If you’ve ever found yourself spending Friday afternoons piecing together meeting notes and task lists for your manager, you’re not alone. Weekly reporting is useful but it can feel like busywork.
Here’s the good news: with Microsoft Copilot, you can create a simple agent that does most of the legwork for you. Think of it as a little digital assistant whose only job is to turn your calendar and tasks into a neat weekly report.
Why Co-Pilot Agent?
Copilot isn’t just for one-off prompts, it can be given a dedicated role. By creating an agent, you can say:
“Your job is to report on meetings and logged tasks between specific dates”
From there, Copilot asks you which Microsoft tools it should connect to. You give it access once and it remembers, so next week, it’s just a quick query away.
By Using Microsoft To Do or Planner
If you use Microsoft To Do or Planner, your Copilot Agent can include these sources in your weekly reports.
With To Do, it can summarise the tasks you completed last week and highlight what is due in the coming week. With Planner, it can show the tasks assigned to you, reflect their progress, and point out upcoming deadlines.
When you add these connections, your weekly report covers not only meetings but also the work you have delivered and the tasks still ahead.
What If You Don’t Track Tasks?
Even if you’re not using To Do or Planner, the agent still shines. It will pull data from Microsoft Teams / Outlook Calendar for:
- Calendar events (titles, dates, attendees, locations)
- Teams meeting notes/chats (if recorded)
Pro tip: during meetings, drop a quick “Action: …” line in the notes or chat. The agent will surface these as tasks in your report.
Setting It Up (takes 5 minutes)
- Open Copilot Studio → Create a New Agent
- Describe its role: “Report on logged tasks and meetings between dates in my Outlook calendar. Summarize progress, upcoming work, and risks in a professional tone.”
- Choose connections (this is where the magic happens): Outlook Calendar (must-have) and Microsoft Teams (for meeting notes & chats)
- Publish the agent. That’s it!
How You’ll Use It
Once the agent is live, you can start asking questions like:
- “Summarize my meetings from Aug 12–18 in a manager-friendly update.”
- “List action items assigned to me last week and what’s due next week.”
- “Create a three-section weekly report: Highlights, Completed, Next Week.”
- “Rewrite the summary in a more formal tone.”
The agent pulls the raw data, then you shape it into the style that works best for your team.
Why This Works
Instead of hunting through your calendar and half-remembered notes, you let Copilot do the digging. You just add the human touch, choosing tone, trimming the fluff, and sending it off
Contact Us
Have questions about setting up Copilot agents or automating your weekly reports? We’d love to help.
