Lesson 11 · Pro

Automate and delegate

Inbox rules by prompt, the Workflows agent, Copilot Cowork for long multi-step jobs, and a brief for anything bigger, plus what needs Frontier or IT.

Pro lesson

Tool plan needed: Licence · Frontier or admin for some

By the end: By the end: you've created an inbox rule by prompt, know whether you can use Workflows and Cowork, and have a written brief for one automation you want.

20 min

Works on: personal, work_free, m365_copilot

Steps in this lesson

  1. Create an inbox rule by prompt
  2. Add the Workflows agent (Frontier)
  3. Build a daily email summary
  4. Start Copilot Cowork
  5. Delegate a follow-up job to Cowork
  6. Write a brief for a bigger automation

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