Posey's Tips & Tricks
Let Copilot Manage Your Outlook Calendar, Part 2
Copilot Calendar Instructions can help Outlook users automate meeting responses, but the feature depends on clearly defined rules rather than vague scheduling preferences.
In the first part, I covered the basics of how you can use calendar instructions as a tool for bringing automation to your Outlook calendar. Now, I want to continue the discussion by talking about what you can and cannot accomplish by using calendar instructions.
Preventing Meetings During Certain Times
The number one use case that I can personally envision myself using is that of declining meeting requests that infringe upon personal time. For many people, this might take the form of declining meeting after 3:00 on Fridays or meetings that are insanely early in the morning.
In my case however, I am going to try setting up an instruction that also prevents meetings on holidays. I work with people all over the world and not every country shares the same holidays. I can remember one particular incident quite a few years ago in which someone in another country had scheduled a last-minute meeting on 4th of July (American Independence Day). I had taken the day off, so I hadn't even seen the meeting request, let alone accepted it. Even so, the person who made the request was irate that I had so irresponsibly spent the afternoon on my boat with my family instead of attending a last-minute meeting.
Automatically Accept Certain Meetings
One of the most obvious things that you can do using Calendar Instructions is to automatically accept meeting requests. However, you can place conditions around that acceptance. For example, you can choose to only automatically accept meeting requests from certain people and only if those requests do not conflict with other calendar items.
As an example, I present a lot of Webcasts for 1105 Media. Typically, the producer who is coordinating the Webcast will send out a calendar invite a few weeks ahead of time, as a way of blocking off the time slot. Of course as someone who is both busy and easily distracted, half the time I forget to accept these requests (though I still manage to show up for the Webcasts). Copilot could potentially fix that problem however, by automatically accepting meetings related to the Webcasts that I am presenting.
Remove Canceled Meetings
As we all know, meetings sometimes get cancelled. One of the more basic, yet useful things that Copilot can do is to automatically remove canceled meetings from your calendar. I tend to think of this as being a quality of life rule. That way, your calendar isn't cluttered with meetings that have been canceled, nor are you getting reminders for those canceled meetings.
How Granular Can These Rules Be?
Outlook allows you to create calendar instructions that are very specific and granular. As previously noted, instructions can be used to accept, follow, or decline meetings, or to remove canceled meetings from your calendar. However, you can add conditions to these rules. Conditions can be based around things like the meeting organizer, the meeting subject, the time of day or the day of the week, and the meeting cancelation status.
Is There Anything that Copilot Can't Do?
Even though you can be super specific when setting up calendar rules, there are some limits. As an example, you can't base calendar instructions on attendee counts. In other words, you can't create a rule that tells Outlook to accept a meeting if at least ten other people are going to be there.
Similarly, if your organization has a lot of companywide meetings, you can't decline meetings where the entire company has been invited. If you really don't want to attend these types of meetings though, you can tell copilot to decline meetings that have a subject line of “all hands” or whatever subject line your organization uses.
Another thing that Copilot cannot do is to accept or decline a meeting based on the meeting category. Again though, you may be able to use the subject line as a workaround.
One more thing that you can't do is to create calendar instructions that are based on vague instructions. For example, you can't tell Copilot to accept meetings from your direct reports or to decline meetings outside of your workday, because Copilot has no idea who your direct reports are or what your normal workday is. You can of course automatically accept meetings from your direct reports or decline after hours meetings. The trick is that you have to tell Copilot specifically who to accept meetings from or what hours are considered to be unacceptable for meetings.
About the Author
Brien Posey is a 22-time Microsoft MVP with decades of IT experience. As a freelance writer, Posey has written thousands of articles and contributed to several dozen books on a wide variety of IT topics. Prior to going freelance, Posey was a CIO for a national chain of hospitals and health care facilities. He has also served as a network administrator for some of the country's largest insurance companies and for the Department of Defense at Fort Knox. In addition to his continued work in IT, Posey has spent the last several years actively training as a commercial scientist-astronaut candidate in preparation to fly on a mission to study polar mesospheric clouds from space. You can follow his spaceflight training on his Web site.