m365-copilot-studio-what-to-build-where
CLAUDE.md0 starsChanged 32 days agoMITView on GitHub
Static Astro + strict TypeScript. Read README.md before source changes. Use npm run check, npm test, and targeted Playwright tests. Do not publish or create a GitHub repository without the user's request. This is a folder-backed app session with a local Git repository. - State guidance and caveats directly. Avoid rhetorical "this is X, not Y" phrasing; retain explicit factual limitations where they affect a decision. - Use informative, formal headings and labels. Avoid slogans, clever phrasing, and marketing-style copy…
The file
We split this CLAUDE.md into the rules it gives an agent
12 rules. About 0 are common, 11 are distinctive, and 1 is very specific to this project.
≈0
Common · estimate
Many files like this have a rule of this kind.
≈11
Distinctive · estimate
This author's own choices. Worth a look.
1
Very specific
Tied to their project's names, files or tools. Probably skip.
- Common
- Distinctive
- Very specific
- Very specific: line 4
Use npm run check, npm test, and targeted Playwright tests.
- Distinctive: line 12
Use informative, formal headings and labels.
- Distinctive: line 16
Keep "(Draft)" in the page heading and browser titles while guidance is under review.
- Distinctive: line 17
Prefer an open wizard layout with separated answer rows and underline sidebar tabs.
- Distinctive: line 34
Use the semantic blue/neutral theme and self-hosted DM Sans/JetBrains Mono.
- Distinctive: line 56
Keep the audience step with Employees preselected and explain the restriction.
- Distinctive: line 58
Keep the platform shortlist and requirements in alternating sidebar tabs, defaulting to the shortlist.
- Distinctive: line 61
Keep Reset answers beside question progress, visible on desktop and mobile and disabled when empty.
- Distinctive: line 84
Remove new/existing-agent lifecycle from questions and routing.
- Distinctive: line 117
Keep the form and links in the same deployment.
- Distinctive: line 119
Do not switch to same-tab navigation to work around embedded-preview behavior.
- Distinctive: line 122
Use text inputs/textareas for prefilled fields.
≈ “Common” is an estimate: at least 1 in 5 of the 26,980 CLAUDE.md files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.
Files
Agent platform guidance
Static Astro + strict TypeScript. Read README.md before source changes.
Use npm run check, npm test, and targeted Playwright tests. Do not publish or
create a GitHub repository without the user's request. This is a folder-backed
app session with a local Git repository.
Important Notes
- State guidance and caveats directly. Avoid rhetorical "this is X, not Y" phrasing; retain explicit factual limitations where they affect a decision.
- Use informative, formal headings and labels. Avoid slogans, clever phrasing, and marketing-style copy throughout the site.
- Display "Copilot Studio" in full, with "GitHub Copilot Harness" or "Standard Harness" as applicable. Short labels for SDK and Toolkit retain the M365 prefix.
- Keep "(Draft)" in the page heading and browser titles while guidance is under review.
- Prefer an open wizard layout with separated answer rows and underline sidebar tabs. Avoid nested bordered cards and decorative badges.
- The site works independently and alongside documentation for platform owners, CoE leads, and platform architects. Do not frame the public introduction as dependent on documentation. Use formal platform-selection language rather than finder or build-tutorial framing; keep the introduction aligned with the supplied summary.
- Remote:
https://github.com/microsoft/m365-copilot-studio-what-to-build-where.git. Localmaintracksorigin/main. The initial remote history and policy files were preserved when connecting the existing site. GitHub Pages deploys through.github/workflows/deploy.ymlfrom the default branch. - Observed source context: the user's decision table is a draft with unresolved editorial claims. The user chose to retain and visibly flag uncertainty, not research and certify current capabilities. Revisit notes if verified evidence arrives.
- The user requested CAT gallery accent and typography, not its gallery layout. Use the semantic blue/neutral theme and self-hosted DM Sans/JetBrains Mono.
- Source table and original editorial comments:
docs/source-decision-table.md. Preserve this reference separately from updated site wording and rules. - Additional question guidance:
docs/source-question-guidance.md. Keep the supplied text intact; concise UI descriptions are edited separately. Group informational process guidance with knowledge and record-writing processes with business actions. New source claims require a separate decision-rule review. - Evaluate only explicit answers; missing answers impose no exclusions. Keep unconfirmed capabilities active. Recommendations and alternatives must come from the remaining shortlist; contradictions can produce no match. SDK features supplied by application developers are not automatically platform capabilities.
- Flow visibility uses earlier answers and the remaining candidates. Discard hidden follow-ups and retain prerequisite checks even with a single candidate. Jobs are multi-select with cumulative requirements. The independent, single-select control question is always second; never infer control from jobs. User direction alone does not select Cowork; business actions retain it subject to plugin confirmation. Preserve explicit control when jobs change.
