Add resources as context for Planner agent

Add resources in Basic plans

To add resources to the plan that will be used by the Planner agent:

1. Select the Planner agent menu in the bottom right corner of your plan

2. Select Knowledge sources

3. Select Add source

4. Choose the file that you'd like the Planner agent to use as a source

Important: Any files that are added to the plan will be made available to all plan members. Only select files that all team members should have access to.

5. The Planner agent will automatically take these files into account on all future task executions.

Let's look at an example of how adding resources to the plan can improve output. Adele is a marketing manager at an architecture firm. She's driving the marketing plan for a new service her firm is offering called, "Workspace Strategy and Design" to create flexible and efficient work environments that adapt to the changing needs of businesses and their employees. She uploads a set of files to her plan for the project manager to reference:

Workspace Strategy and Design service plans.docx - a document that outlines the different service plans offered as part of this new service, allowing the Planner agent to reference these offerings in its output.
Workspace Strategy and Design Walking Deck.ppt - a PowerPoint deck that gives an overview of the new service, helping the Planner agent understand the purpose of the service and its unique details.
Brand guide.ppt - an overview of the architecture firm's branding, allowing the Planner agent to create collateral that meets their brand guidelines.

Without these files, the Planner agent wouldn't have contextual knowledge about the service, and its output would be very standard and not rooted in unique team context.

Remove resources in Basic plans

To remove resources that you no longer want the Planner agent to reference:

Select the Planner agent menu in the bottom right corner of your plan
Select Knowledge sources
Select More options (...) next to the file you would like to remove
Select Remove
Confirm you would like to remove the file by selecting Remove in the confirmation dialog.

Important: Removing a file from a plan doesn't remove access from members of the plan. If you'd like to remove access from members, do so directly from the file.

Add resources in Premium plans

To add resources to the plan that will be used by the Planner agent:

Navigate to the Goals view.
Select + Add files. Or, if you've already added some files, select + Add files to add more files.
Choose the file that you'd like the Planner agent to use as a source.

Important: Any files that are added to the plan will be made available to all plan members. Only select files that all team members should have access to.
The Planner agent will automatically take these files into account on all future task generation or execution.

Let's look at an example of how adding resources to the plan can improve output. Adele is a marketing manager at an architecture firm. She's driving the marketing plan for a new service her firm is offering called, "Workspace Strategy and Design" to create flexible and efficient work environments that adapt to the changing needs of businesses and their employees. She uploads a set of files to her plan for the project manager to reference:

Workspace Strategy and Design service plans.docx - a document that outlines the different service plans offered as part of this new service, allowing the Planner agent to reference these offerings in its output.
Workspace Strategy and Design Walking Deck.ppt - a PowerPoint deck that gives an overview of the new service, helping the Planner agent understand the purpose of the service and its unique details.
Brand guide.ppt - an overview of the architecture firm's branding, allowing the Planner agent to create collateral that meets their brand guidelines.

Without these files, the Planner agent wouldn't have contextual knowledge about the service, and its output would be very standard and not rooted in unique team context.

Remove resources in Premium plans

To remove resources that you no longer want the Planner agent to reference:

Navigate to the Goals view.
Select X next to the file that you'd like to remove.
Select Remove in the confirmation pop up.
The Planner agent will no longer reference these files for future task generation or execution, and these files will be removed from the associated SharePoint folder.

Important: Removing a file from a plan doesn't remove access from members of the plan. If you'd like to remove access from members, do so directly from the file.