Microsoft Copilot
Import Conversation
Export Actions
Automated Actions
Connected Workflows
Create Workflow
Opportunity Summary Email
Edit
Run Workflow
Dynamics365CRUD Agent
Get My Opportunities
Retrieve all active sales opportunities assigned to you from Dynamics 365.
EmailDrafting Agent
Send Opportunity Summary
Send an email with a summary of your active opportunities to your team.
Single Actions
All
Email
Dynamics 365
Memory
EmailDrafting Agent
Send Status Update Email
Send a weekly status update to your team lead with project progress and metrics.
Edit Command
Run Action
Connect to another action
EmailDrafting Agent
Schedule Client Meeting
Send a professional email to schedule a meeting with a client including agenda and details.
Edit Command
Run Action
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Connect to another action
Dynamics365CRUD Agent
View My Opportunities
Retrieve all active sales opportunities assigned to you from Dynamics 365.
Edit Command
Run Action
Connect to another action
Dynamics365CRUD Agent
Create Lead from Business Card
Create a new lead in Dynamics 365 using scanned business card information.
Edit Command
Run Action
Connect to another action
ManageMemory Agent
Save Daily Summary
Save a summary of today's activities and outcomes to your personal memory.
Edit Command
Run Action
Connect to another action
ContextMemory Agent
Recall Previous Interactions
Retrieve context from your previous interactions with clients and projects.
Edit Command
Run Action
Connect to another action
Imported Actions
Clear Imported Actions
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No custom actions imported yet. Import a conversation JSON file to see actions here.
Import Conversation
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Response
Clear
Edit Command
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This is the natural language instruction that will be sent to Microsoft Copilot. You can modify it to customize what the agent does or how it behaves.
Create Connected Workflow
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Connect two actions to create a workflow where the output of the first action becomes input for the second action.
Select First Action:
Dynamics365CRUD
View My Opportunities
Dynamics365CRUD
Create Lead from Business Card
ContextMemory
Recall Previous Interactions
Select Second Action:
EmailDrafting
Send Status Update Email
EmailDrafting
Schedule Client Meeting
ManageMemory
Save Daily Summary
Workflow Details
Workflow Name:
Connection Prompt:
Export Actions
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