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Setup guide

Management reporting that builds the pack for you - on Microsoft Copilot

The $19 Management Reporting 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 Management Reporting Agent - $19Microsoft Copilot overview

What the Management Reporting Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.

The monthly finance pack is a copy-paste marathon across last month's pack, this month's numbers and commentary that has to be rewritten from scratch.

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 management-reporting against the referenced files. The output - it produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a google doc - 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: management reporting).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs management-reporting 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 Management Reporting 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: management reporting). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Management Reporting Agent produce on Microsoft Copilot?

It produces a period-consistent finance pack from your approved metrics: metric, period, value, source, commentary and open questions, in a Google Doc.. 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.