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Copilot Studio - Copilot Studio Skills Development
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Need to know how to manage skills in copilot studio custom prompt. Need some suggestions

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Posted on by 15
Dear Experts,
 
Iam  building an AI use case where invoices are generated from natural language input. The system takes three inputs: (1) Agreement details (start date, end date, duration), (2) Agreement Products in JSON (e.g., area, price per unit), and (3) User criteria in plain text (e.g., “Rent increment of 1% from year 1 to year 2, Common Charges increment of 1% from year 1”). The AI then produces invoices as separate line items in Excel for the entire agreement duration. While this works, you face challenges in adding conditional logic (e.g., handling increments or discounts) inside the custom prompt — results are sometimes inconsistent (like invoice totals being off). You are seeking best practices or alternative approaches to manage complex conditions, ensure accurate parsing of user criteria, and reduce prompt complexity before moving into full coding.
 
Please suggest some options/best practices that can be followed for use case like this
 
Thanks in advance any help will be really appreciated.
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  • Sarath Mohan Profile Picture
    15 on at
    Need to know how to manage skills in copilot studio custom prompt. Need some suggestions
     
    First of all thank you so much for the explanation. To be very clear I have attached a custom prompt with calculations. The user input is plain text, and we need to find out the occurrences of certain text and do the calculation. What I want to know if there are any alternate options apart from what I am doing now. I need to define conditions in the prompt. It has to provide the calculations in the way its instructed. Thats not working especially the calculations of invoice.
    Example of user input in chat: 

    - Generate invoice projection start date from 15/08/2025 and end date date 15/08/2075 and rate starting at 10.
    - Rate Increase by 5% every 1 year starting from 5th year 
     
    Thanks a lot for any help.
     
    Sarath
  • Michael E. Gernaey Profile Picture
    48,869 Super User 2025 Season 2 on at
    Need to know how to manage skills in copilot studio custom prompt. Need some suggestions
     
    As much as I wish it was as simple as that, the formatting, structure, training of your models etc is determined by what you are inputting. When you get inconsistent results, it could mean your instructions are off, or it could mean your model is off.
     
    It would take more details to look at the inputs, the reasoning you are using and any... let's call them gotchas, where it may need to reflect corrections based on formatting, different document types, hierarchy conditions for discounts etc.
     
    It would also, from a purely debugging and help perspective, require us to understand when it seems to work correctly and when it doesn't. 
     
    If a process fails, does it always fail and always fail the same way? Meaning if you feed in the set of documents/details does it always fail with the exact wrong discounts (example) or does it fail differently? Where-as when it works, does it always work with those same inputs and never fail?
     
    Best practices are difficult because this whole thing is still being.... built which means we are still working on expanding models (which helps), expanding AI Input detection/comprehension etc, therefore placing more responsibility on us (as designers and users) to sometimes... fenagle it more than we would have to do in 1-2-5-10 years.
     
    So in your case, it would require a review of what you have (even if everything was perfect), to see your prompt, see your inputs, see how you are using then, see your model training (if any) etc.
     
    I wish I could just ramble off specifics and solve your issues, but its just not that simple right now.
     
    If you have specific issues, we can work on that though.

    If these suggestions help resolve your issue, Please consider Marking the answer as such and also maybe a like.

    Thank you!
    Sincerely, Michael Gernaey

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