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◆ Outlook · email

Automation Setup

Configure a company-wide automatic reply and deputy forwarding for senior scientists when they're on fieldwork for wee…

2heights
2tasks
1roles do it

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Configure a company-wide automatic reply and deputy forwarding for senior scientists when…+
Configure a company-wide automatic reply and deputy forwarding for senior scientists when they're on fieldwork for weeks — set automatic replies for Dr. Alvarez and Dr. Kim, forward urgent mail to deputy Priya, and set an out-of-office covering July 10–28.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Keep operations running while senior scientists are away — set automatic replies for Dr.…+
Keep operations running while senior scientists are away — set automatic replies for Dr. Alvarez and Dr. Kim that list expected return and deputy contact (Priya), configure mailbox forwarding of messages marked Urgent to Priya, and publish an out‑of‑office schedule from July 10–28 so procurement and safety teams know who to call.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
The tool
Email

Email in Outlook allows you to compose, send, and manage electronic messages.

  1. 1

    Open Outlook.

  2. 2

    Select New Email to start a new message.

    NoteAlternatively, press Ctrl + N from within new Outlook.

  3. 3

    Enter a name or email address in the To, Cc, or Bcc field.

  4. 4

    In Subject, type the subject of your email.

  5. 5

    Compose your message in the body of the email.

  6. 6

    To add a signature, select Signature from the Insert group on the Message tab.

    NoteChoose one of your saved signatures to add to your message.

  7. 7

    To change the 'From' address, navigate to the Options tab.

    Best practiceOn the toolbar, you should see a 'Show From' option to select a different sending address.

  8. 8

    Select Send to dispatch your email.

Use Outlook's 'To Do' app to automatically track flagged emails and tasks, improving follow-up and nudging.

Outlook email functionality can be automated using Microsoft Graph API for tasks like sending messages or managing mailboxes.

Glossary

words on this page
SignatureCustomizable text, like your name and contact information, automatically added to outgoing emails.ExampleYour outgoing emails automatically include your name, title, and phone number at the bottom.
BccStands for Blind Carbon Copy, allowing you to send an email to recipients privately.ExampleYou Bcc your manager on an email to a client, so the client doesn't see your manager's address.

The real tasks

1 of them
Configure a company-wide automatic reply and deputy forwarding for senior scientists when they're on fieldwork for weeks.

Who does this

1 roles
People Operations Manager

Questions people ask

honest answers

Because you rarely think 'I want the redaction tool'. You think 'I have to share this without leaking the client's details'. Start from the need, and the feature finds you.

Real. Every job here was drawn from what people in real roles were actually seen doing in Outlook — not a feature checklist.

No. Each page gives you a ready prompt you can paste into an AI assistant, plus the plain steps to do it yourself. Start with either — the goal is the finished job, not the tool.