{"id":8995,"date":"2026-11-04T19:59:16","date_gmt":"2026-11-04T19:59:16","guid":{"rendered":"https:\/\/opiumsystems.sk\/?p=8995"},"modified":"2026-11-05T08:24:11","modified_gmt":"2026-11-05T08:24:11","slug":"have-an-agent-in-the-pipeline","status":"publish","type":"post","link":"https:\/\/opiumsystems.sk\/en\/ai-agent-v-copilote-navod\/","title":{"rendered":"Automation doesn't have to be expensive. All you need is an AI agent in Copilot, our guide, and some skills.\u00a0"},"content":{"rendered":"

Every Friday the same thing. Someone collects numbers from at least three spreadsheets, adds notes from meetings and compiles a report for management. The solution offered is self-evident \u2013 let\u2019s buy a dashboard. Do you need an expensive dashboard to automate routine tasks? Nonsense<\/strong>. <\/p>\n\n\n\n

If you use Microsoft 365, you can build your own AI agent in Copilot. No programming required and with basic settings at no additional cost. And you can download ready-made skills to start using them today. <\/p>\n\n\n\n

<\/div>\n\n\n\n

What is an AI agent?<\/strong><\/h3>\n\n\n\n

An AI agent is an assistant to whom Once you explain what kind of work he has to do and how<\/strong>. They get a name, a description, instructions, and possibly resources from which they can draw. Then you just open it and give it the documentation. You don't have to write a long prompt every time; the agent remembers how it's done here. What all AI agents can do in a company in large numbers was discussed in the article AI agents in companies: when software works for you<\/a>. Today we\u2019re going about it practically and in a small way. A regular chat is a skilled worker who needs to be explained everything all over again. The agent is a busy colleague<\/strong>, who knows what your report should look like, what tone you should use when writing to a customer, and what does not belong in the note. <\/p>\n\n\n\n

<\/div>\n\n\n\n
\"A<\/figure>\n\n\n\n
<\/div>\n\n\n\n

Why not start with expensive dashboards?  <\/strong><\/h3>\n\n\n\n

Dashboards have their place when a company tracks dozens of indicators across the X system. But most of everyday routine isn\u2019t about graphs. It\u2019s about someone having to take notes, spreadsheets, and emails. assemble the text<\/strong>Report, minutes, customer response. The dashboard shows you the numbers. The report won\u2019t write it for you. And by the time the dashboard is purchased and installed, it will take weeks, if not months. You have a simple agent ready in one afternoon. <\/p>\n\n\n\n

First, automate what you do manually every week. Only then can you figure out what would be nice to see in the graph.<\/strong> You often find that the expensive dashboard you actually didn't need. You needed someone to compile the Friday report for you. <\/p>\n\n\n\n

<\/div>\n\n\n\n

How much does an AI agent cost in Copilot? <\/strong><\/h3>\n\n\n\n

Let's be precise, because \u201efor free\u201c<\/em> It always has an asterisk. Copilot Chat is available for Microsoft 365 corporate accounts. According to Microsoft, they are agents who work only with instructions and the public website, free of charge<\/strong>. Payment only starts when an agent extracts data from the company, for example from SharePoint. Why is working with company data different from working in a regular chat?, we explain in our comparison<\/a>. For a routine of the type \u201eHere are the notes; make a report from them\u201c<\/em> Often a free level is enough; you simply upload the documentation into the chat. The agent doesn't need to see your entire SharePoint to create a readable report from five snippets. And once you're ready to go further, see what Copilot can do directly in SharePoint<\/a>. <\/p>\n\n\n\n

<\/div>\n\n\n\n

How to create an AI agent \u2013 a guide? <\/strong><\/h3>\n\n\n\n

You can manage the entire setup without the IT department and without a single line of code. All you need to do is follow a simple procedure: <\/p>\n\n\n\n

    \n
  1. Open the Copilot Chat.<\/strong> In the browser on m365.cloud.microsoft or in the Microsoft 365 Copilot app, logged in with a work account. <\/li>\n\n\n\n
  2. Create a new agent.<\/strong> In the left panel, select Agents and then New Agent. The Agent Builder will open. <\/li>\n\n\n\n
  3. Describe what they have to do.<\/strong> For example: \u201eEvery Friday, you will make a weekly report for me based on the notes.\u201c<\/em> Agent Builder will design the settings itself. <\/li>\n\n\n\n
  4. Modify the instructions.<\/strong> On the Configure tab, check the name, description, and instructions. Add introductory prompts so colleagues know what to write to the agent immediately. <\/li>\n\n\n\n
  5. Try it on real substrates.<\/strong> Give him\/her notes from last week and compare the result with what you would have written yourself. <\/li>\n\n\n\n
  6. Share it with the team.<\/strong> One well-trained agent for the whole team is better than ten improvised prompts. <\/li>\n<\/ol>\n\n\n\n
    <\/div>\n\n\n\n
    \"A<\/figure>\n\n\n\n
    <\/div>\n\n\n\n

    What are skills and how can you use them?\u00a0<\/strong><\/h3>\n\n\n\n

    The skill is a ready-made procedure that the agent uses whenever a suitable task arises.<\/strong> It's a .zip package with the SKILL.md file. The result always looks the same, no matter who asks. We have prepared these for you: <\/p>\n\n\n\n