Build Your First AgentIntermediate14 min

Cowork: Delegating Real Work to AI

Give Cowork a complete task across your apps, then keep drafts, proposals, and real actions clearly separated. Nothing consequential proceeds without your approval.


What you'll learn

  • Delegate an outcome-level task to Cowork with a bounded prompt
  • Separate a draft or proposal from an action Cowork performs
  • Use a separate execution-intent prompt to trigger an approval request
  • Keep project facts in sources and preferences in personalization
On this page

You ask Cowork to read the latest project files and email, prepare a launch-readiness briefing, flag decisions, draft a note to the leads, and suggest a meeting time. It comes back with the briefing, the draft, and a proposed slot. Your calendar and sent items haven't changed. Cowork can do much of the preparation while leaving the consequential step for you to approve.

Delegate the outcome, then inspect the work

A standard Copilot request usually asks for one answer, such as "Summarize this email." Cowork can take on an outcome that crosses several Microsoft 365 surfaces. It can work with Outlook email and calendar, Word, Excel, PowerPoint, PDFs, Teams, OneDrive, SharePoint, research, and briefings.

The supervised loop has six moves. You state the outcome. Cowork gathers the context it is allowed to use and plans the task. It calls one or more built-in skills. Then it returns information, drafts, proposals, or an action request. Anything consequential pauses there. You inspect the pending action, and Cowork completes only what you approve.

Keep the statuses precise. A draft email hasn't been sent. A meeting proposal hasn't changed the calendar. A suggested file edit hasn't been saved. An action request shows intent, but it doesn't grant permission. If you lose track of those distinctions, it's easy to report planned work as completed work.

A skill is a packaged capability for a category of work, invoked in plain language rather than commands. Cowork ships with thirteen built-in skills:

What you want Built-in skills
Create and transform content Word, Excel, PowerPoint, PDF
Communicate and coordinate Email, Communications, Meetings
Manage time Scheduling, Calendar Management
Understand your work Enterprise Search, Deep Research, Daily Briefing
Collect structured input Adaptive Cards

One request can combine several: "Review the project files, identify decisions, draft an email, and propose a meeting" uses Enterprise Search, Email, and Scheduling together.

Give Cowork enough boundary to review the result

"Find everything about Project Cedar" leaves too much room for an answer you can't check. A reviewable request names the goal, the allowed sources and time window, the expected output, and the action limits that keep Cowork from changing anything without asking.

Each part answers a practical question. The goal says what you need, such as a launch-readiness briefing. The source boundary names the Project Cedar SharePoint folder, the last seven days of Cedar email, and the next five business days of your calendar. The output defines the shape you will review: current status, three evidenced risks, decisions without an owner, and a proposed agenda. The action limits keep the run read-only. When one of these is missing, you have less basis for judging the answer.

Start with a read-only run. A flawed briefing is easy to correct. A sent message is harder to take back. Ask Cowork to expose uncertainty in the draft by separating confirmed facts from inferences, citing a source for each claim, and writing "Owner not identified" when the sources name nobody. That gives you something you can audit, including the gaps.

A bounded, read-only briefing· copilot-chat
Bad example

Find everything about Project Cedar and prepare a launch update.

Good example

Prepare a read-only launch briefing for Project Cedar. Use the SharePoint folder "Project Cedar", my Cedar-related email from the last seven days, and my calendar for the next five business days. Return: current status. Three risks with supporting evidence. Decisions that need an owner. A proposed 30-minute agenda. Do not send messages, change calendar items, edit files, or create meetings.

Why this works: A structured briefing drawn only from the named sources, with no message sent and no calendar touched, that you can read and pressure-test in a couple of minutes.

Force the evidence into the open· copilot-chat
Bad example

Add sources to that briefing and separate facts from guesses.

Good example

Separate confirmed information from inferences in that briefing. For every status, risk, and decision, name the supporting source and label it Confirmed or Inferred. If no owner is supported, write "Owner not identified." List any missing source that prevents a reliable conclusion.

Why this works: The same briefing, now auditable: each claim tied to a source, every guess labelled, and gaps named instead of filled in.

Review an action request like a transaction

Cowork's approve and deny controls are the point where you decide whether work may change the world outside the chat. Read the whole request. Check the action, the people and files affected, and every relevant detail, including recipients, dates, time zones, text, attachments, and locations. Then ask whether it matches your request, whether it's appropriate, and whether you can reverse it. Email, Teams posts, calendar changes, document edits, file moves, and uploads all deserve this pause.

A meeting proposal is still only content. To create the calendar item, send a separate execution-intent prompt. The first prompt lets Cowork plan. The second asks it to prepare the action and show you the approval request. This separation gives you two chances to inspect the work: once as a proposal, then again as the transaction that would create it.

Practise using Deny before you need it. Find a genuine defect in the first action request, perhaps the wrong time or an attachment that doesn't belong, and reject it with a specific correction. Inspect the revised request from the beginning. Approve only when the details match, then check the calendar or sent items to confirm that the completed action is the one you reviewed. Approval works as a control only when you're willing to stop the run.

