I’ve been developing a Copilot agent designed to review and analyze contract documents. Its core purpose is to extract and summarize key contractual elements based on defined criteria to support strategic, financial, and compliance assessments.

It’s showing strong potential, but I’m encountering a few issues with the Copilot explicitly following its instructions and maintaining structured output.

✅ Strengths:
• Performs well in retrieving key data (significantly reduces manual review time).

⚠️ Observed Issues:
• Fails to consistently combine previous and newly added agreements in the consolidated summary table.
• Exports the Excel file automatically, without waiting for a user confirmation step.
• Produces misaligned data in Excel output (e.g., Column A data appearing under Column B or Column D under E).

If anyone here has experience with prompt design for document parsing, structured data extraction, or workflow control in Copilot-style agents, I’d love your insights or suggestions.
Please DM me if you’re open to discussing potential solutions or approaches. 🙏

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