Скачать или смотреть How to Build a Project Task Manager with Microsoft Copilot Studio | Step-by-Step Guide and Demo

📌 Build a Project & Task Management Agent with Microsoft Copilot Studio

💡 Stop losing track of email threads and scattered tasks across multiple projects. I'll show you how I created an automated agent that turns your incoming and outgoing emails into organized, actionable task management - all updating automatically in real-time.

What you'll discover in this complete build tutorial:

🔍 The Smart Architecture: How to connect email triggers with Microsoft Copilot Studio, SharePoint Excel tables, and GPT-4o generative orchestration. The agent reads message IDs and automatically captures task data without manual input.

⚡ Why This System Works: Instead of manually tracking email conversations across different threads, your agent analyzes email content, determines if it's a new task or follow-up to existing work, and updates your central database accordingly.

🛠️ What Your Automated Agent Will Do:
• Capture tasks automatically from incoming and outgoing emails
• Track project communications across multiple threads in one place
• Generate summaries, follow-ups, and next steps on demand
• Update task status based on email replies and confirmations
• Set deadlines and to-dos extracted from email content

📋 Step-by-Step Build Process: Watch me create the SharePoint Excel table structure, configure the Copilot Studio agent with email management tools, set up the generative orchestration logic, and test it with real email scenarios.

🎯 Real Examples You'll See:
• Setting up the nine-column Excel table for task tracking
• Creating email triggers that send only message IDs to the agent
• Building the project management topic with get email and table actions
• Testing live scenarios with incoming project requests and follow-ups
• Generating task summaries and deadline reminders

Each step shows the actual configuration - from SharePoint document library setup to the GPT-4o prompt logic that determines new tasks versus existing thread updates.

🔒 Living Task Database: The agent maintains one source of truth for all your project tasks. It knows email direction (incoming/outgoing), extracts to-dos and deadlines, and keeps continuous descriptions as conversations evolve.

I'm using GPT-4o with generative orchestration here, plus four key tools: get email action and three SharePoint table actions for adding, listing, and updating rows.

The system handles email history detection automatically. When replies come in, it matches them to existing tasks using subject lines and email threads, then updates the same row instead of creating duplicates.

You'll see live email examples - from initial project requests to status updates and confirmations, all automatically captured and organized in your central task board.

Ready to turn your email chaos into organized project management? Watch me build this agent from scratch and test it with real email workflows.

💬 Got other automation ideas you'd like me to create videos about? Leave a comment below.

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