WEBVTT 00:00:00.000 --> 00:00:02.720 If your Outlook inbox looks like something like 00:00:02.720 --> 00:00:06.519 this, but you want it to look like this, I'm 00:00:06.519 --> 00:00:08.400 going to show you how to get there by building 00:00:08.400 --> 00:00:12.179 a simple autonomous AI agent in Microsoft Copilot 00:00:12.179 --> 00:00:15.320 Studio. This autonomous AI agent will automatically 00:00:15.320 --> 00:00:19.059 monitor your inbox as emails are coming in, decide 00:00:19.059 --> 00:00:21.899 what folder to place them in, and notify you 00:00:21.899 --> 00:00:24.940 on Teams for the urgent ones. My name is Shervin 00:00:24.940 --> 00:00:27.480 Shafi and I'm a Copilot Principal Engineer at 00:00:27.480 --> 00:00:30.579 Microsoft. now let's get started right now what 00:00:30.579 --> 00:00:32.280 i'm going to do is i'm going to send an email 00:00:32.280 --> 00:00:35.859 to arnold let me just send that it's coming from 00:00:35.859 --> 00:00:39.520 albert so we're looking at arnold's inbox right 00:00:39.520 --> 00:00:42.140 now and so here's albert einstein hey arnold 00:00:42.140 --> 00:00:45.280 i'm your boss we need to meet right away last 00:00:45.280 --> 00:00:47.039 time you said i'll be back and you never came 00:00:47.039 --> 00:00:51.509 back albert And if we go over to the agent that 00:00:51.509 --> 00:00:54.490 I built and we select activity, here's the email 00:00:54.490 --> 00:00:57.649 that just generated this autonomous action. You'll 00:00:57.649 --> 00:00:59.829 see that there's a trigger of when the email 00:00:59.829 --> 00:01:04.750 comes in. It initializes this team's model context 00:01:04.750 --> 00:01:08.769 protocol tool. It says trigger detected, which 00:01:08.769 --> 00:01:13.129 is the email that came in. And then this agent, 00:01:13.209 --> 00:01:15.989 which is email genie, we're just calling it that. 00:01:17.180 --> 00:01:22.379 It uses this move email to move the email to 00:01:22.379 --> 00:01:25.420 a folder. So if we switch over to the inbox, 00:01:25.540 --> 00:01:28.920 you'll see that in this inbox, there is no email 00:01:28.920 --> 00:01:31.680 anymore. However, on the left hand side, I created 00:01:31.680 --> 00:01:36.280 these folders for customers, for internal and 00:01:36.280 --> 00:01:39.799 for everything else. And you can see that there's 00:01:39.799 --> 00:01:43.659 a one here. where this email from albert einstein 00:01:43.659 --> 00:01:47.099 it just got moved into leadership and also if 00:01:47.099 --> 00:01:52.239 i go over to arnold's teams i told the agent 00:01:52.239 --> 00:01:56.340 to create a chat called urgent emails and another 00:01:56.340 --> 00:01:59.219 chat that we'll look at as well the play by play 00:01:59.219 --> 00:02:04.640 and here this is the notification urgent leadership 00:02:04.640 --> 00:02:10.120 email received from albert and it has the message 00:02:10.120 --> 00:02:13.659 as well and all of that is detailed here in the 00:02:13.659 --> 00:02:16.719 activity of the agent the movement that happens 00:02:16.719 --> 00:02:19.919 the message that gets posted using the teams 00:02:19.919 --> 00:02:23.419 message and then below you're getting all this 00:02:23.419 --> 00:02:26.699 information with respect to what's actually happening 00:02:26.699 --> 00:02:30.199 and looks like there are no errors and then there's 00:02:30.199 --> 00:02:32.479 also a play -by -play reporting that i asked 00:02:32.479 --> 00:02:35.259 it to send inside teams so if we switch back 00:02:35.259 --> 00:02:39.360 to teams and click on this play -by -play you'll 00:02:39.360 --> 