Create a blank Copilot Studio agent
Step 1 of 34
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 Clinical Notes Summarizer 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 Clinical Notes Manual
Step 2 of 34
Action
Name Clinical Notes ManualClinical Notes Manual
Expected resultThe page header shows the recorded manual build name: Clinical Notes Manual.
Enter the reviewed global instructions
Step 3 of 34
Action
Enter the reviewed global instructions# Role You are Clinical Notes Summarizer Agent, a synthetic, read-only healthcare evidence assistant for Primary Care Physician, Surgeon, Anesthesia Clinician. Use only the two packaged manual knowledge files. # Privacy and clinical boundary - All people, identifiers, organizations, dates, measures, policies, records, and workflow states are fictional. - Never request, retain, infer, or expose live patient information. Use minimum-necessary synthetic fields. - Never provide diagnosis or treatment advice. - Never make eligibility, measure-compliance, medical-necessity, or authorization outcomes beyond clearly labeled source evidence. - Never schedule, contact, send, submit, publish, place, cancel, or change any appointment, referral, order, authorization, message, outreach, task, or record. - A qualified clinical, utilization, quality, or operational reviewer must verify every substantive answer. # Natural-language routing - Route requests about **source-grounded encounter summary** to `encounter_summary`. Extracts synthetic encounter facts without clinical inference. - Route requests about **medication source inventory** to `medication_inventory`. Lists source-recorded synthetic medications for clinician or pharmacist reconciliation. - Route requests about **problem-list source extract** to `problem_list_extract`. Extracts source-coded problems without confirming or changing a diagnosis. - Route requests about **referral context extract** to `referral_context`. Summarizes source-recorded referral context without placing or scheduling it. - Route requests about **pre-op clearance summary** to `preop_snapshot`. It assembles the pre-op patient snapshot for patient 78392. - Route requests about **cardiopulmonary assessment** to `cardiopulmonary_review`. It reports source-recorded cardiac and respiratory findings and labs. - Route requests about **medications - 12 active** to `perioperative_medication_review`. It lists source-recorded medications with the synthetic perioperative protocol flag and the floppy-iris alert. - Route requests about **anesthesia and monitoring considerations** to `anesthesia_considerations`. It surfaces protocol-matched anesthesia and monitoring considerations for the physician. - Route requests about **asa class iii justification** to `risk_factor_summary`. It explains the source-recorded ASA class factors and risk calculators. - Route requests about **clearance re-evaluation criteria** to `reevaluation_criteria`. It lists red flags, timing considerations and general-anesthesia criteria. - Route requests about **pre-operative clearance note - draft** to `clearance_note_draft`. It assembles a draft clearance note and proposed distribution for physician signature; never signs, files or sends. - The pre-op clearance walkthrough is for John Martinez (Patient ID / MRN 78392, right eye phacoemulsification); "generate the clearance note and send to ophthalmology" uses `clearance_note_draft`, which returns a draft for physician signature and sends nothing. Do not require users to know operation names. Ask one concise clarification only when the intent cannot be mapped safely. # Decision rules 1. Extract source facts; never diagnose, recommend treatment, determine urgency, or provide clearance. 2. Medication reconciliation and interpretation require clinician or pharmacist review. 3. Never place, transmit, schedule, or change a referral, message, order, appointment, or record. 4. Use minimum-necessary synthetic data and compare every draft with the authorized source record. # Response style Lead with the read-only finding, cite the synthetic identifier and source limitation, use compact Markdown, and end every substantive response with: `> Synthetic healthcare evidence only; no diagnosis, treatment, eligibility, authorization, scheduling, outreach, submission, or record change. Human review required.` # Production seams Potential Microsoft connection seams are Dynamics 365 or approved read-only healthcare record interface. They are future governed integrations only; this package has no live connection or write permission. <!-- 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. - `CN-01` uses skill `clinical-notes-summarizer-encounter-summary`. - `CN-02` uses skill `clinical-notes-summarizer-medication-inventory`. - `CN-03` uses skill `clinical-notes-summarizer-problem-list-extract`. - `CN-04` uses skill `clinical-notes-summarizer-referral-context`. - `CN-05` uses skill `clinical-notes-summarizer-preop-snapshot`. - `CN-06` uses skill `clinical-notes-summarizer-cardiopulmonary-review`. - `CN-07` uses skill `clinical-notes-summarizer-perioperative-medication-review`. - `CN-08` uses skill `clinical-notes-summarizer-anesthesia-considerations`. - `CN-09` uses skill `clinical-notes-summarizer-risk-factor-summary`. - `CN-10` uses skill `clinical-notes-summarizer-reevaluation-criteria`. - `CN-11` uses skill `clinical-notes-summarizer-clearance-note-draft`. 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 34
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 34
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_clinical-notes-summarizer-review-rules.md
Step 6 of 34
Action
Add knowledge: aibast_clinical-notes-summarizer-review-rules.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_clinical-notes-summarizer-synthetic-records.md
Step 7 of 34
Action
Add knowledge: aibast_clinical-notes-summarizer-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: anesthesia-considerations
Step 8 of 34
Action
Add skill: anesthesia-considerationsExpected 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: cardiopulmonary-review
Step 9 of 34
Action
Add skill: cardiopulmonary-reviewExpected 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: clearance-note-draft
Step 10 of 34
Action
Add skill: clearance-note-draftExpected 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: encounter-summary
Step 11 of 34
Action
Add skill: encounter-summaryExpected 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: medication-inventory
Step 12 of 34
Action
Add skill: medication-inventoryExpected 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: perioperative-medication-review
Step 13 of 34
Action
Add skill: perioperative-medication-reviewExpected 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: preop-snapshot
Step 14 of 34
Action
Add skill: preop-snapshotExpected 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: problem-list-extract
Step 15 of 34
Action
Add skill: problem-list-extractExpected 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: reevaluation-criteria
Step 16 of 34
Action
Add skill: reevaluation-criteriaExpected 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: referral-context
Step 17 of 34
Action
Add skill: referral-contextExpected 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: risk-factor-summary
Step 18 of 34
Action
Add skill: risk-factor-summaryExpected 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 19 of 34
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 11 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (11 skills)
Step 20 of 34
Action
Review the skill list (11 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 11 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 21 of 34
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 11 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 22 of 34
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 CN-01: Primary Care Physician
Step 23 of 34
Action
Pass CN-01: Primary Care PhysicianSummarize synthetic encounter SYN-ENC-001 using source facts only.
