WEBVTT 00:00:00.000 --> 00:00:02.859 The new Copilot Workflows Agent will automate 00:00:02.859 --> 00:00:05.799 your job and today I'll show you step -by -step 00:00:05.799 --> 00:00:09.240 how to use it. If you use Outlook Teams or SharePoint, 00:00:09.679 --> 00:00:12.060 You'll want to learn how to use this simple AI 00:00:12.060 --> 00:00:14.859 tool to your advantage at work. My name is Shervin 00:00:14.859 --> 00:00:17.140 Shafi and I'm a co -pilot principal engineer 00:00:17.140 --> 00:00:20.679 at Microsoft. Welcome to Collaboration Simplified. 00:00:20.879 --> 00:00:23.539 Let's look at a few slides to level set before 00:00:23.539 --> 00:00:26.480 we do the build. Building apps, flows, and agents 00:00:26.480 --> 00:00:29.899 in Microsoft 365 co -pilot. We actually have 00:00:29.899 --> 00:00:32.219 three different applications. There's the app 00:00:32.219 --> 00:00:35.009 builder. workflows in the center which we're 00:00:35.009 --> 00:00:37.570 going to focus on today and also Copilot Studio 00:00:37.570 --> 00:00:40.729 both the light and the full version. And the 00:00:40.729 --> 00:00:43.310 idea here is that you're basically using natural 00:00:43.310 --> 00:00:47.189 language and leveraging the Microsoft 365 Copilot 00:00:47.189 --> 00:00:50.469 license for businesses and enterprises to automate 00:00:50.469 --> 00:00:53.409 your workflows. in the past i've actually done 00:00:53.409 --> 00:00:56.530 a lot of content on copilot studio and what we're 00:00:56.530 --> 00:00:58.130 going to be doing today is we're going to take 00:00:58.130 --> 00:01:00.750 one of those agents that i built in copilot studio 00:01:00.750 --> 00:01:03.750 that autonomous email agent and we're going to 00:01:03.750 --> 00:01:07.310 rebuild it using workflows now the key with these 00:01:07.310 --> 00:01:10.129 tools is that they're basically all conversational 00:01:10.129 --> 00:01:13.650 ai building tools meaning that they work in the 00:01:13.650 --> 00:01:16.870 flow of your work you can use your words to tell 00:01:16.870 --> 00:01:21.090 these tools what to do they can be used for yourself 00:01:21.090 --> 00:01:23.829 personal and your extend out to your team as 00:01:23.829 --> 00:01:26.840 well so you can include them They already have 00:01:26.840 --> 00:01:30.719 access to your M365 applications and your data, 00:01:30.819 --> 00:01:33.439 and they leverage the security and compliance 00:01:33.439 --> 00:01:37.439 of the Microsoft 365 Copilot ecosystem. Now, 00:01:37.480 --> 00:01:40.040 more specifically, this workflows agent allows 00:01:40.040 --> 00:01:42.400 you to automate your workflows between applications 00:01:42.400 --> 00:01:46.099 like Teams and Outlook and SharePoint and Approvals 00:01:46.099 --> 00:01:48.120 and Planner. And together, we're gonna build 00:01:48.120 --> 00:01:51.060 an example of this right now. Okay, so let's 00:01:51.060 --> 00:01:53.379 get started. I've already logged into my Microsoft 00:01:53.379 --> 00:01:57.150 365 Copilot. basically opened up a browser and 00:01:57.150 --> 00:01:59.689 I've gone to this site over here. The first thing 00:01:59.689 --> 00:02:02.129 you're going to do is go over here to where it 00:02:02.129 --> 00:02:05.849 says explore agents and select that. And this 00:02:05.849 --> 00:02:08.389 takes you to the agent store. And if you scroll 00:02:08.389 --> 00:02:10.509 down a little bit, you'll see all these agents 00:02:10.509 --> 00:02:14.469 built by Microsoft. And this one right here is 00:02:14.469 --> 00:02:18.090 the workflows agent. Notice that these two, the 00:02:18.090 --> 00:02:21.469 app builder and workflows are part of this frontier 00:02:21.469 --> 00:02:24.680 program. And for those of you who are not familiar 00:02:24.680 --> 00:02:28.300 with that, that is the step before things become 00:02:28.300 --> 00:02:31.479 generally