How to Build a Weekly Review Agent in Microsoft Copilot Studio (That Summarizes Emails, Meetings & Teams Messages Automatically)
Imagine getting a weekly CEO-style summary of your entire digital life—emails, meetings, tasks, Teams messages—without doing anything. No digging through inboxes. No rereading meeting notes. No scrambling to remember who asked you to do what.
With Microsoft Copilot Studio, you can build a fully automated agent that reviews your:
- Outlook emails
- Calendar meetings
- Teams chat messages
- Follow-ups and commitments
- Deadlines and tasks
…then generates a high-priority, easy-to-read weekly summary and delivers it to you via:
✔ Email and ✔ A Teams message.
This guide walks you step-by-step through building that agent—from setup to automation to formatting your weekly report.
Why a Weekly Review Agent Is a Game Changer
Every professional is drowning in notifications. Between email threads, meeting invites, chat messages, and project tasks, it’s easy to lose track of what actually matters.
A Copilot agent solves this by:
- Pulling signal from noise—summarizing only the important items.
- Identifying action items you promised but forgot.
- Highlighting deadlines coming up next week.
- Summarizing themes across all communications.
- Packaging everything into a concise, readable weekly review.
Better yet—this runs automatically every Friday at the time you choose.
What You Need Before Starting
- A Microsoft 365 Business or Enterprise account
- Access to Copilot Studio (formerly Power Virtual Agents)
- Permission to use Outlook, Teams, and Power Automate connectors
- Basic familiarity with Microsoft 365
This tutorial is designed for beginners. You don’t need coding or technical skills.
Step 1 — Open Copilot Studio
Go to:
https://copilotstudio.microsoft.com/
On the left-hand panel, click:
+ New Copilot
Name your agent:
Weekly Executive Summary Agent
Step 2 — Create a New Trigger
Triggers are how your agent starts running. We will create a manual version AND an automated weekly version.
Create Manual Trigger
- Go to Topics
- Click + New Topic
- Name it “Run Weekly Review”
- Add trigger phrases:
- run weekly summary
- weekly review
- summarize my week
Step 3 — Connect Outlook and Teams
Your agent needs permissions to read your messages, meetings, and chat.
Go to:
Data → Connections → + New Connection
Create these connections:
- Office 365 Outlook
- Microsoft Teams
- Microsoft Graph (optional but powerful)
Step 4 — Pull Emails From Outlook
Inside your “Run Weekly Review” topic, click:
Add → Call Action → Power Automate Flow
Create a new flow named:
Get_Weekly_Emails
In Power Automate:
- Add trigger: When this flow is called
- Add action: Get emails (V3)
- Filter the mailbox:
Received Time >= addDays(utcNow(), -7)
- Set “Top” to 250 (to prevent overload)
This retrieves all emails from the last 7 days.
Step 5 — Pull Calendar Meetings
In the same flow, add:
Get Calendar View (V3)
Set the date range:
Start Time: addDays(utcNow(), -7) End Time: utcNow()
This returns all meetings held during the week.
Step 6 — Pull Teams Messages
To capture chat activity, add:
List Chat Messages (Graph connector)
Use filters:
Created DateTime >= addDays(utcNow(), -7)
Step 7 — Combine All Inputs
Your flow now bundles:
- Emails
- Meetings
- Teams chat messages
Return the combined text back to your Copilot agent.
Add an action:
Return value(s) to Copilot
Send:
- Email bodies
- Email subjects
- Meeting summaries
- Meeting transcripts (if recorded)
- Chat messages
Step 8 — Generate the High-Priority Summary (Inside Copilot)
Back in Copilot Studio, after the Power Automate action, click:
Add → AI Prompt
Use this prompt (highly effective):
You are my weekly executive assistant. Analyze all messages, emails, and meetings. Create a structured report with these sections: 1. High-Priority Action Items (must-do) 2. Important Follow-Ups 3. Decisions Made This Week 4. Deadlines and Upcoming Dates 5. Key Conversations and Themes 6. People Waiting on Me 7. Risks or Red Flags Keep it concise but clear. Use bullet points. Use bold for key items.
This generates your weekly report.
Step 9 — Send the Summary via Email
Add another Power Automate Flow:
Send_Weekly_Email
- Trigger: When called from Copilot
- Action: Send Email (V2)
- To: Your email address
- Subject: Your Weekly Executive Summary
- Body: Insert summary text from Copilot
Step 10 — Send the Summary via Teams
Create a third flow:
Send_Weekly_Teams_Message
- Trigger: When called from Copilot
- Action: Post a Message in a Chat or Channel
- Choose:
- Your personal chat
- Or a Teams channel
- Paste summary text
Now you receive the report in two places automatically.
Step 11 — Automate Weekly Scheduling
Go back to Power Automate and create a new flow:
Weekly_Auto_Run
- Trigger: Recurrence
- Set:
- Frequency: Weekly
- Day: Friday
- Time: 8:00 AM (or your preference)
- Action: Trigger your Copilot Agent
Done — your agent now runs itself on schedule.
Final Thoughts
You’ve just built an AI-powered assistant that:
- Reads your emails
- Reviews your meetings
- Analyzes your Teams messages
- Extracts tasks and priorities
- Sends you a polished weekly summary
- Delivers it to both Email and Teams
This is the future of personal productivity—and you built it in under an hour.
