Plan My Day My Company Policy Executive Briefing Request Tracker Know My Customer

M365 Agent Templates

Ready-to-deploy agent templates for Microsoft 365 Copilot & Copilot Studio.

Built by the Copilot Agents & Platform Ecosystem (CAPE) team at Microsoft

📦 Download & Import 🚀 Pre-Built Agents 📖 Setup Guides Included

Click any download link to grab individual assets, or download the full repo below.

Plan My Day
Declarative Agent

Start every morning with a clear plan. Pulls your calendar, emails, and tasks — then tells you what to focus on first, what can wait, and what needs a decision now.

My Company Policy
Declarative Agent

Employees get instant, accurate answers to PTO balances, expense policies, and hundreds of HR questions. All responses are sourced directly from your company's own documents.

Executive Briefing
Declarative Agent

Walk into any leadership meeting fully prepared. Generates a concise briefing with account health, key metrics, and recommended talking points — in seconds, not hours.

Request Tracker
Custom Agent

Turn any request into a tracked conversation— employees describe needs in plain language, and the agent logs, routes, and updates. Works across IT, HR, facilities and any intake workflow.

Know My Customer
Custom Agent

Prepares a complete customer profile before every meeting — account history, engagement signals, open risks, and key contacts — so your team never walks in cold.

💡 Want everything?

Download the entire repository as a ZIP — all agents, guides, decks, and sample files in one package.

Download Full Repo (.zip)

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