authoring-tips
Copilot Studio — Authoring Tips
Practical tips and techniques learned from building agents with Copilot Studio. These enhance the current authoring experience or provide workarounds for platform limitations.
Only read the file relevant to the current task — do NOT read all files.
Date Context → date-context.md
Provides the current date to the orchestrator through agent instructions using Power FX ({Text(Today(),DateTimeFormat.LongDate)}). Enables accurate responses to date-related questions by giving the orchestrator explicit awareness of "today" for interpreting relative timeframes.
Read this tip when:
- Users ask date-relative questions ("What's next week?", "upcoming events", "recent announcements")
- The agent needs to filter time-sensitive knowledge sources
- Date interpretation is causing confusion or hallucinations
- The agent handles schedules, calendars, deadlines, or time-sensitive content
Dynamic Topic Redirect with Variable → Topic-redirect-withvariable.md
Uses a Switch() Power Fx expression inside a BeginDialog node to dynamically redirect to different topics based on a variable value. Replaces complex if/then/else condition chains with a single, maintainable YAML pattern.
More from microsoft/skills-for-copilot-studio
int-reference
Reference tables for Copilot Studio YAML authoring: triggers, actions, variables, entities, Power Fx functions, templates. Preloaded by author and advisor agents.
24best-practices
Best practices for Copilot Studio agents. Covers JIT glossary loading (customer acronyms, terminology), JIT user context provisioning (M365 profile, country, department), the shared OnActivity initialization pattern, dynamic topic redirects with Switch expressions, and preventing child agents from responding directly to users. USE FOR: glossary, acronyms, user context, user profile, country-aware answers, JIT initialization, OnActivity provisioning, conversation-init, personalized knowledge, dynamic redirect, Switch, BeginDialog, if/then/else replacement, child agent responses, completion setting, SendMessageTool, output variables, connected agents. DO NOT USE FOR: general knowledge sources (use add-knowledge), topic creation (use new-topic).
24int-project-context
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24patterns
Index of repeatable implementation patterns for Copilot Studio agents. When a request may need a best-practice architecture or reusable pattern for building an agent capability, retrieve this index before deciding what detailed guidance is relevant. Do not decide from this frontmatter alone; use the index summaries, then open only the specific pattern file if needed. Do not use for general knowledge sources or topic creation.
4_project-context
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2int-patterns
Pattern library for Copilot Studio agent design. Contains proven and recommended implementation patterns with YAML examples. Used by the Advisor agent to suggest patterns and by the Author agent to reference YAML structure during implementation. USE FOR: design guidance, pattern suggestions, review against best practices, troubleshooting known pitfalls, YAML reference during implementation. DO NOT USE FOR: general YAML schema reference (use int-reference), topic creation mechanics (use new-topic).
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