WEBVTT 00:00:00.000 --> 00:00:02.299 Welcome to the first of three videos where we're 00:00:02.299 --> 00:00:04.700 going to be building the same agent three times 00:00:04.700 --> 00:00:07.139 using more and more powerful tools. We're going 00:00:07.139 --> 00:00:10.179 to go from no code to low code to pro code. And 00:00:10.179 --> 00:00:12.720 today we're building Boss Brain, an agent that 00:00:12.720 --> 00:00:14.740 knows everything there is to know about your 00:00:14.740 --> 00:00:17.239 boss so that it can help you write better documents 00:00:17.239 --> 00:00:19.460 and respond to your emails that your boss would 00:00:19.460 --> 00:00:22.100 be proud of. It knows this by looking at your 00:00:22.100 --> 00:00:24.500 meeting transcripts and your emails and your 00:00:24.500 --> 00:00:26.719 chat messages. We're going to be using Agent 00:00:26.719 --> 00:00:30.070 Builder, part of Microsoft 365. CoPilot to build 00:00:30.070 --> 00:00:32.729 this agent and it's more of a chatbot but to 00:00:32.729 --> 00:00:36.130 turn it into a real powerful agentic solution 00:00:36.130 --> 00:00:39.009 we're going to move into CoPilot Studio in the 00:00:39.009 --> 00:00:41.149 second video but we're not going to stop there 00:00:41.149 --> 00:00:43.810 because in the third video based on your request 00:00:43.810 --> 00:00:46.210 we're going to move into pro code tools like 00:00:46.210 --> 00:00:49.170 VS Code and GitHub CoPilot to make it even more 00:00:49.170 --> 00:00:51.170 powerful. Don't worry we're going to make this 00:00:51.170 --> 00:00:53.329 super simple and I'm going to go over everything 00:00:53.329 --> 00:00:55.810 step by step and for those of you tuning in for 00:00:55.810 --> 00:00:58.890 the first time my name is Shervin Shafi I work 00:00:58.890 --> 00:01:01.170 at Microsoft as a co -pilot principal engineer. 00:01:01.369 --> 00:01:03.969 Now let's get started. So looking at my Microsoft 00:01:03.969 --> 00:01:07.390 365 co -pilot environment, notice first that 00:01:07.390 --> 00:01:09.930 we're logged in as Arnold Schwarzenegger and 00:01:09.930 --> 00:01:12.510 his boss, of course, is none other than Albert 00:01:12.510 --> 00:01:16.489 Einstein. And Arnold is using the M365 co -pilot 00:01:16.489 --> 00:01:19.290 premium license that gives him abilities to create 00:01:19.290 --> 00:01:21.530 these types of agents. Now on the left -hand 00:01:21.530 --> 00:01:25.000 side, there's a section called agents. And what 00:01:25.000 --> 00:01:26.560 we're going to do is we're going to select new 00:01:26.560 --> 00:01:28.819 agents. But if for some reason you don't see 00:01:28.819 --> 00:01:31.900 agents at all, it's probably because your IT 00:01:31.900 --> 00:01:34.519 team has turned this feature off. So maybe you 00:01:34.519 --> 00:01:37.359 want to talk to them. Now, when we select agent, 00:01:37.560 --> 00:01:40.040 this is the ability for you to create a new agent 00:01:40.040 --> 00:01:43.760 using agent builder. And it first drops you off 00:01:43.760 --> 00:01:46.540 into this describe or configure section. And 00:01:46.540 --> 00:01:49.250 you're really in the configure section. where 00:01:49.250 --> 00:01:52.189 you have to give information about the name of 00:01:52.189 --> 00:01:55.209 the agent, description, instructions, a little 00:01:55.209 --> 00:01:57.829 bit overwhelming. So instead, what I recommend 00:01:57.829 --> 00:02:01.409 is you select describe. And I wrote a couple 00:02:01.409 --> 00:02:03.890 of sentences here about what I want Boss Brain 00:02:03.890 --> 00:02:06.670 to do. So let's look at this together. We're 00:02:06.670 --> 00:02:09.169 telling the agent, using various knowledge sources 00:02:09.169 --> 00:02:12.789 I give you that includes my boss, Albert Einstein, 00:02:13.030 --> 00:02:15.169 I'd like you to create an agent that understands 00:02:15.169 --> 00:02:17.330 what he cares about, what he doesn't care about. 