Sourcing Agent
Recruiters: Build and refresh a candidate research Sheet.
View Sourcing Agent →Copilot fits jobs whose source material already lives in Microsoft 365. Its honest limit: availability and actions vary by Copilot product, license and tenant settings.
Verified free workflows come first. Each card links to a live existing product. Free copy-ready prompts follow below.
Recruiters: Build and refresh a candidate research Sheet.
View Sourcing Agent →Marketing: Maintain a recurring content calendar Sheet.
View Social Media Calendar Agent →Sales: Keep follow-ups and next steps current in a Sheet.
View Follow-Up & Pipeline Agent →Finance: Produce a recurring management report artifact.
View Management Reporting Agent →Bookkeepers: Run the reconciliation checklist and exception Sheet.
View Reconciliation Agent →Real estate: Maintain a closing checklist and review queue.
View Transaction Checklist Agent →Founders: Publish a recurring KPI update from a stable Sheet.
View KPI Update Agent →Use these prompts at no charge. They are not products. Only genuine matches inside this section carry a clearly marked free agent download link.
Trigger: weekdays at 8:30 AM. Inputs: approved inbox, VIP list and reply rules. Work: classify new mail into reply, delegate, schedule and archive queues. Output: an inbox-review Sheet with message links, urgency and next action. Boundary: no reply, deletion or archive without the approved operating rule. Result: zero unclassified messages in the checked window.
Use Copilot with the approved Microsoft 365 files. Check my approved inbox every weekday at 8:30 AM. Sort new emails into reply, delegate, schedule or archive. Put the list in a Sheet with links and the next step. Do not reply, delete or archive anything unless I have already allowed it.
Trigger: an approved meeting or deadline is confirmed in a source thread. Inputs: date, timezone, attendees, location and calendar choice. Work: detect conflicts and prepare the exact event. Output: a calendar event plus decision log. Boundary: adding attendees or sending updates needs approval. Result: the confirmed commitment appears once on the right calendar.
Use Copilot with the approved Microsoft 365 files. When I confirm a meeting or deadline, check the date, time zone, people and calendar. Show me the event details and any conflict. Add or change the event only after I approve it. Do not make a second copy of the same event.
Trigger: a completed milestone or approved billing date. Inputs: customer record, line items, tax rule, currency and payment terms. Work: validate details and generate the invoice. Output: invoice PDF and receivables Sheet row. Boundary: no customer send or accounting post without approval. Result: invoice totals reconcile with the approved inputs.
Captures bill and invoice details in the established bookkeeping workflow.
View Bills & Invoices Agent →Trigger: an approved final document is ready for signature. Inputs: signer identity, signature fields, dates and final file. Work: prepare the envelope and verify field placement. Output: reviewed e-sign draft and audit record. Boundary: signing or sending always requires the signer’s explicit confirmation. Result: every required field is correctly placed before execution.
Use Copilot with the approved Microsoft 365 files. Open the final document and check the signer, dates and signature boxes. Place the fields where they can be clearly read. Show me the whole document and who will receive it. Do not sign or send it until I approve.
Trigger: a message enters an approved thread and meets the reply rule. Inputs: full thread, recipient, facts and voice examples. Work: draft a thread-aware response and check claims. Output: exact reply draft in a review queue. Boundary: recipient and final words need approval unless a precise standing send rule exists. Result: a ready response without losing thread context.
Use Copilot with the approved Microsoft 365 files. Read the full message thread and write a short reply in my style. Use only facts from the thread and my notes. Show me the recipient and final message before sending. Do not send it until I approve.
Trigger: an approved sales or fundraising brief is complete. Inputs: audience, problem, proof, metrics, ask and brand assets. Work: build a conclusion-led story and source every claim. Output: Google Slides deck plus evidence log. Boundary: no invented traction or external share. Result: a review-ready deck with one decision per slide.
Use Copilot with the approved Microsoft 365 files. Turn my brief, facts and brand files into a clear pitch deck. Keep one main idea on each slide and do not invent numbers. Add source notes for important claims. Show me the finished presentation before sharing it.
Trigger: an approved prospect batch enters the outreach Sheet. Inputs: ICP, prospect evidence, sender, offer and exclusions. Work: research fit and prepare personalized first lines and messages. Output: outreach review Sheet. Boundary: no send without exact recipient-and-copy approval. Result: every draft cites a specific fit signal.
Researches prospects and prepares evidence-backed outreach for review.
View Outreach Agent →Trigger: a reporting period closes. Inputs: approved metrics, prior report and narrative rules. Work: explain changes and build charts and conclusion-led slides. Output: presentation plus source table. Boundary: publication and distribution require approval. Result: every figure matches the source period and workbook.
Use Copilot with the approved Microsoft 365 files. Turn my approved numbers and notes into a clear presentation. Explain what changed, use simple charts and add a source table. Do not invent missing data. Show me the finished presentation before sharing it.
Trigger: a discovery-call transcript is approved. Inputs: transcript, service scope, proof, pricing rules and proposal template. Work: extract needs, objections and commitments, then draft a tailored proposal. Output: proposal Doc or Slides with transcript evidence. Boundary: no unsupported promise, price change or client send. Result: each proposed solution maps to a stated customer need.
