Ready-Made Agents
The first agents most people try in Microsoft 365 Copilot are already built. Researcher takes on a multistep investigation and returns a cited report. Analyst works through a spreadsheet and produces charts and totals you can reconcile. The Coach family helps with rehearsal, feedback, and rough prompts. Each one saves setup time. None removes the need to check the work.
You'll learn to give Researcher a brief with firm boundaries, then follow important claims back to the numbers behind them. With Analyst, you'll ask for the method and reconcile the result before accepting the chart. Coach agents are useful practice partners, while decisions remain with people. The final lesson covers the Agent Store, including the governance and cost questions a polished listing may leave unanswered.
Every lesson includes a short exercise using fictional data. By the end, you'll be able to choose a suitable ready-made agent and know what must be checked before its output goes any further.
What you'll walk away with
- Match a task to the ready-made agent that fits it, instead of forcing everything into chat
- Scope a Researcher brief and trace its claims back to the numbers that support them
- Direct Analyst to produce calculations you can reconcile independently
- Use Coach agents for practice, while every real decision still sits with a person
- Evaluate an Agent Store listing on its governance record before you act on its description
- Classify an agent's cost as covered, metered, or unresolved before you run a pilot
- 01Researcher: Your Deep-Work AgentResearcher turns a focused question into a cited report across your files and the web. That means scoping the brief, verifying what comes back, and refining it without wasting your 25 monthly queries.15 min
- 02Analyst and Coach AgentsTwo ready-made agents, one discipline. Analyst turns your files into charts and totals you can reconcile. Coach agents help you practise and draft, and both leave the verifying and the deciding to you.14 min
- 03The Agent Store and Choosing the Right AgentFinding an agent is easy. Using it well is the skill. Learn to judge an Agent Store listing on governance and cost, and to route each task to Chat, Researcher, Analyst, or Excel Copilot.13 min
Live Copilot training for your team
For companies, we deliver the academy material live and build the sessions around your team's own data, tools, and day-to-day work.