NEW Copilot Workflows Agent Will Automate Your Job (Full Tutorial)

Introduction

This tutorial will guide you through using the new Copilot Workflows Agent in Microsoft 365 Copilot. You'll learn how to create powerful automations using simple natural-language prompts in Outlook and Teams. This step-by-step guide is designed for anyone looking to enhance their productivity with automation tools.

Step 1: Understanding the Copilot Workflows Agent

• The Copilot Workflows Agent simplifies the automation process compared to Copilot Studio.
• It allows you to create automated tasks easily using natural language.
• The agent integrates seamlessly with Microsoft 365 applications like Outlook and Teams.

Practical Tips

• Familiarize yourself with common prompts you might use to get started.
• Think about the repetitive tasks you perform that could benefit from automation.

Step 2: Enabling and Accessing the Workflows Agent

• Open the Microsoft 365 Copilot app.
• Navigate to the settings or features section where you can enable the Workflows Agent.
• Follow the on-screen instructions to activate it for your account.

Common Pitfalls to Avoid

• Ensure your Microsoft 365 subscription includes access to Copilot features.
• Check for any required updates to the app before enabling the agent.

Step 3: Building an Automated Email Helper

• Start by defining the task you want to automate, such as scheduling meetings or sending reminders.
• Use the following process to set up your email automation:
  1. Open the Copilot Workflows Agent within the Microsoft 365 Copilot app.
  2. Input a natural language prompt describing the action you want (e.g., "Schedule a meeting with the marketing team next Tuesday").
  3. Review the suggested automation steps provided by the agent.
  4. Confirm and save the workflow.

Tips for Effective Automation

• Be specific in your prompts to minimize errors.
• Test the automation with different scenarios to ensure it performs as expected.

Step 4: Connecting Outlook and Teams to Your Workflows

• Explore the integration options within the Copilot app to link your Outlook and Teams accounts.
• Utilize the workflows you created to send messages or schedule meetings directly from Teams based on Outlook events.

Real-World Applications

• Automate reminders for team meetings and deadlines.
• Streamline communication by automating responses to common inquiries.

Conclusion

By following these steps, you can effectively use the Copilot Workflows Agent to automate tasks in Outlook and Teams. Start by exploring the features and creating simple workflows, then gradually build more complex automations as you grow comfortable with the tool. Embrace this technology to enhance your productivity and reduce repetitive tasks in your daily workflow.