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docs/agents/github-backlog/discovery.md

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1---
2title: Discovery Workflow
3description: Discover and categorize GitHub issues through user-centric, artifact-driven, and search-based paths
4sidebar_position: 3
5author: Microsoft
6ms.date: 2026-02-12
7ms.topic: tutorial
8keywords:
9 - github backlog manager
10 - issue discovery
11 - github copilot
12estimated_reading_time: 5
13---
14
15The Discovery workflow finds and categorizes GitHub issues from multiple sources, producing structured analysis files that feed into triage and planning.
16
17## When to Use
18
19* ๐Ÿ†• Starting a new sprint and need to survey open issues across repositories
20* ๐Ÿ‘ค Reviewing issues assigned to you or your team before a planning session
21* ๐Ÿ”€ Code changes on a feature branch that may relate to existing backlog items
22* ๐Ÿ” Searching for issues matching specific criteria across multiple repositories
23
24## What It Does
25
261. Identifies issues through one of three discovery paths (user-centric, artifact-driven, or search-based)
272. Retrieves issue metadata including labels, assignees, milestones, and linked pull requests
283. Categorizes issues by type, area, and current state
294. Produces structured analysis files with issue summaries and recommendations
305. Flags issues that may need triage attention (unlabeled, stale, or assigned incorrectly)
31
32> [!NOTE]
33> Discovery is deliberately separated from triage. Finding issues and deciding what to do with them are different cognitive tasks. Running them in a single pass increases the chance of misclassification.
34
35## The Three Discovery Paths
36
37### User-Centric Discovery
38
39Finds issues assigned to a specific user or team. This path is ideal for sprint preparation, where you need to see your current backlog before planning new work. The workflow queries GitHub for issues by assignee, filters by state, and organizes results by repository and milestone.
40
41### Artifact-Driven Discovery
42
43Analyzes local code changes (branches, commits, modified files) and maps them to existing backlog items. This path surfaces issues related to your current work, helping you avoid duplicate effort and identify issues your changes may resolve. The workflow reads git diff output and searches for matching issues by file path, keyword, and component area.
44
45### Search-Based Discovery
46
47Queries across repositories using criteria you define: labels, keywords, date ranges, milestone association, or any combination. This path handles broad inventory tasks, such as finding all unlabeled issues, all issues older than 90 days, or all issues in a specific area across multiple repositories.
48
49## Output Artifacts
50
51```text
52.copilot-tracking/github-issues/discovery/<scope-name>/
53โ”œโ”€โ”€ issue-analysis.md # Categorized issue inventory with metadata
54โ”œโ”€โ”€ issues-plan.md # Recommended actions for discovered issues
55โ””โ”€โ”€ planning-log.md # Discovery session log with search queries used
56```
57
58Discovery writes its output to the `.copilot-tracking/github-issues/discovery/` directory. The scope name reflects the discovery target (a username, repository, or search description). These files serve as input for the triage workflow.
59
60## How to Use
61
62### Option 1: Prompt Shortcut
63
64Use the backlog manager prompts to start a discovery session:
65
66```text
67Discover open issues assigned to me in microsoft/hve-core
68```
69
70```text
71Find issues related to my current branch changes
72```
73
74```text
75Search for unlabeled issues across all repositories in our organization
76```
77
78### Option 2: Direct Agent
79
80Start a conversation with the GitHub Backlog Manager agent and describe your discovery goal. The agent classifies your intent and dispatches the appropriate discovery path automatically.
81
82## Example Prompt
83
84```text
85Discover open issues assigned to me in microsoft/hve-core that don't have
86a milestone. Include any issues labeled "needs-triage" regardless of assignee.
87```
88
89## Tips
90
91โœ… Do:
92
93* Scope discovery to a specific repository or user to keep results manageable
94* Run discovery before triage to ensure you have a complete picture
95* Use artifact-driven discovery when working on a feature branch to find related issues
96* Review the planning log to understand what queries produced the results
97
98โŒ Don't:
99
100* Combine discovery with triage in a single session (clear context between workflows)
101* Run discovery across an entire organization without filters (results become unwieldy)
102* Skip reviewing the issue analysis before proceeding to triage
103* Assume discovery catches everything on the first pass (iterate if needed)
104
105## Common Pitfalls
106
107| Pitfall | Solution |
108|------------------------------------------|-----------------------------------------------------------------------|
109| Too many results to review | Narrow the scope with repository, label, or date filters |
110| Missing issues from private repositories | Verify MCP token has access to the target repositories |
111| Stale results from cached queries | Clear context and re-run discovery for fresh API results |
112| Artifact-driven path finds no matches | Ensure your branch has committed changes (unstaged files are skipped) |
113
114## Next Steps
115
1161. Send your discovery output through the [Triage workflow](triage.md) to assign labels and priorities
1172. See [Using Workflows Together](using-together.md) for the full pipeline walkthrough
118
119> [!TIP]
120> Run `/clear` between discovery and triage. Each workflow reads its own planning files and mixing session context produces unreliable label suggestions.
121
122---
123
124<!-- markdownlint-disable MD036 -->
125*๐Ÿค– Crafted with precision by โœจCopilot following brilliant human instruction,
126then carefully refined by our team of discerning human reviewers.*
127<!-- markdownlint-enable MD036 -->
128