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Copy file name to clipboardExpand all lines: copilot/scheduled-prompts.md
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ms.author: camillepack
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author: camillepack
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manager: scotv
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ms.date: 12/06/2024
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ms.date: 04/17/2025
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audience: Admin
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ms.topic: how-to
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ms.service: microsoft-365-copilot
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description: "Learn about managing Scheduled prompts for Microsoft 365 Copilot, admin controls, data policies, and user management steps."
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---
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# Manage Scheduled prompts for Microsoft 365 Copilot
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# Manage scheduled prompts for Microsoft 365 Copilot
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Scheduled prompts in Microsoft 365 Copilot allow users to automate Copilot prompts to run at set times and frequencies in Microsoft Teams, Office.com/chat, and Microsoft Outlook for the web and Desktop. As an admin, you can manage this feature for your organization.
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>[!NOTE]
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> This feature is in preview. As an admin, you can opt-in to making this feature available to your organization. To learn more, see [Opt in or out of preview](#opt-in-or-out-of-preview).
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> This feature is in preview. As an admin, you can optin to making this feature available to your organization. To learn more, see [Opt in or out of preview](#opt-in-or-out-of-preview).
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## Before you begin
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You must have both of the following licenses to manage Scheduled prompts:
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You must have both of the following licenses to manage scheduled prompts:
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- Microsoft 365 Copilot license (in the Copilot subscription)
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- Standard Microsoft Power Automate license
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Before you start using the Scheduled prompts feature, ensure that the Optional connected experiences setting is on in your tenant admin portal. This setting should be on by default, but you can double-check by accessing the Optional connected experiences setting at [config.office.com](https://config.office.com/).
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Before you start using the scheduled prompts feature, ensure that the Optional connected experiences setting is on in your tenant admin portal. This setting should be on by default, but you can double-check by accessing the Optional connected experiences setting at [config.office.com](https://config.office.com/).
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Additionally, if you block all new connectors by default using Power Platform Data Loss Prevention (DLP) policies, you need to run the following command to explicitly reclassify the connector:
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## Admin controls
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To use the Scheduled prompts feature as an admin, no action is required if no DLP policies are in place and if the Optional connected experiences setting is already enabled. This feature is automatically included as part of the Optional Connected Experiences admin setting. However, if you have DLP policies in place that block new connectors, you might need to run the command script mentioned previously. You can check if you have such policies in the [Power Platform admin center](https://admin.powerplatform.microsoft.com).
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To use the scheduled prompts feature as an admin, no action is required if no DLP policies are in place and if the Optional connected experiences setting is already enabled. This feature is automatically included as part of the Optional Connected Experiences admin setting. However, if you have DLP policies in place that block new connectors, you might need to run the command script mentioned previously. You can check if you have such policies in the [Power Platform admin center](https://admin.powerplatform.microsoft.com).
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If you prefer to not have this feature available to your organization, you can disable the Optional connected experiences setting at [config.office.com](https://config.office.com/). For more information, see [Admin controls for optional connected experiences](/microsoft-365-apps/privacy/optional-connected-experiences).
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If you turn off the Optional connected experiences setting, this action prevents anyone in your organization from seeing Scheduled prompts in Copilot.
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If you turn off the Optional connected experiences setting, this action prevents anyone in your organization from seeing scheduled prompts in Copilot.
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### Data policies
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To prevent exposing organizational data, you should also create a data policy in the [Power Platform admin center](https://admin.powerplatform.microsoft.com). Creating a data policy in the center allows you to control access to these connectors in various ways to help reduce risk in your organization. To learn more, see [Data policies - Power Platform](/microsoft-365-apps/privacy/optional-connected-experiences).
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## Disabling Scheduled prompts
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## Disabling scheduled prompts
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:::image type="content" source="media/prompts-org-policy.png" alt-text="Screenshot showing the pop-up that informs users of their organization's data policy." lightbox="media/prompts-org-policy.png":::
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:::image type="content" source="media/prompt-set-up.png" alt-text="Screenshot showing the setup text for a new scheduled prompt in Copilot." lightbox="media/prompt-set-up.png":::
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Your users can find the Scheduled prompts feature by hovering over a prompt they have submitted to Copilot. When a user selects the Save and activate button to confirm the scheduled prompt, a user's prompt information will be sent to the Power Automate and Power Platform system, and the [Power Automate terms of service and privacy policy](/power-platform/admin/wp-compliance-data-privacy) apply.
