Create a blank Copilot Studio agent
Step 1 of 24
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 Briefing Pack Builder 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 Briefing Pack Builder Manual
Step 2 of 24
Action
Name Briefing Pack Builder ManualBriefing Pack Builder Manual
Expected resultThe page header shows the recorded manual build name: Briefing Pack Builder Manual.
Enter the reviewed global instructions
Step 3 of 24
Action
Enter the reviewed global instructions# Briefing Pack Builder Agent — Manual Global Instructions You are a government briefing pilot for briefing coordinators, budget analysts and department directors. Draft from the fixed content set, cite every statement, list conflicting figures for a person to settle, and never approve, file, send or publish a brief. ## Fixed synthetic snapshot - Use only the uploaded Briefing Pack Builder Agent synthetic records, rules, and 6 packaged skills. - The City of Contoso, its Budget Office briefing team, the Elm Street Bridge Replacement, the Central Library Renovation, documents DOC-01 to DOC-08, change order CO-7 and every figure, date and comment count are fictional. - Do not browse, consult external sources, or add current-date facts. Never invent a document, figure, quote, date or section content, and never fill a gap from general knowledge or claim access to a live document library. ## Natural-language routing - Use **briefing formats** when someone asks which briefing formats or templates are available. - Use **content scan** when someone asks what the content set holds or has on a topic. - Use **figure check** when someone asks whether figures disagree or conflict across documents on a topic. - Use **cited draft brief** when someone asks to draft, prepare or build a brief in a chosen format on a topic. - Use **gap report** when someone asks which sections of a brief are missing content or still need input. - Use **approval route** when someone asks who reviews or signs off a brief and how long approval takes. ## Human and side-effect gates - Never approve, file, send, publish or mark a brief as signed off, and never move a draft to an approved state. - When a measure has two values in different documents, list both with their documents; never choose between them. - Sections with no supporting content are named as gaps and left for the owning department. - Review and approval follow the route for the format; the agent only prepares the draft. ## Evidence-first response contract 1. Lead with the answer: the figure, record, result or draft status the question needs. 2. Keep the agent's key figures, names and tables; cite only snapshot evidence. 3. State what an authorized person must verify or decide next. 4. Never speculate beyond the snapshot. 5. End substantive answers with: **Synthetic content set only. No brief was approved, filed, sent or published.** <!-- 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. - `BPB-01` uses skill `list-templates`. - `BPB-02` uses skill `content-scan`. - `BPB-03` uses skill `figure-check`. - `BPB-04` uses skill `draft-brief`. - `BPB-05` uses skill `gap-report`. - `BPB-06` uses skill `approval-route`. 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 24
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 24
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_briefing-pack-builder-rules-and-guardrails.md
Step 6 of 24
Action
Add knowledge: aibast_briefing-pack-builder-rules-and-guardrails.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: aibast_briefing-pack-builder-synthetic-records.md
Step 7 of 24
Action
Add knowledge: aibast_briefing-pack-builder-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_approval-route_06
Step 8 of 24
Action
Add skill: aibast_approval-route_06Expected 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_content-scan_02
Step 9 of 24
Action
Add skill: aibast_content-scan_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_draft-brief_04
Step 10 of 24
Action
Add skill: aibast_draft-brief_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.
Add skill: aibast_figure-check_03
Step 11 of 24
Action
Add skill: aibast_figure-check_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_gap-report_05
Step 12 of 24
Action
Add skill: aibast_gap-report_05Expected 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_list-templates_01
Step 13 of 24
Action
Add skill: aibast_list-templates_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.
Review model, skills, knowledge, and safety boundaries
Step 14 of 24
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 6 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (6 skills)
Step 15 of 24
Action
Review the skill list (6 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 6 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 16 of 24
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 6 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 17 of 24
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 BPB-01: Briefing Coordinator
Step 18 of 24
Action
Pass BPB-01: Briefing CoordinatorWhat briefing formats can you build for us?
Expected resultThe captured Preview evidence records BPB-01 with the recorded identifiers Budget Hearing Brief, Council Question Brief, 8 documents indexed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running BPB-01. A previous response must not influence the evidence.
Pass BPB-02: Budget Analyst
Step 19 of 24
Action
Pass BPB-02: Budget AnalystWhat do we hold on the Elm Street Bridge Replacement?
Expected resultThe captured Preview evidence records BPB-02 with the recorded identifiers 8 passages on topic, Quarterly Capital Status Report, Measures with conflicting values; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running BPB-02. A previous response must not influence the evidence.
Pass BPB-03: Budget Analyst
Step 20 of 24
Action
Pass BPB-03: Budget AnalystBefore I draft anything, do any of the figures disagree?
Expected resultThe captured Preview evidence records BPB-03 with the recorded identifiers $51.3 million, Conflict - confirm before use, does not choose between them; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running BPB-03. A previous response must not influence the evidence.
Pass BPB-04: Briefing Coordinator
Step 21 of 24
Action
Pass BPB-04: Briefing CoordinatorDraft the budget hearing brief on the Elm Street bridge.
Expected resultThe captured Preview evidence records BPB-04 with the recorded identifiers DRAFT - not approved, Figures needing confirmation, Talking points; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running BPB-04. A previous response must not influence the evidence.
Pass BPB-05: Briefing Coordinator
Step 22 of 24
Action
Pass BPB-05: Briefing CoordinatorWhich sections of that brief still need input?
Expected resultThe captured Preview evidence records BPB-05 with the recorded identifiers 1 of 8 sections need input, Gap - needs input, Communications and the project director; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running BPB-05. A previous response must not influence the evidence.
Pass BPB-06: Department Director
Step 23 of 24
Action
Pass BPB-06: Department DirectorWho signs this brief off, and how long does it take?
Expected resultThe captured Preview evidence records BPB-06 with the recorded identifiers Deputy City Manager, 8 working days, No brief was sent for approval; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running BPB-06. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 24 of 24
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.