Expected resultThe captured Preview evidence records CN-01 with the recorded identifiers SYN-ENC-001, Clinical interpretation: not performed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-01. A previous response must not influence the evidence.
Pass CN-02: Anesthesia Clinician
Step 24 of 34
Action
Pass CN-02: Anesthesia ClinicianList the source-recorded medications for SYN-ENC-001 for reconciliation.
Expected resultThe captured Preview evidence records CN-02 with the recorded identifiers Metformin 1000 mg twice daily, clinician/pharmacist review; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-02. A previous response must not influence the evidence.
Pass CN-03: Surgeon
Step 25 of 34
Action
Pass CN-03: SurgeonExtract the source-coded problems for SYN-ENC-001 without confirming a diagnosis.
Expected resultThe captured Preview evidence records CN-03 with the recorded identifiers source-coded type 2 diabetes, No diagnosis was added; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-03. A previous response must not influence the evidence.
Pass CN-04: Primary Care Physician
Step 26 of 34
Action
Pass CN-04: Primary Care PhysicianWhat referral context is recorded for SYN-ENC-001, and what action has not occurred?
Expected resultThe captured Preview evidence records CN-04 with the recorded identifiers Orthopedics referral draft, No referral was placed; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-04. A previous response must not influence the evidence.
Pass CN-05: Primary Care Physician
Step 27 of 34
Action
Pass CN-05: Primary Care PhysicianI need a pre-op clearance summary for Patient ID 78392.
Expected resultThe captured Preview evidence records CN-05 with the recorded identifiers John Martinez, Right eye phacoemulsification, ASA class; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-05. A previous response must not influence the evidence.
Pass CN-06: Primary Care Physician
Step 28 of 34
Action
Pass CN-06: Primary Care PhysicianShow me his cardiac and respiratory status with recent testing.
Expected resultThe captured Preview evidence records CN-06 with the recorded identifiers 82 bpm, FEV1 68%, eGFR 67; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-06. A previous response must not influence the evidence.
Pass CN-07: Primary Care Physician
Step 29 of 34
Action
Pass CN-07: Primary Care PhysicianReview his medications and flag any surgical concerns.
Expected resultThe captured Preview evidence records CN-07 with the recorded identifiers Lisinopril 10mg daily, Floppy iris, 12 Active; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-07. A previous response must not influence the evidence.
Pass CN-08: Primary Care Physician
Step 30 of 34
Action
Pass CN-08: Primary Care PhysicianGive me anesthesia and monitoring considerations for his eye surgery.
Expected resultThe captured Preview evidence records CN-08 with the recorded identifiers MAC preferred, Extended PACU, Afternoon slot; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-08. A previous response must not influence the evidence.
Pass CN-09: Primary Care Physician
Step 31 of 34
Action
Pass CN-09: Primary Care PhysicianExplain his ASA class III and the factors behind it.
Expected resultThe captured Preview evidence records CN-09 with the recorded identifiers ASA Class III Justification, Goldman <1%, FEV1 68%; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-09. A previous response must not influence the evidence.
Pass CN-10: Primary Care Physician
Step 32 of 34
Action
Pass CN-10: Primary Care PhysicianWhat would change the recommendation, and when should I reconsider clearance?
Expected resultThe captured Preview evidence records CN-10 with the recorded identifiers COPD exacerbation <2 weeks, delay 2-4 weeks, ICU bed availability; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-10. A previous response must not influence the evidence.
Pass CN-11: Primary Care Physician
Step 33 of 34
Action
Pass CN-11: Primary Care PhysicianGenerate the clearance note and send it to ophthalmology.
Expected resultThe captured Preview evidence records CN-11 with the recorded identifiers Dr. Amanda Chen, Draft ready for physician e-signature, nothing was sent; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CN-11. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 34 of 34
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.