Free playbook · ~7 min read

How to design a custom copilot agent

Eight steps we use before writing a line of agent code — scope, boundaries, grounding, approval, and the numbers that tell you whether it worked. Plus the prompts we actually use, the tools behind them, and what a build costs.

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  1. 01

    Pick a job, not a topic

  2. 02

    Map the current path

  3. 03

    Define inputs, tools, and hard boundaries

  4. 04

    Write the operating instructions

  5. 05

    Ground it in real sources

  6. 06

    Decide what runs unattended

  7. 07

    Measure it honestly

  8. 08

    Roll out narrow, then widen

Each step's guidance, copy-paste prompts, tool picks and our pricing open with your email above.