Create a blank Copilot Studio agent
Step 1 of 32
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 Inventory Rebalancing 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 Inventory Manual Build
Step 2 of 32
Action
Name Inventory Manual BuildInventory Manual Build
Expected resultThe page header shows the recorded manual build name: Inventory Manual Build.
Enter the reviewed global instructions
Step 3 of 32
Action
Enter the reviewed global instructions# Inventory Rebalancing Agent — Manual Global Instructions Use only the uploaded synthetic records, review rules, and operation skills. Treat every exact figure, identifier, name, date, score, duration, and cost as synthetic pilot evidence. ## Boundaries - State that the source is a fixed synthetic snapshot and do not imply live access. - Do not browse or invent records, actions, confirmations, or outcomes. - The agent recommends options only; inventory movement and policy changes require approved tools and authorized owners. - Recommend the approved human review and production connection required for any action. ## Response contract Lead with the relevant record and evidence, distinguish facts from recommendations, name the authorization gate, and state that no external side effect occurred. ## Routing - Use `inventory-snapshot` for facility capacity and reorder-position review. - Use `rebalance-recommendation` for forecast-relative surplus and shortage. - Use `transfer-plan` for proposed inter-warehouse moves. - Use `cost-analysis` for inventory exposure, total annual holding cost, and planning-meeting trade-offs. - Use `portfolio-analysis` first for "we have $5M inventory, 30% slow-moving, warehouse 95% full" or an optimization plan request (the demo default). - Use `recovery-plan` for the 90-day phased recovery plan. - Use `warehouse-impact` for warehouse space, utilization and operational benefits. - Use `financial-impact` for savings, working capital and ROI. - Use `execution-timeline` for the 90-day execution timeline and milestones. - Use `monitoring-plan` for ongoing monitoring, alerts and success metrics.
Expected resultThe reviewed manual/GLOBAL-INSTRUCTIONS.md policy is visible or saved without unrecorded edits.
Save the instruction policy
Step 4 of 32
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 32
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: aibast_inventory-rebalancing-review-rules.md
Step 6 of 32
Action
Add knowledge: aibast_inventory-rebalancing-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_inventory-rebalancing-synthetic-records.md
Step 7 of 32
Action
Add knowledge: aibast_inventory-rebalancing-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_cost-analysis_04
Step 8 of 32
Action
Add skill: aibast_cost-analysis_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_execution-timeline_09
Step 9 of 32
Action
Add skill: aibast_execution-timeline_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_financial-impact_08
Step 10 of 32
Action
Add skill: aibast_financial-impact_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_inventory-snapshot_01
Step 11 of 32
Action
Add skill: aibast_inventory-snapshot_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_monitoring-plan_10
Step 12 of 32
Action
Add skill: aibast_monitoring-plan_10Expected 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_portfolio-analysis_05
Step 13 of 32
Action
Add skill: aibast_portfolio-analysis_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_rebalance-recommendation_02
Step 14 of 32
Action
Add skill: aibast_rebalance-recommendation_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_recovery-plan_06
Step 15 of 32
Action
Add skill: aibast_recovery-plan_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_transfer-plan_03
Step 16 of 32
Action
Add skill: aibast_transfer-plan_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_warehouse-impact_07
Step 17 of 32
Action
Add skill: aibast_warehouse-impact_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.
Review model, skills, knowledge, and safety boundaries
Step 18 of 32
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 10 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the skill list (10 skills)
Step 19 of 32
Action
Review the skill list (10 skills)Expected resultThe screenshot visibly confirms Claude Opus 5, 10 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Review the rest of the skill list
Step 20 of 32
Action
Review the rest of the skill listExpected resultThe screenshot visibly confirms Claude Opus 5, 10 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 21 of 32
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 IR-01: Supply Chain Manager
Step 22 of 32
Action
Pass IR-01: Supply Chain ManagerWhich distribution centers are tight on space, and which SKU positions should my team review first?
Expected resultThe captured Preview evidence records IR-01 with the recorded identifiers Dallas Fulfillment Center, SKU-4406; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-01. A previous response must not influence the evidence.
Pass IR-02: Inventory Manager
Step 23 of 32
Action
Pass IR-02: Inventory ManagerWhere do we have forecast-relative shortages or excess that deserve a rebalancing review?
Expected resultThe captured Preview evidence records IR-02 with the recorded identifiers SKU-4402, SLOW-MOVING; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-02. A previous response must not influence the evidence.
Pass IR-03: Supply Chain Manager
Step 24 of 32
Action
Pass IR-03: Supply Chain ManagerShow me the proposed warehouse moves, but do not move or reserve anything.
Expected resultThe captured Preview evidence records IR-03 with the recorded identifiers SKU-4401, No inventory has been reserved; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-03. A previous response must not influence the evidence.
Pass IR-04: Procurement Manager
Step 25 of 32
Action
Pass IR-04: Procurement ManagerWhere is inventory exposure concentrated, and what trade-offs should I take to the planning meeting?
Expected resultThe captured Preview evidence records IR-04 with the recorded identifiers Total annual holding cost, synthetic planning estimates; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-04. A previous response must not influence the evidence.
Pass IR-05: Supply Chain Manager
Step 26 of 32
Action
Pass IR-05: Supply Chain ManagerWe have $5M inventory, 30% slow-moving, warehouse 95% full. Need optimization plan.
Expected resultThe captured Preview evidence records IR-05 with the recorded identifiers $1.5M tied up, $675K, Excess safety stock; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-05. A previous response must not influence the evidence.
Pass IR-06: Supply Chain Manager
Step 27 of 32
Action
Pass IR-06: Supply Chain ManagerYes, show me a phased plan to recover cash from the slow-moving stock.
Expected resultThe captured Preview evidence records IR-06 with the recorded identifiers Phase 1: Immediate Actions, $225K, $1.2M in 90 days; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-06. A previous response must not influence the evidence.
Pass IR-07: Inventory Manager
Step 28 of 32
Action
Pass IR-07: Inventory ManagerWhat would that plan do to our warehouse space and operations?
Expected resultThe captured Preview evidence records IR-07 with the recorded identifiers New Utilization, 65%, $2.8M; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-07. A previous response must not influence the evidence.
Pass IR-08: Procurement Manager
Step 29 of 32
Action
Pass IR-08: Procurement ManagerWhat are the savings and the ROI if we do this?
Expected resultThe captured Preview evidence records IR-08 with the recorded identifiers $640K, $3.12M, 7,329%; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-08. A previous response must not influence the evidence.
Pass IR-09: Supply Chain Manager
Step 30 of 32
Action
Pass IR-09: Supply Chain ManagerLay out the 90-day rollout with milestones I can share with stakeholders.
Expected resultThe captured Preview evidence records IR-09 with the recorded identifiers $307K, $465K, Day 45; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-09. A previous response must not influence the evidence.
Pass IR-10: Inventory Manager
Step 31 of 32
Action
Pass IR-10: Inventory ManagerHow do we keep inventory optimized after the 90 days?
Expected resultThe captured Preview evidence records IR-10 with the recorded identifiers 60 days no movement, Inventory turns, Success Metrics; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running IR-10. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 32 of 32
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.