available. Now, when you select this 00:02:31.479 --> 00:02:34.780 workflows agent over here, you have the option 00:02:34.780 --> 00:02:38.270 of adding it. to your profile so we're just going 00:02:38.270 --> 00:02:40.810 to go ahead and select add all right so here 00:02:40.810 --> 00:02:43.990 it is and it just popped up for me and i can 00:02:43.990 --> 00:02:48.169 see also that it shows up under agents on this 00:02:48.169 --> 00:02:51.330 left rail here so now i have the workflows agent 00:02:51.330 --> 00:02:54.210 it gives you a few built -in options right away 00:02:54.210 --> 00:02:59.069 like for example if i select this this is a prompt 00:02:59.069 --> 00:03:03.460 that you can type in about emails that are unread 00:03:03.460 --> 00:03:06.259 so it says each weekday morning review all the 00:03:06.259 --> 00:03:09.060 unread emails and you can try this out i'm not 00:03:09.060 --> 00:03:10.860 going to try this out but you can certainly try 00:03:10.860 --> 00:03:14.460 it out that autonomous email agent that i built 00:03:14.460 --> 00:03:16.900 in the past so for those of you who remember 00:03:16.900 --> 00:03:21.580 inside copilot studio i created this imbot and 00:03:21.580 --> 00:03:24.800 the imbot scans all my messages that are coming 00:03:24.800 --> 00:03:28.430 in and it uses different knowledge sources and 00:03:28.430 --> 00:03:30.969 automatically responds to all the emails so every 00:03:30.969 --> 00:03:33.189 time a new email comes in which is the trigger 00:03:33.189 --> 00:03:36.069 it has a set of instructions which are over here 00:03:36.069 --> 00:03:39.289 it has a bunch of knowledge sources and then 00:03:39.289 --> 00:03:42.469 it uses this tool which is sending an email and 00:03:42.469 --> 00:03:44.610 it answers emails for me automatically which 00:03:44.610 --> 00:03:47.409 is quite awesome we can replicate this we're 00:03:47.409 --> 00:03:50.650 going to go back to this workflows agent and 00:03:50.650 --> 00:03:55.000 what i've done is i've written up the prompt. 00:03:55.139 --> 00:03:57.699 What the prompt says, if we expand this out, 00:03:57.780 --> 00:04:01.939 is when a new email comes into my inbox, check 00:04:01.939 --> 00:04:04.939 to see if any questions are directed at me. If 00:04:04.939 --> 00:04:07.479 they are, use all available knowledge sources, 00:04:07.539 --> 00:04:10.439 both internal and external, to research the questions 00:04:10.439 --> 00:04:13.939 that are in the email. Reply using email to me 00:04:13.939 --> 00:04:16.819 with detailed responses based on your research. 00:04:17.040 --> 00:04:19.240 Do not respond to the sender because I want to 00:04:19.240 --> 00:04:22.389 make sure that it looks okay. right if you're 00:04:22.389 --> 00:04:24.009 really brave you can just send it right away 00:04:24.009 --> 00:04:26.629 to the sender make sure the email is formatted 00:04:26.629 --> 00:04:29.910 in html respond in a professional manner and 00:04:29.910 --> 00:04:33.470 write it as if you were replying to the sender's 00:04:33.470 --> 00:04:35.790 email for each question start a new paragraph 00:04:35.790 --> 00:04:38.370 and write a detailed response to include links 00:04:38.370 --> 00:04:41.149 to all the references to use the more verbose 00:04:41.149 --> 00:04:43.910 detailed and factual and illustrative the better 00:04:43.910 --> 00:04:46.569 and include diagrams were appropriate sign off 00:04:46.569 --> 00:04:49.350 with regards followed by my name and make sure 00:04:49.350 --> 00:04:51.889 the original email is included at the end of 00:04:51.889 --> 00:04:54.610 the email and then send me a team's message with 00:04:54.610 --> 00:04:58.329 a summary of who sent the email and what their 00:04:58.329 --> 00:05:01.240 questions were and a brief summary of what you 00:05:01.240 --> 00:05:04.040 responded to. So this is new. I didn't have this 00:05:04.040 --> 00:05:06.019 in my Autonomous, but I'm leveraging workflows 00:05:06.019 --> 00:05:09.000 to get a Teams message update as well. So this 00:05:09.000 --> 00:05:13.420 is creating this Autonomous agent with a trigger. 