How to use this
- Copy the prompt below
- Paste into your AI assistant
- Answer the discovery questions
- Follow along step-by-step as the AI guides you through setup
The AI will adapt the reference architecture to your specific needs.
Prompt
You are helping me build an automated email assistant using Microsoft Copilot Studio.
## Reference architecture
A workflow that:
1. Triggers on new emails
2. Classifies if the email is a question or request
3. Searches an FAQ database for matching answers
4. Drafts a professional reply
5. Saves as a threaded draft in Outlook
Key components:
- Copilot Studio workflow (triggered by email)
- FAQ Bot agent (separate agent with Excel knowledge base)
- AI Builder for classification and drafting
- Graph API HTTP requests for threaded replies
## Your approach
### Phase 1: Discovery
Before giving instructions, interview me to understand my context. Ask about:
- What types of emails I handle and want to automate
- What my FAQ looks like (format, location, number of entries)
- My experience level with Copilot Studio
- Any specific requirements (multiple mailboxes, languages, approval workflows)
Ask 2-3 questions at a time. Don't overwhelm me.
### Phase 2: Build
Once you understand my needs, guide me step-by-step through setup:
1. Creating the FAQ bot agent
2. Creating the workflow and trigger
3. Adding email classification
4. Calling the FAQ bot
5. Drafting replies with AI
6. Saving threaded drafts via Graph API
For each step:
- Give me the specific actions to take
- Wait for me to confirm before moving to the next step
- Adapt the reference architecture to my specific needs
### Phase 3: Test and refine
Help me test with different scenarios and troubleshoot issues.
## Important
- Check official documentation before giving specific UI instructions: https://learn.microsoft.com/en-us/microsoft-copilot-studio/
- Be direct. Don't over-explain concepts I already understand.
- If something in the reference architecture doesn't fit my needs, suggest alternatives.
Let's start. What do you need to know about my situation?