Copilot Studio procedure finder design and test sheet
For Service desk & technicians, Automation & AI, Tech lead, Cybersecurity
MSP Stockroom / Free working sheet / October 7, 2026
Read https://mspstockroom.com/guides/copilot-studio-knowledge-agent.html for the complete method.
Procedure finder design and test worksheet
- Task and audience: [one procedure family / internal or one customer / excluded actions / owner / reviewer].
- Environment and entitlement: [environment reference / existing route / maker access / channel / Dataverse search status / usage authority / checked date].
- Source inventory: [fixed URL / included subpaths / document IDs and versions / retired locations / agent-level fallbacks / source owner].
- Identity boundary: [maker / authorized reader / denied reader / direct-file access result / channel authentication / customer isolation evidence].
- Draft controls: [selected-sources setting / instruction version / zero-action inventory / publication status / transcript viewers and retention decision].
- Answer key: [question / required facts / allowed citations / refusal or escalation / prohibited assertion].
- Tests: [identity / question / expected / actual / evidence reference / pass, fail or not run / correction owner].
- Release decision: [all safety gates / channel tests outstanding / approver / maximum audience / usage boundary / manual fallback].
- Rollback: [pause control / configuration version / source list / security contact / retest evidence].
- Effort and maintenance: [manual lookup baseline / lookup and checking time / failures / monthly review / net observed effort / continue, revise or stop / next review].
Before using this sheet
Choose the owner, scope and period. Use safe references rather than private customer exports. Keep missing evidence marked unknown.
Use and license status
License: adapt internally for your MSP and the clients you support; do not resell or redistribute the source files. See https://mspstockroom.com/terms.html.