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automating email triage with outlook and gpt

24 lessons · 1:01:00 · updated 9/9/2026

Watch them in order, then explain the topic in your own words below.

Nobody with subject knowledge has checked this course yet. It was put together automatically.

What you will do in this course

  • Introduce Outlook Copilot
  • Setup Email Automation
  • Build Custom Agent
  • AI Email Automation Overview
  • Perform Email Triaging
  • Add Knowledge Source
  • Create Outlook Rule
  • Avoid Common Mistakes
0 / 24 lessons watched

Getting started

4 lessons · short section, not a full path on its own

1. How To Use Copilot In Outlook

Introduce Outlook Copilot

Microsoft ExpertZone UKI · watch the original · 0:41

2. Power Automate Copilot - Build a flow by describing it

AI Email Automation Overview

Microsoft Power Platform · watch the original · 0:52

3. Creating an Outlook Rule (to avoid a loop)

Create Outlook Rule

Collaboration Simplified · watch the original · 1:08

4. Gmail Trigger

Setup Gmail Trigger

Nate Herk | AI Automation · watch the original · 1:45

Check yourself

Four questions on this section. Wrong answers are the point: each one explains itself.

Now you explain it

Close what you watched and explain the topic in your own words in 30 seconds. What you can explain is what you have learned. You are marked against this course's lessons and nothing beyond them.

Explain how you would do this: Getting started — Create Outlook Rule.

You are judged on these, and nothing else in the course:

  • Introduce Outlook Copilot
  • AI Email Automation Overview
  • Create Outlook Rule

Doing it properly

12 lessons

1. How to Automate your Email in Outlook with Microsoft Copilot!

Setup Email Automation

Scott Brant · watch the original · 1:00

2. Microsoft 365 Copilot in Outlook | Email Triaging

Perform Email Triaging

Microsoft 365 · watch the original · 0:40

3. Inbox a mess? Try this Outlook hack I used at Microsoft.

Avoid Common Mistakes

Kevin Stratvert · watch the original · 0:36

4. Zapier + ChatGPT = Email Automation

Configure Zapier Integration

Zapier · watch the original · 0:43

5. Build This N8N Email Agent In Under 60 Seconds

Build Simple Email Agent

Boss AI Automations · watch the original · 0:57

6. Building the Autonomous AI Agent

Construct Autonomous Agent

Collaboration Simplified · watch the original · 5:14

7. Setting Fields

Configure Agent Fields

Nate Herk | AI Automation · watch the original · 2:09

8. Checking if Customer Support Email

Detect Support Email

Nate Herk | AI Automation · watch the original · 3:21

9. Create Draft Tool

Nate Herk | AI Automation · watch the original · 1:36

10. Classify the email for labels

Jono Catliff · watch the original · 4:24

11. Creating labels for gmail inbox

Create Gmail Labels

Jono Catliff · watch the original · 3:24

12. Summarizing emails

Summarize emails with GPT

Jono Catliff · watch the original · 7:20

Check yourself

Four questions on this section. Wrong answers are the point: each one explains itself.

Now you explain it

Close what you watched and explain the topic in your own words in 30 seconds. What you can explain is what you have learned. You are marked against this course's lessons and nothing beyond them.

Explain how you would do this: Doing it properly — Avoid Common Mistakes.

You are judged on these, and nothing else in the course:

  • Setup Email Automation
  • Perform Email Triaging
  • Avoid Common Mistakes

Going deeper

8 lessons

1. I built an AI Agent for my Email Inbox

Build Custom Agent

Tom Shaw · watch the original · 0:42

2. Adding Knowledge Source to the Agent

Add Knowledge Source

Collaboration Simplified · watch the original · 5:32

3. Adding the Action for the Agent

Define Agent Action

Collaboration Simplified · watch the original · 1:14

4. Adding the Trigger for the Agent

Set Agent Trigger

Collaboration Simplified · watch the original · 1:21

5. Publishing the Agent

Publish Agent

Collaboration Simplified · watch the original · 0:49

6. Vector Database for Knowledge

Setup Vector Database

Nate Herk | AI Automation · watch the original · 2:27

7. Customer Support Agent Prompt/Testing

Test Agent Prompt

Nate Herk | AI Automation · watch the original · 4:05

8. Create a draft email

Draft email using GPT

Jono Catliff · watch the original · 9:00

Check yourself

Four questions on this section. Wrong answers are the point: each one explains itself.

Now you explain it

Close what you watched and explain the topic in your own words in 30 seconds. What you can explain is what you have learned. You are marked against this course's lessons and nothing beyond them.

Explain how you would do this: Going deeper — Define Agent Action.

You are judged on these, and nothing else in the course:

  • Build Custom Agent
  • Add Knowledge Source
  • Define Agent Action