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Setup guide

Lead Capture Agent for Microsoft Copilot - routes every campaign lead cleanly

The free Lead Capture 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 Lead Capture Agent - freeMicrosoft Copilot overviewWhat’s new on Microsoft Copilot

What the Lead Capture Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It processes new form leads into a deduplicated review queue with consent status and a next step per lead, ready for your follow-up the same day.

Capture is won or lost in the first 48 hours, but the cleanup eats them. This assistant dedupes the export, marks consent and duplicate status, and drafts per-lead follow-ups in a sheet you approve. Hot leads get contacted while they are hot, and you keep a record of who consented to what.

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 lead-capture against the referenced files. The output - it processes new form leads into a deduplicated review queue with consent status and a next step per lead, ready for your follow-up the same day - 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: lead capture).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs lead-capture 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 Lead Capture 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: lead capture). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Lead Capture Agent produce on Microsoft Copilot?

It processes new form leads into a deduplicated review queue with consent status and a next step per lead, ready for your follow-up the same day.. 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.