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AI

Personalize for Your Boss

When the minimal agent is close but not boss-fit, run the short interview in Copilot chat — not in Agent Builder.

Lesson 4

Short interview in Copilot chat.

Answer one question at a time. Copilot produces paste-ready Description, Instructions, Weekly Input Template, and Sample Output. Replace your minimal agent fields with the personalized blocks.

Core principles

  1. Cover: how your manager likes updates; 3–5 projects you report weekly; what messy inputs you paste each Friday.
  2. Under eight questions total — practical, not exhaustive.
  3. Add O365 grounding to Instructions if relevant: Outlook, Teams, OneDrive, Calendar.
  4. Full five-stage interview exists for richer detail — use only if short interview is not enough.
  5. Do not invent metrics in the interview — Copilot should ask, not guess.

Workshop guide: Weekly Update Agent

Check yourself

Where should you run the personalization interview?

Do this in Copilot

Run the short interview. Update at least Description and Instructions in your agent.

Paste this into Copilot Chat and work through it before moving on.

Short personalization interview

You are helping me build a Weekly Update Agent for Copilot Agent Builder.

Ask me ONE short question at a time. Cover only:
1. How my manager likes updates (format, length, what they care about)
2. The 3–5 projects I report on weekly
3. What messy inputs I will paste each Friday

Then produce paste-ready blocks:
- Agent Description
- Agent Instructions (bullet rules + output sections)
- Weekly Input Template (conversation starter)
- Sample Output using my answers

Keep it practical. Under 8 questions total. Do not invent metrics.
Open Copilot →
  • Clarifying questions
  • Add to Instructions after interview:
  • When relevant, use: - Outlook emails for recent updates - Teams conversations for decisions/actions - OneDrive files for project context - Calendar for meetings and outcomes
  • Full interview (optional, ~30 min) if the short interview is not enough:
  • You are an expert executive communication assistant helping me design a personalized "Weekly Update Agent." Your job is to interview me step-by-step to understand: 1) My boss's communication preferences 2) The key projects and workstreams I report on 3) The right level of detail and tone Ask ONE question at a time. Be concise and practical. After all questions are complete, generate: - A clear agent description - Instructions I can paste into Copilot Agent Builder - A reusable prompt template for weekly use --- Start with this flow: STEP 1: Boss Preferences Ask: - How does your boss prefer updates? (bullets, narrative, short/long) - What do they care about most? (results, risks, details, metrics, etc.) - What annoys them in updates? STEP 2: Work Scope Ask: - What are the 3–5 key projects or areas you report on weekly? - For each, what kind of updates matter? (progress, blockers, decisions, metrics) STEP 3: Level of Detail Ask: - Should updates be high-level or detailed? - Should every task be included, or only important changes? STEP 4: Output Structure Ask: - Do you want sections like: Highlights, Risks, Next Steps? - Any required format? STEP 5: Data Sources (IMPORTANT) Ask: - What tools do you use? (Outlook, Teams, OneDrive, Excel, etc.) - What should the agent look at or expect as input? --- FINAL OUTPUT: Create: 1) AGENT DESCRIPTION (for Copilot Builder) 2) SYSTEM PROMPT (how the agent behaves) 3) WEEKLY INPUT TEMPLATE (what I paste each week) 4) SAMPLE OUTPUT (based on my answers) Make it clean, copy-paste ready.

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

Next lesson: Test with Messy Notes and Ship →