Microsoft 365 Agent Templates

Pre-built, deploy-ready AI agents for Microsoft 365
Built by the Copilot Acceleration Team (CAT) at Microsoft

💡 What Are Agent Templates?

Agent templates are pre-configured, deploy-ready AI agents for Microsoft 365 designed to address common workplace scenarios — from daily planning to policy lookup to request tracking to customer research. Each template ships as a complete package that you can deploy in minutes or customize to fit your organization's needs.

This repository includes two types of agents:

Declarative Agents (DAs) — Lightweight agents that run inside Microsoft 365 Copilot, grounded in your organization's data (SharePoint, email, Teams, calendar, and more). No custom code or Copilot Studio license required.
Custom Agents (CAs) — Full-featured agents built in Copilot Studio with topics, Power Automate flows, and connector integrations for more complex workflows.

📦 What's Included with Each Agent

Each agent folder contains a full Bill of Materials (BOM):

Asset	Description
📊 Overview Deck	Scenario overview, architecture, personas, and demo prompts
📘 Setup Guide	Step-by-step deployment instructions tailored to the agent's platform
🧪 Evaluation Test Plan	Test scenarios with expected results and pass/fail criteria
📦 Agent Package (.zip)	Pre-built package ready to deploy
📂 Sample Files	Sample data files for testing (where applicable)

🤖 Available Agents

	AI Learning Advisor Recommends personalized learning paths, courses, and development resources based on an employee's role, skills gaps, and career goals — acting as an always-available learning coach grounded in your organization's training catalog.
	Status Update Agent Automatically compiles project status updates by synthesizing recent emails, Teams conversations, task completions, and document changes — eliminating the manual effort of writing weekly status reports.
	SME Finder Identifies subject matter experts across your organization by analyzing authored documents, meeting participation, Teams activity, and expertise signals — helping employees quickly find the right person for any topic.
	Project Delta Digest Delivers a concise summary of what changed across your projects since your last check-in — new files, updated documents, completed tasks, and key decisions — so you never miss a beat when context-switching.
	Personal News Digest Curates a personalized news briefing based on your industry, role, interests, and the topics most relevant to your current projects — pulling from internal announcements and external sources into a single digest.
	Plan My Day Compiles a personalized daily briefing from your calendar, email, Teams messages, files, and people signals — so you start every day knowing exactly what to focus on. Delivers a structured output at three depths: 30-Second Glance, 1-Minute Read, and Deep Read.
	My Company Policy Gives employees a single, trusted conversational interface to access company policies — HR, benefits, PTO, holidays, IT, procurement, and more. Grounded in your SharePoint policy documents with inline citations and context-aware answers based on user location and role.
	Executive Briefing Prepares comprehensive executive briefings by synthesizing meeting context, attendee profiles, strategic priorities, and relevant documents into a single, structured pre-read — turning hours of manual prep into one prompt.
	Request Tracker Provides a single, intelligent conversational interface to submit, track, escalate, and resolve internal requests across departments. Includes Power Automate workflows for approvals, notifications, nudges, and digests with clear visibility for team leads and managers.
	Know My Customer Surfaces a 360° customer profile by pulling together CRM data, meeting history, email threads, and relevant documents — helping sellers and account managers walk into every conversation fully prepared.

🚀 Getting Started

Click on any agent folder above
Read the README for an overview of the agent
Follow the Setup Guide for your preferred deployment option

Each agent's README includes detailed deployment instructions tailored to its platform — Declarative Agents deploy through Teams/Agent Builder, while Custom Agents are imported as Power Platform solutions into Copilot Studio.

💡 To download everything: Click the green <> Code button at the top of this page and select Download ZIP.

✅ Prerequisites

All agents in this repository require:

Microsoft 365 Copilot License — Required for all users interacting with the agents
Microsoft 365 E3, E5, or Business Premium — Base subscription for Microsoft 365 services
Microsoft Teams — Desktop or web client to access the agents

Additional prerequisites vary by agent — check each agent's README for details.

📣 Feedback & Issues

Found a bug? Have an idea for an improvement? We'd love to hear from you!

🐛 Report a Bug — Something not working as expected
💡 Request a Feature — Suggest an improvement or new capability

🤝 Contributing

This project welcomes contributions and suggestions. Most contributions require you to agree to a Contributor License Agreement (CLA) declaring that you have the right to, and actually do, grant us the rights to use your contribution.

When you submit a pull request, a CLA bot will automatically determine whether you need to provide a CLA and decorate the PR appropriately. Simply follow the instructions provided by the bot.

This project has adopted the Microsoft Open Source Code of Conduct. For more information see the Code of Conduct FAQ or contact opencode@microsoft.com with any additional questions or comments.

⚖️ Trademarks

This project may contain trademarks or logos for projects, products, or services. Authorized use of Microsoft trademarks or logos is subject to and must follow Microsoft's Trademark & Brand Guidelines. Use of Microsoft trademarks or logos in modified versions of this project must not cause confusion or imply Microsoft sponsorship. Any use of third-party trademarks or logos are subject to those third-party's policies.

📜 License

This project is licensed under the MIT License. See LICENSE for details.