New · Step 5

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
  1. Start with instructions — role, guardrails, and HITL in plain language (short).
  2. Connect knowledge — upload Excel and Word to SharePoint and connect Knowledge.
  3. Create one core skill — start with the most important one as a single file.
  4. Keep tools minimal — code interpreter + only the MCP tools the scenario truly needs.
  5. Expand skills — bundle resources (templates) where quality is needed.
  6. 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 name and description in YAML?
  • Does the description contain clear trigger keywords?
  • Is SKILL.md at the zip root? (Zip the folder contents.)
  • Does the skill name use 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