Back/Sales/Microsoft Copilot
BeginnerSalesMicrosoft Copilot

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

Tools Used

Microsoft Copilot
02Step-by-Step Guide
1

Access M365 Copilot Workflows

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

2

Define the Workflow with a Prompt

Write a natural language prompt that specifies the trigger (e.g., an email from a person) and the desired actions (check calendar availability and send a meeting invite).

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.
3

Build and Activate the Agent

Let Copilot build the triggered agent based on your prompt. Once created, the agent will run in the background, monitoring your Outlook for the trigger and executing the scheduling task automatically.

Start shipping
better products.

Join 100,000+ product managers who use ChatPRD to write better docs, align teams faster, and build products users love.

Free to start
No credit card
SOC 2 certified
Enterprise ready