Welcome to the first of three videos where we're
going to be building the same agent three times
using more and more powerful tools. We're going
to go from no code to low code to pro code. And
today we're building Boss Brain, an agent that
knows everything there is to know about your
boss so that it can help you write better documents
and respond to your emails that your boss would
be proud of. It knows this by looking at your
meeting transcripts and your emails and your
chat messages. We're going to be using Agent
Builder, part of Microsoft 365. CoPilot to build
this agent and it's more of a chatbot but to
turn it into a real powerful agentic solution
we're going to move into CoPilot Studio in the
second video but we're not going to stop there
because in the third video based on your request
we're going to move into pro code tools like
VS Code and GitHub CoPilot to make it even more
powerful. Don't worry we're going to make this
super simple and I'm going to go over everything
step by step and for those of you tuning in for
the first time my name is Shervin Shafi I work
at Microsoft as a co -pilot principal engineer.
Now let's get started. So looking at my Microsoft
365 co -pilot environment, notice first that
we're logged in as Arnold Schwarzenegger and
his boss, of course, is none other than Albert
Einstein. And Arnold is using the M365 co -pilot
premium license that gives him abilities to create
these types of agents. Now on the left -hand
side, there's a section called agents. And what
we're going to do is we're going to select new
agents. But if for some reason you don't see
agents at all, it's probably because your IT
team has turned this feature off. So maybe you
want to talk to them. Now, when we select agent,
this is the ability for you to create a new agent
using agent builder. And it first drops you off
into this describe or configure section. And
you're really in the configure section. where
you have to give information about the name of
the agent, description, instructions, a little
bit overwhelming. So instead, what I recommend
is you select describe. And I wrote a couple
of sentences here about what I want Boss Brain
to do. So let's look at this together. We're
telling the agent, using various knowledge sources
I give you that includes my boss, Albert Einstein,
I'd like you to create an agent that understands
what he cares about, what he doesn't care about.
The idea is once we know more about his care
abouts, you can help me formulate deliverables
that are more closely in line with these. When
responding, make sure to provide a summary of
Albert's personality traits and align each of
your recommendations to the various traits. So
I hit the blue arrow and now Copilot starts interpreting
what this request is. and starts to build out
the framework of the agent as a draft. And then
we can fine tune it. So the agent name is the
Einstein alignment advisor. We're going to change
that. Here's the description of the agent, the
instructions. All of this is being created and
then populated on the right hand side. So what
we're going to do next is we're going to select
configure. And in this configure view, if you
notice this whole instruction section, which
was blank. is now filled up with instructions
of how this agent should behave. So what we're
going to do is we're going to go to this name
section and I'm going to call it Boss Brain.
I'm also going to click this pencil icon and
upload a file that I have that... resembles a
super cool boss and if you know what this picture
is from then let me know because it was a really
good movie i'll give you that hint that i saw
with my kids a while back so now we got the name
boss brain we got the image it'll update on the
right hand side as well the description of the
agent will leave as is as the instructions too
there's a lot of information here we'll just
assume that it's correct but i definitely recommend
that you check it out because it's important
this is how the agent behaves based on these
instructions now on the knowledge section which
we're going to look at meeting transcripts and
emails and teams messages this is where the most
important part resides what i've done is or what
arnold has done is he created a sharepoint site
because he's working on this project called the
flying magic carpet and so the idea is that one
day einstein and himself are going to go on this
magic carpet right around the world and There's
actually been some recent news where he's actually
traveled all the way to Mars. So he's making
really good progress. In this SharePoint site,
he has this document repository called the Boss
Files. And all his meeting transcripts, these
Teams meeting transcripts from the different
meetings are here. We're going to reference this
document repository of the meeting transcripts.
And as we open one up, you'll see that all the
conversation between albert and arnold shows
up here the other source of information can be
arnold's calendar because he has a lot of meetings
with albert and if we go to his email there's
also email conversations that happen between
albert and albert giving him information about
what's important what he should do with this
document and his engineering plans for the flying
magic carpet but also teams messages So we want
the agent to be able to look at Teams messages
between the two of them as well. And finally,
this is kind of like the document that Arnold's
been putting together in terms of how to create
this magic carpet. We'll use this a little bit
later on. So if we go back to the agent, what
we're going to do is in this knowledge section,
I'm going to select this area here and I'm going
to go to more and I'm going to go to chats. And
this here is the meeting chat that happened a
couple of days ago. It was on the calendar actually.
I'm going to add this as a knowledge source.
