WEBVTT

00:00:00.000 --> 00:00:02.740
Today we're automating a task by building a custom

00:00:02.740 --> 00:00:05.459
copilot agent that starts off in Outlook and

00:00:05.459 --> 00:00:08.099
moves the activity to SharePoint, Word, and ends

00:00:08.099 --> 00:00:10.859
in Teams. It's super powerful and easy to make

00:00:10.859 --> 00:00:13.240
and you can follow along step by step. My name

00:00:13.240 --> 00:00:15.279
is Shervin Shafi and I'm a Copilot Principal

00:00:15.279 --> 00:00:18.859
Engineer at Microsoft. Welcome to Collaboration

00:00:18.859 --> 00:00:21.940
Simplified. Let's do a quick demo. Here we're

00:00:21.940 --> 00:00:25.199
looking at the email for Albert Einstein. He's

00:00:25.199 --> 00:00:27.839
about to send an email off to Arnold asking him

00:00:27.839 --> 00:00:30.260
for help for someone that he's trying to hire

00:00:30.260 --> 00:00:32.479
on the team. Hey Arnold, do you think we have

00:00:32.479 --> 00:00:35.460
anyone that matches this job posting? And this

00:00:35.460 --> 00:00:37.840
job posting is actually live on the Microsoft

00:00:37.840 --> 00:00:40.979
site. And then he wants me to discuss. When he

00:00:40.979 --> 00:00:42.759
sends this off to Arnold, I'm going to switch

00:00:42.759 --> 00:00:45.200
over to Arnold's inbox. It comes into Arnold's

00:00:45.200 --> 00:00:49.259
inbox without Arnold lifting a finger. This agent

00:00:49.259 --> 00:00:52.479
is autonomous. It starts up and it does all the

00:00:52.479 --> 00:00:56.000
heavy lifting for Arnold. So Arnold can go work

00:00:56.000 --> 00:00:58.280
out while this agent's doing all the work for

00:00:58.280 --> 00:01:01.119
him. This is the job posting. It's on the Microsoft

00:01:01.119 --> 00:01:04.739
site for a principal. product manager but we're

00:01:04.739 --> 00:01:07.739
gonna switch back to albert einstein's inbox

00:01:07.739 --> 00:01:10.939
because we're gonna wait for the magic of this

00:01:10.939 --> 00:01:13.920
autonomous agent to happen the email from arnold

00:01:13.920 --> 00:01:17.180
or more like from his agent says hey albert thanks

00:01:17.180 --> 00:01:19.159
for sharing the job posting for the principal

00:01:19.159 --> 00:01:21.620
product manager role i've reviewed the description

00:01:21.620 --> 00:01:24.900
with our current bench of candidates please find

00:01:24.900 --> 00:01:27.019
the attached document that includes a detailed

00:01:27.019 --> 00:01:30.719
analysis here's a document but in summary zoe

00:01:30.719 --> 00:01:34.400
petroni is the strongest fit with jose gonzalez

00:01:34.400 --> 00:01:37.379
as a strong secondary i have also scheduled a

00:01:37.379 --> 00:01:40.260
meeting to discuss with you further let's go

00:01:40.260 --> 00:01:43.359
ahead and click on this document i've designed

00:01:43.359 --> 00:01:46.319
it so that initially it gives an executive summary

00:01:46.319 --> 00:01:49.480
it talks about zoe it talks about her experience

00:01:50.349 --> 00:01:52.989
and it also talks about jose as a secondary option

00:01:52.989 --> 00:01:55.590
as well as other candidates that are not suitable

00:01:55.590 --> 00:01:58.670
but they were considered and it also has the

00:01:58.670 --> 00:02:01.329
resumes for each of these people so this is kind

00:02:01.329 --> 00:02:03.250
of like the whole document the word document

00:02:03.250 --> 00:02:06.090
that was sent and you can see that for each person

00:02:06.090 --> 00:02:09.370
there is information about the technical ability

00:02:09.370 --> 00:02:12.680
leadership culture fit and then an overall fit

00:02:12.680 --> 00:02:15.919
for zoe it's excellent for jose it's very good

00:02:15.919 --> 00:02:19.139
and then for the other folks like jessica lynn

00:02:19.139 --> 00:02:22.960
it's either moderate or low so there's less information

