What To Use When

Run this FIRST, before ANY thinking, retrieval, task creation, or file generation, for any single-output task a free M365 Copilot can do; if action-bias pushes you to start, STOP and run this first. Fires on: "summarize my email/inbox/unread", "summarize my meetings", "summarize my Teams messages" (any window, e.g. "last 5 weeks"); "catch me up" / "what did I miss"; a single question or lookup: "how do I", "why", "when is", "what is", "who is", "are we", "do we", "is it", any billing/pricing/licensing question, calendar/contact lookups; "draft a doc" or memo; "create a presentation", deck, or spreadsheet; "research competitors"; "analyze this data". GUIDE the user to the matching free 1P agent (Copilot Chat; Word/Excel/PowerPoint; Researcher; Analyst), not Cowork; use it only if they insist. Do NOT fire for DIRECT ACTIONS (send email, schedule a meeting, post to Teams, create an event), long-running or multi-output jobs, or managing skills.

kody-w Updated

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kody-w/rapp-skills-legacy/tree/main/cat-agent-skills/what-to-use-when commit e3594fa344

Frequently asked questions

npx skillmds@latest add kody-w/what-to-use-when