Make your Own Agents in Copilot | Complete Tutorial

About this video

This full-length training course, presented by Nick, explains agents in Microsoft 365 Copilot and how to use and build them without coding. It clarifies that agents are pre-configured assistants with a role, instructions, and context that save repeated prompt engineering, and that the tools covered require a Microsoft 365 business or enterprise account, with many features limited to the full Microsoft 365 Copilot license. It demonstrates adding Microsoft’s Career Coach agent, invoking agents with @ in chat, using agents in Teams, and asking an agent to describe its parameters. It spotlights Microsoft’s Researcher agent for slow, source-comparing deep research and Analyst agent for data insights, plus third-party agents such as Canva, which requires allowing a connection and signing in. It covers Excel Agent Mode, which unlike Copilot chat can directly sort, filter, apply conditional formatting, add calculations, and build dashboards in a workbook. It then builds an HR Helper agent in Copilot Agent Builder using Configure and Describe tabs, instructions, and knowledge sources, and in Copilot Studio, including model choice, topics for specific responses, licensing and Copilot Credits, testing, and publishing via channels to Teams, Microsoft 365 Copilot, a demo website, and external services, with authentication and admin approval considerations.

Key takeaways

• Agents package a role, instructions, and context so users get focused results without rewriting detailed prompts each time; the course uses Copilot Agent Builder and Copilot Studio, not code-based development
• Researcher is built for deep, accuracy-focused research with citations, while Analyst is built for insights from data; both require the full Microsoft 365 Copilot license at the time of recording
• Excel Agent Mode can directly edit a workbook — sorting, filtering, formatting, calculating, and generating dashboards — whereas standard Copilot chat only answers or offers a downloadable file
• When building an agent, knowledge-source sharing matters: files from OneDrive/SharePoint are only usable by teammates who have access to them, while uploaded files are bundled with the agent
• Copilot Studio publishing involves authentication choices, channels, and admin approval for org deployment; sharing with baseline-account users, autonomous triggers, or external users incurs Copilot Credits

Episode details: published March 13, 2026 · 1:02:38 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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