Skip to main content

Intelligent Task Capture

Chief of Staff eliminates manual task creation by reading the full context of your emails and Teams conversations and converting them into structured, actionable records in Beak Desk.

Key Capabilities​

Email-to-Task (Outlook)​

Summarizes email threads and converts them into structured tasks directly from the Outlook Copilot sidebar. The AI extracts who, what, and by when — no manual data entry.

Teams Chat-to-Task​

Converts Teams discussions into clearly defined tasks. Reads conversation history and generates task titles, descriptions, and assignments automatically.

Smart Context Capture​

When a task is created from an email or chat, the full conversation context is attached. Assignees receive the complete picture — not just a one-line instruction.

Auto-Identified Parties​

The logged-in user is automatically set as the requester. Assignees are resolved using Microsoft 365 identity — no email addresses to type or confirm.

Example Commands​

From Outlook — task from email thread:

"Create a task from this email thread and assign it to Priya."

From Teams — task from channel conversation:

"Convert this Teams thread into a task for the infrastructure review."

With deadline and priority:

"Create a task for Rahul to finalize the Q2 budget by Friday — mark it critical."

Best Practices​

  • Open the relevant email or Teams conversation before invoking the assistant — it reads the currently visible thread
  • Specify the assignee by first name; the assistant resolves their full identity from your Microsoft 365 directory
  • Include a deadline in your request to ensure the task is created with a due date
  • Add priority keywords like critical or major during creation to set severity upfront

Note: Task creation is non-destructive — the original email or Teams conversation is never modified. The task is created as a new record in Beak Desk with the conversation linked as context.