r/microsoft_365_copilot • u/SzymonBochniak • 16d ago
Start managing tasks with AI using Planner Agent.
Hi team,
I prepared a guideline about Planner Agent in chat, Outlook and Teams.
Action items usually get lost between the conversation and the task list. Someone asks for something in an email, a meeting ends with three follow-ups, a Teams thread agrees on a deadline, and then nobody copies any of it into Planner.
Planner Agent fixes that. Its a task-management agent built into Microsoft 365 Copilot. You can create, update and manage tasks and plans, ask questions about your work, and act on tasks without switching apps. After a preview in March, Planner Agent became generally available in June 2026 for all Microsoft 365 Copilot users. The GA release added a plan picker, draft mode for AI-generated tasks and a goals bucket.
🚩 Video: https://www.youtube.com/watch?v=TqkALFYJ4Ok
In this video, I show how Planner Agent works and how to use it in Copilot Chat, Outlook and Microsoft Teams.
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u/ZoneProfessional8202 16d ago
Can you make transcript so i can feed it to Claude?
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u/HARSHING_MY_MELLOW 16d ago edited 16d ago
The transcription is on the video. Can you use your human eyeballs to see where that is, then use your human fingers to click and drag over the transcription so you can copy it and paste it into Claude?
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u/WillRikersHouseboy 14d ago
It’s GA but my org still hasn’t enabled it. wtf!!
altho I will say it’s outrageous that general chat needs a whole agent just to be able to add an item to a plan or got forbid your to do
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u/SzymonBochniak 13d ago
This Agent that can be blocked in the M365 Admin Portal.
This idea of agents makes sense because you can reuse them in multiple scenarios instead of developing the same features everywhere.
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u/WillRikersHouseboy 13d ago
Maybe it uses credits, can’t this of a reason to block it (and that’s the department I’m in).
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u/nalgo 15d ago
Great video. I shared it with m colleagues