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Automating email triage with outlook and gpt

14 lessons · 49:40 · 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

  • Create Outlook Rule
  • Configure Agent Fields
  • Draft email using GPT
  • Detect Support Email
  • Setup Vector Database
  • Construct Autonomous Agent
  • Add Knowledge Source
  • Classify Email Labels
0 / 14 lessons watched

Getting started

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

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

Create Outlook Rule

Collaboration Simplified · watch the original · 1:08

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:

  • Create Outlook Rule

Doing it properly

6 lessons

1. Setting Fields

Configure Agent Fields

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

2. Checking if Customer Support Email

Detect Support Email

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

3. Building the Autonomous AI Agent

Construct Autonomous Agent

Collaboration Simplified · watch the original · 5:14

4. Classify the email for labels

Jono Catliff · watch the original · 4:24

5. Summarizing emails

Summarize emails with GPT

Jono Catliff · watch the original · 7:20

6. Create Draft Tool

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

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 — Construct Autonomous Agent.

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

  • Configure Agent Fields
  • Detect Support Email
  • Construct Autonomous Agent

Going deeper

7 lessons

1. Create a draft email

Draft email using GPT

Jono Catliff · watch the original · 9:00

2. Vector Database for Knowledge

Setup Vector Database

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

3. Adding Knowledge Source to the Agent

Add Knowledge Source

Collaboration Simplified · watch the original · 5:32

4. Adding the Action for the Agent

Define Agent Action

Collaboration Simplified · watch the original · 1:14

5. Adding the Trigger for the Agent

Set Agent Trigger

Collaboration Simplified · watch the original · 1:21

6. Customer Support Agent Prompt/Testing

Test Agent Prompt

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

7. Publishing the Agent

Publish Agent

Collaboration Simplified · watch the original · 0:49

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 — Add Knowledge Source.

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

  • Draft email using GPT
  • Setup Vector Database
  • Add Knowledge Source

Not part of the path

Added by readers, or indexed before this course was sorted. These are not counted as one of the three sections.

1. How To Use Copilot In Outlook

Microsoft ExpertZone UKI · watch the original · 0:41

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

Scott Brant · watch the original · 1:00

3. Microsoft 365 Copilot in Outlook | Email Triaging

Microsoft 365 · watch the original · 0:40

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

Kevin Stratvert · watch the original · 0:36

5. I built an AI Agent for my Email Inbox

Tom Shaw · watch the original · 0:42

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

Microsoft Power Platform · watch the original · 0:52

7. Zapier + ChatGPT = Email Automation

Zapier · watch the original · 0:43

8. Build This N8N Email Agent In Under 60 Seconds

Boss AI Automations · watch the original · 0:57

9. Gmail Trigger

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

10. Creating labels for gmail inbox

Jono Catliff · watch the original · 3:24

Turn what you built into work

  1. Find a business with a task it repeats by hand: answering the same messages, copying orders into a spreadsheet, booking by phone.
  2. Adapt what you built in this course to that task and show it working. Your task's proof is your demo.
  3. Do the first setup for a small fee or free, and ask for a review that describes the result in return.

A suggestion, not a promise of earnings.