00:02:43.039 see that here you get this detailed of everything 00:02:43.039 --> 00:02:45.939 that this agent does. Now let's look at how to 00:02:45.939 --> 00:02:48.240 actually build this step by step. Okay, so the 00:02:48.240 --> 00:02:50.020 first thing you're gonna need to do is you're 00:02:50.020 --> 00:02:52.419 gonna go to a web browser and you're gonna type 00:02:52.419 --> 00:02:58.919 in copilotstudio .preview .microsoft .com. The 00:02:58.919 --> 00:03:01.219 preview is a trick that gives you access to preview 00:03:01.219 --> 00:03:04.500 features. So if I actually go to my agents, I 00:03:04.500 --> 00:03:06.639 have a bunch of different agents, some of which 00:03:06.639 --> 00:03:09.560 you've seen in different videos. Now, if we go 00:03:09.560 --> 00:03:12.120 to this email genie, we'll start from the top 00:03:12.120 --> 00:03:14.740 and work our way down. So first, you give it 00:03:14.740 --> 00:03:18.020 a name. You can select edit. And I gave it the 00:03:18.020 --> 00:03:20.680 name email genie. And you can also change the 00:03:20.680 --> 00:03:23.560 icon. I just found this cool picture, so I put 00:03:23.560 --> 00:03:26.419 it in there. And then you give it a description. 00:03:26.719 --> 00:03:28.919 And so the description here is this is an autonomous 00:03:28.919 --> 00:03:31.500 agent that monitors your Outlook inbox and sorts 00:03:31.500 --> 00:03:34.419 and organizes emails based on predefined rules 00:03:34.419 --> 00:03:37.280 and priorities. Fair enough. Good description. 00:03:37.740 --> 00:03:40.879 Next. You can select your agent's model. This 00:03:40.879 --> 00:03:43.379 is pretty cool. Some of you may or may not have 00:03:43.379 --> 00:03:47.860 seen this. Now you can actually specify the GPT 00:03:47.860 --> 00:03:51.840 model from OpenAI. I'm using GPT -5 Auto, but 00:03:51.840 --> 00:03:55.020 you can use anthropic models as well if your 00:03:55.020 --> 00:03:57.879 IT admin has allowed you access. So that's a 00:03:57.879 --> 00:04:00.520 question. The next part that's important is this 00:04:00.520 --> 00:04:03.159 trigger. This is what wakes up the agent. So 00:04:03.159 --> 00:04:05.840 the trigger that we use is this when a new email 00:04:05.840 --> 00:04:09.199 arrives v3. and so all you need to do since you 00:04:09.199 --> 00:04:11.439 won't have it yourself is you select plus add 00:04:11.439 --> 00:04:14.400 trigger and you can see that if you select all 00:04:14.400 --> 00:04:17.220 there's 844 triggers so you can you can look 00:04:17.220 --> 00:04:19.980 for it or you can just type in something like 00:04:19.980 --> 00:04:23.720 outlook email and then it'll look for those outlook 00:04:23.720 --> 00:04:26.800 email triggers the one i use is when a new email 00:04:26.800 --> 00:04:31.339 arrives v3 you select it you click next it asks 00:04:31.339 --> 00:04:35.160 you to log in and if everything is okay then 00:04:35.160 --> 00:04:37.459 you can basically click next and then it adds 00:04:37.459 --> 00:04:39.240 it. So I'm not going to add it because I already 00:04:39.240 --> 00:04:41.800 have it in there but that's the process. The 00:04:41.800 --> 00:04:44.939 next thing is all the instructions and I put 00:04:44.939 --> 00:04:47.540 a ton of detailed instructions in here to get 00:04:47.540 --> 00:04:50.160 the agent to do what I want it to do. So this 00:04:50.160 --> 00:04:53.540 is what I will copy and paste and put it in a 00:04:53.540 --> 00:04:55.560 pinned comment so you can just copy and paste 00:04:55.560 --> 00:04:58.310 the instructions into yours. But I highly suggest 00:04:58.310 --> 00:05:02.250 that you modify them for your use case so you 00:05:02.250 --> 00:05:04.970 can customize it to what is important to you. 00:05:05.009 --> 00:05:07.329 Who is your boss? What's considered high priority? 