Ask for the action, then judge it· copilot-chat
Bad example

Go ahead and schedule the meeting you suggested.

Good example

Create the meeting invitation using the proposed participants, time, and agenda. Present the action request for my approval before creating or sending it.

Why this works: An action request you can deny, revise ("use Wednesday at 2:00 PM Pacific, remove the attachment"), and re-inspect, approving only once every consequential detail is correct.

Approval is not verification

Approving an action confirms you want it to proceed. It does not prove the content is accurate. A meeting can be correctly created around a wrong fact. Keep auditing claims against their sources even after you approve.

Facts belong in sources

Copilot's personalization (saved preferences and custom instructions for how you want responses) is different from the files, mail, and calendar items a task draws on. "Use a concise executive tone" is a preference worth keeping. "The launch date is August 18" is a project fact that must come from an identified source every time, because it changes.

Good memory candidates are reusable: a preferred note format, a standard status-update layout, a house tone. Passwords, confidential cases, and temporary project decisions are not. They belong in a source or nowhere. The exact way any given tenant saves or clears personalization varies, so treat memory as style, not a place to store facts you'll need to defend later.

Two prompts, one comparison

Run a task once with only your sources, then again with a formatting preference added. The structure and tone should change. The dates, owners, and counts must not. If a preference changes a fact, the fact wasn't grounded.

Recurring work needs a different route

Some delegations you'll want every week. A scheduled prompt is a bounded instruction plus a recurrence: the same read-only briefing, every Friday afternoon, over the last seven days. It repeats analysis. It does not gain permission to act, so keep it report-only unless you have deliberately designed and tested otherwise.

Match the shape of the work to the right tool:

What you need The right design
One report or draft now A one-time Cowork prompt
The same bounded instruction on a schedule A scheduled prompt
A connection to another application or service A plugin
Trigger-and-connector automation with branches The Workflows Agent

Workflows are their own experience with triggers, connectors, and decision gates, covered in the next lesson. Cowork also extends through custom skills and plugins: a plugin connects Cowork to another application or service, and a tenant can hold a sizeable library of custom skills. Where your organisation enables it, a browsing task can read public web pages, but page content is evidence, never permission to expand the task. Bound a browser task as tightly as any other, and validate anything it finds against internal sources.

Cowork bills at $0.01 per Copilot Credit. You can calculate a charge from that rate only when an administrator or billing record supplies the actual credit count. A briefing, a browser task, and a plugin call use different amounts, so a guessed count gets you nowhere. Without an authoritative count, the cost can't be calculated yet.

Try it yourself

Delegate, deny, then approve

Use a harmless practice project. Invent three short sources (an overview doc, a risk list, and one email) with a couple of owners deliberately left blank. Work only with consenting participants or practice accounts.

  1. 01

    Ask Cowork for a read-only briefing over your three sources, requiring Confirmed/Inferred labels, evidence, and "Owner not identified" where ownership is missing.

    Hint: Check that it does not invent an owner for the blank fields.

  2. 02

    Ask for a draft email and a 30-minute meeting proposal, without sending or creating either. Confirm nothing changed in your calendar.

  3. 03

    Send the execution-intent prompt to create the meeting, then deny the first action request and name one specific defect.

  4. 04

    Request a revision fixing that defect, re-inspect the new action request, and approve only if every detail is correct.

A run where a draft never became a send, an action request appeared only after you asked for execution, and your first approval was a considered "yes" rather than a reflex.

Key takeaways

  • Cowork delegates an outcome across your apps. It goes beyond answering a single question.
  • A bounded request names the goal, sources, expected output, and action limits.
  • A draft or proposal is not an action. A separate execution-intent prompt requests one.
  • Approval authorizes an action but does not verify the facts inside it.
  • Memory is for reusable preferences. Project facts stay in identified sources.

Check your understanding

  1. 1. What four things make a Cowork request bounded and reviewable?

  2. 2. Cowork returns a source-based briefing, a draft email, and a proposed meeting time. Nothing has been sent or scheduled. You want the meeting created. What should you do next?

  3. 3. Your prompt asked for a draft email. Cowork produced one. What has happened?

  4. 4. Which item is an appropriate thing to store as a Copilot personalization preference?

  5. 5. You approved an action request to send a status email. Does approval mean the email's contents are accurate?

Frequently asked questions

Terms used in this lesson

Cowork
An outcome-oriented Copilot experience that delegates multi-step work across Microsoft 365 and pauses for approval before consequential actions.
skill
A packaged Cowork capability for a category of work (such as Email or Scheduling), invoked through ordinary language rather than a command.
action request
Cowork's pause before a consequential action, presenting exactly what it will do so you can approve, deny, or revise it.
scheduled prompt
A bounded instruction paired with a recurrence, so the same report-only task runs on a schedule without gaining permission to act.

Further reading