Configure the Agent · Client Research & Meeting Prep

Skip to configure — name your documents.

Turn on web search for public client news. Paste instructions that call out each document by exact name. Try it: ask the agent to summarize Meeting Prep Template back — if it cannot, docs did not attach.

Core principles

v1 minimal instructions work for paste-sources-each-meeting workflow — copy block below.
Full system prompt in the workshop guide adds ROLE, GROUNDING, SOURCES, RULES, WHEN UNCERTAIN, NEVER — use when grounding docs are attached.
Test guardrail: give a client fact with no source — agent should refuse or omit.
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Create when smoke tests pass — not when instructions look long enough.

Workshop guide: Client Meeting Prep agent

Check yourself

What smoke test confirms grounding attached correctly?

Do this in Copilot

Configure and smoke-test: summarize template back; fail test on unsourced fact.

For full grounding setup, extend instructions to reference "Sales Methodology", "Brand Voice Spec", and "Meeting Prep Template" by name. The workshop guide linked below includes the fuller system prompt pattern.

Minimal agent instructions (v1)

You prepare internal meeting-prep notes for in-person sales meetings.

Rules:
- Cite a source for every client-specific claim; if no source, omit the claim
- Never state what a stakeholder said or wants unless the source attributes it
- Label assumptions clearly
- Output: Objective, Points to hit, Risks, Next steps

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Agent instructions

You prepare internal meeting-prep notes for in-person sales meetings.

Rules:
- Cite a source for every client-specific claim; if no source, omit the claim
- Never state what a stakeholder said or wants unless the source attributes it
- Label assumptions clearly
- Output: Objective, Points to hit, Risks, Next steps

Did you run this in Copilot? Mark complete when you have tried it.

Next lesson: Run Per Meeting and Verify →