Question

A project manager frequently asks Microsoft 365 Copilot Chat the same set of questions about the company's onboarding process, then formats the answers using a fixed template and internal policy documents. She wants a reusable solution that automatically applies this specific knowledge and behavior every time, without re-typing detailed instructions. Which approach best fits her need?

Accepted Answer

Create a custom agent (for example, using Copilot Studio) grounded in the onboarding documents and configured with the required instructions and output format

Answer

Continue using Copilot Chat and paste the full instructions and policy text into each prompt

Answer

Turn off web grounding in Copilot Chat so responses only use the onboarding documents

Answer

Export the onboarding documents to a shared folder and rely on Copilot to detect them automatically in every chat