Copilot Agents - Workflows

Copilot Agents - Workflows

Video • 7 minutes

Learning Objectives

  1. Access the tool: Locate and access the Workflows agent within the Microsoft 365 portal.
  2. Build with AI: Create an automated email workflow using natural language prompts without needing to code.
    Sort messages: Categorise unread emails into specific groups, such as "needs response" and "for your information".
  3. Integrate apps: Configure Copilot to deliver categorised workflow summaries directly into a Microsoft Teams chat.
    Adjust schedules: Modify existing workflows to update recurrence settings, such as execution times and daily schedules.

    Lesson Description

    Ever felt overwhelmed by a flooded inbox?  With the Workflows agent in Microsoft 365 Copilot, you can automate your email management effortlessly. This tutorial reveals how to use natural language to build a workflow that summarises and categorises your daily emails. Discover how to instruct Copilot to identify high-priority messages, sort them into clear categories, and send a neat summary directly to Microsoft Teams. We'll also explore how to tweak triggers and timings without writing a single line of code. Stop manually sifting through your inbox and start letting AI do the heavy lifting. Work smarter, not harder.