Workshop planning

One place for intake through post-session. Bookmark this URL; it is not linked in site nav.

Session runbook

AI Team Visit & Workshop, one person, every time, no reinvention. Work through this in order. By the time you walk in, nothing should be unresolved.

Facilitator only. Checkboxes save in your browser. Related: Workshops hub, workshop authoring, AI feelings icebreaker.

Time accounting

Stage	Time
Intake	15 min
Survey send	15 min
Use case distillation	30–45 min
SharePoint setup	20 min
Session prep	20 min
Post-session	20 min
Total	~2 hours

If it feels like more than 2 hours, something isn't systematized yet. Add it to this runbook.

Stage 1
Stage 2
Stage 3
Stage 4
Stage 5
Stage 6
Survey

Stage 1: Intake

15 minutes

Do this the moment a session is requested.

Checklist

Get the basics: team name, leader name, estimated headcount, preferred dates
Confirm session type: Team Visit (60–90 min, primarily conversational) or Workshop (4 hr, hands-on agent build)
Ask one question: "What's the heaviest part of your team's work right now?" This is your use case seed.
Block time on your calendar for Stage 2 (pre-survey send) and Stage 3 (use case review) at the point of scheduling.
Confirm with the team leader: they are responsible for driving survey completion with their team. You send it. They own it.

Stage 2: Pre-Event Survey

Send 7–10 days before the session

Send the survey using the email template below. Logistics checklist:

Before our session, I have eight questions for you. Your answers directly shape what we cover, and more importantly, they drive the second half of our time together, where we actually build AI agents around your real work. The more specific you are, the more useful that build session will be.

Please complete this survey by [DATE]:
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

One more thing: the agent-building portion of our session runs in Microsoft Copilot. If you don't already have a license, request one here, you'll have access within 24 hours:
https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

We'll also walk through what Copilot can do when we're together.

Questions? Reach out at AI@millerknoll.com.

Harvey

Checklist

Send via Airtable form: https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form
Address to the team leader, CC the team, ask for completion by 3 days before the session
Set a calendar reminder to check completion 2 days out
If completion is under 40%, send one follow-up. If still low, plan to gather use cases live instead.

The stage that makes or breaks the session

Stage 3: Use case distillation

2–3 days before the session · 30–45 minutes

This is the highest-leverage prep work in the runbook.

Checklist

Read survey responses. Don't categorize yet. Just read.
Look for 2–3 themes that show up across multiple responses. These are the real use cases.
For each theme, ask: can this be demonstrated in a session? Can a team build something in 90 minutes or less? If yes, it stays.
Land on 3–5 use cases ranked by: team readiness + likely impact + buildability.
Write one sentence per use case. Plain language. No jargon. This is what you'll say out loud when you introduce it.

For workshops specifically

For workshops: confirm the top 2–3 use cases are buildable in Copilot Studio / Agent Builder by a non-technical person in 90 minutes or less.
If a use case requires data access or IT permissions the team doesn't have, flag it now. Don't wait until the room.

Stage 4: SharePoint setup

Complete 48 hours before the session

Checklist

Create a new session folder: AI Sessions > [Team Name] > [Date]
Add subfolders: /Pre-Reading, /Use Cases, /Build Materials, /Session Notes
Drop the use case one-pager into /Use Cases
Add relevant prompt examples or reference docs into /Build Materials
Share the folder with the team leader. Ask them to share with their team before the session.
Confirm the team leader can access it. Don't assume permissions work.

Stage 5: Session prep

Night before or morning of

Checklist

Review your use case notes. You should be able to talk about each one without looking at them.
Confirm headcount hasn't changed significantly. Over 50 people changes how you facilitate.
For 50+ groups: plan to break into smaller working groups for the hands-on portion. Assign use cases to groups rather than letting people self-select.
Confirm the room has: screen, reliable wifi, power at tables if it's a workshop.
Open the toolkit site and prompt library on your laptop before you leave. Don't troubleshoot in the room.
Open the AI feelings spectrum (/facilitator/ai-feelings/), start a live session, and share the join link or QR so participants submit anonymously from their phones.
Have one fallback use case ready: something simple and universally applicable (email drafting, meeting summarization).

Stage 6: Post-session

Within 48 hours

Checklist

Drop any session artifacts (agent builds, prompts created, notes) into the SharePoint folder.
Send a follow-up to the team leader: 3 sentences. What the team built, one thing to try this week, link to the toolkit site.
Log the session: team, date, headcount, use cases covered, notable moments.
Note anything that should update this runbook. One sentence. Keep it living.

The survey

AI Training & Enablement Intake, your answers directly shape what we cover. About five minutes.

