Copilot Just Got Smarter: Learn How to Schedule Your Prompts

If you’re a Microsoft 365 Copilot user, this edition of the Microsoft 365 Compass newsletter is especially for you. I’m sharing a personal tip that’s been a game-changer for staying on top of the thousands of emails I receive—scheduling prompts using Microsoft 365 Copilot.

If you’re not familiar with Microsoft 365 Copilot, it’s the enterprise-grade version of Copilot that can access your work data—like emails, files stored in Teams and SharePoint, and more.

🔐 To use it, you’ll need a Microsoft 365 Copilot license, in addition to your regular Microsoft 365 or Office 365 license.

Let’s jump into how to schedule prompts to make Copilot work for you—automatically.

Scheduling Update

Before we dive in, I want to quickly apologize for the delay in getting this edition out. It’s been a very full season for me, both professionally and personally. But I’m back—and my goal is to resume a new edition every 2-3 weeks, packed with practical, time-saving tips to help you master Microsoft 365.

Step-by-Step: How to Schedule a Microsoft Copilot Prompt

To schedule a Copilot prompt, start by accessing Microsoft Copilot either from the Office.com landing page or any supported app where Copilot is available. In this example, I’ll be using Copilot in Microsoft Teams by clicking on the Copilot icon in the left-hand menu. 

Begin by typing your prompt into the Copilot chat. Here’s the one I use daily:

“Review my emails from the past 7 days and summarize any that require action or follow-up. Include who it’s from, the subject, and a 2-sentence summary.”

⚠️ Tip for New Users: Because this prompt accesses your organizational data (emails in this case), make sure you’ve selected the “Work” tab at the top of the Copilot chat window.

Copilot will respond with a summary based on your prompt.

Next, hover over your original prompt in the chat. You’ll see a clock icon appear—click it to open the schedule menu.

Here’s what to do:

• Set the date and time for the prompt to run.

• Choose the recurrence (Daily, Weekly, Monthly).

• Select the specific days, if applicable.

• Set how many times the prompt should run (up to a maximum of 15 runs).

Once everything is configured, click “Save.” Your prompt is now scheduled and will run automatically based on the settings you’ve defined. The results will appear directly in the Copilot chat at the scheduled time.

Managing Scheduled Prompts in Microsoft Copilot

You can easily edit, deactivate, or delete any of your scheduled prompts:

1. Go to the Copilot chat interface.

2. Click on the “Chats and More” menu.

3. Select “Scheduled Prompts.”

This will display a list of your scheduled prompts. Click on any entry to run it, deactivate, or delete it.

🧠 Final Thoughts

And that’s how you can easily schedule prompts in Microsoft 365 Copilot to automate repetitive tasks and stay ahead of your work — with zero manual follow-up needed!

In my experience, features like this are often underutilized, but they can make a big impact on how you manage your day. I’d love to see Microsoft continue evolving this with options like conditional triggers or smarter execution rules. Given the pace of updates in Microsoft 365, I wouldn’t be surprised if those are already on the horizon.

I’d also love your input:
👉 Is prompt scheduling something you’ll start using regularly?
👉 What other Copilot or Microsoft 365 topics would you like me to explore?
👉 Want me to create a full video walkthrough for this?

As always, hit reply — I read every message!

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