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How to Setup Computer Use in Microsoft Copilot Studio

Discover how to harness the transformative power of Microsoft’s new Computer Use feature within Copilot Studio. This innovative tool empowers your AI agents to interact and automate tasks seamlessly across websites and desktop applications. In this tutorial, you’ll learn step-by-step how to set up the Computer Use feature to enable your agents to execute tasks such as automated data entry and form completion—eliminating the need for direct API access.

What You’ll Learn

  • How to set up the new Computer Use tool in Microsoft Copilot Studio.
  • Steps to automate web form submissions using AI agents.
  • How generative AI can adapt to interface changes like pop-ups and moved buttons.

Why This Matters

In this digital age, automating routine tasks can lead to significant productivity gains. With Computer-Using Agents (CUAs) in Copilot Studio, you can automate complex tasks on Windows computers, enhancing efficiency in areas such as data entry, invoice processing, and data extraction. This tool adapts to changes in interfaces, ensuring that your automated tasks are executed seamlessly, even when unexpected changes occur.


Step-by-Step Instructions

Setting Up the Computer Use Tool

  1. Access Copilot Studio:
    • Open Microsoft Copilot Studio and navigate to the tools tab.
    • Click on “Add a new tool” and select Computer Use. Remember, this feature is currently in preview.
  2. Describe Your Task:
    • Use natural language to describe the task you wish the agent to perform (e.g., fill out and submit a web form).
    • This is where the power of generative AI comes into play, as it can understand and execute your instructions even if the interface changes.
  3. Configure the Tool:
    • Add a name and description for the task, which can impact performance.
    • Input your specific instructions, and ensure they are detailed to guide the AI accurately.
  4. Save and Test:
    • Save your configurations. You’ll see a green check mark once saved, and the “Test” button will be enabled.
    • Click “Test” to see the steps your AI will take, with screenshots provided as it executes the task.
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Testing the Agent

  • Initial Testing:
    • Observe each step the AI takes to ensure it follows instructions accurately.
    • Check for errors like misplaced inputs, and see how the AI corrects them using generative AI.
  • Test with a Scenario:
    • Try running an example task, such as submitting a contact form. Watch as the AI navigates to the website, fills out fields, and submits the form.
    • Note how feedback is provided in real-time, both in the test pane and to the end-user.

Tips and Best Practices

  • Detailed Descriptions: Ensure each task description is clear and specific.
  • Testing Thoroughly: Conduct multiple tests before deploying to production scenarios.
  • Monitor Adaptability: Observe how the AI adapts to interface shifts like pop-ups or moved buttons, crucial given its preview status.
  • Computer Use in Copilot Studio: Microsoft YouTube video
  • Microsoft Learn Documentation

Conclusion

By setting up the Computer Use feature in Microsoft Copilot Studio, you unlock powerful automation capabilities. These agents can handle complex interactions dynamically, promising more efficient workflows. As this feature is still in preview, keep testing and adapting to maximize its potential. For further questions or personalized guidance, directly schedule a call using the first link in the description.