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Guided AB-730 Domain 2
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AB-730 Study Guide

Domain 1: Understand Generative AI Fundamentals

  • Welcome to Copilot: AI at Work Free
  • Copilot Across Your M365 Apps Free
  • How Context Shapes Copilot's Answers Free
  • Chat vs Agents: Two Ways to Work Free
  • Data Safety, Privacy & AI Risks Free
  • Verifying AI Outputs: Your Quality Check Free

Domain 2: Manage Prompts and Conversations by Using AI

  • Crafting Effective Prompts Free
  • Referencing the Right Resources Free
  • Saving and Sharing Prompts
  • Scheduling Prompts That Run Themselves
  • Managing Your Copilot Conversations
  • Agent Store vs Building Your Own
  • Building Your First Agent
  • Configuring and Sharing Agents

Domain 3: Draft and Analyze Business Content by Using AI

  • Creating Documents and Communications
  • Working with Existing Documents
  • Moving Insights Between M365 Apps
  • Copilot in Meetings: Before, During & After
  • Copilot Pages: Your Collaboration Canvas
  • Copilot Memory and Instructions
  • Exam Prep: Scenario Capstone

AB-730 Study Guide

Domain 1: Understand Generative AI Fundamentals

  • Welcome to Copilot: AI at Work Free
  • Copilot Across Your M365 Apps Free
  • How Context Shapes Copilot's Answers Free
  • Chat vs Agents: Two Ways to Work Free
  • Data Safety, Privacy & AI Risks Free
  • Verifying AI Outputs: Your Quality Check Free

Domain 2: Manage Prompts and Conversations by Using AI

  • Crafting Effective Prompts Free
  • Referencing the Right Resources Free
  • Saving and Sharing Prompts
  • Scheduling Prompts That Run Themselves
  • Managing Your Copilot Conversations
  • Agent Store vs Building Your Own
  • Building Your First Agent
  • Configuring and Sharing Agents

Domain 3: Draft and Analyze Business Content by Using AI

  • Creating Documents and Communications
  • Working with Existing Documents
  • Moving Insights Between M365 Apps
  • Copilot in Meetings: Before, During & After
  • Copilot Pages: Your Collaboration Canvas
  • Copilot Memory and Instructions
  • Exam Prep: Scenario Capstone
Domain 2: Manage Prompts and Conversations by Using AI Premium ⏱ ~10 min read

Scheduling Prompts That Run Themselves

Set it and forget it. Learn how to schedule Copilot prompts that run automatically — daily summaries, weekly reports, and more — delivered straight to you.

What are scheduled prompts?

☕ Simple explanation

Think of scheduled prompts like setting an alarm — but instead of waking you up, it runs a Copilot task.

You tell Copilot: “Every Monday at 8 AM, summarise my unread emails and list today’s meetings.” Then you forget about it. Every Monday morning, Copilot runs the prompt and sends you the results — no clicking, no typing, no remembering.

It’s perfect for tasks you do regularly: daily inbox summaries, weekly team updates, Friday follow-up reminders.

Scheduled prompts allow users to configure Copilot to execute a prompt at a defined time and recurrence. The system processes the prompt against the user’s current data and permissions at execution time, then delivers the results.

Key technical details: scheduled prompts support daily, weekly, and custom recurrence patterns. Users can configure email notifications for completed results. There are limits: up to 10 scheduled prompts per user, each with up to 15 runs. Scheduled prompts are available in Copilot Chat (web, Teams, Outlook). Admins can disable this feature through cloud policy settings (“optional connected experiences”).

How to schedule a prompt

  1. Submit your prompt in Copilot Chat (Teams, Outlook, or web)
  2. Hover over the prompt you just submitted
  3. Click “Schedule this prompt”
  4. Configure:
    • Start date and time — when should it first run?
    • Recurrence — daily, weekly, custom
    • Email notifications — get results delivered to your inbox (optional)
  5. Click Save

Managing scheduled prompts

Find and manage your scheduled prompts:

  • In Copilot Chat → click the three-dot menu (…) → Scheduled prompts
  • From here you can:
    • Edit the schedule (change time, recurrence)
    • Run immediately (don’t wait for the next scheduled time)
    • Turn off a scheduled prompt (pause without deleting)
    • Delete a scheduled prompt entirely
💡 Real-world: Marcus's morning briefing

Marcus at Horizon Logistics scheduled two prompts:

Prompt 1 — Daily morning briefing (8:00 AM weekdays): “Summarise my unread emails and Teams messages from the past 12 hours. List any urgent items first. Then show today’s meetings with attendees and agenda topics. Present as a morning briefing in bullet points.”

Prompt 2 — Weekly ops summary (Friday 4:00 PM): “Summarise the key discussions, decisions, and action items from the Operations channel this week. Highlight any delivery delays or escalations. Format as a brief report for the leadership team.”

Marcus now starts every morning with a ready-made briefing and ends every week with a draft leadership summary. 30 minutes saved daily.

Limits and considerations

LimitDetail
Max scheduled promptsUp to 10 per user
Max runs per promptUp to 15 (depends on org configuration)
Recurrence optionsDaily, weekly, custom
Email notificationsOptional — results delivered to inbox
Admin controlCan be disabled via cloud policy (“optional connected experiences”)
Data freshnessPrompt runs against your CURRENT data at execution time — not cached results
Saved prompts vs scheduled prompts
FeatureSaved PromptScheduled Prompt
How it runsYou click to run it manuallyRuns automatically at scheduled times
Results deliveredIn your current Copilot conversationIn Copilot Chat + optional email notification
Data usedCurrent data at time you run itCurrent data at scheduled execution time
Best forOn-demand tasks you do sometimesRecurring tasks you do every day/week

When to schedule vs when to just save

Use CaseSave or Schedule?
”I run this report every Monday”Schedule
”I use this prompt a few times a month”Save
”I need a morning email summary every day”Schedule
”I sometimes need to compare two documents”Save
”My team needs Friday highlights every week”Schedule (then share the results)

🎬 Video walkthrough

🎬 Video coming soon

Scheduling Prompts — AB-730 Module 10

Scheduling Prompts — AB-730 Module 10

~7 min

Flashcards

Question

How do you schedule a prompt in Microsoft 365 Copilot?

Click or press Enter to reveal answer

Answer

Submit your prompt in Copilot Chat → hover over the prompt → click 'Schedule this prompt' → set the start date/time, recurrence (daily/weekly), and optionally enable email notifications → Save.

Click to flip back

Question

What are the limits for scheduled prompts?

Click or press Enter to reveal answer

Answer

Up to 10 scheduled prompts per user, each with up to 15 runs (depending on org configuration). Admins can disable the feature via cloud policy settings.

Click to flip back

Question

Does a scheduled prompt use cached data or current data?

Click or press Enter to reveal answer

Answer

Current data. When a scheduled prompt runs, it queries your Microsoft 365 data at that moment — not a cached version. So your Monday summary always reflects the latest emails and messages.

Click to flip back

Knowledge Check

Knowledge Check

Dana at Oakfield Healthcare wants Copilot to send her a summary of new employee onboarding tasks every Monday morning at 9 AM. She's already written the perfect prompt. What should she do?

Knowledge Check

Marcus has reached the limit of 10 scheduled prompts and wants to add 2 new ones. Two prompts are for reports he no longer needs. What should Marcus do?


Next up: You’ve mastered creating, saving, sharing, and scheduling prompts. Now learn how to manage the conversations those prompts create — finding, renaming, deleting, and organising your chat history.

← Previous

Saving and Sharing Prompts

Next →

Managing Your Copilot Conversations

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