And then when I add it, you'll see that it pops
up over here. And you can also get rid of it
if you wanted to in the future. The other thing
I'm going to do is go to my SharePoint site and
to those boss meeting transcripts. And I'm going
to open that folder and I'm just going to grab
this entire URL, go back here and just paste
it in. and press enter. And what this does is
it adds that entire SharePoint folder as a knowledge
source, which is super important. And the other
thing that I'll do is when I select this box
again, I can have all my emails be a source as
well. You can also do that to all your Teams
and chat messages, or you can select individual
ones or SharePoint sites. Now I'm going to add
the emails. So now we have three different knowledge
sources. And next, what I'm going to do is I'm
going to select this area here that says only
use specified knowledge sources because now we
can have the agent focus in on just those instead
of using its own information from the large language
model. So with the knowledge section selected
just the way we want it, if I scroll down here,
I'm going to give this agent capabilities to
create documents because I want to give it my
Word document but have it recreated. and also
create images if it makes sense. Now, another
very important part of this agent is the suggested
prompts. And all of these suggested prompts that
it auto made, I don't really like them, so I'm
just gonna delete them. And what I found is that
the prompt that you type in here is almost as
important, if not more important than the instruction.
And while we're on the topic of suggested prompts,
somebody asked me recently, Why even bother with
Agent Builder when I can just type all this into
a new chat into Copilot? That is a great question.
There isn't anything really amazing that Agent
Builder is doing that you can't get out of a
new chat by attaching files and knowledge sources.
But I think if you're doing something over and
over again, then the fact that you have the instructions
and the knowledge sources and the suggested prompts
all in one place. it creates that automation
or a template at least that you can just go to
and get things done instead of having to do it
all over again every single time in a new chat
or bookmarking it so i think there's just an
automation process but remember we're going to
take this in the future And on the top right
hand side, we're going to actually move it to
Copilot Studio and we're going to make it even
more powerful. So consider this a starting point.
Now that I deleted those suggested prompts, I'm
going to go ahead and add a suggested prompt.
I'm going to call it the Boss Pleaser. And here's
the message. So the boss pleaser basically says,
review the attached document and let me know
how to change it so that my boss Albert is happy
with the document. Make sure to review all the
knowledge sources that contain info about what
is or not important to Albert and be specific
to his focus areas. Also recreate the full document
as a new version and make it available. Include
images where it makes sense. When I say recreate
the document, it's because this agent has the
ability to create documents, which is super cool.
So with all of that set up in terms of the name
and the picture and the description and the instructions
we've left alone, but you should definitely take
a look at those in the knowledge sources. then
let's go ahead and on the top right hand side
we'll just select create all right so it looks
like the agent was created and we can just go
ahead and select go to agent and it takes us
to the agent which by the way if you look on
the left hand side now it also shows up and you
can also pin it if you wanted to so it just stays
there now with boss brain we only have this one
prompt that we just put in but we can also put
in other prompts and by the way you can always
select these three dots and click edit and go
ahead and edit your agent and add additional
prompts or change the instructions in the future
so that's something that you can always do and
then you select update but let's just go with
the agent the way we have it so i'm going to
select this one prompt that i have and i'm going
to click this plus icon and add my work content
which is basically this magic carpet design document
and i'm going to go ahead and execute this so
the idea is now this agent is going to look at
all the knowledge sources i gave it my meeting
transcripts my emails my teams chats and it's
going to look at what's important to albert einstein
it's going to look at this document that i'm
sharing with it which is basically this document
and then it's going to come back and let me know
how i should change it and why i should change
it we'll check back in just a few minutes so
let's look at the output it actually took quite
a bit of time because it's a lot of work that
it put in first you can see that there's actually
a python coding that it did to be able to create
the document for us so ton of work and then in
the response itself first let me explain what
matters to albert based on your meeting transcripts
and it used all these transcripts and then it
says i'm going to give you a new and improved
version of the document with diagrams then it
goes in section number one and says albert consistently
cares about from your meetings physics and passive
stability redundancy margins and it's referencing
documents these meeting transcripts right you
can see there's different numbers here and then
after it tells us all the things that he cares
about it says your original magic carpet design
already maps well but the original text is less
explicit than his feedback in these areas and
it highlights what these areas are and then it
says the new version addresses Albert's focus
and it created this new document and it tells
us how this new document aligns with what Albert's
interests are and it starts to create diagrams
for us as well so not only did it recreate the
document but it's telling us section by section
why referencing the transcripts of what Albert
was asking compared to what we originally made
so you can see there's a ton of information in
here so i'm just going to keep scrolling down
and you can see all these diagrams that are created
as well and when i go to sources it's showing
all these different meeting sources that it used
as well as the initial document if we scroll
up a little bit the document is right here this
is the revised report and if i open that up you'll
see that it looks like this it looks different
than what i had it has the executive summary
it also has these diagrams that are put into
the document and it revises so that albert likes
it more so that is a summary of this agent builder
boss brain but the question is in future videos
if we select edit what's going to happen when
we move it into copilot studio by selecting these
three dots and copying it to studio and seeing
what else is it that we can actually add to it
in terms of autonomous and other actions so that
it can automatically work stay tuned and trust
me it's not over from there we're going to go
into vs code and pro code and github copilot
and a ton more stuff so i hope you found this
valuable and one last thing i also am getting
access to copilot co -work which is built on
cloud co -work so there's a lot of cool automation
that we can do with that coming soon after we're
done with this series thanks so much if you enjoyed
the video give it a thumbs up and i'll catch
you on the next one