Create new emails with Finance agents in Microsoft 365 Outlook (preview)

[This article is prerelease documentation and is subject to change.]

This article describes how to create new emails by using Finance agents in Microsoft 365 Outlook.

Finance agents in Microsoft 365 Outlook let you use generative AI to compose new emails. The process resembles the process for replying to existing emails.

To compose a new email, follow these steps.

1. Select New mail.

2. In the To field, enter the contact.

3. On the top menu, select All Apps, and then select the Finance agents in Microsoft 365 Outlook app.

4. In the Copilot pane, in the Copilot sidecar, select Draft an email.

5. Enter a prompt to guide Finance agents about the email that you want to compose. You can optionally specify the following information:

   • Tone
   • Length

6. If you're dissatisfied with the draft that's generated, select Regenerate.

7. When you're satisfied with the draft that's generated, select Add to draft. The draft is inserted into the body of the email.