I am still very much fumbling around in Copilot, but I do have Premium and I have read a number of Microsoft official trainings. Like everyone everywhere, I am trying to use the tools my company has provided to figure out positive use cases for AI in our team's workflow. We are an operational team that does a lot of manual work in kludgy systems. But....we have a ton of data and existing reports just living on SharePoint. So I figured, let me just create an agent right in one of our weekly report folders in SP just to see what it can do. Like, super basic stuff just to get the hang of it.
Here's what I don't understand. I created this agent in a SharePoint folder with two Excel files. Report week 1 and report week 2. Same format week to week, lots of data, etc. In creating the agent, I spent a long time in the Agent preview window explaining the data complexity, which tab to look at, what kind of report I would want it to run week to week when I add new reports, etc. We had a good convo and Copilot shared examples of what it would do. I modified things a bit. And I felt good about it. I saved the agent in the folder. Done.
When I open the agent again I think I'll just tell it to run the comparison report like we discussed. It's like "report who?" Do I have to re-explain what I want every time?? What am I missing here?