- User-directed scope: the Microsoft 365 knowledge/guidance job is employee-facing. Audience is third. Selecting that job, alone or in a combination, disables both customer choices and clears incompatible audience answers. This restriction belongs to the job option, not the channel or all Microsoft 365-grounded agents. Keep the audience step with Employees preselected and explain the restriction. Record the default only on Continue, preserving the opportunity to go back.
- Keep the platform shortlist and requirements in alternating sidebar tabs, defaulting to the shortlist. Avoid stacking both views vertically or adding decorative captions below the wizard.
- Keep Reset answers beside question progress, visible on desktop and mobile and disabled when empty. Reset returns to the first question and full shortlist.
- Derive multi-channel requirements from selected delivery options; do not offer a separate multi-channel checkbox. Handover does not count as a channel.
- Disable Microsoft 365 workspace for customer-only and mixed audiences; keep it for employees. Clear incompatible channel selections when audience changes. Outlook was supplied in the source drafts but is unverified; omit it from UI channel descriptions while preserving the original source documents.
- User-directed convention: keep incompatible choices visible in their original order with native disabled controls and brief inline explanations; no tooltips. Skip whole irrelevant questions. Resolve availability from earlier normalized answers, reject disabled values, and never restore cleared selections automatically. Count enabled choices for visual defaults; UI and feedback share flow metadata. Issue #2: user control disables organization-owned autonomy; organization control disables personal autonomy. Prompted-only stays valid for both. Changing control clears incompatible autonomy and requires a new answer, rather than producing a no-match result. Raw candidate conflict checks remain defensive validation.
- Fixed rules do not imply Standard; website embedding does not imply SDK; prompt-only does not imply Agent Builder. These are tested distinctions.
- User-directed refinement: onboarding is a process, not inherently an FAQ. Distinguish explaining process steps from executing actions, checks, and approvals. The control question concerns who directs behavior, not who approves knowledge sources; both models can use organizational content.
- Remove new/existing-agent lifecycle from questions and routing. Highlight the new-agent preference on Standard Harness limitations instead, while preserving voice/handover routing to Standard. Retain both harness brand names. Issue #1 also requests the existing-Standard-agent consideration on Copilot Studio outcomes, including GitHub Copilot Harness, rather than only on Standard.
- Results and comparison include a Related guidance document placeholder for further details/next steps. The URL is not yet supplied; do not add a fake link.
- User-directed: a platform-managed runtime excludes Microsoft 365 Agents SDK, not merely deprioritizes it. Restore SDK only when runtime ownership changes or the architecture answer is cleared. Explain the hosting/orchestration mismatch.
- GitHub Pages origin/base come from deployment metadata. Keep root and project
path builds working. Internal URLs use
src/lib/url.ts. - The Astro scaffolder initially emitted an unavailable Astro version; the app pins the registry-resolvable 7.2.8 release. Check runtime compatibility before upgrades.
- Dependency remediation on 13 October 2026: Astro 7.2.8 addresses GHSA-26w7-cxv4-gfx2. The lockfile uses http-cache-semantics 4.3.0, outside the affected range for GHSA-ch52-4w7c-c8xp; that advisory is disputed and does not identify an official patched version. npm audit reported no vulnerabilities after these updates. Recheck advisory metadata rather than assuming permanent clearance.
- Pin unifont to 0.7.4 (within Astro's supported range): 0.7.5 pulls undici 8, which requires Node 22.19+, beyond the local Node 22.17 runtime. Revisit this override when the supported Node baseline is raised.
- Answers are in memory only. Fonts and application assets are local to the site; no analytics, storage of answers, or external API calls are part of this app.
- Feedback uses two GitHub issue templates:
general-feedback.ymlfor general feedback without step/context questions, andfeedback.ymlfor step/result feedback with prefilled question heading and selected answers. No category question: the link chooses the template, rather than asking a question that cannot conditionally filter GitHub's form. Preserve the contextual filename and field IDs for existing shared links. General feedback includes no selections. Contextual links share normalized current answers, not click history, only when opened. Label unconfirmed single-option defaults explicitly. Warn before leaving that GitHub receives the selections, an account is required, and issues are public. Keep the form and links in the same deployment; the form must exist on default branch. User-directed: feedback must open in a new tab, preserving the assessment. Do not switch to same-tab navigation to work around embedded-preview behavior. Observed feedback issue: title and step prefilled, but category dropdown did not. GitHub community discussion 44983 documents dropdown-prefill limitations. Use text inputs/textareas for prefilled fields; show context before feedback questions so the supplied selections are easy to find. Revisit if GitHub adds support. The user's later screenshot confirmed that the context textarea included both selected jobs, so selected-answer prepopulation works for that step.
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Your trail
Files you open will collect here, so you can find them again.
Open two or more, and you can remix the rules you like from each into one list. Kept in this browser only.
Now do this for your own.
Bring your CLAUDE.md, AGENTS.md or skills. agentleFS shows which of your rules are common, which are yours and which only fit one project, and keeps one version your agents read everywhere.

