Turn Microsoft Copilot into a personal assistant with Scheduled Prompts

Imagine this: Juggling multiple projects, meetings, and deadlines, trying to fit tasks in between meetings and random daily requests. This can be overwhelming. Right? That’s the place”Reserved promptMicrosoft Copilot’s ” feature can help. This handy tool lets you automate Copilot prompts to run at specific times or intervals, keeping you on top of the many work items coming in from all directions.

Scheduling prompts helps you stay productive as if you had your own personal assistant. Whether you’re managing a team or organizing your own tasks, this feature ensures you don’t miss any issues.

So consider a tool that will not only help you remember great ideas, but also help you get all those important tasks done. This is the value of Copilot’s booking prompts. Let’s take a closer look and see how it can change your workflow.

Here are some scenarios where the “Scheduled Prompts” feature is especially useful:

1. Project updates: Set up messages to remind you of upcoming deadlines or to receive regular project updates.
2. Meeting reminder: Schedule messages to remind you about upcoming meetings so you can prepare in advance.
3. Daily stand-up: Automate your daily standup messages so you can get updates in your team chat. Track your progress and easily deal with distractions.

Prefer to run prompts on demand? You can also save prompts to your prompt library and run them whenever you want with the click of a button.

Here’s how:

Prompt Scheduling

great. Let’s schedule a message. Here’s how:

1

Try our scheduling tool. Go to the Reservations section of the Copilot interface.

2

Expert Tips: Add specific instructions to get great results every time.

Immediate: “Provide a list of all action items in order of priority. List due dates found. Remove items that do not specifically mention me by name. Include stakeholder names, milestone dates, and next steps.”

Starts a new prompt. Click the “New Prompt” button to start the task.

Here are some prompts that I find useful: I have found that by adding additional qualifiers I can get accurate and meaningful results.

3

Expert Tips: You can schedule messages to go out up to 5 times. This is especially suitable for monthly reminders or short-term scheduling. This is especially suitable for monthly reminders or short-term scheduling.

Please select a time: Select the date and time to send the message.

4

memo: Once you schedule a prompt, you can always go back later to save, edit, or delete it.

Review and save: Take a look at everything again to make sure everything is good. When you’re ready, click “Save and Activate” and you’re set!

Save prompts using bookmarks

Expert Tips: Create short names for saved prompts so you can use them often, making them easier to find.

Next, you can bookmark frequently used messages so you can use them again and again.

Here’s how:

• Click on the prompt you have already entered into Copilot.
• Click the bookmark icon above the prompt.
• A pop-up will appear allowing you to name your prompt, review it, and save it.
  

Find, edit, and reuse saved prompts

To find and edit your bookmarked prompts, click “View Prompts” just above the chat box in the upper right corner.

From this screen, you can access Copilot Lab’s popular prompts, as well as any prompts you’ve saved by clicking Saved.

Click on the message card you want to use again in Copilot.

Once the message is added to the chat box, you can edit it or press Send as is. It’s really easy!

Delete a scheduled prompt

Click the three dots in the top right corner of BizChat, then select “Scheduled Prompts” from the drop-down menu.

Hovering over a saved prompt will display a Recycle Bin where you can delete it.

Advanced feature: Edit scheduled prompts using Power Automate:

Click again on the three dots in the top right corner of Copilot BizChat, then select “Scheduled Prompts” from the drop-down menu.

To find and edit scheduled prompts, click the Power Automate icon in the top right.

Click the prompt you want to edit.

Click Edit to access the original message.

Here you can edit prompts, run them, change owner, and more.

Want to learn more? Microsoft Automate Billing

And that’s it! It’s all ready to send you prompts at the right time to turn Copilot into your personal assistant. Learn more Co-pilot reservation prompt