1. What kind of work do you handle day to day? One or two sentences is plenty. Not your job title, what you actually spend your time doing.
2. Which tasks feel heavier or more time-consuming than they should be? The more specific, the better.
3. What's one small, tedious task you'd hand off today if you could? Not a big process. The little thing.
4. If you could build an agent that could help you with anything at work, what would you build? Don't worry about whether it's technically possible.
5. Is there anything in your work where you often feel like you're starting from a blank page?
6. How often do you use AI for help right now?
- Never. I'm still circling the pool.
- Occasionally. Toe in the water.
- A few times a week. Starting to swim.
- Daily. I own many high performance swim suits.
- Constantly. I'm the Michael Phelps of swimming AI analogies.
7. What stops you from using AI more?
- I don't know what to ask it
- I don't trust the answers
- It feels like extra steps
- My work is too niche or specific
- Haven't had time to experiment
- Other
8. What's one thing you hope you can actually do after this session? Be specific if you can.

Workshop authoring

Fast path: structured scaffold (recommended)

Run node scripts/workshop-new.mjs your-slug (creates data + content files from the template).
Edit src/data/workshops/your-slug.ts, assignments, prompts, run of show (no layout markup).
Edit src/content/workshops/your-slug.md frontmatter, date, survey URL, status: draft then live.
npm run dev → /workshops/your-slug/ → copy prep emails from Prep emails below.
Deploy and share the workshop URL with participants.

Full custom body: MDX (like Lifestyle PD)

Copy src/content/workshops/lifestyle-pd.mdx to your-slug.mdx.
Set renderMode: mdx in frontmatter.
Replace assignment sections and prompts.

Participant guide templates (MDX)

Use these section orders so multi-path workshops stay consistent. Reference: European Sales Leadership.

Template A — In-app Copilot (PowerPoint, Excel)

Accordion summary: kicker + title + one-line summary
Start here — tool + time estimate
The problem
Why this tool (not Chat / Agent Builder) — when relevant
What you are doing
Ground rules — max four bullets
playground-copilot-link — where to run prompts
Part 1 — Setup — part-level copy bundle + playground-step per step
Part 2 — Execute — same pattern
Evaluation rubric table

Copy pattern: one bundle button per part; per-step copy inside each playground-step. Blockquote for reading; hidden pre for clipboard.

Template B — Agent Builder (interview-led or grounding-led)

Accordion summary: kicker + title + one-line summary
Start here — phases, minutes, tools
The problem
What you are building — one short paragraph (durable vs volatile here if needed)
Ground rules — four concrete rules
playground-copilot-link — Agent Builder field mapping
Part 1 — Design / build once — interview, grounding docs, or architect prompt in playground-step
Part 2 — Deploy / run per use — Agent Builder paste or per-meeting prompts
Test in session — messy inputs mandatory
Pro tips — optional, max three bullets
Evaluation rubric — four to six rows

Interview-led (Manager Manager, Build Your Own): Copilot chat interview → paste spec into Agent Builder. Grounding-led (Meeting Prep): author durable docs + system prompt once, volatile inputs per session.

Prep emails

Copy these into Outlook before each session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

agent-builder-pilot workshop

Tuesday, December 15, 2026 · [Audience] · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for agent-builder-pilot workshop, Tuesday, December 15, 2026

Hi team,

You are registered for agent-builder-pilot workshop on Tuesday, December 15, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/agent-builder-pilot/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for agent-builder-pilot workshop, Tuesday, December 15, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for [Audience] on Tuesday, December 15, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/agent-builder-pilot/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

dealer-agent-builder-jan workshop

Tuesday, December 15, 2026 · [Audience] · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for dealer-agent-builder-jan workshop, Tuesday, December 15, 2026

Hi team,

You are registered for dealer-agent-builder-jan workshop on Tuesday, December 15, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/dealer-agent-builder-jan/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for dealer-agent-builder-jan workshop, Tuesday, December 15, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for [Audience] on Tuesday, December 15, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/dealer-agent-builder-jan/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

[Example] Agent Builder workshop scaffold

Tuesday, December 15, 2026 · [Audience] · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for [Example] Agent Builder workshop scaffold, Tuesday, December 15, 2026

Hi team,

You are registered for [Example] Agent Builder workshop scaffold on Tuesday, December 15, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/scaffold-example/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for [Example] Agent Builder workshop scaffold, Tuesday, December 15, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for [Audience] on Tuesday, December 15, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/scaffold-example/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

[Workshop title]

Tuesday, December 1, 2026 · [Team or program name] · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for [Workshop title], Tuesday, December 1, 2026

Hi team,

You are registered for [Workshop title] on Tuesday, December 1, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/[kebab-slug]/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for [Workshop title], Tuesday, December 1, 2026

Hi [Business leader name],

I am facilitating an Agent Builder workshop for [Team or program name] on Tuesday, December 1, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/[kebab-slug]/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

International Sales Enablement — AI & Agents Workshop

Tuesday, June 30, 2026 · International Sales Enablement · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for International Sales Enablement — AI & Agents Workshop, Tuesday, June 30, 2026