00:02:22.960 --> 00:02:25.800
for those but if you wanted to you can always

00:02:25.800 --> 00:02:28.680
click on jordan avery's full resume or any one

00:02:28.680 --> 00:02:30.879
of them so here's jordan's and you can do it

00:02:30.879 --> 00:02:33.479
for the other people as well if we go back here

00:02:33.479 --> 00:02:36.400
to the email this is also the follow -up invite

00:02:36.400 --> 00:02:39.780
that was sent and the invitation here is a discussion

00:02:39.780 --> 00:02:42.300
on the principal product manager role and candidate

00:02:42.300 --> 00:02:44.949
recommendation so we're going to go ahead and

00:02:44.949 --> 00:02:48.650
accept this this entire workflow of someone asking

00:02:48.650 --> 00:02:51.810
for a candidate gets automated with deep analysis

00:02:51.810 --> 00:02:55.909
emails word document generation outlook invitation

00:02:55.909 --> 00:02:58.409
all of that happens now we're going to dive into

00:02:58.409 --> 00:03:00.909
actually how we built this so on the building

00:03:00.909 --> 00:03:04.990
side as i mentioned i use microsoft copilot studio

00:03:04.990 --> 00:03:08.270
and if you're curious if this is your first time

00:03:08.270 --> 00:03:10.389
i've done other videos that kind of steps you

00:03:10.389 --> 00:03:13.770
through how to get access, how to log in. First,

00:03:14.030 --> 00:03:18.169
I gave this agent a name. I called it the matchmaker

00:03:18.169 --> 00:03:21.270
and I also gave it a logo. So all of this, if

00:03:21.270 --> 00:03:23.789
you select edit, you can go ahead and make some

00:03:23.789 --> 00:03:26.289
changes. So here I can change the name. I can

00:03:26.289 --> 00:03:29.969
change the icon. You also have to give it a description.

00:03:30.310 --> 00:03:33.210
So I gave it a description here that says, this

00:03:33.210 --> 00:03:35.770
is an autonomous agent that receives emails related

00:03:35.770 --> 00:03:38.530
to job posting, matches the candidates to the

00:03:38.530 --> 00:03:41.159
posting and ranks them. all right the description

00:03:41.159 --> 00:03:44.539
is not super important other than when you share

00:03:44.539 --> 00:03:46.939
it then people know what this agent does but

00:03:46.939 --> 00:03:49.000
it doesn't affect the function of the agent now

00:03:49.000 --> 00:03:51.699
one of the more important things is that i actually

00:03:51.699 --> 00:03:55.639
selected the model of the agent to be GPT -5

00:03:55.639 --> 00:03:58.699
when i select this drop down i have choices of

00:03:59.580 --> 00:04:02.759
gpt5 five reasoning that takes more time and

00:04:02.759 --> 00:04:05.939
then also some cloud we're using gpt5 now if

00:04:05.939 --> 00:04:08.419
we scroll down a little bit the key to making

00:04:08.419 --> 00:04:11.819
this an autonomous agent is this trigger component

00:04:11.819 --> 00:04:15.580
so here i have a trigger set up for when a new

00:04:15.580 --> 00:04:18.660
email arrives version three so really all you

00:04:18.660 --> 00:04:20.540
gotta do if this is your first time doing it

00:04:20.540 --> 00:04:23.139
you just select add trigger and then you get

00:04:23.139 --> 00:04:26.120
all the options of triggers initially you're

00:04:26.120 --> 00:04:28.600
looking at the feature section But you want to

00:04:28.600 --> 00:04:30.939
go ahead and go to all. And then when you go

00:04:30.939 --> 00:04:34.980
to all, instead of 11 triggers, we end up with

00:04:34.980 --> 00:04:38.860
869 triggers. You can also search over here.