00:05:07.569 --> 00:05:09.750 Do you want to create a Teams chat for play by 00:05:09.750 --> 00:05:12.069 play? All that kind of stuff. The details are 00:05:12.069 --> 00:05:14.470 in here. But if we look at it kind of broadly, 00:05:14.670 --> 00:05:17.610 I define the purpose, which is similar to the 00:05:17.610 --> 00:05:21.399 description. And I also told it. Look, it's important 00:05:21.399 --> 00:05:24.639 to remember that you're autonomous so that if 00:05:24.639 --> 00:05:27.579 you have a question, don't ask me the question. 00:05:27.680 --> 00:05:29.560 Just go ahead and execute it because I'm not. 00:05:29.980 --> 00:05:31.639 I'm not chatting with you. You're just doing 00:05:31.639 --> 00:05:33.839 things in the background. I don't know how effective 00:05:33.839 --> 00:05:36.699 this instruction is, but so far it seems like 00:05:36.699 --> 00:05:38.860 the agent is actually just making choices and 00:05:38.860 --> 00:05:41.339 going ahead. And this depends on your model as 00:05:41.339 --> 00:05:43.459 well. Then I told it that each time you run, 00:05:43.620 --> 00:05:46.399 whether you're successful or not, I want a summary 00:05:46.399 --> 00:05:48.680 report. This includes reports for what you did 00:05:48.680 --> 00:05:51.439 and why for each email, as well as any error 00:05:51.439 --> 00:05:54.180 handling anytime an error occurs or you can't 00:05:54.180 --> 00:05:56.120 complete a task. Or even if you have a question 00:05:56.120 --> 00:05:58.920 for me, you can send me a Teams message using 00:05:58.920 --> 00:06:02.420 this microsoft teams mcp tool check to see if 00:06:02.420 --> 00:06:04.620 there is already a one -on -one chat called email 00:06:04.620 --> 00:06:07.560 genie play by play and if there is use it and 00:06:07.560 --> 00:06:09.579 send me the summary if there isn't create one 00:06:09.579 --> 00:06:12.439 so the first time it's going to create it and 00:06:12.439 --> 00:06:14.220 then it should just see that there is one and 00:06:14.220 --> 00:06:16.000 just reuse it over and over again that's why 00:06:16.000 --> 00:06:19.459 when you go to mine the play by play you'll see 00:06:19.459 --> 00:06:22.120 previous stuff because it's been reusing it including 00:06:22.120 --> 00:06:24.920 the one that we just ran today so this is an 00:06:24.920 --> 00:06:28.779 option for you to either keep this section or 00:06:28.779 --> 00:06:31.519 remove it but I like to see the play -by -play 00:06:31.519 --> 00:06:34.379 because I want to get an insight into into its 00:06:34.379 --> 00:06:37.420 decision making this Microsoft Teams MCP tool 00:06:37.420 --> 00:06:41.899 if we scroll down it's actually right over here 00:06:41.899 --> 00:06:45.079 under this tool section so this is the Microsoft 00:06:45.079 --> 00:06:48.480 Teams MCP tool and there's also this move email 00:06:48.480 --> 00:06:53.220 v2 the move email v2 shows down here further 00:06:53.220 --> 00:06:57.089 down here and For whatever reason, if I go to 00:06:57.089 --> 00:07:00.370 edit, I can actually select slash and go to tools, 00:07:00.389 --> 00:07:03.610 and then I'll be able to choose the move my email 00:07:03.610 --> 00:07:08.029 V2, but MCP, I can't select it from this slash 00:07:08.029 --> 00:07:11.730 menu. So I ended up calling it out specifically 00:07:11.730 --> 00:07:16.569 up above. But both those tools are in the tools 00:07:16.569 --> 00:07:18.889 section. We'll get to that in just a second. 