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Template and Quick Action

Set up standard court filing email templates and quick actions for the assistants team so everyone uses the same langu…

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See the prompt↓More signature workflows

The same job, four prompts

do it · improve it · decide · become
AExecute — “help me do it”Set up standard court filing email templates and quick actions for the assistants team so…+
Set up standard court filing email templates and quick actions for the assistants team so everyone uses the same language when notifying clients and opposing counsel, and roll them out office-wide this week.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.
BImprove — “do it better”Create approved templates and quick actions for court filing emails—cover notice, exhibit…+
Create approved templates and quick actions for court filing emails—cover notice, exhibit index, and filing confirmation—include required sign-off language and a checklist, distribute them to all assistants, and run a short demo so mistakes drop and responses are consistent across the office.
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
Quick Steps

Quick Steps automate common or repetitive tasks in Outlook, helping you process emails efficiently.

  1. 1

    In new Outlook, select Mail from the navigation pane.

  2. 2

    From the Home tab, select the drop-down menu next to Quick steps.

  3. 3

    Select Manage quick steps to open the Quick Step Settings.

  4. 4

    Select Add Quick Step.

  5. 5

    Name your new Quick Step.

    Best practiceChoose a descriptive name that clearly indicates the Quick Step's purpose for easy identification.

  6. 6

    Choose an action from the available options, such as Move to folder or New message.

  7. 7

    Configure the chosen action with specific details, like a target folder or message content.

    NoteFor 'New message', you can pre-fill recipients, subject, and body text.

  8. 8

    Optionally, select Add Action to include multiple steps within one Quick Step.

  9. 9

    Optionally, assign a keyboard shortcut for faster execution.

  10. 10

    Select Save to create your new Quick Step.

To use a Quick Step, select an email in your inbox, then click the desired Quick Step from the Home tab.

Quick Steps are primarily a user interface feature within Outlook and are not directly exposed for external API automation.

Glossary

words on this page
Quick stepsQuick Steps are one-click shortcuts that apply multiple actions to an email message simultaneously.ExampleYou use a Quick Step to forward an email to your team, mark it as read, and move it to the 'Discussed' folder.
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.

The real tasks

1 of them
Set up shared templates and quick actions for standard court filing emails so every assistant in the office uses the same language and reduces mistakes.

Who does this

1 roles
Legal Assistant

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.