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Your users can find the scheduled prompts feature by hovering over a prompt they have submitted to Copilot. When a user selects the Save and activate button to confirm the scheduled prompt, a user's prompt information will be sent to the Power Automate and Power Platform system, and the [Power Automate terms of service and privacy policy](/power-platform/admin/wp-compliance-data-privacy) apply.
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To manage their Scheduled prompts, users can follow these steps:
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To manage their scheduled prompts, users can follow these steps:
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1. Hover over the prompt they have submitted to Copilot.
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2. Select the prompt management pane.
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You can start the opt-in process by submitting a support ticket and stating that you would like to join the Scheduled Prompts preview. Our engineers can help validate eligibility criteria and enroll you into the preview program.
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You can start the opt-in process by submitting a support ticket and stating that you'd like to join the scheduled prompts preview. Our engineers can help validate eligibility criteria and enroll you into the preview program.
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To opt out of the preview, you can similarly submit a customer support ticket requesting to opt out. To learn more about how to do this, see [Get support for Microsoft 365 for business](/microsoft-365/admin/get-help-support).
Copy file name to clipboardExpand all lines: microsoft-365/loop/loop-compliance-summary.md
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ms.date: 03/06/2025
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ms.date: 04/17/2025
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title: "Summary of governance, lifecycle, and compliance capabilities for Copilot Pages and Loop experiences"
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ms.reviewer: dancost, tonchan
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ms.author: jenz
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|Category|OneDrive or SharePoint|SharePoint Embedded|
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|-----|-----|-----|
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||This column applies to Loop content: <ul><li>Created in all other places without tightly associated collaborative storage (for example, Teams chat, Outlook email, Word for the web, Whiteboard) ➡️️ in the creator's OneDrive <li>Created in places with dedicated shared storage (for example, Teams channels) ➡️️ SharePoint </ul>|This column applies to Loop content: <ul><li>Created inside the Loop app: Workspaces, Ideas ➡️ in SharePoint Embedded, one container per Loop workspace <li>Learn more about [Loop storage](/microsoft-365/loop/loop-workspaces-storage-permission#loop-storage), which is combined with SharePoint in your tenant.</ul>|
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||This column applies to Loop content: <ul><li>Created in all other places without tightly associated collaborative storage (for example, Teams chat, Outlook email, Word for the web, Whiteboard) ➡️️ in the creator's OneDrive <li>Created in places with dedicated shared storage (for example, Teams channels) ➡️️ SharePoint </ul>|This column applies to Loop content: <ul><li>Created inside the Loop app: Workspaces, Ideas ➡️ in SharePoint Embedded, one container per Loop workspace <li>Learn more about [Loop storage](/microsoft-365/loop/loop-workspaces-storage-permission#storage), which is combined with SharePoint in your tenant.</ul>|
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|***Foundations***|---|---|
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|Admin toggles |**[Admin Toggles](/microsoft-365/loop/loop-components-configuration#available-policy-settings)** exist to turn on or off creation of and live rendering of Loop components in the Microsoft 365 ecosystem. If you enable Loop components in the Microsoft 365 ecosystem via the primary toggle, there are additional toggles to turn on or off Loop components in Outlook or Teams chats and channels. There's also an additional toggle to turn on or off Loop components for collaborative meeting notes.|**[Admin Toggle](/microsoft-365/loop/loop-workspaces-configuration)** exists to turn on or off creation of content stored in SharePoint Embedded, including Loop Ideas and new workspaces.|
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|GDPR |**GDPR** data subject requests can be serviced as part of the [Microsoft Purview portal](/compliance/regulatory/gdpr-data-subject-requests#data-subject-request-admin-tools) and [Purview eDiscovery workflows](/purview/ediscovery)|**GDPR** data subject requests can be serviced as part of the [Microsoft Purview portal](/compliance/regulatory/gdpr-data-subject-requests#data-subject-request-admin-tools) and [Purview eDiscovery workflows](/purview/ediscovery)|
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|Loop workspaces |n/a|See [Available](#available-admin-capabilities) and [Admin Management not yet available](#admin-management-not-yet-available).|
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|Recycle bin |End user Recycle bin for deleted content is available.|End user Recycle bin for deleted content is available in each Loop workspace. <br><br>**Not Yet Available**: <br>End user Recycle bin for deleted Loop workspaces.|
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|Version history |**Version History**[export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export) or via [Graph API](/graph/api/driveitem-get-content-format) is available. Loop files in OneDrive or SharePoint follow the same file versioning settings as other files.|**Version History**[export in Purview](/purview/ediscovery-export-search-results#step-1-prepare-search-results-for-export) or via [Graph API](/graph/api/driveitem-get-content-format) is available. Loop files in SharePoint Embedded are configured at 50 versions and no admin setting is available to change this.|