00:07:19.050 --> 00:07:22.529 Now the step -by -step instructions. outline 00:07:22.529 --> 00:07:26.050 what this agent is supposed to do, right? First, 00:07:26.269 --> 00:07:29.129 it's monitoring my inbox, detecting when new 00:07:29.129 --> 00:07:31.170 emails arrive, which is done by that trigger. 00:07:31.670 --> 00:07:35.209 And once the email is detected, then it proceeds 00:07:35.209 --> 00:07:37.430 to step number two, which is classification. 00:07:38.069 --> 00:07:42.550 And this section, number two, it determines the 00:07:42.550 --> 00:07:45.970 folder for the email. It analyzes the email's 00:07:45.970 --> 00:07:48.490 metadata, the sender's subject keywords, compares 00:07:48.490 --> 00:07:51.350 it against categories. These are the categories 00:07:51.350 --> 00:07:54.189 that I gave it, but you can change it. Categories 00:07:54.189 --> 00:07:57.410 of customer email, internal emails, and everything 00:07:57.410 --> 00:08:00.470 else. And so if we go back to Arnold's inbox, 00:08:00.649 --> 00:08:04.350 you'll see that customer internal and everything 00:08:04.350 --> 00:08:07.930 else is here. And then I further define internal 00:08:07.930 --> 00:08:11.149 by internal leadership and internal informational, 00:08:11.149 --> 00:08:14.449 like information from HR, company news, and so 00:08:14.449 --> 00:08:17.220 on. And then my customers, I have different folders 00:08:17.220 --> 00:08:18.939 that I've made up. These are actually not my 00:08:18.939 --> 00:08:22.040 customers, but just pretend, right? Petco, Costco, 00:08:22.259 --> 00:08:25.100 and so on. And then here's everything else. One 00:08:25.100 --> 00:08:29.699 caveat with this agent is that there is no tool 00:08:29.699 --> 00:08:33.500 to actually create the folder. So if you don't 00:08:33.500 --> 00:08:36.460 create these folders, the emails are just gonna 00:08:36.460 --> 00:08:39.639 stay in your inbox until you do. So just kind 00:08:39.639 --> 00:08:41.639 of a heads up on that. Maybe in the future, we'll 00:08:41.639 --> 00:08:44.590 add an action. to also create folders. And then 00:08:44.590 --> 00:08:47.690 number three actually moves it to the correct 00:08:47.690 --> 00:08:51.110 folder. So here we're saying for customer emails, 00:08:51.370 --> 00:08:54.570 each customer will have its own subfolder. So 00:08:54.570 --> 00:08:58.470 you saw the subfolders. And customer emails can 00:08:58.470 --> 00:09:00.990 be from internal or external sources, right? 00:09:01.149 --> 00:09:03.350 Your team can be talking to you about a customer 00:09:03.350 --> 00:09:06.789 or the customer can actually be contacting you. 00:09:06.950 --> 00:09:09.289 For internal emails that are not related to a 00:09:09.289 --> 00:09:13.179 customer, classify as either informational or 00:09:13.179 --> 00:09:15.740 leadership informational emails you can place 00:09:15.740 --> 00:09:18.379 in a folder and any email from my leadership 00:09:18.379 --> 00:09:22.200 consider urgent and requires a team message finally 00:09:22.200 --> 00:09:24.379 anything that does not fit into these categories 00:09:24.379 --> 00:09:26.980 that's everything else and place them in their 00:09:26.980 --> 00:09:32.740 own folder so it uses this move email tool to 00:09:32.740 --> 00:09:35.370 move the emails you have to call that out and 00:09:35.370 --> 00:09:38.389 then when it's done and it goes to the next step 00:09:38.389 --> 00:09:42.070 which is number four it notifies me of urgent 00:09:42.070 --> 00:09:44.490 emails or