00:04:38.980 --> 00:04:41.259
The one that I use actually is in the feature.

00:04:41.379 --> 00:04:44.629
It's easy to find. and it's this one right here

00:04:44.629 --> 00:04:47.870
the bulk of this is really in the instructions

00:04:47.870 --> 00:04:51.269
which as usual i'll just copy and paste it and

00:04:51.269 --> 00:04:54.129
put it in the comment section so you can just

00:04:54.129 --> 00:04:56.149
copy and paste it for yourself i'll come back

00:04:56.149 --> 00:04:58.470
to it in just one second let's skip it and go

00:04:58.470 --> 00:05:01.310
down to knowledge what i've done for this knowledge

00:05:01.310 --> 00:05:05.029
section i have this hiring bench folder part

00:05:05.029 --> 00:05:08.250
of sharepoint so if i select it there's not much

00:05:08.250 --> 00:05:11.089
to it other than the fact that it's just a folder

00:05:11.949 --> 00:05:14.029
except that I have given it a description saying

00:05:14.029 --> 00:05:16.589
that this folder contains the resumes of all

00:05:16.589 --> 00:05:20.350
candidates that are to be hired. So this is helpful

00:05:20.350 --> 00:05:23.129
for the agent to know what's in this. If it's

00:05:23.129 --> 00:05:26.170
your first time doing it, all you do is if we

00:05:26.170 --> 00:05:29.889
go back to overview and we scroll down to knowledge,

00:05:29.970 --> 00:05:33.290
you select add knowledge right here. So you select

00:05:33.290 --> 00:05:35.189
add knowledge and then you have your choices

00:05:35.189 --> 00:05:38.639
of where the agent is getting its knowledge from

00:05:38.639 --> 00:05:41.660
public websites, SharePoint and so on. Or you

00:05:41.660 --> 00:05:44.199
can even upload files from your OneDrive. So

00:05:44.199 --> 00:05:46.819
in this case, what I did was I selected SharePoint

00:05:46.819 --> 00:05:50.019
and then I selected browse on the left hand side.

00:05:50.259 --> 00:05:53.399
Your folder should show up in here. And for me,

00:05:53.420 --> 00:05:56.410
it was my hiring bench that I selected. that

00:05:56.410 --> 00:05:58.810
has all the folders that I've dropped in of different

00:05:58.810 --> 00:06:00.750
candidates that I've vetted out in the past.

00:06:00.850 --> 00:06:02.769
So these are all the folks that you saw before

00:06:02.769 --> 00:06:05.529
in that Word document. To kind of back up a second,

00:06:05.649 --> 00:06:08.389
I wanted to show you that I do have a SharePoint

00:06:08.389 --> 00:06:11.589
site for human resources. And in here, that hiring

00:06:11.589 --> 00:06:14.250
bench is basically a folder where I've dropped

00:06:14.250 --> 00:06:16.569
everything in. So when I go to Copilot Studio,

00:06:16.870 --> 00:06:19.970
it knows because it's my same login and credentials

00:06:19.970 --> 00:06:22.670
and what I have access to. So going back to Copilot

00:06:22.670 --> 00:06:25.779
Studio. You put your knowledge source in, which

00:06:25.779 --> 00:06:28.319
for me was essentially just that entire folder.

00:06:28.540 --> 00:06:32.459
And the next thing to do is to fill out the tools

00:06:32.459 --> 00:06:34.899
that we're using for this agent. For the tools,

00:06:35.019 --> 00:06:38.779
I've opted to use this newer technology that

00:06:38.779 --> 00:06:42.980
we have, which is MCP. And I have this Outlook

00:06:42.980 --> 00:06:46.899
Mail MCP, Word MCP, and Meeting Management MCP.