Use Copilot with the approved Microsoft 365 files. Read the approved call transcript and draft a proposal for that customer. Use their needs, questions and agreed next steps, and follow my pricing rules. Mark anything that was not agreed. Show me the final proposal before sending it.
Trigger: the reminder offset before a confirmed meeting. Inputs: event, attendee list, timezone and reminder copy. Work: check the event still exists and prepare reminders. Output: reminder log and exact drafts. Boundary: attendee reminders are external messages and need approval or an exact standing rule. Result: each intended recipient is reminded once at the chosen time.
Use Copilot with the approved Microsoft 365 files. Before each confirmed meeting, check that the event still exists and the time has not changed. Write a short reminder for me and the attendees. Do not send it twice. Show me the recipient list and message before sending.
Trigger: a reporting Sheet refreshes or the period closes. Inputs: approved dataset, metric definitions and prior period. Work: validate data, calculate trends and explain changes. Output: analysis tabs and a report tab in Google Sheets. Boundary: no source-row overwrite without approval. Result: figures reconcile and each insight links to its range.
Builds recurring channel reports in a controlled Google Sheet.
View Performance Reporting Agent →Trigger: a repeat process has agreed stages, owners and dates. Inputs: workflow, fields, statuses, permissions and alert rules. Work: create tabs, validation, formulas and activity log. Output: working Google Sheet tracker. Boundary: no migration or overwrite of live records without approval. Result: a fictional row moves through every stage correctly.
Use Copilot with the approved Microsoft 365 files. Build a Google Sheet to track this work. Add clear columns, owners, dates, status choices and simple checks for missing or repeated items. Include a summary view. Show me the Sheet before sharing it or adding alerts.
Trigger: a new commitment appears or the daily review clock fires. Inputs: approved task sources, owners, dates and priority rules. Work: deduplicate, update status and surface blockers. Output: todo list and daily review queue. Boundary: no deletion, reassignment or external reminder without approval. Result: each commitment has one owner, one status and one next action.
Use Copilot with the approved Microsoft 365 files. Check my approved task sources each day. Add new tasks, remove repeats and keep the owner, due date and status clear. Give me a short list of overdue and next tasks. Ask before deleting a task or telling someone else.
Trigger: weekdays at 7:30 AM or when a tracked company, topic or regulator is named in a credible source. Inputs: tracked terms, source preferences, exclusions, recency window and prior-news log. Work: search current sources, open the primary announcement, verify coverage and deduplicate by canonical URL plus event fingerprint. Output: a dated news-monitor Sheet and short briefing Doc. Boundary: no public post, investor note or customer message without approval. Result: only new verified events appear once, with source and checked time.
Use Copilot with the approved Microsoft 365 files. Every weekday at 7:30 AM, check trusted news and official sources for my topics. Skip stories I have already seen and include the original links and dates. Give me a short summary of what changed and why it matters. Do not publish or send it anywhere without asking me.
Trigger: the approved weekly publishing clock after the news/source queue closes. Inputs: audience, editorial angle, approved source queue, prior issues, voice and length. Work: select non-duplicate stories, summarize with links, write the intro and sections, then check claims and repeated topics. Output: newsletter Doc plus issue log. Boundary: no subscriber import, email send or publication without exact audience-and-copy approval. Result: a complete issue with every item sourced and no story repeated from the prior issue.
Use Copilot with the approved Microsoft 365 files. Once a week, turn my approved links into a short newsletter for my audience. Do not repeat stories from earlier issues. Add a clear title, short sections and links to every source. Show me the full draft before publishing or sending it.
Trigger: the user supplies a named form and asks for help completing it. Inputs: form URL, intended identity/account, approved source documents and submission deadline. Work: read every field, map grounded answers, mark unknown or legal declarations, and prepare the final form state. Output: completed draft plus answer/source log. Boundary: the user reviews identity, declarations, attachments and final answers before submission; payment forms also require total confirmation. Result: required fields are complete, attachments match and nothing is submitted before approval.
Use Copilot with the approved Microsoft 365 files. Open the form I give you and fill it from my approved documents. Leave anything uncertain blank and ask me about legal or personal declarations. Show me every answer and the account being used. Do not submit the form until I approve.
These are informational patterns grounded in the sources below. They are not products sold by AI Agent Skills.
Trigger: the controller opens the approved budget-versus-actual workbook after month end. Copilot explains material variances and prepares a review column beside the figures. Boundary: no workbook publication or journal change without approval.
Trigger: a customer meeting appears on the calendar with an approved account thread. Copilot summarizes recent Outlook messages and drafts a Word briefing with open commitments. Boundary: no email send or attendee change.
Trigger: an operations lead opens a policy and approved change notes. Copilot drafts tracked revisions and a change summary. Boundary: the document owner accepts revisions and controls distribution.
One-off: use a clear prompt when the question changes each time. Recurring: use a stable schedule or trigger only when the same sources and checks apply. Artifact rule: finish in a Form, Doc, presentation or Sheet, not a chat-only answer.
Use the Copilot setup hub for profession guides and current setup notes. AI Agent Skills is independent and is not affiliated with or endorsed by Copilot.
Community evidence also reviewed: Reddit discussion of real-world assistant uses. Community claims were treated as leads; product-specific claims above rely on official or reported sources.
Reviewed 18 September 2026 · AI Agent Skills team.