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Personal Development

Copilot Agents - Workflows

This course is in the base subscription pack
Category
Personal Development
Bundle - Sub Category
Course Duration
0:07
Subject Matter Expert
Deb Ashby
Provider
Assemble You

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.

Target Audience

Ideal for those looking to streamline workflows and make more effective use of Microsoft 365 applications.

Learning Outcomes

- Access the tool: Locate and access the Workflows agent within the Microsoft 365 portal.

- 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".- 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.