Part 2 · Synthesis & Checklist
How the six elements interact in one request, recommended build order, and common pitfalls.
7. Synthesis — how the six elements interact in one agent
▶ Point — The six elements are not independent parts; they are materials consumed by the agentic loop (Part 1, Chapter 2). When you see how a single request passes through all six elements, the overall picture becomes clear.
7.1 Flow of one request (general form)
Example request: “Analyze this data, turn the results into a report, and email it to the owner.”
[Instructions] Always-loaded rules: calculate accurately / send only after confirmation / follow skills for format
↓
[Knowledge] Retrieve connected knowledge (data files and documents)
↓
[Skill] Load analysis skill → "calculate accurately, organize as tables"
[Tool] Aggregate the full dataset with code execution (not RAG, Part 1 9.4)
↓
[Skill] Load writing skill → apply format and design rules (single source of truth)
[Tool] Generate report → upload to storage → draft email + attach link
↓
[Instructions] "Confirm recipients + preview before sending" → user approval gate
[Tool] Send email after approval
↓
[Memory] Conversation is recorded in session memory (used for follow-up questions); persistent output storage is the file store
7.2 Full composition at a glance
| Request stage | Active elements | Part 1 basis |
|---|---|---|
| Apply rules | Instructions | Chapters 1–2 |
| Acquire data | Knowledge + code interpreter | 9.4 |
| Exact aggregation | Analysis skill | Chapter 3 |
| Produce format | Writing skill + storage tool | Chapters 3–4 |
| Send safely | Instructions HITL + email tool | 10.2 |
| Maintain context | Memory | 9.6 |
7.3 Recommended build order
- Start with instructions — role, guardrails, and HITL in plain language (short).
- Connect knowledge — upload Excel and Word to SharePoint and connect Knowledge.
- Create one core skill — start with the most important one as a single file.
- Keep tools minimal — code interpreter + only the MCP tools the scenario truly needs.
- Expand skills — bundle resources (templates) where quality is needed.
- Split into connected agents when needed.
FAQ response: “Shouldn’t we have everything ready from the start?” → No (Part 1, 1.4). Start with instructions + one skill + minimum tools, run it, and add tools, skills, or agents only where you get blocked. Tools and exception rules are usually best added after encountering the problem.
Appendix. Build checklist & common pitfalls
Build checklist
- Are the instructions short and focused on “what”? (No implementation details.)
- Are details such as colors and procedures in skills, not instructions? (Single source of truth.)
- Is there a confirmation gate for irreversible actions such as sending?
- Does each skill have
nameanddescriptionin YAML? - Does the
descriptioncontain clear trigger keywords? - Is
SKILL.mdat the zip root? (Zip the folder contents.) - Does the skill
nameuse only lowercase letters, numbers, and hyphens? (No underscores or uppercase.) - Are core design rules and requirements written directly in the SKILL.md body? (Resource files are not automatically injected.)
- Are tools minimal? (No overlapping tools, and no tools for what code can do.)
- Are numbers separated into Excel, and tone/format into Word?
Common pitfalls
| Pitfall | Symptom | Fix |
|---|---|---|
| Zip structure error | “missing root-level SKILL.md” | Zip the contents, not the folder |
| Skill name rule violation | “Name must use only lowercase…” | name uses only lowercase letters, numbers, and hyphens (no underscores or uppercase) |
| Reuploading with the same name | Old skill still recognized even after delete/reupload (as of 2026-06-14) | Use a new name (-v2) for the revision, and confirm it appears in preview |
| Partial bundle upload (preview) | UI looks normal, but only YAML is injected → resources ignored | Personal developer environment limitation — develop in Sandbox, verify with the app/skills prompt |
| Details only in resources | Agent says “no guide” → designs on its own | Put core rules directly in the SKILL.md body (resources are not automatically injected) |
| Colors embedded in instructions | Skill bypassed → design rules ignored | Instructions should point to the skill |
| Gradient only | White email text is invisible | Use a solid background (bgcolor) behind white text |
| Direct attachment | Base64 token explosion and failure | Upload to OneDrive → attach as a link |
| Tool duplication | Tool-selection confusion | Use only one per purpose |
| Over-engineering | Heavy instructions and multiple agents | Start simple and expand when blocked |