Mastering Complex SharePoint Copilot Agents for Bids & Tenders (Work Winning Scenarios)

Welcome to this in-depth tutorial on building complex SharePoint agents specifically designed to handle bids, tenders, and various work-winning scenarios. Throughout this video, I’ll walk you step-by-step through the process of:

Structuring Custom Instructions

How to formulate concise instructions that guide your agent’s behavior and outputs.
Leveraging markdown and power tools to keep instructions clear and well-organized.
Context & Goals

Defining the agent’s objectives in a way that ties directly to your organization’s bids and tenders workflow.
Setting both short-term and long-term goals for agent functionality.
The Do’s & Don’ts

Do’s: Best practices for providing context, specifying knowledge sources, and maintaining consistent formatting.
Don’ts: Common pitfalls such as overly broad prompts, unclear instructions, or failing to specify critical information the agent must avoid.
Specifying Outputs & Knowledge Sources

How to tell the agent exactly what output format you want—whether it’s a summary, a recommendation, or a checklist.
Pointing the agent to internal databases, SharePoint lists, or other Microsoft 365 resources to ensure it has the right information at the right time.
Multiple Discussions & Advanced Configurations

Discover insights from ongoing conversations about agent creation within the Microsoft platform.
Learn to combine Power Automate, Microsoft 365 connectors, and other advanced tools to enhance your SharePoint agent’s capabilities.
By the end of this tutorial, you’ll be equipped with a repeatable framework for designing and managing SharePoint agents that streamline the bids and tenders process, allowing you to focus on winning new work instead of wrestling with administrative tasks.

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