00:02:17.909 --> 00:02:19.909 The idea is once we know more about his care 00:02:19.909 --> 00:02:22.050 abouts, you can help me formulate deliverables 00:02:22.050 --> 00:02:24.770 that are more closely in line with these. When 00:02:24.770 --> 00:02:26.889 responding, make sure to provide a summary of 00:02:26.889 --> 00:02:29.090 Albert's personality traits and align each of 00:02:29.090 --> 00:02:31.789 your recommendations to the various traits. So 00:02:31.789 --> 00:02:34.870 I hit the blue arrow and now Copilot starts interpreting 00:02:34.870 --> 00:02:38.479 what this request is. and starts to build out 00:02:38.479 --> 00:02:40.979 the framework of the agent as a draft. And then 00:02:40.979 --> 00:02:43.520 we can fine tune it. So the agent name is the 00:02:43.520 --> 00:02:46.620 Einstein alignment advisor. We're going to change 00:02:46.620 --> 00:02:49.139 that. Here's the description of the agent, the 00:02:49.139 --> 00:02:53.020 instructions. All of this is being created and 00:02:53.020 --> 00:02:55.960 then populated on the right hand side. So what 00:02:55.960 --> 00:02:57.840 we're going to do next is we're going to select 00:02:57.840 --> 00:03:00.620 configure. And in this configure view, if you 00:03:00.620 --> 00:03:03.439 notice this whole instruction section, which 00:03:03.439 --> 00:03:06.400 was blank. is now filled up with instructions 00:03:06.400 --> 00:03:09.180 of how this agent should behave. So what we're 00:03:09.180 --> 00:03:11.159 going to do is we're going to go to this name 00:03:11.159 --> 00:03:14.419 section and I'm going to call it Boss Brain. 00:03:15.659 --> 00:03:18.379 I'm also going to click this pencil icon and 00:03:18.379 --> 00:03:22.370 upload a file that I have that... resembles a 00:03:22.370 --> 00:03:24.930 super cool boss and if you know what this picture 00:03:24.930 --> 00:03:28.050 is from then let me know because it was a really 00:03:28.050 --> 00:03:30.389 good movie i'll give you that hint that i saw 00:03:30.389 --> 00:03:32.530 with my kids a while back so now we got the name 00:03:32.530 --> 00:03:35.629 boss brain we got the image it'll update on the 00:03:35.629 --> 00:03:38.050 right hand side as well the description of the 00:03:38.050 --> 00:03:40.930 agent will leave as is as the instructions too 00:03:40.930 --> 00:03:42.870 there's a lot of information here we'll just 00:03:42.870 --> 00:03:45.750 assume that it's correct but i definitely recommend 00:03:45.750 --> 00:03:47.330 that you check it out because it's important 00:03:47.330 --> 00:03:50.139 this is how the agent behaves based on these 00:03:50.139 --> 00:03:52.879 instructions now on the knowledge section which 00:03:52.879 --> 00:03:55.099 we're going to look at meeting transcripts and 00:03:55.099 --> 00:03:58.259 emails and teams messages this is where the most 00:03:58.259 --> 00:04:01.340 important part resides what i've done is or what 00:04:01.340 --> 00:04:04.240 arnold has done is he created a sharepoint site 00:04:04.240 --> 00:04:06.699 because he's working on this project called the 00:04:06.699 --> 00:04:09.819 flying magic carpet and so the idea is that one 00:04:09.819 --> 00:04:12.740 day einstein and himself are going to go on this 00:04:12.740 --> 00:04:16.300 magic carpet right around the world and There's 00:04:16.300 --> 00:04:18.759 actually been some recent news where he's actually 00:04:18.759 --> 00:04:20.899 traveled all the way to Mars. So he's making 00:04:20.899 --> 00:04:23.379 really good progress. In this SharePoint site, 00:04:23.639 --> 00:04:27.160 he has this document repository called the Boss 00:04:27.160 --> 00:04:30.319 Files. And all his meeting transcripts, these 00:04:30.319 --> 00:04:32.220 Teams meeting transcripts from the different 00:04:32.220 --> 00:04:35.100 meetings are here. We're going to reference this 00:04:35.100 --> 00:04:38.199 document repository of the meeting transcripts. 00:04:38.199 --> 00:04:41.300 And as we open one up, you'll see that all the 00:04:41.300 --> 00:04:44.519 conversation between albert and arnold shows 00:04:44.519 --> 00:04:46.899 up here the other source of information can be 00:04:46.899 --> 00:04:49.540 arnold's calendar because he has a lot of meetings 00:04:49.540 --> 00:04:53.420 with albert and if we go to his email there's 00:04:53.420 --> 00:04:55.579 also email conversations that happen between 00:04:55.579 --> 00:04:58.660 albert and albert giving him information about 00:04:58.660 --> 00:05:00.500 what's important what he should do with this 00:05:00.500 --> 00:05:02.699 document and his engineering plans for the flying 00:05:02.699 --> 00:05:07.149 magic carpet but also teams messages So we want 00:05:07.149 --> 00:05:09.449 the agent to be able to look at Teams messages 00:05:09.449 --> 00:05:11.730 between the two of them as well. And finally, 00:05:11.769 --> 00:05:13.949 this is kind of like the document that Arnold's 00:05:13.949 --> 00:05:16.730 been putting together in terms of how to create 00:05:16.730 --> 00:05:18.850 this magic carpet. We'll use this a little bit 00:05:18.850 --> 00:05:22.089 later on. So if we go back to the agent, what 00:05:22.089 --> 00:05:24.069 we're going to do is in this knowledge section, 00:05:24.209 --> 00:05:27.750 I'm going to select this area here and I'm going 00:05:27.750 --> 00:05:32.610 to go to more and I'm going to go to chats. And 00:05:32.610 --> 00:05:35.829 this here is the meeting chat that happened a 00:05:35.829 --> 00:05:38.250 couple of days ago. It was on the calendar actually. 00:05:38.509 --> 00:05:40.350 I'm going to add this as a knowledge source. 00:05:40.709 --> 00:05:43.370 And then when I add it, you'll see that it pops 00:05:43.370 --> 00:05:46.889 up over here. And you can also get rid of it 00:05:46.889 --> 00:05:48.709 if you wanted to in the future. The other thing 00:05:48.709 --> 00:05:50.930 I'm going to do is go to my SharePoint site and 00:05:50.930 --> 00:05:53.769 to those boss meeting transcripts. And I'm going 00:05:53.769 --> 00:05:55.949 to open that folder and I'm just going to grab 00:05:55.949 --> 00:05:59.689 this entire URL, go back here and just paste 00:05:59.689 --> 00:06:03.279 it in. and press enter. And what this does is 00:06:03.279 --> 00:06:07.040 it adds that entire SharePoint folder as a knowledge 00:06:07.040 --> 00:06:09.439 source, which is super important. And the other 00:06:09.439 --> 00:06:11.540 thing that I'll do is when I select this box 00:06:11.540 --> 00:06:15.680 again, I can have all my emails be a source as 00:06:15.680 --> 00:06:18.399 well. You can also do that to all your Teams 00:06:18.399 --> 00:06:20.480 and chat messages, or you can select individual 00:06:20.480 --> 00:06:22.819 ones or SharePoint sites. Now I'm going to add 00:06:22.819 --> 00:06:25.600 the emails. So now we have three different knowledge 00:06:25.600 --> 00:06:29.600 sources. And next, what I'm going to do is I'm 00:06:29.600 --> 00:06:32.459 going to select this area here that says only 00:06:32.459 --> 00:06:35.540 use specified knowledge sources because now we 00:06:35.540 --> 00:06:38.100 can have the agent focus in on just those instead 00:06:38.100 --> 00:06:40.699 of using its own information from the large language 00:06:40.699 --> 00:06:43.819 model. So with the knowledge section selected 00:06:43.819 --> 00:06:46.879 just the way we want it, if I scroll down here, 00:06:47.100 --> 00:06:49.660 I'm going to give this agent capabilities to 00:06:49.660 --> 00:06:52.180 create documents because I want to give it my 00:06:52.180 --> 00:06:55.339 Word document but have it recreated. and also 00:06:55.339 --> 00:06:58.300 create images if it makes sense. Now, another 00:06:58.300 --> 00:07:01.379 very important part of this agent is the suggested 00:07:01.379 --> 00:07:04.740 prompts. And all of these suggested prompts that 00:07:04.740 --> 00:07:07.339 it auto made, I don't really like them, so I'm 00:07:07.339 --> 00:07:09.500 just gonna delete them. And what I found is that 00:07:09.500 --> 00:07:12.899 the prompt that you type in here is almost as 00:07:12.899 --> 00:07:15.800 important, if not more important than the instruction. 00:07:16.000 --> 00:07:18.160 And while we're on the topic of suggested prompts, 00:07:18.339 --> 00:07:21.449 somebody asked me recently, Why even bother with 00:07:21.449 --> 00:07:23.689 Agent Builder when I can just type all this into 00:07:23.689 --> 00:07:26.750 a new chat into Copilot? That is a great question. 00:07:26.910 --> 00:07:30.050 There isn't anything really amazing that Agent 00:07:30.050 --> 00:07:32.589 Builder is doing that you can't get out of a 00:07:32.589 --> 00:07:35.129 new chat by attaching files and knowledge sources. 00:07:35.490 --> 00:07:38.069 But I think if you're doing something over and 00:07:38.069 --> 00:07:40.910 over again, then the fact that you have the instructions 00:07:40.910 --> 00:07:44.009 and the knowledge sources and the suggested prompts 00:07:44.009 --> 00:07:46.990 all in one place. it creates that automation 00:07:46.990 --> 00:07:49.930 or a template at least that you can just go to 00:07:49.930 --> 00:07:52.290 and get things done instead of having to do it 00:07:52.290 --> 00:07:54.649 all over again every single time in a new chat 00:07:54.649 --> 00:07:58.009 or bookmarking it so i think there's just an 00:07:58.009 --> 00:08:00.689 automation process but remember we're going to 00:08:00.689 --> 00:08:03.500 take this in the future And on the top right 00:08:03.500 --> 00:08:05.120 hand side, we're going to actually move it to 00:08:05.120 --> 00:08:07.420 Copilot Studio and we're going to make it even 00:08:07.420 --> 00:08:09.800 more powerful. So consider this a starting point. 00:08:09.920 --> 00:08:12.319 Now that I deleted those suggested prompts, I'm 00:08:12.319 --> 00:08:14.199 going to go ahead and add a suggested prompt. 00:08:14.439 --> 00:08:18.620 I'm going to call it the Boss Pleaser. And here's 00:08:18.620 --> 00:08:21.019 the message. So the boss pleaser basically says, 00:08:21.100 --> 00:08:23.319 review the attached document and let me know 00:08:23.319 --> 00:08:25.779 how to change it so that my boss Albert is happy 00:08:25.779 --> 00:08:28.459 with the document. Make sure to review all the 00:08:28.459 --> 00:08:30.579 knowledge sources that contain info about what 00:08:30.579 --> 00:08:32.580 is or not important to Albert and be specific 00:08:32.580 --> 00:08:36.259 to his focus areas. Also recreate the full document 00:08:36.259 --> 00:08:38.580 as a new version and make it