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Copilot Actions
Overview :
Copilot Actions is part of Microsoft 365 Copilot and is designed to help users automate mundane, repetitive tasks. With simple prompts and settings, users can create automated workflows, such as receiving a summary of the most important tasks at the end of the workday or collecting team input for weekly newsletters. These automated tasks can help employees save time and improve work efficiency.
Target Users :
The target audience includes professionals who need to manage a large amount of repetitive work, particularly those looking to enhance work efficiency and save time. Copilot Actions is suitable for employees responsible for managing daily tasks, meetings, and team collaboration, helping them automate processes and focus on more critical work.
Use Cases
Employees use Copilot Actions to automatically receive a summary of to-dos at the end of the workday.
Team leaders gather team input to create weekly newsletters using Copilot Actions.
Sales teams automate the preparation process for client meetings with Copilot Actions.
Features
Automate daily tasks, such as receiving summaries of the most important to-dos at the end of the workday.
Create automated workflows to gather team input for regular newsletters.
Automate client meeting preparations by summarizing recent interactions periodically.
Set and forget automation tasks to reduce repetitive work.
Integrate with Microsoft 365 Copilot to enhance individual and team work efficiency.
How to Use
1. Log in to your Microsoft 365 account and access the Copilot Actions feature.
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2. Create a new automation task within Copilot Actions.
3. Set the triggering conditions and actions for the automation task.
4. Configure the task's detailed parameters as needed, such as time, frequency, and involved team members.
5. Save and activate the automation task; Copilot Actions will execute the task according to your settings.
6. Monitor the execution of the automation task and make adjustments as necessary.
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