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03 · PERSONAL AGENT CHALLENGE
FROM CHAT TO A REUSABLE METHOD

Turn recurring work
into a personal agent.

EXPLAIN THE WORK ONCE. REUSE THE INSTRUCTIONS.

↻
Recurring workChoose one concrete task.
Copilot Chat
InterviewClarify the method and sources.
Agent Builder+
Personal agentBuild, test and improve.
A REAL EXAMPLE FROM THE LEADERSHIP TEAM

A solution built
by one of you.

One Leadership Team member shows the custom solution they created to make their own work simpler.

LEADERSHIP TEAMA real work problem
WORKFLOW＋AI→SOLUTION
CUSTOM SOLUTIONBuilt around the real workflow
RESULTSimpler work
STEP 1 · COPILOT CHAT

Start in chat.
One question at a time.

01
PROMPT BY EMAIL
Open the prompt from the emailIt arrives during the session.
02
Copilot ChatCopilot Chat
Open Copilot ChatUse your work account.
03
What work do you repeat?Answer with a real case.→ AGENT BRIEF
META-PROMPTINGLet Copilot interview you.
DESIGN A PERSONAL COPILOT AGENT

“Ask me two short questions, a third only if essential, then generate a prompt ready for Agent Builder.”

EMAILPrompt sent by email during the session.
STEP 2 · AGENT BUILDER

Build. Test.
Improve it in chat.

01
AGENT BRIEF
Copy the final briefIt is the interview output.
02
Agent BuilderAgents
→＋ New agent
Open Agent BuilderIn Copilot, select New agent.
03
DescribeConfigure
Paste the brief in chat
Paste and reviewName, instructions, knowledge and capabilities.
04
Create→Try it↻Refine
Test and improveKeep chatting with Agent Builder.
Abacus.AI
ABACUS AI AGENT

How to Improve
Abacus Agents.

01 · PERSISTENT CONTEXT

Global Memory

Tell the agent to remember important information. It becomes standard context for future conversations.

ALWAYS AVAILABLE
02 · REUSABLE METHOD

Create Skills

Save instructions, examples and reference files to repeat work consistently with less context to explain again.

CONSISTENT QUALITY
03 · SCHEDULED TASKS

Self-Improving Agents

Repeat work on a schedule, measure the result and retain the improvements that work.

HIGH TOKEN USE · CAUTION