available. Include 00:08:38.580 --> 00:08:41.129 images where it makes sense. When I say recreate 00:08:41.129 --> 00:08:44.330 the document, it's because this agent has the 00:08:44.330 --> 00:08:47.230 ability to create documents, which is super cool. 00:08:47.509 --> 00:08:51.769 So with all of that set up in terms of the name 00:08:51.769 --> 00:08:54.330 and the picture and the description and the instructions 00:08:54.330 --> 00:08:56.409 we've left alone, but you should definitely take 00:08:56.409 --> 00:08:59.220 a look at those in the knowledge sources. then 00:08:59.220 --> 00:09:01.639 let's go ahead and on the top right hand side 00:09:01.639 --> 00:09:04.200 we'll just select create all right so it looks 00:09:04.200 --> 00:09:06.500 like the agent was created and we can just go 00:09:06.500 --> 00:09:09.139 ahead and select go to agent and it takes us 00:09:09.139 --> 00:09:11.659 to the agent which by the way if you look on 00:09:11.659 --> 00:09:14.320 the left hand side now it also shows up and you 00:09:14.320 --> 00:09:16.539 can also pin it if you wanted to so it just stays 00:09:16.539 --> 00:09:20.039 there now with boss brain we only have this one 00:09:20.039 --> 00:09:23.980 prompt that we just put in but we can also put 00:09:23.980 --> 00:09:26.220 in other prompts and by the way you can always 00:09:26.220 --> 00:09:29.059 select these three dots and click edit and go 00:09:29.059 --> 00:09:31.480 ahead and edit your agent and add additional 00:09:31.480 --> 00:09:33.759 prompts or change the instructions in the future 00:09:33.759 --> 00:09:37.139 so that's something that you can always do and 00:09:37.139 --> 00:09:39.879 then you select update but let's just go with 00:09:39.879 --> 00:09:41.580 the agent the way we have it so i'm going to 00:09:41.580 --> 00:09:44.480 select this one prompt that i have and i'm going 00:09:44.480 --> 00:09:47.519 to click this plus icon and add my work content 00:09:47.519 --> 00:09:50.720 which is basically this magic carpet design document 00:09:50.720 --> 00:09:53.919 and i'm going to go ahead and execute this so 00:09:53.919 --> 00:09:57.350 the idea is now this agent is going to look at 00:09:57.350 --> 00:09:59.470 all the knowledge sources i gave it my meeting 00:09:59.470 --> 00:10:03.070 transcripts my emails my teams chats and it's 00:10:03.070 --> 00:10:05.509 going to look at what's important to albert einstein 00:10:05.509 --> 00:10:07.750 it's going to look at this document that i'm 00:10:07.750 --> 00:10:09.970 sharing with it which is basically this document 00:10:09.970 --> 00:10:13.629 and then it's going to come back and let me know 00:10:13.629 --> 00:10:16.169 how i should change it and why i should change 00:10:16.169 --> 00:10:18.789 it we'll check back in just a few minutes so 00:10:18.789 --> 00:10:20.909 let's look at the output it actually took quite 00:10:20.909 --> 00:10:23.169 a bit of time because it's a lot of work that 00:10:23.169 --> 00:10:26.409 it put in first you can see that there's actually 00:10:26.409 --> 00:10:29.549 a python coding that it did to be able to create 00:10:29.549 --> 00:10:33.169 the document for us so ton of work and then in 00:10:33.169 --> 00:10:36.690 the response itself first let me explain what 00:10:36.690 --> 00:10:39.470 matters to albert based on your meeting transcripts 00:10:39.470 --> 00:10:42.409 and it used all these transcripts and then it 00:10:42.409 --> 00:10:44.230 says i'm going to give you a new and improved 00:10:44.230 --> 00:10:47.950 version of the document with diagrams then it 00:10:47.950 --> 00:10:50.549 goes in section number one and