Task capture from requests

When an approved request comes in, such as a follow-up from an email or a ticket, a Beam agent adds a task to the right Microsoft To Do list, reads any existing items to avoid duplicates, and sets the title, note, and due date the rule specifies. It confirms back to the requester. Clear tasks land automatically. If the correct list is ambiguous, the request lacks a deadline the rule requires, or a matching task already exists, the agent pauses and asks the person to confirm before cluttering someone's planner.

Reminder scheduling

Agents set and adjust reminders in Microsoft To Do as commitments firm up. On an approved trigger, the agent reads the task, applies the rule for timing, and schedules a reminder or shifts an existing one across the person's synced lists. It notes why the time changed. Routine scheduling runs on its own. When a reminder would land outside working hours the rule protects, collide with a fixed deadline, or apply to a shared list others depend on, the agent holds the change and checks with a person first.

List upkeep

On a cadence you set, an agent tidies chosen Microsoft To Do lists against an approved rule, completing tasks confirmed done elsewhere, clearing duplicates, and surfacing items long overdue. It reads each task, applies the safe changes, and reports the rest. Everyday tidying happens quietly. Tasks that look important but stalled, that belong to a shared list, or that fall outside the rule are left alone and listed for the owner, so the agent never marks real work done or deletes something that still matters.