# AI Agent Skills for Microsoft Copilot: Setup Guide

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# AI agent skills for Microsoft Copilot

How to run AI Agent Skills' $19 ready-made agents on Microsoft Copilot: what Microsoft Copilot is, where the three files go, and honest setup notes.

Every agent in the store is three plain-text files, so it runs on the assistant you already use. Here is the honest setup for Microsoft Copilot.

[Browse 28 agents](/all-agents/)[How setup works](/how-it-works/)

## What Microsoft Copilot is

Microsoft Copilot is Microsoft's AI assistant. Microsoft 365 Copilot Notebooks hold references (files) with custom instructions across sessions; the consumer Copilot chat reads uploaded files but does not persist them.

## How the three files work with 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 to check first

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.

Whatever assistant you use: every agent proves itself on fictional sample data before it touches real work, and it stops at every human decision - sending, spending, publishing, scheduling. [The full method](/how-it-works/).

## Agents people run on Microsoft Copilot

[](/recruiters/sourcing-agent/)

### Sourcing Agent

Builds a review queue of candidate profiles with evidence per row.

See the agent → [](/sales/outreach-agent/)

### Outreach Agent

Drafts outreach sequences you approve before anything sends.

See the agent → [](/bookkeepers/reconciliation-agent/)

### Reconciliation Agent

Matches books to bank and flags mismatches for your call.

See the agent → [](/founders/kpi-update-agent/)

### KPI Update Agent

Turns scattered metrics into a weekly investor-ready update.

See the agent → [](/marketing/campaign-brief-agent/)

### Campaign Brief Agent

Turns a goal and constraints into a complete campaign brief.

See the agent →

## Setup guides by job and profession on Microsoft Copilot

Every agent has its own Microsoft Copilot setup guide - where the three files go, step by step, with honest limits. By profession: [Recruiters](/for/copilot/recruiters/)[Marketing Teams](/for/copilot/marketing/)[Sales Teams](/for/copilot/sales/)[Finance Teams](/for/copilot/finance/)[Bookkeepers](/for/copilot/bookkeepers/)[Real Estate Teams](/for/copilot/real-estate/)[Founders](/for/copilot/founders/)

[Sourcing Agent](/for/copilot/recruiters/sourcing-agent/)[Screening Agent](/for/copilot/recruiters/screening-agent/)[Follow Up Agent](/for/copilot/recruiters/follow-up-agent/)[Pipeline Agent](/for/copilot/recruiters/pipeline-agent/)[Campaign Brief Agent](/for/copilot/marketing/campaign-brief-agent/)[Lead Capture Agent](/for/copilot/marketing/lead-capture-agent/)[Performance Reporting Agent](/for/copilot/marketing/performance-reporting-agent/)[Social Media Calendar Agent](/for/copilot/marketing/social-media-calendar-agent/)[Lead Intake Agent](/for/copilot/sales/lead-intake-agent/)[Outreach Agent](/for/copilot/sales/outreach-agent/)[Qualification Agent](/for/copilot/sales/qualification-agent/)[Follow Up Pipeline Agent](/for/copilot/sales/follow-up-pipeline-agent/)[Cash Flow Forecast Agent](/for/copilot/finance/cash-flow-forecast-agent/)[Budget Variance Agent](/for/copilot/finance/budget-variance-agent/)[Management Reporting Agent](/for/copilot/finance/management-reporting-agent/)[Spend Request Agent](/for/copilot/finance/spend-request-agent/)[Transaction Categorization Agent](/for/copilot/bookkeepers/transaction-categorization-agent/)[Reconciliation Agent](/for/copilot/bookkeepers/reconciliation-agent/)[Receivables Follow Up Agent](/for/copilot/bookkeepers/receivables-follow-up-agent/)[Bills Invoices Agent](/for/copilot/bookkeepers/bills-invoices-agent/)[Lead Intake Agent](/for/copilot/real-estate/lead-intake-agent/)[Listing Marketing Agent](/for/copilot/real-estate/listing-marketing-agent/)[Showing Coordination Agent](/for/copilot/real-estate/showing-coordination-agent/)[Transaction Checklist Agent](/for/copilot/real-estate/transaction-checklist-agent/)[Investor Outreach Agent](/for/copilot/founders/investor-outreach-agent/)[Customer Discovery Agent](/for/copilot/founders/customer-discovery-agent/)[Partnership Outreach Agent](/for/copilot/founders/partnership-outreach-agent/)[KPI Update Agent](/for/copilot/founders/kpi-update-agent/)

*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.*

## Questions people ask

### Do AI Agent Skills agents work with Microsoft Copilot?

Yes - every agent is three plain-text files, and Microsoft Copilot reads files. The setup notes on this page are specific to Microsoft Copilot.

### Is AI Agent Skills affiliated with Microsoft Copilot?

No. We are an independent store. Microsoft Copilot is named only because our agents run on it; no endorsement is implied.

Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.
