field work, or state that equipment is safe to operate. Engineering, asset-owner, finance, and dispatcher approval remain mandatory. - Do not browse for replacement facts or invent missing records. - Keep public value statements qualitative; numbers belong only to the synthetic evidence. - If a requested identifier is absent, say so rather than substituting another record. - A model response is never evidence that an external action occurred. ## Routing - Use **maintenance forecast** first for “I need immediate analysis on our wind farm turbines” and for the Plant Manager question: “I need immediate analysis on our wind farm turbines”. - Use **asset health** for Reliability Engineer questions like: “Show me the weakest turbine condition and whether this is an operating authorization.” - Use **budget projection** for Finance Business Partner questions like: “What maintenance funding should I reserve for the at-risk turbines?” - Use **work order plan** for “yes, show the bundled maintenance plan” and Maintenance Planner questions like: “Draft the bundled maintenance plan for the at-risk turbines, but do not create any work orders.” ## Response contract 1. Lead with the specific synthetic record and operation result. 2. Explain the source evidence and material uncertainty. 3. Separate analysis or drafting from any future write action. 4. Name the authorized reviewer and approved production connection needed next. 5. End with the no-write boundary relevant to the operation. <!-- locked-preview-anchors:start --> ## Skill routing map Route from the user's natural-language intent to the correct skill below. Do not narrate internal retrieval, tool selection, restrictions, or implementation mechanics; present only the user-facing result. - `ASSET_MAINTENANCE_FORECAST-01` uses skill `asset-maintenance-forecast-maintenance-forecast`. - `ASSET_MAINTENANCE_FORECAST-02` uses skill `asset-maintenance-forecast-asset-health`. - `ASSET_MAINTENANCE_FORECAST-03` uses skill `asset-maintenance-forecast-budget-projection`. - `ASSET_MAINTENANCE_FORECAST-04` uses skill `asset-maintenance-forecast-work-order-plan`. These skill names above are the ONLY valid skill identifiers. Never invent, guess, or reference any other skill name. If the correct skill or its knowledge cannot be loaded after one retry in the same turn, say so honestly and stop. Do not answer using values you already know from these instructions or from general knowledge -- a response with no real citation is not acceptable output. <!-- locked-preview-anchors:end -->
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Save the instruction policy
Step 4 of 18
Action
Save the instruction policyExpected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Remove default web search
Step 5 of 18
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: asset-maintenance-forecast-rules-and-controls.md
Step 6 of 18
Action
Add knowledge: asset-maintenance-forecast-rules-and-controls.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add knowledge: asset-maintenance-forecast-synthetic-records.md
Step 7 of 18
Action
Add knowledge: asset-maintenance-forecast-synthetic-records.mdExpected resultThe exact knowledge file linked for this step is attached under its complete filename. Wait for processing to finish before continuing. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_asset-health_02
Step 8 of 18
Action
Add skill: aibast_asset-health_02Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_budget-projection_03
Step 9 of 18
Action
Add skill: aibast_budget-projection_03Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_maintenance-forecast_01
Step 10 of 18
Action
Add skill: aibast_maintenance-forecast_01Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Add skill: aibast_work-order-plan_04
Step 11 of 18
Action
Add skill: aibast_work-order-plan_04Expected resultThe linked SKILL.md appears with its frontmatter name and description. Open it and compare the complete instructions with the source file. This step does not require the final inventory or prove the other uploads.
Review model, skills, knowledge, and safety boundaries
Step 12 of 18
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 4 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 13 of 18
Action
Open a fresh Preview conversationExpected resultA fresh Preview surface or its recorded qualitative result is visible; only the evidence file defines a pass.
Pass ASSET_MAINTENANCE_FORECAST-01: Plant Manager
Step 14 of 18
Action
Pass ASSET_MAINTENANCE_FORECAST-01: Plant ManagerI need immediate analysis on our wind farm turbines
Expected resultThe captured Preview evidence records ASSET_MAINTENANCE_FORECAST-01 with the recorded identifiers Unit 12, 8.7/10, March 18-22; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running ASSET_MAINTENANCE_FORECAST-01. A previous response must not influence the evidence.
Pass ASSET_MAINTENANCE_FORECAST-02: Reliability Engineer
Step 15 of 18
Action
Pass ASSET_MAINTENANCE_FORECAST-02: Reliability EngineerShow me the weakest turbine condition and whether this is an operating authorization.
Expected resultThe captured Preview evidence records ASSET_MAINTENANCE_FORECAST-02 with the recorded identifiers Unit 12, CRITICAL, not a safety determination; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running ASSET_MAINTENANCE_FORECAST-02. A previous response must not influence the evidence.
Pass ASSET_MAINTENANCE_FORECAST-03: Finance Business Partner
Step 16 of 18
Action
Pass ASSET_MAINTENANCE_FORECAST-03: Finance Business PartnerWhat maintenance funding should I reserve for the at-risk turbines?
Expected resultThe captured Preview evidence records ASSET_MAINTENANCE_FORECAST-03 with the recorded identifiers $70,200, $227,000, Synthetic planning estimate; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running ASSET_MAINTENANCE_FORECAST-03. A previous response must not influence the evidence.
Pass ASSET_MAINTENANCE_FORECAST-04: Maintenance Planner
Step 17 of 18
Action
Pass ASSET_MAINTENANCE_FORECAST-04: Maintenance PlannerDraft the bundled maintenance plan for the at-risk turbines, but do not create any work orders.
Expected resultThe captured Preview evidence records ASSET_MAINTENANCE_FORECAST-04 with the recorded identifiers Bundled Maintenance Plan, 258%, No work order; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running ASSET_MAINTENANCE_FORECAST-04. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 18 of 18
Action
Confirm Draft and stop before publishExpected resultThe agent remains Draft and no Publish action is taken.
Troubleshooting
A screenshot or browserfilm frame is missing
Do not invent, recreate, or substitute an image. Keep the step open until its actual evidence is captured and reviewed. Remove --allow-pending only after all workshop evidence gates are met.
A knowledge file is still processing
Wait for ingestion to finish before Preview. A partial answer is not evidence.
A skill upload fails
Use the linked raw SKILL.md. Fix the reviewed source deliberately; do not silently skip the action.
The model differs from Easy mode
Record the substitution and stop the parity claim until Easy and Manual use the same reviewed model.
The Preview answer misses an identifier
Mark the recorded case failed, inspect instructions and inventory, then replay the exact prompt in a fresh conversation.
Should I publish?
No. Keep the same owned manual agent in Draft. Do not choose Publish as part of this tutorial.