00:05:13.639 --> 00:05:16.339 So when we go ahead and execute it, you'll see 00:05:16.339 --> 00:05:19.300 that it's plugging everything in that I had to 00:05:19.300 --> 00:05:22.680 build manually inside Copilot Studio. So in Copilot 00:05:22.680 --> 00:05:25.509 Studio, I did everything here manually. But now 00:05:25.509 --> 00:05:28.209 I'm doing it automatically inside this workflows 00:05:28.209 --> 00:05:30.430 agent, which is what I think is super awesome, 00:05:30.569 --> 00:05:33.050 actually. So here you can see that it's creating 00:05:33.050 --> 00:05:36.610 a trigger for when a new email arrives in my 00:05:36.610 --> 00:05:41.029 inbox. It is analyzing the emails for questions. 00:05:41.529 --> 00:05:44.990 And then it's researching the questions. Then 00:05:44.990 --> 00:05:48.410 it's sending an email back to me so that I can 00:05:48.410 --> 00:05:51.329 proof it before I send it to whoever sent it 00:05:51.329 --> 00:05:56.399 to me. it's sending me a team's summary so that 00:05:56.399 --> 00:05:59.259 i can see what it did because i might be more 00:05:59.259 --> 00:06:02.399 active on teams now if we go scroll up again 00:06:02.399 --> 00:06:07.740 it's telling me everything that it did and all 00:06:07.740 --> 00:06:10.579 the assumptions that it made so check those and 00:06:10.579 --> 00:06:13.079 if something is not right give it more instructions 00:06:13.079 --> 00:06:16.319 and so then if everything looks good go ahead 00:06:16.319 --> 00:06:19.579 and click save Now, this time when it saves it, 00:06:19.660 --> 00:06:21.480 it's not gonna actually do something because 00:06:21.480 --> 00:06:24.839 it only gets triggered when new emails get sent 00:06:24.839 --> 00:06:27.699 to it. So we're gonna lob an email into it and 00:06:27.699 --> 00:06:30.160 see what it does. But before we do, I wanna show 00:06:30.160 --> 00:06:32.860 you one thing that I have set up on my Outlook 00:06:32.860 --> 00:06:35.459 because I don't wanna create a loop because every 00:06:35.459 --> 00:06:38.199 time a new email comes in from the agent coming, 00:06:38.279 --> 00:06:41.740 if it came into my inbox, this, it would trigger 00:06:41.740 --> 00:06:43.899 it and then it would respond to it and it would 00:06:43.899 --> 00:06:46.040 trigger it so it would create this crazy loop. 00:06:46.160 --> 00:06:48.959 I've gone to my mail. I've gone to rules and 00:06:48.959 --> 00:06:52.100 I've created this rule, this inbot rule that 00:06:52.100 --> 00:06:55.860 says, hey, every time an email comes from me 00:06:55.860 --> 00:06:58.319 because the agent's acting on my behalf, so it's 00:06:58.319 --> 00:07:01.220 going to send it from me, move it to this folder, 00:07:01.300 --> 00:07:03.879 to this inbot folder. So I had this previously, 00:07:04.019 --> 00:07:07.399 but I can leverage it for this workflows agent 00:07:07.399 --> 00:07:10.639 as well. Okay, so from another computer, I'm 00:07:10.639 --> 00:07:13.540 just lobbing in an email with a bunch of questions. 00:07:13.620 --> 00:07:17.649 So here it is. And it basically says, hello Albert, 00:07:17.949 --> 00:07:20.129 you're so smart and it was great meeting you. 00:07:20.250 --> 00:07:23.230 Can you tell me more about Copilot Studio and 00:07:23.230 --> 00:07:25.949 how can I build agents? How are agents priced 00:07:25.949 --> 00:07:28.449 and what license do I need? I'm also interested 00:07:28.449 --> 00:07:32.050 in M365 Copilot for productivity. If we go to 00:07:32.050 --> 00:07:35.290 this agent that we just created and we click 00:07:35.290 --> 00:07:39.649 on activity, you can see that it's running right 00:07:39.649 --> 00:07:43.480 now. And if I select it, you can see that it's 00:07:43.480 --> 00:07:46.660 going to start working through. The trigger got 00:07:46.660 --> 00:07:49.779 executed. It's analyzing the email for questions. 