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README.md

copilot-studio-workflow

Build Copilot Studio agents like software: local YAML, source control, repeatable packaging, and an AI assistant that already knows the platform's sharp edges.

Version Platform License Install

copilot plugin install microsoft/FastTrack:copilot-agent-samples/github-copilot-skills/copilot-studio-workflow

📖 View the interactive showcase → — see the full workflow, example conversations, and platform gotchas in a visual guide.

Why This Exists

Copilot Studio is powerful, but the default workflow is still portal-heavy: click through the UI, hope you remember what changed, and figure out packaging only when it is time to ship. That is workable for demos. It is not a good engineering workflow.

This skill gives builders a better model. Your agent definition lives as YAML in git. You pull from the cloud, revert environment-specific artifacts, edit locally, push intentionally, publish, test in the real channel, and package for deployment with a repeatable process. Instead of learning the platform by trial and error, you can ask for the next step in plain English and get workflow-aware guidance.

It also bakes in the painful lessons most teams discover the hard way: why pull dirties workflow files, why push does not update solution membership, why variable hygiene matters for imports, and how to move from dev environment to clean solution zip without surprises. The result is a Copilot Studio workflow that feels like engineering, not archaeology.

What You Can Do

1) First-time setup

You: I need to start building a Copilot Studio agent. What's the workflow?

Copilot: I'll walk you through the local dev loop, run cps-status.ps1, and
make sure VS Code plus the Copilot Studio extension are ready before you pull
or push anything.

2) Pull changes safely

You: I just pulled my agent from the cloud and git shows a bunch of changed
workflow files. What happened?

Copilot: That's the environment URL translation problem. A pull can bring
live URLs and settings into repo files. Run cps-revert.ps1 now, then review a
clean diff that only shows intentional source changes.

3) Add a new topic to the solution

You: I pushed a new topic via VS Code but it's not showing up in my solution
export. What's wrong?

Copilot: Push created the Dataverse component, but it did not add that
component to the Power Platform solution. Run cps-add-component.ps1 with the
solution name and schema pattern, then re-export.

4) Validate before push

You: I'm about to push my changes. Anything I should check first?

Copilot: Run cps-preflight.ps1. It will catch dirty workflow files, missing
variable definitions, and basic repo hygiene issues before the push becomes a
cloud problem.

Quick Install

GitHub Copilot CLI

Run this in your terminal:

copilot plugin install microsoft/FastTrack:copilot-agent-samples/github-copilot-skills/copilot-studio-workflow

Update later with copilot plugin update copilot-studio-workflow.

After install, just ask naturally:

  • Help me safely push my Copilot Studio YAML changes.
  • Why did my pull dirty workflow JSON files?
  • How do I package this agent for production?
  • Run a preflight check before I push.

Tip: If needed, force activation by including /copilot-studio-workflow in your prompt.

Other Install Methods

Manual install — personal skill (all repos)

Copy the folder to your personal skills directory.

Windows

Copy-Item -Recurse path\to\copilot-studio-workflow "$env:USERPROFILE\.copilot\skills\copilot-studio-workflow"

macOS / Linux

cp -r path/to/copilot-studio-workflow ~/.copilot/skills/copilot-studio-workflow
Manual install — project skill (single repo)

Windows

Copy-Item -Recurse path\to\copilot-studio-workflow .\.github\skills\copilot-studio-workflow

macOS / Linux

cp -r path/to/copilot-studio-workflow .github/skills/copilot-studio-workflow
Claude Code
cp -r path/to/copilot-studio-workflow ~/.claude/skills/copilot-studio-workflow

What's Inside

File Why it matters
SKILL.md Core workflow logic, triggers, and operational guidance
scripts/cps-status.ps1 Checks project health, tool availability, and repo state
scripts/cps-revert.ps1 Cleans up pull-induced workflow and settings churn
scripts/cps-preflight.ps1 Runs pre-push hygiene checks before you sync
scripts/cps-add-component.ps1 Adds pushed components to the Power Platform solution
reference/gotchas.md Documents platform traps and workarounds
reference/workflow-guide.md Expands the day-to-day development and packaging loop
docs/showcase.html Interactive visual guide to the skill and workflow
plugin.json Plugin manifest for copilot plugin install
CHANGELOG.md Release history

Compatibility

Copilot CLI VS Code Claude Code Cloud Agent

Tool Status Install path
GitHub Copilot CLI Recommended Plugin install or ~/.copilot/skills/
VS Code Copilot Supported .github/skills/
Claude Code Supported ~/.claude/skills/
Copilot Cloud Agent Supported .github/skills/

The SKILL.md format follows the Agent Skills open standard, so the same workflow knowledge travels across tools.

Prerequisites

Keep this short list in place and the workflow becomes smooth:

  • Git for version control
  • VS Code plus the Copilot Studio VS Code extension for pull/push
  • PowerShell (7+ recommended; Windows PowerShell 5.1 works on Windows)
  • Power Platform CLI (pac) recommended for solution packaging and exports
  • Access to a Copilot Studio-enabled Power Platform environment

For YAML authoring, schema validation, topic creation, and agent testing in Copilot CLI, also install the Copilot Studio Plugin by the Microsoft Copilot Studio CAT Team (copilot-studio from skills-for-copilot-studio). It complements this skill's engineering workflow guidance; see SKILL.md for details.

Run skills\copilot-studio-workflow\scripts\cps-status.ps1 to validate the local setup.

Versioning

This plugin uses Semantic Versioning. Current version: 1.0.0.

  • Release notes: CHANGELOG.md
  • Update: copilot plugin update copilot-studio-workflow

Contributing

Keep the skill lean and operational:

  • Put core instructions in SKILL.md
  • Put deeper explanations in reference/
  • Keep scripts safe to run repeatedly
  • Bump plugin.json and CHANGELOG.md together on release

Quick script check:

powershell -NoProfile -File skills\copilot-studio-workflow\scripts\<name>.ps1 -?

License

MIT