Use AI automations

Automate recurring work you already do by hand. Set the sources, instructions, and output once, then let the schedule run.

Learn the pattern once. It works in ChatGPT, Claude, Gemini, and Microsoft 365 Copilot, and in similar chat apps your organization already allows.

1. 1

   Pick a job that repeats

   Meeting prep, inbox triage, or a weekly review. Name the sources and the output you already use by hand.

2. 2

   Write a self-contained prompt

   Job, sources, time window, and format. It has to run without yesterday’s chat history.

3. 3

   Test once, then schedule

   Check the draft against a real source. Schedule it in your platform, then edit the same automation when it drifts.

The full guide covers Microsoft 365 scheduled prompts, ChatGPT Tasks, and when to move from a saved prompt into a workflow tool.