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How to Create an Automated Meeting Scheduler with Microsoft 365 Copilot

Stop manually scheduling meetings from emails. Build a simple agent in M365 Copilot that automatically checks your calendar and sends meeting invites when it detects a request from a specific person.

How to Create an Automated Meeting Scheduler with Microsoft 365 Copilot

22:31 to 25:51: Sonali describes the sender, intent, calendar rules, and action in Microsoft 365 Copilot, then activates the generated meeting workflow.

Before you start

What you need

  • The sender or email condition that should trigger scheduling
  • Working hours, meeting length, time zone, and conflict rules
  • The mailbox and calendar the workflow may access

What you’ll make

An active Microsoft 365 workflow that detects a qualifying email, finds an allowed time, and sends the correct calendar invitation.

Step by step

The workflow

Follow the sequence once, then adapt the prompts, checks, and handoffs to your own setup.

3 steps

Step01

Access M365 Copilot Workflows

Navigate to the 'Workflows' agent or feature within your Microsoft 365 Copilot interface.

Example prompt
Navigate to the 'Workflows' agent or feature within your Microsoft 365 Copilot interface.

My actual values:
[insert the files, settings, accounts, or constraints for this step]

Give me the exact commands, settings, or output to use. Finish with a pass or fail check for access m365 copilot workflows.
Step02

Define the Workflow with a Prompt

Write a prompt that defines the agent's trigger and actions. For the trigger, specify the sender's name or email address. For the actions, instruct Copilot to check your calendar for the proposed time and, if the slot is open, send a meeting invitation of a specific duration.

Example prompt
When I get an email from CLA VO requesting a meeting at a certain time, check my calendar. If that time is free, send her a 30 minute meeting invite for that time.
Step03

Build and Activate the Agent

Submit your prompt to build the agent. Copilot will create a workflow that connects to your Outlook. Once you activate it, the agent runs in the background, automatically checking for the trigger email and sending the meeting invite when the conditions are met.

Example prompt
Submit your prompt to build the agent. Copilot will create a workflow that connects to your Outlook. Once you activate it, the agent runs in the background, automatically checking for the trigger email and sending the meeting invite when the conditions are met.

My actual values:
[insert the files, settings, accounts, or constraints for this step]

Give me the exact commands, settings, or output to use. Finish with a pass or fail check for build and activate the agent.

What good looks like

  • Unrelated emails never trigger an invitation
  • The chosen time is free for required attendees and inside the allowed window
  • The invitation includes the expected title, attendees, duration, and source email context

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After the steps

Runbook notes

How to recover when the loop fails and where human judgment helps.

Recover

If it goes sideways

The workflow triggers on ordinary email conversation
Tighten the sender and intent conditions, then test with one matching and one nonmatching email.
The invitation uses an inconvenient or conflicting time
Add working hours, time zone, buffer, and attendee availability rules before reactivating the workflow.

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