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Setup guide

Customer Discovery Agent for Microsoft Copilot - reads every interview for you

The free Customer Discovery Agent runs on Microsoft Copilot as three plain-text files: set it up once in a Microsoft 365 Copilot Notebook, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Customer Discovery Agent - freeMicrosoft Copilot overviewWhat’s new on Microsoft Copilot

What the Customer Discovery Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It turns interview notes into structured evidence themes: quote, theme, contradiction and follow-up question per interview, without inventing validation.

Discovery value leaks between the interview and the write-up. This assistant structures every interview into quotes, themes and contradictions the same day, and keeps the running synthesis honest with the evidence attached. Your next update says what customers said - with the quotes to back it.

Where the Included files go in Microsoft Copilot

With Microsoft 365 Copilot, create a Notebook, add skill.md as a reference and the setup prompt as the custom instructions, then run the setup and approve the sample-data test. With consumer Copilot, upload skill.md at the start of each session instead.

What a run looks like on Microsoft Copilot

A run looks like this: you open the Notebook, paste the usage prompt with this run's inputs, and Copilot works through customer-discovery against the referenced files. The output - it turns interview notes into structured evidence themes: quote, theme, contradiction and follow-up question per interview, without inventing validation - comes back for your review before anything is used.

Setup, step by step

  1. Create a Copilot Notebook and name it after the job (for example: customer discovery).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs customer-discovery on fictional sample data first - approve that test before real work.
  4. Start each real run in the Notebook with usage-prompt.txt and this run's inputs. On consumer Copilot (no Notebooks), upload skill.md at the start of each session instead.

Honest limits on Microsoft Copilot

Notebooks need a work or school Microsoft 365 Copilot license. In consumer Copilot, treat each session as fresh: re-attach the files and re-paste the usage prompt.

Questions people ask

Does the Customer Discovery Agent work on Microsoft Copilot?

Yes - the agent is three plain-text files, and on Microsoft Copilot they live in a Microsoft 365 Copilot Notebook. The four setup steps below are the whole job: Create a Copilot Notebook and name it after the job (for example: customer discovery). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Customer Discovery Agent produce on Microsoft Copilot?

It turns interview notes into structured evidence themes: quote, theme, contradiction and follow-up question per interview, without inventing validation.. Copilot returns it in the Notebook; you move the approved version into your Microsoft 365 files. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Microsoft Copilot?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Microsoft Copilot or its makers. Platform names belong to their owners; capabilities change, so check Microsoft Copilot's current documentation.

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AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers. Platform names belong to their owners.