Setup guide

Partnership outreach that keeps every thread warm - on Microsoft Copilot

The $19 Partnership Outreach 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.

What the Partnership Outreach Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It turns your partnership thesis into a researched target queue with personalized drafts, follow-ups and pipeline proposals, evidence linked per target.

Partnership development is a spreadsheet of maybes: targets half-researched, drafts half-written, and no record of who was contacted or what they said.

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 partnership-outreach against the referenced files. The output - it turns your partnership thesis into a researched target queue with personalized drafts, follow-ups and pipeline proposals, evidence linked per target - 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: partnership outreach).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs partnership-outreach 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 Partnership Outreach 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: partnership outreach). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Partnership Outreach Agent produce on Microsoft Copilot?

It turns your partnership thesis into a researched target queue with personalized drafts, follow-ups and pipeline proposals, evidence linked per target.. 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.