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Automate Your Workflow with Microsoft Copilot Agent

Use the Microsoft Copilot Agent to automate tasks across M365. This guide shows how to triage email, prepare for meetings, and build cross-app workflows using natural language prompts in Outlook, Teams, and Power Automate.

beginner15 min4 steps
The play
  1. Find Copilot in Your M365 Apps
    To use the Microsoft Copilot Agent, first locate the Copilot icon. It typically appears in the ribbon or sidebar of Microsoft 365 apps like Outlook, Teams, and Word. This is your entry point for all agent-based tasks. Ensure your organization has a Copilot for Microsoft 365 license.
  2. Triage Your Inbox in Outlook
    Reduce inbox clutter by asking the Microsoft Copilot Agent to summarize and prioritize for you. Open Copilot in Outlook (select 'Summary by Copilot' at the top of your inbox) to get started.
  3. Prepare for Meetings in Teams
    Get up to speed instantly. During or after a meeting in Microsoft Teams, open the Copilot pane to ask for summaries, decisions, and action items. This works on meetings you missed, as long as transcription was enabled.
  4. Build a Cross-App Automation
    The true power of the Microsoft Copilot Agent is automating workflows. Go to Microsoft Power Automate and use the 'Create with Copilot' feature to describe a workflow in plain English. The agent will build the flow for you.
Starter code
When a new email with 'Invoice' in the subject arrives in my inbox, save any attachments to my 'Invoices' OneDrive folder and send me a Teams message with the sender's name and the email subject.
Automate Your Workflow with Microsoft Copilot Agent — Action Pack