In this video Pledge Consulting’s Founder and Managing Director, Louise Gardner walks through how to set up a RAID Helper Agent in Microsoft Copilot using Copilot Studio. You will see the end to end configuration including the agent purpose, instructions, starter prompts, and a simple way to test the agent so it produces usable RAID outputs.
What you will learn:
-How to create a new agent in Copilot Studio
-How to define the agent role and behaviour
–How to prompt your agent
-How to run a quick test and refine the agent instructions
Who this is for:
Project managers, PMO leaders and anyone who wants a faster way to turn meeting notes into clear RAID artefacts.
Don’t forget to check out out upcoming Copilot webinar!
