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How to create an assessment system (or agent) in copilot studio?
Jaap Velthorst
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Reputation points
Project Context:
I must build a Copilot Agent that performs maturity assessments based on employee interview transcripts. The goal is for the agent to:
- Ask the user to upload a Word doc (.docx) interview transcript
- Extract the key elements from each answer
- Analyze it based on 9 digital transformation disciplines (e.g., Strategy, Governance, Automation…) and their given definitions for each level
- Output maturity levels (1-5) with short justifications
- Save/export these results in an Excel format for reporting
In my head it is such an easy process, but in practice I just can't start somewhere (partly because of my below-avg copilot knowledge). Im sitting behind my computer for a few hours and can't get anything done.
Question: Where do I even start? Do I use AI flows / power automate combined with my agent? Is the agent in general not needed? Can someone please provide a small framework for this assessment-process?
Thank you in advance,
Jaap
Microsoft Copilot | Other
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