Workshop toolkit
This page is different from the resources page. Resources are Burrow Watch's own materials — the program's background, transcripts, and data. This page is about the thing built on top of them: a configured Claude Project that turns those materials into coded findings, briefs, and reports. Here's how it works, how to run it in one go, and how to build the same thing in Copilot.
Assistant, or agent?
Both words get used loosely, and it's worth being precise before you build either one.
An AI assistant, in the sense used throughout this project, is a chat set up with standing instructions and reference material, so it answers the same way every time rather than depending on how well someone happens to phrase a question. It waits for you to ask, answers, and stops. That's what a Claude Project or a Microsoft Copilot Agent Builder agent gives you: consistency and grounding, not independence.
An agent, more precisely, is something that can also act — call a tool, send a message, move a file — usually still with a person approving each step, and only occasionally running fully on its own schedule. The word gets applied to all three of these at once in most marketing, which is exactly why it's worth naming the difference out loud.
Try it yourself
If you've set up a Claude Project with the instructions, knowledge files, and skills from below, these two prompts will run the pipeline end to end. Copy, paste, and Claude works through the steps on its own — checking email, coding transcripts, pulling in data, and drafting the report.
Quick start — one skill
Check my email for anything with "field notes" in the subject, pull in what you find, and code it together with our existing interview transcripts against our framework.
Full pipeline — everything at once
Using everything in this project: check my email for anything with "field notes" in the subject and pull in what's relevant, code that alongside our existing interview transcripts against our framework, give me the latest wombat conservation news brief, and then generate the full State of the Burrows report using all of that plus our quantitative data — including progress against each outcome in our theory of change. Don't send or share anything without asking me first.
These are deliberately simple, plain-language prompts — Claude works out which skill handles which part. The full live demo script (with narration, timing, and recovery lines) is a separate facilitator document, not published here.
Using this in Microsoft Copilot instead
Everything above is written for a Claude Project, but the underlying idea — instructions plus grounding material, applied consistently — carries over to Microsoft Copilot's Agent Builder. A few things to adjust along the way: