Co-Pilot in Action: Automating RFP responses and email follow-ups
Odd-Web4113 · reddit · 2026-08-23
Shares workflows and results for building agents using Microsoft 365 Copilot:
- RFP Response Agent: Uses historical DDQ/RFP data to quickly answer questions from prospects and recurring clients. Reports significant time savings and high accuracy.
- Email Follow-up: Monitors emails from the last 21 days to ensure follow-ups occur when no response or next steps are established. Requires tweaking to catch unique cases.
Plans to build a meeting follow-up agent based on Teams recordings. Seeking more ideas to automate admin tasks and focus on revenue generation.
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