00:06:46.959 --> 00:06:49.680
So three different tools. Under each of them,

00:06:49.759 --> 00:06:51.680
there's a lot of different functions that they

00:06:51.680 --> 00:06:54.759
have. And I found... mcp a lot more comfortable

00:06:54.759 --> 00:06:57.500
to use than the other connectors that we have

00:06:57.500 --> 00:07:00.040
so as an example if you're going to add a tool

00:07:00.040 --> 00:07:02.839
initially you just select add tool in normal

00:07:02.839 --> 00:07:06.040
fashion you have all you have featured you have

00:07:06.040 --> 00:07:07.839
connectors you have all these different things

00:07:07.839 --> 00:07:11.360
but you also have mcp so if you select mcp then

00:07:11.360 --> 00:07:14.660
you'll see those three different tools that i've

00:07:14.660 --> 00:07:17.199
selected just go ahead and find them in here

00:07:17.199 --> 00:07:20.790
like there's a microsoft word mcp so find them

00:07:20.790 --> 00:07:23.790
and match them to what this agent is using and

00:07:23.790 --> 00:07:27.189
just add them to your agent. If I click on one

00:07:27.189 --> 00:07:30.410
of them, for example, this Outlook Mail MCP server,

00:07:30.649 --> 00:07:33.949
it uses your credentials to connect. You get

00:07:33.949 --> 00:07:36.829
this green checkbox. If you scroll down, you'll

00:07:36.829 --> 00:07:39.449
see all the different tools that are part of

00:07:39.449 --> 00:07:43.610
the MCP server. What makes MCP incredible is

00:07:43.610 --> 00:07:46.089
that it's not just able to do one thing, but

00:07:46.089 --> 00:07:49.920
it can, this Outlook one, can add attachments.

00:07:50.259 --> 00:07:53.899
It can update a draft's recipients. It can create

00:07:53.899 --> 00:07:57.379
and send an email. It can do so many things as

00:07:57.379 --> 00:08:00.839
part of one MCP connection. So I'm using this

00:08:00.839 --> 00:08:04.300
one to draft the email and send it and attach

00:08:04.300 --> 00:08:06.680
the Word document. And then I'm using the Word

00:08:06.680 --> 00:08:10.139
document one to create the Word document and

00:08:10.139 --> 00:08:13.060
use the information from the SharePoint repository.

00:08:13.279 --> 00:08:16.500
So you can see all the tools for the Word document

00:08:16.500 --> 00:08:19.160
like create a new one. And then I'm also using

00:08:19.160 --> 00:08:22.120
this meeting management to set up that calendar

00:08:22.120 --> 00:08:25.660
invitation. The one tip here is that as I went

00:08:25.660 --> 00:08:28.639
through all the functions, all the tools. Today,

00:08:28.639 --> 00:08:31.079
it can create a meeting calendar invite, but

00:08:31.079 --> 00:08:34.039
it doesn't provide a Teams meeting link in there.

00:08:34.200 --> 00:08:37.879
So you add these three MCP tools. Once you've

00:08:37.879 --> 00:08:40.299
done that, if we go back to overview, that's

00:08:40.299 --> 00:08:43.299
about it other than the instructions. There's

00:08:43.299 --> 00:08:45.259
nothing else that I've done here. There's nothing

00:08:45.259 --> 00:08:47.840
I've done in topics, nothing in suggestive prompts,

00:08:48.100 --> 00:08:50.919
nothing on agents, the multi -agent orchestration.

00:08:51.000 --> 00:08:53.139
What is it that I've done in the instructions?

00:08:53.559 --> 00:08:57.049
Instructions. When a new email arrives, determine

00:08:57.049 --> 00:09:00.649
if it's related to hiring or job postings if

00:09:00.649 --> 00:09:03.529
it is see if there's a job description link in

00:09:03.529 --> 00:09:05.889
the email and review the job description in the

00:09:05.889 --> 00:09:07.750
link okay so we're kind of setting it up telling

00:09:07.750 --> 00:09:10.769
the agent what to do next compare the job description

00:09:10.769 --> 00:09:13.129
to the candidates that are on the hiring bench

00:09:13.129 --> 00:09:16.289
in the sharepoint site of your knowledges then

00:09:16.289 --> 00:09:21.519
using the word mcp tool create a detailed document

00:09:21.519 --> 00:09:24.580
that compares each resume in the folder to the

00:09:24.580 --> 00:09:27.399
job description and compares them for technical

00:09:27.399 --> 00:09:29.899
ability, leadership, culture, fit, and other

00:09:29.899 --> 00:09:32.360
factors. You saw those bullets in the word document

00:09:32.360 --> 00:09:34.779
because we're telling it, and this is your chance

00:09:34.779 --> 00:09:36.580
to modify the instructions. If you're looking

00:09:36.580 --> 00:09:39.460
for something else, then put those in there and

00:09:39.460 --> 00:09:43.019
also provide an overall rating in terms of the

00:09:43.019 --> 00:09:46.360
job fit for each candidate. You can say percentage

00:09:47.179 --> 00:09:49.620
we were using words like excellent or moderate

00:09:49.620 --> 00:09:52.940
do not use a table but instead write a detailed

00:09:52.940 --> 00:09:55.279
paragraph along with bullets for each candidate

00:09:55.279 --> 00:09:57.860
for each candidate provide a link to their full

00:09:57.860 --> 00:10:00.340
resume that's how the link shows up and at the

00:10:00.340 --> 00:10:02.580
top of the document create an executive summary

00:10:02.580 --> 00:10:04.899
that you saw highlighting who you recommend and

00:10:04.899 --> 00:10:08.360
why you recommend them then Using the Outlook

00:10:08.360 --> 00:10:11.679
MCP tool, create a professional email reply to

00:10:11.679 --> 00:10:13.980
the sender and let them know that you looked

00:10:13.980 --> 00:10:16.220
at the job posting and are attaching a document

00:10:16.220 --> 00:10:19.080
with potential candidates. Make sure the email

00:10:19.080 --> 00:10:22.480
is formatted in HTML and send it to them as soon

00:10:22.480 --> 00:10:24.960
as you've created it. The reason why I said this

00:10:24.960 --> 00:10:28.080
is because I noticed during my testing that if

00:10:28.080 --> 00:10:31.279
I don't say send it right away, Sometimes the

00:10:31.279 --> 00:10:33.899
agent just kind of gets stuck. This also happens

00:10:33.899 --> 00:10:35.799
to the meeting invitation, which you'll see in

00:10:35.799 --> 00:10:38.299
the next section. Using the meeting management

00:10:38.299 --> 00:10:41.639
MCP server tool, find an opening between nine

00:10:41.639 --> 00:10:44.960
to five PST in the next seven days. And without

00:10:44.960 --> 00:10:48.730
asking for permission, again, just do it. Create

00:10:48.730 --> 00:10:50.750
a meeting for 30 minutes and let them know that

00:10:50.750 --> 00:10:52.750
I'll update the invite with a Teams meeting link

00:10:52.750 --> 00:10:55.250
after they've accepted it. And that's ultimately

00:10:55.250 --> 00:10:59.409
all there is to it. AI for automation isn't about

00:10:59.409 --> 00:11:02.570
replacing jobs. It's about taking those mundane

00:11:02.570 --> 00:11:05.990
things that you do and making it so that it's

00:11:05.990 --> 00:11:09.169
done automatically. And then you can go do bigger

00:11:09.169 --> 00:11:12.029
and better things. Maybe train yourself on AI

00:11:12.029 --> 00:11:14.830
and agents. Or maybe like Arnold, go hit the

00:11:14.830 --> 00:11:17.830
gym while the agent is doing all the heavy lifting.

00:11:17.899 --> 00:11:20.100
for you thanks again for watching and i'll catch

00:11:20.100 --> 00:11:21.080
you on the next one