emails from leadership like you saw 00:09:44.490 --> 00:09:47.090 from albert the action is for any urgent email 00:09:47.090 --> 00:09:49.450 send the team's message with the email summary 00:09:49.450 --> 00:09:53.470 using this mcp tool so that is the instructions 00:09:53.470 --> 00:09:56.710 which i'll copy and paste the knowledge is completely 00:09:56.710 --> 00:10:00.230 blank web search is enabled doesn't really matter 00:10:00.230 --> 00:10:03.470 and then the tools are the tools that I've been 00:10:03.470 --> 00:10:05.629 using and referencing in the instructions now 00:10:05.629 --> 00:10:09.789 for the tools all you got to do is Microsoft 00:10:09.789 --> 00:10:13.250 Teams MCP and move email you select plus add 00:10:13.250 --> 00:10:17.529 tool and here if you go to MCP model context 00:10:17.529 --> 00:10:20.809 protocol you'll be able to find this Microsoft 00:10:20.809 --> 00:10:24.509 Teams MCP I hope that you find it if some of 00:10:24.509 --> 00:10:26.970 you don't have it maybe it's coming soon but 00:10:27.450 --> 00:10:29.529 I've heard some people might not have this. And 00:10:29.529 --> 00:10:33.009 if you don't, try using some of the other actions 00:10:33.009 --> 00:10:37.289 that are just available as connectors. And the 00:10:37.289 --> 00:10:40.690 other tool that we have, this move email V2. 00:10:41.029 --> 00:10:44.409 So all you do is you go to add tool and then 00:10:44.409 --> 00:10:49.210 here, just do a search for move email. And when 00:10:49.210 --> 00:10:52.740 you search for it, then it should. show up here 00:10:52.740 --> 00:10:55.980 so there it is move email v2 you select it there's 00:10:55.980 --> 00:10:58.779 nothing else to it no agents no topics no suggested 00:10:58.779 --> 00:11:02.139 topics that's all there was to it let's do a 00:11:02.139 --> 00:11:05.120 little bit of testing as i send other emails 00:11:05.120 --> 00:11:10.039 to this so here's an email that is kind of like 00:11:10.039 --> 00:11:14.340 a junk email it's like a commercial of shopping 00:11:14.340 --> 00:11:21.720 and then here's another one And this is Joe from 00:11:21.720 --> 00:11:24.519 Bloomingdale's and we're interested in a co -pilot 00:11:24.519 --> 00:11:27.899 studio. And the reason why I sent this is because 00:11:27.899 --> 00:11:30.460 I don't actually have a Bloomingdale's under 00:11:30.460 --> 00:11:33.340 my customer. So I want you to notice what ends 00:11:33.340 --> 00:11:35.620 up happening, which is basically it should just 00:11:35.620 --> 00:11:40.700 stay in here. All right, and so this is another 00:11:40.700 --> 00:11:44.139 email saying that. This is sure from Petco and 00:11:44.139 --> 00:11:47.139 we'd like to meet with you. This email should 00:11:47.139 --> 00:11:50.259 get moved to Petco because there's actually a 00:11:50.259 --> 00:11:53.200 folder. Now, one of the emails already disappeared. 00:11:53.600 --> 00:11:56.539 So let's see where that went. And it actually 00:11:56.539 --> 00:11:59.259 went into everything else. And so that was the 00:11:59.259 --> 00:12:02.500 email that was basically commercial. It was just 00:12:02.500 --> 00:12:05.929 junk. So it correctly moved it into everything 00:12:05.929 --> 00:12:08.149 else. All right. It looks like another one of 00:12:08.149 --> 00:12:10.509 the emails just got moved, which it is the Petco 00:12:10.509 --> 00:12:12.769 one. So it got moved correctly to the Petco one. 00:12:13.009 --> 00:12:15.950 And then this one, the one that's from Bloomingdale's, 00:12:16.009 --> 00:12:18.070 I suspect nothing is going to happen to it because 00:12:18.070 --> 00:12:20.429 there's no folder for it. So that's it. I hope 00:12:20.429 --> 00:12:22.730 this makes sense. And this is something that 00:12:22.730 --> 00:12:25.690 you can execute for your own inbox. And I do 00:12:25.690 --> 00:12:28.490 want to give you one other tip. If in case you 00:12:28.490 --> 00:12:30.970 have an issue and you're like, oh, I don't like 00:12:30.970 --> 00:12:33.429 this. It's not working. You can always go to 00:12:33.429 --> 00:12:35.830 the agent and all you got to do is go to the 00:12:35.830 --> 00:12:38.149 trigger section, select these three dots and 00:12:38.149 --> 00:12:40.769 delete the trigger. As soon as you delete that 00:12:40.769 --> 00:12:43.389 trigger, there is no more trigger for the incoming. 00:12:43.570 --> 00:12:45.549 And so this agent is not going to be doing anything. 00:12:45.669 --> 00:12:48.429 So just as a heads up, you can always get rid 00:12:48.429 --> 00:12:51.110 of the agent by just deleting the trigger. And 00:12:51.110 --> 00:12:53.970 then you can fix your instructions and add the 00:12:53.970 --> 00:12:56.730 trigger back in to make it go live again. So 00:12:56.730 --> 00:12:59.580 it's as easy as that. Let me know if. you've 00:12:59.580 --> 00:13:02.200 made updates and improvements to the instructions 00:13:02.200 --> 00:13:05.539 or you added some other components to this agent 00:13:05.539 --> 00:13:10.500 to improve it so you might be thinking well sure 00:13:10.500 --> 00:13:13.519 there's already ways of sending emails to folders 00:13:13.519 --> 00:13:15.720 like if you go to outlook which you're looking 00:13:15.720 --> 00:13:18.649 at here and you go to settings you can actually 00:13:18.649 --> 00:13:22.090 then go under mail go to rules and you can add 00:13:22.090 --> 00:13:25.129 a new rule and you can set the different conditions 00:13:25.129 --> 00:13:28.909 like if an email is coming from a certain person 00:13:28.909 --> 00:13:31.909 or there's certain keywords you can then move 00:13:31.909 --> 00:13:34.730 them from an action perspective into different 00:13:34.730 --> 00:13:38.259 folders but this is not really using ai so it's 00:13:38.259 --> 00:13:40.740 not dynamic from an intelligence perspective 00:13:40.740 --> 00:13:43.179 it's very static and it's also not notifying 00:13:43.179 --> 00:13:45.320 you of urgent emails and team and then you might 00:13:45.320 --> 00:13:47.100 be wondering well sure there's another feature 00:13:47.100 --> 00:13:49.879 coming out and it's called outlook prioritize 00:13:49.879 --> 00:13:54.000 my inbox by copilot and it basically prioritizes 00:13:54.000 --> 00:13:57.179 your inbox by copilot marking high priority items 00:13:57.179 --> 00:14:00.320 i've shown this in the past and i actually have 00:14:00.320 --> 00:14:03.360 this feature it's rolling out at the moment so 00:14:03.360 --> 00:14:05.240 it's now fully out and people have been asking 00:14:05.240 --> 00:14:07.320 about it then this is kind of what the feature 00:14:07.320 --> 00:14:10.600 looks like and you can tell it things that are 00:14:10.600 --> 00:14:13.120 higher priority and things that are lower priority 00:14:13.120 --> 00:14:17.440 still this isn't doing the folder routing as 00:14:17.440 --> 00:14:19.440 well as the notification inside team so this 00:14:19.440 --> 00:14:21.899 is good and i'm only showing these because i 00:14:21.899 --> 00:14:24.299 want to show people that there are alternatives 00:14:24.299 --> 00:14:26.740 so if you're not into building an agent in copilot 00:14:26.740 --> 00:14:28.200 studio you can just stop right now