Morning Triage Agent
One prompt each morning turns your email, Teams chats and meetings into a numbered to-do list by priority. One click sends it to Planner and To Do as checkboxes, and a log remembers what you've already done.
ProductivityNo credits for seat holdersAbout two hours the first time; no experience needed to set upNew
What’s in the template
- How it works
- What it costs
- Before you start
- Power Automate basics (read this first)
- Step 1: Create the task log in OneDrive
- Step 2: Create the Planner plan
- Step 3: Create the agent
- Instructions (paste everything in the box)
- Step 4: Build Flow 1, email to Planner and the log
- Step 5: Build Flow 2, ticked off to Done
- Step 6: Test it end to end
- Your daily routine
- Troubleshooting
What you need
A Microsoft 365 Copilot seat for the person who uses it (the agent reads your email, chats and meetings). The two flows use only standard connectors included with Microsoft 365.
What it does
Saves time on: Working out each morning what you owe people from email, chats and meetings. Best for: Busy people whose to-dos arrive in Outlook, Teams chats and meetings.
People can ask it things like:
- Run my morning triage
- Send to tasks
- Triage the last 24 hours
- What am I waiting on?
New guide. Microsoft's menus change often. If a step doesn't match what you see, tell us at support@sierrix.com.
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