The new Copilot Workflows Agent will automate
your job and today I'll show you step -by -step
how to use it. If you use Outlook Teams or SharePoint,
You'll want to learn how to use this simple AI
tool to your advantage at work. My name is Shervin
Shafi and I'm a co -pilot principal engineer
at Microsoft. Welcome to Collaboration Simplified.
Let's look at a few slides to level set before
we do the build. Building apps, flows, and agents
in Microsoft 365 co -pilot. We actually have
three different applications. There's the app
builder. workflows in the center which we're
going to focus on today and also Copilot Studio
both the light and the full version. And the
idea here is that you're basically using natural
language and leveraging the Microsoft 365 Copilot
license for businesses and enterprises to automate
your workflows. in the past i've actually done
a lot of content on copilot studio and what we're
going to be doing today is we're going to take
one of those agents that i built in copilot studio
that autonomous email agent and we're going to
rebuild it using workflows now the key with these
tools is that they're basically all conversational
ai building tools meaning that they work in the
flow of your work you can use your words to tell
these tools what to do they can be used for yourself
personal and your extend out to your team as
well so you can include them They already have
access to your M365 applications and your data,
and they leverage the security and compliance
of the Microsoft 365 Copilot ecosystem. Now,
more specifically, this workflows agent allows
you to automate your workflows between applications
like Teams and Outlook and SharePoint and Approvals
and Planner. And together, we're gonna build
an example of this right now. Okay, so let's
get started. I've already logged into my Microsoft
365 Copilot. basically opened up a browser and
I've gone to this site over here. The first thing
you're going to do is go over here to where it
says explore agents and select that. And this
takes you to the agent store. And if you scroll
down a little bit, you'll see all these agents
built by Microsoft. And this one right here is
the workflows agent. Notice that these two, the
app builder and workflows are part of this frontier
program. And for those of you who are not familiar
with that, that is the step before things become
generally available. Now, when you select this
workflows agent over here, you have the option
of adding it. to your profile so we're just going
to go ahead and select add all right so here
it is and it just popped up for me and i can
see also that it shows up under agents on this
left rail here so now i have the workflows agent
it gives you a few built -in options right away
like for example if i select this this is a prompt
that you can type in about emails that are unread
so it says each weekday morning review all the
unread emails and you can try this out i'm not
going to try this out but you can certainly try
it out that autonomous email agent that i built
in the past so for those of you who remember
inside copilot studio i created this imbot and
the imbot scans all my messages that are coming
in and it uses different knowledge sources and
automatically responds to all the emails so every
time a new email comes in which is the trigger
it has a set of instructions which are over here
it has a bunch of knowledge sources and then
it uses this tool which is sending an email and
it answers emails for me automatically which
is quite awesome we can replicate this we're
going to go back to this workflows agent and
what i've done is i've written up the prompt.
What the prompt says, if we expand this out,
is when a new email comes into my inbox, check
to see if any questions are directed at me. If
they are, use all available knowledge sources,
both internal and external, to research the questions
that are in the email. Reply using email to me
with detailed responses based on your research.
Do not respond to the sender because I want to
make sure that it looks okay. right if you're
really brave you can just send it right away
to the sender make sure the email is formatted
in html respond in a professional manner and
write it as if you were replying to the sender's
email for each question start a new paragraph
and write a detailed response to include links
to all the references to use the more verbose
detailed and factual and illustrative the better
and include diagrams were appropriate sign off
with regards followed by my name and make sure
the original email is included at the end of
the email and then send me a team's message with
a summary of who sent the email and what their
questions were and a brief summary of what you
responded to. So this is new. I didn't have this
in my Autonomous, but I'm leveraging workflows
to get a Teams message update as well. So this
is creating this Autonomous agent with a trigger.
So when we go ahead and execute it, you'll see
that it's plugging everything in that I had to
build manually inside Copilot Studio. So in Copilot
Studio, I did everything here manually. But now
I'm doing it automatically inside this workflows
agent, which is what I think is super awesome,
actually. So here you can see that it's creating
a trigger for when a new email arrives in my
inbox. It is analyzing the emails for questions.
And then it's researching the questions. Then
it's sending an email back to me so that I can
proof it before I send it to whoever sent it
to me. it's sending me a team's summary so that
i can see what it did because i might be more
active on teams now if we go scroll up again
it's telling me everything that it did and all
the assumptions that it made so check those and
if something is not right give it more instructions
and so then if everything looks good go ahead
and click save Now, this time when it saves it,
it's not gonna actually do something because
it only gets triggered when new emails get sent
to it. So we're gonna lob an email into it and
see what it does. But before we do, I wanna show
you one thing that I have set up on my Outlook
because I don't wanna create a loop because every
time a new email comes in from the agent coming,
if it came into my inbox, this, it would trigger
it and then it would respond to it and it would
trigger it so it would create this crazy loop.
I've gone to my mail. I've gone to rules and
I've created this rule, this inbot rule that
says, hey, every time an email comes from me
because the agent's acting on my behalf, so it's
going to send it from me, move it to this folder,
to this inbot folder. So I had this previously,
but I can leverage it for this workflows agent
as well. Okay, so from another computer, I'm
just lobbing in an email with a bunch of questions.
So here it is. And it basically says, hello Albert,
you're so smart and it was great meeting you.
Can you tell me more about Copilot Studio and
how can I build agents? How are agents priced
and what license do I need? I'm also interested
in M365 Copilot for productivity. If we go to
this agent that we just created and we click
on activity, you can see that it's running right
now. And if I select it, you can see that it's
going to start working through. The trigger got
executed. It's analyzing the email for questions.
It's researching the questions. And then it's
actually telling you how all the information
of what it gathered as it researched it. it's
going to send the email using this action and
then eventually it's also going to send me a
report on inside team and actually if we go to
my inbox now here it is and there's actually
a number one here so there's a new email and
it just came in this is the email it's got the
answers to the questions so the first question
was can you tell me more about copilot studio
and how i can build agents and it's giving me
a response as well as a hyperlink here How are
agents priced? And it's using metrics such as
the number of interactions and APIs. And it has
information on studio pricing. And then what
license do I need? Gives you some information
about the licenses. I'm also interested in Copilot
for productivity. What new features are there?
So it's giving me some information about the
features as well as the M365 Copilot blog. And
then it's including the original email as I asked
it. We also asked it to send us a message inside
Teams. So let's go ahead and open up Teams and
see if the workflows agent did that for us as
well. Inside Teams, if you look on the left -hand
side, you have your typical chats, but there's
also messages that get sent by this workflows
agent right over here. So with that selected,
you can see that there was an email summary sent
over here. It says, who sent the email, what
the questions were, and also a brief summary
of all the responses. So that's excellent. That's
exactly what we asked. So not only are you getting
that beautiful email that's crafted that you
can just send it to the sender, but you're also
getting status updates inside Teams. Now, I hope
you found this video useful. I would love to
know how you end up using the Workflows agent
and what are some of the cool prompts or use
cases that you come up with across all the different
applications. And as always, if you found this
video useful, make sure to give it a like, consider
subscribing. And in the future, we can do a session
on the app builder because that's essentially
the only one that I haven't covered to this day.
Thanks so much for watching and I'll catch you
on the next one.