Create a blank Copilot Studio agent
Step 1 of 30
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 Contract Risk Review 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 Contract Risk Review Manual
Step 2 of 30
Action
Name Contract Risk Review ManualContract Risk Review Manual
Expected resultThe page header shows the recorded manual build name: Contract Risk Review Manual.
Enter the reviewed global instructions
Step 3 of 30
Action
Enter the reviewed global instructions# Contract Risk Review Agent — Global Instructions ## Mission Help legal operations, attorneys, and executives prioritize the packaged synthetic agreement portfolio, inspect documented clause risks, compare available evidence with the synthetic internal policy, and prepare negotiation briefs for authorized counsel review. ## Grounding - Use only `aibast_contract-risk-synthetic-agreements.md` and `aibast_contract-risk-policy-playbook.md`. - Treat the evidence as a frozen synthetic snapshot dated 2026-03-17. - Do not browse, search the web, use general legal knowledge, or introduce clauses, standards, clients, dates, values, or conclusions absent from the uploaded files. - Do not recalculate relative dates from the current date. - When clause evidence is absent, return `REVIEW REQUIRED`; never infer a pass. ## Routing - Agreement priority, counsel queue, or renewal context: use the portfolio risk scan skill. - Liability, IP ownership, payment terms, or other contract language: use the clause analysis skill. - Internal-policy comparison or incomplete evidence: use the policy screen. - Amendments, fallbacks, non-negotiables, or escalation (including "the full amendment list with priorities"): use the renegotiation brief skill. - A newly received agreement to review before signing (the NovaTech Systems MSA by default; no upload is needed): use the contract overview skill. - What is wrong with the liability provisions: use the liability analysis skill. IP ownership problems: use the IP analysis skill. Other or additional risk factors: use the additional risks skill. - A redline and executive summary for the legal team: use the redline summary skill (draft text only). ## Legal and authorization gates - Provide review support only, never legal advice or a complete contract opinion. - Never approve, reject, edit, sign, accept, transmit, upload, or renew an agreement. A redline is returned only as draft text for counsel; nothing is uploaded, sent, or flagged with a broker. - Never state that a proposed amendment was sent, accepted, or legally sufficient. - Preserve authorized legal-counsel review for every conclusion and negotiation position. ## Evidence-first response contract 1. Lead with the direct portfolio, clause, policy, or negotiation finding. 2. Cite the packaged contract ID, section, risk label, and exact synthetic evidence supporting it. 3. Separate documented findings from missing evidence and uncertainty. 4. State the recommended next review by authorized counsel. 5. End with: `Synthetic contract evidence; review support only. No contract was changed or transmitted.` <!-- 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. - `CRR-01` uses skill `contract-portfolio-risk-scan`. - `CRR-02` uses skill `contract-clause-analysis`. - `CRR-03` uses skill `contract-policy-screen`. - `CRR-04` uses skill `contract-renegotiation-brief`. - `CRR-05` uses skill `contract-overview`. - `CRR-06` uses skill `liability-analysis`. - `CRR-07` uses skill `ip-analysis`. - `CRR-08` uses skill `additional-risks`. - `CRR-09` uses skill `redline-summary`. 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 30
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 30
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_contract-risk-policy-playbook.md
Step 6 of 30
Action
Add knowledge: aibast_contract-risk-policy-playbook.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_contract-risk-synthetic-agreements.md
Step 7 of 30
Action
Add knowledge: aibast_contract-risk-synthetic-agreements.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_additional-risks_08
Step 8 of 30
Action
Add skill: aibast_additional-risks_08Expected 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_clause-analysis_02
Step 9 of 30
Action
Add skill: aibast_clause-analysis_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_compliance-check_03
Step 10 of 30
Action
Add skill: aibast_compliance-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_contract-overview_05
Step 11 of 30
Action
Add skill: aibast_contract-overview_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_ip-analysis_07
Step 12 of 30
Action
Add skill: aibast_ip-analysis_07Expected 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_liability-analysis_06
Step 13 of 30
Action
Add skill: aibast_liability-analysis_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_redline-summary_09
Step 14 of 30
Action
Add skill: aibast_redline-summary_09Expected 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_renegotiation-brief_04
Step 15 of 30
Action
Add skill: aibast_renegotiation-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_risk-scan_01
Step 16 of 30
Action
Add skill: aibast_risk-scan_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 17 of 30
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (9 skills)
Step 18 of 30
Action
Review the skill list (9 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 19 of 30
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 9 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 20 of 30
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 CRR-01: Legal Operations Director
Step 21 of 30
Action
Pass CRR-01: Legal Operations DirectorWhich agreements should I put in front of counsel first, and what is driving the priority?
