Executive Helper is a declarative agent for Microsoft 365 Copilot that automates meeting preparation by researching public information about meeting participants and generating comprehensive executive bios with career insights and context-specific rapport-building questions.
Executives spend significant time preparing for meetings by researching participants' backgrounds, roles, and expertise. This agent reduces meeting-prep time by up to 90% through a structured 5-phase workflow: adaptive interview, comprehensive research, bio generation, optional summarization, and human-in-the-loop review.
| Version | Date | Comments |
|---|---|---|
| 1.0 | March 2, 2026 | Initial release |
- Microsoft 365 Copilot license
- Node.js, supported versions: 16, 18
- A Microsoft 365 account for development
- Teams Toolkit Visual Studio Code Extension version 5.0.0 and higher or Teams Toolkit CLI
- Clone this repository (or download this solution as a .ZIP file then unzip it)
- Open the
samples/da-executive-helperfolder in Visual Studio Code - Select the Teams Toolkit icon on the left in the VS Code toolbar
- In the Account section, sign in with your Microsoft 365 account if you haven't already
- Create the Teams app by selecting Provision in the "Lifecycle" section
- Select
Preview in Copilot (Edge)orPreview in Copilot (Chrome)from the launch configuration dropdown - Once the Copilot app is loaded in the browser, select the "..." menu and select Copilot chats. You will see the Executive Helper agent on the right rail. Selecting it will change the experience to showcase the agent
- Ask a question to the agent and it will respond following the structured workflow
Using this sample you can extend Microsoft 365 Copilot with an agent that:
- Guides users through a structured interview to understand meeting context (mandatory subject info plus 10 optional context questions)
- Researches public information about meeting participants using web search with a tiered source hierarchy (authoritative, verified secondary, contextual)
- Generates comprehensive 11-section executive bios with tone calibration based on meeting category (Strategic, Advisory, Networking, Ceremonial, Informal)
- Marks uncertain or sensitive facts with verification tags for human review
- Provides optional 2-page summarized versions and rapport-building questions
- Supports a human-in-the-loop review process with fact tables and source maps
The agent follows a strict 5-phase workflow:
| Phase | Description |
|---|---|
| Phase 1: Adaptive Interview | Collects subject info (mandatory) and optional meeting context through Q1-Q11 |
| Phase 2: Comprehensive Research | Searches authoritative sources with multi-source validation |
| Phase 3: Bio Generation | Creates 11-section executive bio with category-based tone calibration |
| Phase 4: Summarization | Optional condensed 2-page version |
| Phase 5: HITL Review | Human reviewer resolves verification tags and approves delivery |
| Capability | Description |
|---|---|
| WebSearch | Searches public web for executive information from authoritative sources |
| GraphConnectors | Accesses organizational context for enhanced participant research |
| Folder/File | Contents |
|---|---|
.vscode |
VSCode files for debugging |
appPackage |
Templates for the Teams application manifest and the declarative agent definition |
appPackage/declarativeAgent.json |
Defines the behavior and configurations of the declarative agent |
appPackage/instruction.txt |
Agent instructions defining the 5-phase workflow |
appPackage/manifest.json |
Teams application manifest that defines metadata for the declarative agent |
env |
Environment files |
m365agents.yml |
Main Microsoft 365 Agents Toolkit project file with provision and publish lifecycle definitions |
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THIS CODE IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, MERCHANTABILITY, OR NON-INFRINGEMENT.