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Workflows Agent within Microsoft 365 Copilot

In this episode of the podcast, Sean Fiene, Wendy Haddad, and Jocelyn Panchal discuss the newly released Workflows Agent within Microsoft 365 Copilot with Heather Orta-Olmo. They explore its capabilities, how it simplifies automation for information workers, and best practices for creating effective workflows. The conversation also touches on collaboration, identifying automation opportunities, and the importance of refining prompts to achieve desired outcomes. The episode concludes with insights on the future of the Workflows Agent and upcoming announcements at Ignite. Timestamps 00:00 Introduction to Workflows Agent 02:48 Understanding the Workflows Agent 05:28 Creating Personal Automations 08:24 Best Practices for Prompting 11:24 Avoiding Common Pitfalls 13:54 Collaboration and Team Productivity 16:31 Identifying Automation Opportunities 19:36 Building Automation Skills 22:12 The Future of Workflows Agent 24:56 Conclusion and Ignite Announcements Takeaways • The Workflows Agent allows users to create automations across Microsoft 365 applications. • It is designed for information workers who may not have a technical background. • Users can create personal automations using simple prompts in a conversational manner. • Best practices for prompting include being specific and refining requests over time. • Avoiding recursive workflows is crucial to prevent overwhelming inboxes with emails. • Collaboration features enable team productivity through automated reminders and updates. • Identifying repetitive tasks is key to discovering automation opportunities. • Building automation skills involves understanding business processes and testing workflows. • The future of automation tools is expanding with AI capabilities. • Engagement with community resources can inspire new automation ideas.