says albert consistently 00:10:50.549 --> 00:10:53.899 cares about from your meetings physics and passive 00:10:53.899 --> 00:10:57.000 stability redundancy margins and it's referencing 00:10:57.000 --> 00:11:00.539 documents these meeting transcripts right you 00:11:00.539 --> 00:11:03.240 can see there's different numbers here and then 00:11:03.240 --> 00:11:05.320 after it tells us all the things that he cares 00:11:05.320 --> 00:11:07.899 about it says your original magic carpet design 00:11:07.899 --> 00:11:11.759 already maps well but the original text is less 00:11:11.759 --> 00:11:15.330 explicit than his feedback in these areas and 00:11:15.330 --> 00:11:17.549 it highlights what these areas are and then it 00:11:17.549 --> 00:11:20.250 says the new version addresses Albert's focus 00:11:20.250 --> 00:11:23.570 and it created this new document and it tells 00:11:23.570 --> 00:11:27.509 us how this new document aligns with what Albert's 00:11:27.509 --> 00:11:30.370 interests are and it starts to create diagrams 00:11:30.370 --> 00:11:33.529 for us as well so not only did it recreate the 00:11:33.529 --> 00:11:36.129 document but it's telling us section by section 00:11:36.129 --> 00:11:39.789 why referencing the transcripts of what Albert 00:11:39.789 --> 00:11:42.740 was asking compared to what we originally made 00:11:42.740 --> 00:11:45.080 so you can see there's a ton of information in 00:11:45.080 --> 00:11:46.860 here so i'm just going to keep scrolling down 00:11:46.860 --> 00:11:49.360 and you can see all these diagrams that are created 00:11:49.360 --> 00:11:52.460 as well and when i go to sources it's showing 00:11:52.460 --> 00:11:54.879 all these different meeting sources that it used 00:11:54.879 --> 00:11:57.399 as well as the initial document if we scroll 00:11:57.399 --> 00:12:00.460 up a little bit the document is right here this 00:12:00.460 --> 00:12:04.429 is the revised report and if i open that up you'll 00:12:04.429 --> 00:12:06.850 see that it looks like this it looks different 00:12:06.850 --> 00:12:09.029 than what i had it has the executive summary 00:12:09.029 --> 00:12:11.570 it also has these diagrams that are put into 00:12:11.570 --> 00:12:14.950 the document and it revises so that albert likes 00:12:14.950 --> 00:12:18.509 it more so that is a summary of this agent builder 00:12:18.509 --> 00:12:22.309 boss brain but the question is in future videos 00:12:22.309 --> 00:12:25.669 if we select edit what's going to happen when 00:12:25.669 --> 00:12:30.669 we move it into copilot studio by selecting these 00:12:30.669 --> 00:12:34.049 three dots and copying it to studio and seeing 00:12:34.049 --> 00:12:36.409 what else is it that we can actually add to it 00:12:36.409 --> 00:12:39.509 in terms of autonomous and other actions so that 00:12:39.509 --> 00:12:41.970 it can automatically work stay tuned and trust 00:12:41.970 --> 00:12:43.690 me it's not over from there we're going to go 00:12:43.690 --> 00:12:46.190 into vs code and pro code and github copilot 00:12:46.190 --> 00:12:48.750 and a ton more stuff so i hope you found this 00:12:48.750 --> 00:12:51.950 valuable and one last thing i also am getting 00:12:51.950 --> 00:12:55.490 access to copilot co -work which is built on 00:12:55.490 --> 00:12:58.590 cloud co -work so there's a lot of cool automation 00:12:58.590 --> 00:13:01.649 that we can do with that coming soon after we're 00:13:01.649 --> 00:13:04.490 done with this series thanks so much if you enjoyed 00:13:04.490 --> 00:13:07.129 the video give it a thumbs up and i'll catch 00:13:07.129 --> 00:13:08.110 you on the next one