How to Use Microsoft Copilot Studio (Step-by-Step Tutorial)

About this video

Kevin builds an AI agent in Microsoft Copilot Studio with no code, using natural language. He notes you must sign in with a Microsoft work or school account; personal accounts do not work. He shows ready agents — Researcher, which analyzes documents and reports, and Analyst, which analyzes files such as Excel sheets for trends, outliers and visualizations — and contrasts task-specific Copilot agents with general-purpose ChatGPT: ChatGPT would not know a company’s private policy, but a custom agent grounded in company documents can answer accurately. Using the simple builder, he describes an agent that answers customer questions about the Kevin Cookie Company from its FAQ and documents and names it Chipbot. In follow-up instructions he specifies concise, friendly responses with humor, not making up answers, directing customers to the support email, and using the company website as a source. In Configure he changes the icon, reviews name, description and instructions, and adds Knowledge by dragging in an FAQ file, noting uploaded files must be re-uploaded when they change while websites or SharePoint stay up to date. He leaves capabilities like code interpreter and image generator off. Testing asks store hours and Chipbot answers Monday through Saturday nine to seven, Sunday closed, with humor and a citation to the source Word document. He clicks Create and shares the agent with Anyone in the organization. In advanced Copilot Studio he shows more knowledge sources including Dataverse, Salesforce, ServiceNow and databases such as Oracle, with Web Search toggled off. Under Tools, with over 1,500 tools plus Power Automate flows and APIs, he adds the Office 365 Outlook Send an Email V2 tool, set to dynamically fill recipient, subject and body with AI, then updates instructions to ask customers if they want the answer emailed. The Activity Map shows the knowledge used and the tool call. He adds a trigger for when a new email arrives so Chipbot replies autonomously, publishes it, lists channels including Teams, SharePoint, web and native apps, Slack and Facebook Messenger, and closes with Activity and Analytics for sessions, usage, triggers and unanswered questions.

Key takeaways

• Copilot Studio requires a work or school Microsoft account and lets you build agents in natural language with no code
• Ground an agent in your own knowledge — website, FAQ files, SharePoint and more — and instruct it not to invent answers, with citations back to sources
• Uploaded knowledge files must be re-uploaded when they change, while linked websites and SharePoint sources stay current automatically
• Tools let the agent act, not just answer: over 1,500 tools are listed, and the demo adds Outlook Send an Email V2 with AI-filled recipient, subject and body
• Triggers make the agent autonomous, such as replying when a new email arrives, and Activity and Analytics tabs track interactions and unanswered questions

Episode details: published July 9, 2025 · 20:17 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.

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