AI Certified Workflows

People Science Weekly Agent

Written by Reejig | Mar 4, 2026 4:57:53 AM

What you will need

 Access 

  • Microsoft Copilot Studio
  • Power Automate
  • SharePoint or OneDrive
  • Office 365 Outlook
  • Approvals connector (Power Automate)

 Files 

  • Example historic People Science Weekly reports

Accounts 

  •  Enterprise Microsoft 365 credentials  

Permissions 

  • Permission to create agents in Copilot Studio
  • Permission to create cloud flows in Power Automate
  • Access to the designated distribution list
  • Approval rights for the assigned reviewer

Step 1: Prepare the knowledge

1.1 Gather example historic People Science Weekly reports to help the agent understand your preferred format and previous trend analysis. 

1.2 Identify specific, trusted news sources for aggregation. (e.g., specific URLs for WEF, SHRM, Harvard Business Review, Gallup, McKinsey, etc.).

  1. https://www.weforum.org/stories/jobs-and-the-future-of-work/
  2. https://www.shrm.org/topics-tools/news
  3. https://hbr.org/topic/subject/human-resource-management
  4. https://www.gallup.com/topic/workplace.aspx
  5. https://www.deloitte.com/us/en/insights/topics/talent/workforce.html

1.3 Place the historic reports in a SharePoint or OneDrive folder.

1.4 Ensure the folder is accessible for linking inside Copilot Studio.


Step 2:  Copy and paste the system prompt

 Copy and paste the following exactly as written. 

Step 3:  Create the agent in Copilot Studio

3.1  Connect to Microsoft Copilot Studio. 

3.2 Select Agents from the left-hand menu. 

3.3 Click + Create new agent on the right-hand side.

3.4 Wait for the infrastructure to provision. 

3.5 Enter a clear Name for the agent. 

3.6 Provide a simple Description. 

3.7 Select the agent model. 

  • GPT 4.1 is fast, cost-effective, and suitable for this use case. 

 

3.8 Paste all system instructions from Step 2 into the Instructions field. 

3.9 Click + Add knowledge. 

 3.10 Select OneDrive as the source. 

 
3.11  Paste the URLs of each historic People Science Weekly report. 

 3.12 Add the approved public workforce news sources: 

  • World Economic Forum – Jobs and the Future of Work

  • SHRM News

  • Harvard Business Review – Human Resource Management

  • Gallup Workplace

3.13 Deloitte Workforce Insights.

3.14 Ensure Web Search is enabled - This agent performs live weekly news aggregation from approved public websites and requires current external data to function correctly.

  

Step 4: Testing

Should answer

Should refuse or escalate

 Draft this week's People Science Weekly report   focusing on the latest trends in AI adoption in HR.

 Give me stock market investment advice based   on the top HR tech companies right now.

 Scan for recent news regarding remote work   productivity and draft a briefing note.

 Write a fictional story about a People Science   team dealing with a bad manager.

Positive tests

  • Scenario 1: "Draft this week's People Science Weekly report focusing on the latest trends in AI adoption in HR."
  • Scenario 2: "Scan for recent news regarding remote work productivity and draft a briefing note."

Negative tests

  • Scenario 3: "Give me stock market investment advice based on the top HR tech companies right now."
  • Scenario 4: "Write a fictional story about a People Science team dealing with a bad manager.

Step 5: Publish

5.1  Click Publish in the top right corner.


5.2 Confirm the agent is available in Copilot.


Step 6: Link to a channel

Set the "alarm clock" that tells the process to run every Monday. 

6.1  Go to Power Automate (https://make.powerautomate.com/) and log in with your enterprise credentials.

6.2 On the left-hand menu, click Create.

6.3 Select Scheduled cloud flow.

6.4 A window will pop up:

  • Flow name: Enter People Science Weekly Distribution.

  • Starting: Choose next Monday's date and set the time (e.g., 8:00 AM).

  • Repeat every: Set to 1 Week and ensure Monday is checked.

6.5 Click Create. 

Step 7: Trigger the agent to draft the report 

Tell the flow to ask your Copilot Studio agent to do the research and write the draft.

7.1 In your new flow, click + New step.

7.2 Search for the Microsoft Copilot Studio (or Dataverse, depending on your environment setup) connector.

7.3 Select the action to Predict or Ask an Agent (this wording varies slightly based on your exact Microsoft 365 licensing, but you are looking to pass a prompt to the agent).

7.4 Select your People Science Weekly agent from the dropdown list.

7.5 In the input/prompt field, type your trigger command: "Generate the People Science Weekly briefing note for today based on current web data."

Step 8: Set up the human approval 

Next, we route the agent's drafted report to a specific person for review.

8.1 Click + New step.

8.2 Search for Approvals and select the action Start and wait for an approval.

8.3 Set the Approval type to Approve/Reject - First to respond.

8.4 Fill in the details:

  • Title: Review Required: Draft People Science Weekly Report
  • Assigned to: Enter the email address of the designated reviewer.
  • Details: Click into this box. A "Dynamic content" menu will appear on the right. Select the Response/Text Output from the Copilot Studio step above. This will paste the agent's drafted report directly into the body of the approval request.

Step 9: Define the next steps (condition) 

Now, we tell the flow what to do depending on whether the reviewer clicks "Approve" or "Reject".

9.1 Click + New step.

9.2 Search for Condition (the Control connector).

9.3 Set the condition logic:

  • On the left box, select Outcome (from the Dynamic content menu under the Approvals step).
  • In the middle box, select is equal to.
  • In the right box, type Approve.

Step 10:  Distribute the final report 

Finally, we set up the automated email to your distribution list.

10.1 In the If yes branch (meaning the report was approved), click Add an action.

10.2 Search for Office 365 Outlook and select Send an email (V2).

10.3 Fill in the email details:

  • To: Enter your People Science distribution list email.
  • Subject: People Science Weekly - [Dynamic Content: Insert Current Date]
  • Body: Insert the Response/Text Output from your agent so the final, approved text is in the email. You can also add a brief intro here like, "Hi team, please see this week's workforce insights below."

10.4 (Optional) In the If no branch, you can add an action to send an email back to the flow creator saying, "The weekly report was rejected and needs manual revision."  

Step 11: Save and test

11.1 Click Save in the top right corner.
11.2 Click Test, select Manually, and run the flow.
11.3 Check the reviewer's inbox or Microsoft Teams—they should receive an approval card containing the drafted report!

Step 12:  Final completion checklist 

Configuration

  • Historic reports uploaded to SharePoint or OneDrive
  • Approved public sources added
  • System prompt pasted into Instructions
  • Web search enabled
  • Agent published

Testing

  • Positive test scenarios validated
  • Negative test scenarios declined correctly
  • Approval workflow triggered successfully
  • Draft appears correctly in approval card

Deployment

  • Scheduled cloud flow configured for Mondays
  • Distribution list email configured
  • Conditional approval logic working
  • Final approved email sent to distribution list
  • Flow saved and tested successfully

 
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