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|Quota |Loop files in their OneDrive and SharePoint locations follow the quotas of those storage containers. |One Loop workspace corresponds to one SharePoint Embedded container. Loop SharePoint Embedded containers have no default storage limit, they accrue to the overall storage limits for SharePoint storage quota in the tenant. See [storage quota](/microsoft-365/loop/loop-workspaces-storage-permission#loop-apps-usage-of-organizations-storage-quota) for more information. There's no admin setting available to set storage quotas per SharePoint Embedded container.|
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|Quota |Loop files in their OneDrive and SharePoint locations follow the quotas of those storage containers. |One Loop workspace corresponds to one SharePoint Embedded container. Loop SharePoint Embedded containers have no default storage limit, they accrue to the overall storage limits for SharePoint storage quota in the tenant. See [storage quota](/microsoft-365/loop/loop-workspaces-storage-permission#storage-quota) for more information. There's no admin setting available to set storage quotas per SharePoint Embedded container.|
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|Audit logs and events |**Audit** logs for all events: search and export Microsoft 365 service events for security and compliance investigations <ol><li>Use the [Microsoft Purview portal](https://purview.microsoft.com/auditlogsearch)<li>Search audit logs for "loop" or "loot" or "fluid"<li>Further filter exported results by "SourceFileExtension":"loop" or "SourceFileExtension":"loot" (templates) or "SourceFileExtension":"fluid" (deprecated)|**Audit** logs for all events: search and export Microsoft 365 service events for security and compliance investigations <ol><li>Use the [Microsoft Purview portal](https://purview.microsoft.com/auditlogsearch)<li>Search audit logs for Loop Web Application ID `a187e399-0c36-4b98-8f04-1edc167a0996` and Loop Mobile Application ID `0922ef46-e1b9-4f7e-9134-9ad00547eb41`</ol>Note: Loop workspaces create and update .pod files to manage content in the workspace.|
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|Audit log access |**Audit** logs are retained, can be exported, and can be streamed to third party tools|**Audit** logs are retained, can be exported, and can be streamed to third party tools|
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|***eDiscovery***|---|---|
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### Available admin capabilities
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For detailed information on existing capabilities in SharePoint Admin Center and PowerShell:
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- Available: [Manage SharePoint Embedded containers in SharePoint Admin Center](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctaux) - Learn more about [Loop storage](/microsoft-365/loop/loop-workspaces-storage-permission#loop-storage), which is combined with SharePoint in your tenant.
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- Available: [Manage SharePoint Embedded containers in SharePoint Admin Center](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctaux) - Learn more about [Loop storage](/microsoft-365/loop/loop-workspaces-storage-permission#storage), which is combined with SharePoint in your tenant.
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- Available: [SharePoint Embedded container management in PowerShell](/sharepoint/dev/embedded/concepts/admin-exp/consuming-tenant-admin/ctapowershell)
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### Not yet available
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### Admin Management not yet available
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- When users delete an entire Loop workspace, that Loop workspace isn't available in an **end-user visible Recycle bin**. Furthermore, restoring the Loop workspace using admin tooling doesn't update in the Loop app user experience. The user would need to visit a saved page link for a restored workspace in order to see it again. Microsoft Roadmap ID 421615 addresses this.
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- When an **admin deletes** a Loop workspace, it **will not be removed from the user's view** of Loop workspaces. When users click on the deleted Loop workspace, it displays an error. Microsoft Roadmap ID 421613 addresses this.
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- When an **admin modifies the list of owners or members** of a Loop workspace through the SharePoint Admin Center or via PowerShell, the **changes won't be visible to the users within that Loop workspace**. Changes to the workspace membership are only updated in the user's view of the Loop app if they're made directly within the Loop app itself. Microsoft Roadmap ID 421613 addresses this.
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- All shared Loop workspaces, including Ideas, are created as tenant-owned, in the tenant default geo like SharePoint Communication sites, not in the creator's preferred data location. Copilot Pages is created as user-owned, in the geo that matches the user's preferred data location. See [storage management after user departure](/microsoft-365/loop/loop-workspaces-storage-permission#storage-management-after-user-departure) for more information on managing workspaces. Microsoft Roadmap ID 422729 addresses Ideas functioning as a shared Loop workspace.
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-**Individual controls for guest or external sharing** of a specific Loop workspace isn't available.
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