Build your Skills Matrix Agent with Microsoft CoPilot Studio / Skills Matrix Tutorial (Part 4)

Описание: In this step-by-step tutorial, I’ll show you how to build your own AI-powered Skills Matrix Agent using Microsoft Copilot Studio.

You’ll learn how to:
✅ Connect your Skills Matrix database built in Microsoft Lists
✅ Analyze your team’s skills and identify training gaps
✅ Use Agentic AI to automatically generate personalized action plans
✅ Push those action plans into a scorecard and Microsoft Planner
✅ Automate your entire training plan creation process

This is the fourth video in our series on building a Learning Management System in Microsoft 365:
📌 Video 1: Create a Skills Matrix in Microsoft Lists
📌 Video 2: Build interactive dashboards in Power BI
📌 Video 3: Automate updates using Power Automate
📌 Today’s video: Integrate AI with Microsoft Copilot Studio to take your training plan to the next level

If you’re still managing training plans manually in Excel spreadsheets or on physical boards, this video will show you a smarter, faster, and more automated way to track and develop your team’s capabilities.

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00:00 — Introduction: Building an AI-powered Skills Matrix Agent in Microsoft Copilot Studio
00:36 — Series Recap: From Skills Matrix to Power BI Dashboards and Automation
01:41 — Why Copilot Studio: Introducing Agentic AI for Skills Development
02:20 — Creating the Agent: Setting up your Skills Matrix Agent in Copilot Studio
03:05 — Defining Instructions: Teaching the agent what to do with your data
04:04 — Connecting Knowledge Sources: Linking Microsoft Lists & SharePoint
05:02 — Adding Tools: Integrating Power Automate, Planner, and other Microsoft apps
06:40 — Creating Flows: Automating skill gap detection and next actions
09:02 — Identifying Training Gaps: Finding employees with the lowest ratings
12:00 — Structuring the Output: Sorting, composing, and organizing the data
16:14 — Building JSON Responses: Preparing dynamic AI-generated results
17:38 — Sending Automated Messages: Using Teams & chatbots to deliver insights
19:07 — Publishing the Agent: Making your Copilot Studio Agent live
20:00 — Integrating with Microsoft Teams: Deploying the agent for real-time use
22:03 — Creating Training Tasks in Planner: Assigning courses automatically
24:53 — Automating Employee Assignments: Using emails to trigger personalized tasks
26:25 — Generating Action Plans: Automatically creating targeted training plans
28:41 — Creating Topics: Designing agent conversations for specific scenarios
31:38 — Interactive Workflows: Asking users if they want deeper insights
34:03 — Creating Planner Tasks Automatically: Saving skills gaps into actionable tasks
35:05 — Using the Agent in Teams: How to query and interact with your Copilot Agent
37:48 — Final Demo: From analysis to automated training plans
37:49 — Conclusion: Build your AI-powered Skills Matrix Agent today
38:08 — Next Video Teaser: Integrating Copilot Analyst to generate Skills Matrices