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Setup guide

Transaction categorization with evidence attached - on Microsoft Copilot

The $19 Transaction Categorization Agent runs on Microsoft Copilot as three plain-text files: set it up once in a Microsoft 365 Copilot Notebook, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

Get the Transaction Categorization Agent - $19Microsoft Copilot overview

What the Transaction Categorization Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. You approve the batch.

Uncoded transactions pile up all month, and categorizing them means reading payee strings and trying to remember how you coded the same vendor last time.

Where the three files go in 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 a run looks like on Microsoft Copilot

A run looks like this: you open the Notebook, paste the usage prompt with this run's inputs, and Copilot works through transaction-categorization against the referenced files. The output - it proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status - comes back for your review before anything is used.

Setup, step by step

  1. Create a Copilot Notebook and name it after the job (for example: transaction categorization).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs transaction-categorization on fictional sample data first - approve that test before real work.
  4. Start each real run in the Notebook with usage-prompt.txt and this run's inputs. On consumer Copilot (no Notebooks), upload skill.md at the start of each session instead.

Honest limits on Microsoft Copilot

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.

Questions people ask

Does the Transaction Categorization Agent work on Microsoft Copilot?

Yes - the agent is three plain-text files, and on Microsoft Copilot they live in a Microsoft 365 Copilot Notebook. The four setup steps below are the whole job: Create a Copilot Notebook and name it after the job (for example: transaction categorization). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Transaction Categorization Agent produce on Microsoft Copilot?

It proposes a category for every uncoded transaction with the evidence: date, payee, amount, proposed category, evidence, review status. Copilot returns it in the Notebook; you move the approved version into your Microsoft 365 files. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Microsoft Copilot?

No. 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.

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AI Agent Skills is an independent store, not affiliated with Microsoft Copilot or its makers. Platform names belong to their owners.