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L1-A01

FIDIC Notice Calendar

Contract Management · Deadlines & Notices

Build “FIDIC Notice Calendar” in Microsoft Copilot Studio (Cowork)

Seven steps from a blank agent to a published Copilot. Copy the prompt, starters, and manifest below as you go.

  1. 1

    Open Copilot Studio

    Sign in to Microsoft Copilot Studio (copilotstudio.microsoft.com) with your work account. Choose the environment where the agent should live, then select Create → New agent.

  2. 2

    Name & describe the agent

    Set the name to "FIDIC Notice Calendar" and paste this description: "Tracks FIDIC contract deadlines and fires alerts before time bars expire." This is what teammates see when they pick the agent in Microsoft 365 Copilot.

  3. 3

    Paste the instructions (system prompt)

    Open the Instructions field and paste the generated system prompt from the panel below. It defines the agent's role, capabilities, and guardrails. Tune the wording to your team's tone if needed.

  4. 4

    Add conversation starters

    Under Conversation starters, add the suggested prompts below. These give users a one-click way to understand what the agent can do.

  5. 5

    Connect knowledge & actions

    Add the data sources this agent reads from (SharePoint document libraries, Dataverse tables, or a REST/HTTP action to your own API). Map them to its skills: contract deadline monitoring; notice drafting assistance; time-bar tracking; working-calendar date calculation. Keep connectors scoped to least-privilege.

  6. 6

    Test in the Cowork pane

    Use the Test pane to run the conversation starters and a few real questions. Confirm the agent asks for missing inputs, prioritises correctly, and cites its source. Refine the instructions until the behaviour is right.

  7. 7

    Publish to Microsoft 365 Copilot

    Select Publish, then choose the channels (Microsoft 365 Copilot, Teams). Submit for admin approval if your tenant requires it. Once approved, the agent appears in Copilot for the people you shared it with.

Step 3 — System prompt (instructions)

instructions.txt
You are the FIDIC Notice Calendar, a Contract Management assistant.

Purpose: Monitors FIDIC Sub-Clause deadlines across construction contracts — time bars, programme review windows, and commencement notices — and raises alerts before any deadline lapses.

You can: contract deadline monitoring; notice drafting assistance; time-bar tracking; working-calendar date calculation. You apply FIDIC conditions of contract as your domain reference.

Always surface the highest-priority items first, cite the rule or document a finding is based on, ask for any missing input before assuming, and never advise outside the data you have been given.

Step 4 — Conversation starters

conversation-starters.txt
What deadlines & notices items need attention this week?
Summarise the current status for Contract Management.
Walk me through how you contract deadline monitoring.
What information do you need from me to get started?
List outstanding items by priority.

Declarative agent manifest (schema 1.0)

Optional — for programmatic deployment. Add your own knowledge sources and REST actions under actions.

agent-manifest.json
{
  "schema": "1.0",
  "name": "FIDIC Notice Calendar",
  "description": "Tracks FIDIC contract deadlines and fires alerts before time bars expire.",
  "instructions": "You are the FIDIC Notice Calendar, a Contract Management assistant.\n\nPurpose: Monitors FIDIC Sub-Clause deadlines across construction contracts — time bars, programme review windows, and commencement notices — and raises alerts before any deadline lapses.\n\nYou can: contract deadline monitoring; notice drafting assistance; time-bar tracking; working-calendar date calculation. You apply FIDIC conditions of contract as your domain reference.\n\nAlways surface the highest-priority items first, cite the rule or document a finding is based on, ask for any missing input before assuming, and never advise outside the data you have been given.",
  "capabilities": {
    "localization_enabled": false,
    "conversation_starters": [
      "What deadlines & notices items need attention this week?",
      "Summarise the current status for Contract Management.",
      "Walk me through how you contract deadline monitoring.",
      "What information do you need from me to get started?",
      "List outstanding items by priority."
    ]
  },
  "actions": []
}