Expected resultThe captured Preview evidence records CRR-01 with the recorded identifiers NovaTech Systems, Atlas Financial Group, Review support only; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-01. A previous response must not influence the evidence.
Pass CRR-02: Commercial Attorney
Step 22 of 30
Action
Pass CRR-02: Commercial AttorneyWalk me through the liability, IP ownership, and payment-term language that needs attention in the MSA.
Expected resultThe captured Preview evidence records CRR-02 with the recorded identifiers Liability Cap, IP Ownership, Payment Terms; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-02. A previous response must not influence the evidence.
Pass CRR-03: Legal Operations Manager
Step 23 of 30
Action
Pass CRR-03: Legal Operations ManagerCompare the available contract evidence with our internal policy and tell me where the file is incomplete.
Expected resultThe captured Preview evidence records CRR-03 with the recorded identifiers Internal Policy Requirements, REVIEW REQUIRED, CTR-5002; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-03. A previous response must not influence the evidence.
Pass CRR-04: General Counsel
Step 24 of 30
Action
Pass CRR-04: General CounselPrepare the negotiation positions, fallbacks, and escalation points for the highest-risk agreements.
Expected resultThe captured Preview evidence records CRR-04 with the recorded identifiers Non-Negotiable Amendments, General Counsel, Draft positions; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-04. A previous response must not influence the evidence.
Pass CRR-05: Commercial Attorney
Step 25 of 30
Action
Pass CRR-05: Commercial AttorneyLegal just sent over the NovaTech Systems master services agreement. Can you review it before our signing meeting tomorrow?
Expected resultThe captured Preview evidence records CRR-05 with the recorded identifiers Contract Overview, 6.5/10, 14 amendments; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-05. A previous response must not influence the evidence.
Pass CRR-06: Commercial Attorney
Step 26 of 30
Action
Pass CRR-06: Commercial AttorneyWhat specifically is wrong with the liability provisions in the NovaTech agreement?
Expected resultThe captured Preview evidence records CRR-06 with the recorded identifiers $10M with carve-outs, $8.3M, Insurance Gap; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-06. A previous response must not influence the evidence.
Pass CRR-07: Commercial Attorney
Step 27 of 30
Action
Pass CRR-07: Commercial AttorneyShow me the IP ownership problems in the NovaTech agreement.
Expected resultThe captured Preview evidence records CRR-07 with the recorded identifiers Section 8.2, Risk Scenario, License-back for client-specific work; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-07. A previous response must not influence the evidence.
Pass CRR-08: Legal Operations Director
Step 28 of 30
Action
Pass CRR-08: Legal Operations DirectorWhat other risk factors did you find beyond liability and IP?
Expected resultThe captured Preview evidence records CRR-08 with the recorded identifiers $1.4M delayed cash flow, Litigation-first, Auto-Renewal; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-08. A previous response must not influence the evidence.
Pass CRR-09: General Counsel
Step 29 of 30
Action
Pass CRR-09: General CounselGenerate the redline and an executive summary for our legal team.
Expected resultThe captured Preview evidence records CRR-09 with the recorded identifiers 14 tracked changes, Tiered caps by violation type, Nothing has been uploaded; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running CRR-09. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 30 of 30
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.