00:07:49.819 --> 00:07:52.779 It's researching the questions. And then it's 00:07:52.779 --> 00:07:56.279 actually telling you how all the information 00:07:56.279 --> 00:07:59.870 of what it gathered as it researched it. it's 00:07:59.870 --> 00:08:02.370 going to send the email using this action and 00:08:02.370 --> 00:08:04.110 then eventually it's also going to send me a 00:08:04.110 --> 00:08:06.810 report on inside team and actually if we go to 00:08:06.810 --> 00:08:10.050 my inbox now here it is and there's actually 00:08:10.050 --> 00:08:13.149 a number one here so there's a new email and 00:08:13.149 --> 00:08:17.750 it just came in this is the email it's got the 00:08:17.750 --> 00:08:20.209 answers to the questions so the first question 00:08:20.209 --> 00:08:22.170 was can you tell me more about copilot studio 00:08:22.170 --> 00:08:25.550 and how i can build agents and it's giving me 00:08:25.550 --> 00:08:28.930 a response as well as a hyperlink here How are 00:08:28.930 --> 00:08:32.070 agents priced? And it's using metrics such as 00:08:32.070 --> 00:08:35.389 the number of interactions and APIs. And it has 00:08:35.389 --> 00:08:38.870 information on studio pricing. And then what 00:08:38.870 --> 00:08:41.409 license do I need? Gives you some information 00:08:41.409 --> 00:08:44.889 about the licenses. I'm also interested in Copilot 00:08:44.889 --> 00:08:47.309 for productivity. What new features are there? 00:08:47.549 --> 00:08:49.769 So it's giving me some information about the 00:08:49.769 --> 00:08:53.370 features as well as the M365 Copilot blog. And 00:08:53.370 --> 00:08:56.330 then it's including the original email as I asked 00:08:56.330 --> 00:08:59.509 it. We also asked it to send us a message inside 00:08:59.509 --> 00:09:02.269 Teams. So let's go ahead and open up Teams and 00:09:02.269 --> 00:09:05.370 see if the workflows agent did that for us as 00:09:05.370 --> 00:09:08.009 well. Inside Teams, if you look on the left -hand 00:09:08.009 --> 00:09:10.690 side, you have your typical chats, but there's 00:09:10.690 --> 00:09:13.570 also messages that get sent by this workflows 00:09:13.570 --> 00:09:16.549 agent right over here. So with that selected, 00:09:16.870 --> 00:09:20.970 you can see that there was an email summary sent 00:09:20.970 --> 00:09:24.669 over here. It says, who sent the email, what 00:09:24.669 --> 00:09:27.610 the questions were, and also a brief summary 00:09:27.610 --> 00:09:30.309 of all the responses. So that's excellent. That's 00:09:30.309 --> 00:09:32.929 exactly what we asked. So not only are you getting 00:09:32.929 --> 00:09:35.409 that beautiful email that's crafted that you 00:09:35.409 --> 00:09:37.570 can just send it to the sender, but you're also 00:09:37.570 --> 00:09:40.309 getting status updates inside Teams. Now, I hope 00:09:40.309 --> 00:09:42.870 you found this video useful. I would love to 00:09:42.870 --> 00:09:45.450 know how you end up using the Workflows agent 00:09:45.450 --> 00:09:48.690 and what are some of the cool prompts or use 00:09:48.690 --> 00:09:51.350 cases that you come up with across all the different 00:09:51.350 --> 00:09:54.919 applications. And as always, if you found this 00:09:54.919 --> 00:09:58.200 video useful, make sure to give it a like, consider 00:09:58.200 --> 00:10:01.559 subscribing. And in the future, we can do a session 00:10:01.559 --> 00:10:04.000 on the app builder because that's essentially 00:10:04.000 --> 00:10:06.480 the only one that I haven't covered to this day. 00:10:06.720 --> 00:10:09.159 Thanks so much for watching and I'll catch you 00:10:09.159 --> 00:10:10.039 on the next one.