Create a meeting and agenda with Copilot in Outlook

Create a meeting and agenda in Outlook Calendar

You can schedule a meeting in Outlook and then ask Copilot to create an agenda based on the information you provide.

Schedule a meeting

Select New from the ribbon on the left, then select Event from the drop-down menu.
Enter the meeting title, add participants, set the date and time, and location.

Create a meeting agenda

To generate an agenda, you can either type in the agenda items or type / to Draft with Copilot.

If you choose to have Copilot generate an agenda, follow these steps:

Type / to Draft with Copilot.
Set the purpose of the meeting by typing it or selecting one of the suggested prompts from the drop down, then select Send.
Copilot will generate a draft agenda which you can keep, discard, or modify.
Once you have reviewed and finalized the meeting details and agenda, select Send to send out the meeting invitation.

Tip: Whether you create the agenda or Copilot helps you, you can use Context IQ to add links to Microsoft 365 files by typing / in the main text box and selecting from the dropdown menu. For additional information, see Using Context IQ to refer to specific files, people, and more in Microsoft 365 Copilot.

Create a meeting invitation and agenda from an email thread

Copilot makes it fast and easy to schedule a meeting from an email thread in new Outlook.

When you use the Schedule with Copilot option, Copilot analyzes the email and creates a meeting invitation for you, filling in a meeting title and agenda, and adding the email thread as an attachment. The people on the email thread are included as meeting attendees, and you can quickly review the invitation, add or change info, and then send it out.

Notes:

This feature is only available if you have a Microsoft 365 Copilot (Work) license and are using new Outlook.
If you don't see Schedule with Copilot at the top of your message thread, you can add it using customized actions and then selecting Schedule with Copilot in new Outlook.

Open an email conversation in new Outlook.
In the toolbar, select Schedule with Copilot. Copilot will analyze the email thread and suggest a meeting title, agenda, and include the email thread as an attachment.
Select Insert to accept the content Copilot has suggested (you can edit it in the next step, if needed).
Review the meeting invitation, make any changes you want to make, and when you're ready, select Send.

Tip: Another way to access the feature is to navigate to the top right, then select More options More options icon > Other reply actions > Schedule with Copilot.

What if I don't see any content in the agenda?

If the email discussion doesn't include much info about future actions, Copilot doesn't include an agenda in the meeting invitation. It also doesn't include content from discussions that are classified as confidential—or which contain potentially harmful or offensive content.

In these cases, the draft has the original title of the email, but it doesn't include any generated content.

Schedule a meeting using chat in Outlook

Chat Assisted Scheduling in Outlook simplifies the process of scheduling meetings and blocking time directly through Copilot chat. Start typing a prompt in the chat and Copilot will suggest available times and help organize your meetings and appointments.

Try prompts like: