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Setup guide

Sales follow-ups that happen on schedule - on Microsoft Copilot

The $19 Follow Up Pipeline 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 Follow Up Pipeline Agent - $19Microsoft Copilot overview

What the Follow Up Pipeline Agent does

If your company runs on Microsoft 365, this agent lives where the files already are. It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval status.

Deals stall because the follow-up slipped. Replies sit unread, stages go stale, and the forecast is a guess because the pipeline does not reflect this week.

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 sales-follow-up against the referenced files. The output - it reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval 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: sales follow up).
  2. Add skill.md as a reference and setup-prompt.txt as the custom instructions.
  3. Run the setup; the agent runs sales-follow-up 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 Follow Up Pipeline 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: sales follow up). Then add skill.md as a reference and setup-prompt.txt as the custom instructions.

What does the Follow Up Pipeline Agent produce on Microsoft Copilot?

It reads replies and activity, drafts the follow-ups that are due and proposes pipeline stage changes, each with evidence and an approval 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.