Hi team,

You are registered for International Sales Enablement — AI & Agents Workshop on Tuesday, June 30, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/international-sales-enablement-jun/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for International Sales Enablement — AI & Agents Workshop, Tuesday, June 30, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for International Sales Enablement on Tuesday, June 30, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/international-sales-enablement-jun/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

Portal Mill Operations — AI Workshop

Monday, June 29, 2026 · International Operations (Portal Mill) · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for Portal Mill Operations — AI Workshop, Monday, June 29, 2026

Hi team,

You are registered for Portal Mill Operations — AI Workshop on Monday, June 29, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/portal-mill-ops-jun/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for Portal Mill Operations — AI Workshop, Monday, June 29, 2026

Hi Graham Dean,

I am facilitating an Agent Builder workshop for International Operations (Portal Mill) on Monday, June 29, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/portal-mill-ops-jun/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

CBS — AI Workshop

Friday, June 26, 2026 · CBS · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for CBS — AI Workshop, Friday, June 26, 2026

Hi team,

You are registered for CBS — AI Workshop on Friday, June 26, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/cbs-jun/

Thanks,
Harvey Schaefer and John
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for CBS — AI Workshop, Friday, June 26, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for CBS on Friday, June 26, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/cbs-jun/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer and John

European Sales Leadership — Copilot Workshop

Wednesday, June 24, 2026 · European Sales Leadership · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for European Sales Leadership — Copilot Workshop, Wednesday, June 24, 2026

Hi team,

You are registered for European Sales Leadership — Copilot Workshop on Wednesday, June 24, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/european-sales-leadership-jun/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for European Sales Leadership — Copilot Workshop, Wednesday, June 24, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for European Sales Leadership on Wednesday, June 24, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/european-sales-leadership-jun/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

Lifestyle Agent Builder workshop

Thursday, April 30, 2026 · Lifestyle Product Development · Open playbook

Before the workshop (facilitator)

Copy these into Outlook before the session. Set preWorkshopSurveyUrl in workshop frontmatter when you have a Form link.

Email to participants

Subject: Pre-work for Lifestyle Agent Builder workshop, Thursday, April 30, 2026

Hi team,

You are registered for Lifestyle Agent Builder workshop on Thursday, April 30, 2026.

Before we meet, please complete this short pre-workshop survey (about 5 minutes):
https://airtable.com/appXlrxutdZZ9wmg0/pagn8MpMZ6TbScSNn/form

The survey helps us prepare the room and confirm a few logistics.

Copilot access
Please confirm whether you already have a Microsoft 365 Copilot license assigned to your account.
- If yes: you are set for hands-on exercises.
- If no: request a license here before the session so you can participate in build activities:
  https://hermanmiller.atlassian.net/servicedesk/customer/portal/150/group/316/create/3627

Workshop page (save for the session):
https://millerknollai.com/workshops/lifestyle-pd/

Thanks,
Harvey Schaefer
MillerKnoll AI

Email to leader

Subject: Agent ideas needed for Lifestyle Agent Builder workshop, Thursday, April 30, 2026

Hi [Leader name],

I am facilitating an Agent Builder workshop for Lifestyle Product Development on Thursday, April 30, 2026. To make the session practical, I need your help gathering build candidates from the team.

Please send me 3–5 ideas for Copilot agents the group would actually use. Each idea should:

- Solve a real problem someone on the team faces today (not a generic "AI strategy" concept)
- Be scoped so a cross-functional team can build and test a first version in about 60 minutes during the workshop
- Still have enough substance to matter (clear inputs, expected output, and what "good" looks like)
- Note any documents or examples we should ground the agent in (templates, past deliverables, policies)

Reply with a short paragraph per idea, or bullet list. I will use these to shape breakout assignments and prompt packs on the workshop page:
https://millerknollai.com/workshops/lifestyle-pd/

Participants will also receive a separate email with a pre-workshop survey and Copilot license check.

Thanks,
Harvey Schaefer

Workshop planning

Session runbook

Time accounting

Stage 1: Intake

Stage 2: Pre-Event Survey

Stage 3: Use case distillation

Stage 4: SharePoint setup

Stage 5: Session prep

Stage 6: Post-session

The survey

Workshop authoring

Fast path: structured scaffold (recommended)

Full custom body: MDX (like Lifestyle PD)

Participant guide templates (MDX)

Template A — In-app Copilot (PowerPoint, Excel)

Template B — Agent Builder (interview-led or grounding-led)

Links

Prep emails

agent-builder-pilot workshop

Email to participants

Email to leader

dealer-agent-builder-jan workshop

Email to participants

Email to leader

[Example] Agent Builder workshop scaffold

Email to participants

Email to leader

[Workshop title]

Email to participants

Email to leader

International Sales Enablement — AI & Agents Workshop

Email to participants

Email to leader

Portal Mill Operations — AI Workshop

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