How to Supercharge Your AI Personal Assistant in Copilot Studio: Daily Briefings, Smart Priorities, and Automated Follow-Ups

In the previous post, we created a powerful weekly review agent in Microsoft Copilot Studio that automatically scanned your email, calendar, and Teams messages and produced a clean summary of high-priority items. That agent acted like a personal chief of staff who shows up every Friday with a full report.

Now it’s time to level up. In this guide, we’ll turn your assistant into a proactive, daily-support AI system — one that tracks new priorities, reminds you of commitments, creates follow-ups, notifies you in Teams and email, and delivers a morning briefing every day.

By the end of this tutorial, you’ll have an AI assistant that behaves much more like a real executive aide: attentive, organized, and always one step ahead of you.

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What Your Upgraded Assistant Will Do

Once you complete the steps in this article, your AI assistant will be able to:

• Send a daily morning briefing with meetings, tasks, unread important messages, and preparation notes.
• Track high-priority emails automatically by detecting urgent senders, flagged items, and time-sensitive content.
• Perform automatic follow-up checks on messages you sent that haven’t received responses.
• Deliver smart notifications via email and Microsoft Teams anytime something important happens.
• Answer questions anytime through a custom “Ask My Assistant” topic inside Copilot Studio.

Let’s get started.

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Step 1: Add a Daily Morning Briefing Flow

Your weekly summary is useful — but a daily briefing turns your assistant into something you actually depend on. It should tell you:

• Your meetings for the day
• Who they’re with
• Preparation notes (pulled from email threads)
• Your due tasks
• Unread urgent messages

Create the Scheduled Trigger

1. Open Copilot Studio.
2. Select your existing Weekly Review Agent.
3. Go to Topics > Add > Scheduled Topic.
4. Set it to run every weekday at your preferred time (e.g., 7:30 AM).

Screenshot description: A Copilot Studio window showing a scheduled trigger set for weekdays at 7:30 AM.

Connect the Outlook Calendar

1. Add the action Get events from Outlook Calendar (Today).
2. Store results in a variable called TodayMeetings.

Pull Relevant Emails

1. Add action: Get unread emails (last 24 hours).
2. Add filter conditions:
   • If sender is your manager/supervisor
   • If subject contains “urgent”, “deadline”, “asap”, “review”
   • If email is flagged

Compile the Briefing Prompt

Add a Create text with GPT step. Use this prompt:

Create a concise daily briefing. Include:
- Today's top priorities
- Meetings with participants and prep notes
- Important unread or flagged emails
- Tasks due today or overdue
Return the briefing in a clean bullet format.

Send the Briefing by Email & Teams

1. Add action: Send an email → To yourself → Subject: “Your Morning Briefing”.
2. Add action: Post message to Teams → Your private chat or a channel.

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Step 2: Add Smart Priority Tracking

The best personal assistants don’t wait for you to tell them what's important — they anticipate it. We’ll build logic that automatically flags important messages based on:

• Sender importance
• Keywords
• Flags or categories
• Deadlines

Create a Classification Prompt

Add a new topic called PriorityClassifier.

Use this prompt:

Determine whether the following email is:
- High Priority
- Medium Priority
- Low Priority

Consider:
- Time sensitivity
- Sender importance
- Explicit deadlines
- Required actions
- Follow-ups mentioned

Return JSON:
{"priority":"High|Medium|Low","reason":"text"}

Then, every time your agent reads emails (daily or weekly), send them through this classifier.

High-priority items will get stored in a persistent variable such as PriorityList.

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Step 3: Add Automated Follow-Up Detection

This is where your assistant becomes a game-changer. Follow-ups often slip through the cracks — so the agent will now detect:

• Emails you sent that haven’t received replies after X days
• Requests you made in Teams that were ignored
• Meetings with missing notes or open action items

How to Build the Follow-Up Checker

Create a new scheduled topic:

• Name: FollowUpCheck
• Run every day at 2:00 PM

Outlook Follow-Up Logic

1. Use Get Sent Emails (last 48 hours).
2. Filter for emails that:
   • Asked a question
   • Requested a task
   • Expected a response
3. Check whether the email thread has a response.
4. If no response → Add to FollowUpList.

Teams Follow-Up Logic

1. Add connector: Get messages from Teams.
2. Search for:
   • “Can you…”
   • “Please review”
   • “Let me know”
3. If no reply within 24–48 hours → Add to FollowUpList.

Send Follow-Up Summary

Use GPT to compile the list and send reminders to yourself.

You can even send auto-generated follow-up draft emails.

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Step 4: Add an “Ask My Assistant” Topic

This lets you manually ask your assistant for insights anytime, such as:

• “What follow-ups do I owe?”
• “What’s coming up tomorrow?”
• “Summarize my current priorities.”
• “Do I have anything overdue?”

Create a new topic called AskAssistant.

Use this prompt:

You are my personal assistant. Use the stored variables:
- PriorityList
- FollowUpList
- TodayMeetings
- HighPriorityEmails

Answer the user’s question using real data. 
If data is missing, ask a clarifying question.

This gives you on-demand access through Teams, the web agent, or Copilot Studio’s chat interface.

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Step 5: Add Smart Notifications

Now let’s make your assistant proactive. You can choose to notify yourself when:

• A high-priority email arrives
• Someone important emails you
• A deadline is 24 hours away
• A flagged task hasn’t moved

Create Event-Driven Triggers

These require Outlook event triggers:

• On new email received
• On event added to calendar

When a new high-priority email comes in:

1. Run classification
2. If “High Priority” → Post a Teams notification and send an email alert

Screenshot description: Copilot Studio flow with an “Email received” trigger and conditional priority filters.

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The Final Result

Once complete, your upgraded AI assistant will:

• Greet you every morning with what matters
• Watch your inbox and Teams for urgent items
• Organize your priorities and store them
• Track outstanding tasks without you doing anything
• Remind you at the perfect time
• Be ready to answer questions anytime

This is no longer just a weekly review bot — it’s a real personal productivity AI.

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Want to Go Even Further?

Here are some ideas for future enhancements:

• Voice activation (“Hey Copilot, what’s next?”)
• Smart tagging and automatic email categorization
• A dashboard in Power BI showing all priorities
• Integration with To Do or Planner

If you'd like a guide on any of these, just let me know!