Create a blank Copilot Studio agent
Step 1 of 20
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 Permit Management 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 Permit Management Manual
Step 2 of 20
Action
Name Permit Management ManualPermit Management Manual
Expected resultThe page header shows the recorded manual build name: Permit Management Manual.
Enter the reviewed global instructions
Step 3 of 20
Action
Enter the reviewed global instructions# Permit Management 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 submit, renew, amend, withdraw, or represent approval of a permit. Authorized permit staff and legal or regulatory reviewers own every external action. - 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 **permit inventory** first for “Show me our permit status and any expiring soon” and Facility Manager status questions. - Use **renewal calendar** for Permit Coordinator questions like: “Which permit renewals have already missed their lead time, and how many days are left?” - Use **compliance gaps** for Compliance Manager questions like: “What permit evidence gap needs immediate authorized review?” - Use **application status** for Environmental Counsel questions like: “Where does the Imperial Valley Solar Phase 2 application stand, and did we submit anything today?” - Use **renewal plan** for “Yes, start emergency renewals for the critical permits”: it returns the prepared package; nothing is submitted, engaged, or sent. ## 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. - `PERMIT_LICENSE_MANAGEMENT-01` uses skill `permit-license-management-permit-inventory`. - `PERMIT_LICENSE_MANAGEMENT-02` uses skill `permit-license-management-renewal-calendar`. - `PERMIT_LICENSE_MANAGEMENT-03` uses skill `permit-license-management-compliance-gaps`. - `PERMIT_LICENSE_MANAGEMENT-04` uses skill `permit-license-management-application-status`. - `PERMIT_LICENSE_MANAGEMENT-05` uses skill `permit-license-management-renewal-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 20
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 20
Action
Remove default web searchExpected resultThe captured inventory no longer lists the default web-search capability.
Add knowledge: permit-license-management-rules-and-controls.md
Step 6 of 20
Action
Add knowledge: permit-license-management-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: permit-license-management-synthetic-records.md
Step 7 of 20
Action
Add knowledge: permit-license-management-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_application-status_04
Step 8 of 20
Action
Add skill: aibast_application-status_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_compliance-gaps_03
Step 9 of 20
Action
Add skill: aibast_compliance-gaps_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_permit-inventory_01
Step 10 of 20
Action
Add skill: aibast_permit-inventory_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_renewal-calendar_02
Step 11 of 20
Action
Add skill: aibast_renewal-calendar_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_renewal-plan_05
Step 12 of 20
Action
Add skill: aibast_renewal-plan_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.
Review model, skills, knowledge, and safety boundaries
Step 13 of 20
Action
Review model, skills, knowledge, and safety boundariesExpected resultThe screenshot visibly confirms Claude Opus 5, 5 rendered skills, and no tools. Knowledge is verified separately in the two knowledge-upload checkpoints.
Open a fresh Preview conversation
Step 14 of 20
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 PERMIT_LICENSE_MANAGEMENT-01: Facility Manager
Step 15 of 20
Action
Pass PERMIT_LICENSE_MANAGEMENT-01: Facility ManagerShow me our permit status and any expiring soon
Expected resultThe captured Preview evidence records PERMIT_LICENSE_MANAGEMENT-01 with the recorded identifiers 240 active permits, Imperial Valley Solar, $47M; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PERMIT_LICENSE_MANAGEMENT-01. A previous response must not influence the evidence.
Pass PERMIT_LICENSE_MANAGEMENT-02: Permit Coordinator
Step 16 of 20
Action
Pass PERMIT_LICENSE_MANAGEMENT-02: Permit CoordinatorWhich permit renewals have already missed their lead time, and how many days are left?
Expected resultThe captured Preview evidence records PERMIT_LICENSE_MANAGEMENT-02 with the recorded identifiers Reno Wind Farm, MISSED, No renewal; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PERMIT_LICENSE_MANAGEMENT-02. A previous response must not influence the evidence.
Pass PERMIT_LICENSE_MANAGEMENT-03: Compliance Manager
Step 17 of 20
Action
Pass PERMIT_LICENSE_MANAGEMENT-03: Compliance ManagerWhat permit evidence gap needs immediate authorized review?
Expected resultThe captured Preview evidence records PERMIT_LICENSE_MANAGEMENT-03 with the recorded identifiers renewal_lead_time_missed, CRITICAL, not legal advice; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PERMIT_LICENSE_MANAGEMENT-03. A previous response must not influence the evidence.
Pass PERMIT_LICENSE_MANAGEMENT-04: Environmental Counsel
Step 18 of 20
Action
Pass PERMIT_LICENSE_MANAGEMENT-04: Environmental CounselWhere does the Imperial Valley Solar Phase 2 application stand, and did we submit anything today?
Expected resultThe captured Preview evidence records PERMIT_LICENSE_MANAGEMENT-04 with the recorded identifiers APP-7102, public_comment, cannot submit; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PERMIT_LICENSE_MANAGEMENT-04. A previous response must not influence the evidence.
Pass PERMIT_LICENSE_MANAGEMENT-05: Operations Director
Step 19 of 20
Action
Pass PERMIT_LICENSE_MANAGEMENT-05: Operations DirectorStart emergency renewals for the critical permits.
Expected resultThe captured Preview evidence records PERMIT_LICENSE_MANAGEMENT-05 with the recorded identifiers $685,000, $13.8M, No application was submitted; do not infer results beyond it.
Before this case
Open Preview in a fresh conversation before running PERMIT_LICENSE_MANAGEMENT-05. A previous response must not influence the evidence.
Confirm Draft and stop before publish
Step 20 of 20
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.