Your Microsoft 365 Copilot subscription becomes a workflow automation powerhouse when connected to Tallyfy. Through API plugins and enterprise OAuth2, Copilot brings the full context of your Microsoft ecosystem - emails, documents, Teams conversations, SharePoint data - directly into workflow automation while maintaining your organization’s security policies.
Copilot integration uses Microsoft’s API plugin framework with enterprise authentication:
Unlike standalone AI, Copilot knows your organization’s context - who works on what, document history, communication patterns - making it uniquely powerful for enterprise workflows.
Microsoft Copilot uses enterprise-grade Azure AD OAuth2:
Authorization endpoint: https://login.microsoftonline.com/{tenant}/oauth2/v2.0/authorize
Token endpoint: https://login.microsoftonline.com/{tenant}/oauth2/v2.0/token
Required permissions:
Tasks.ReadWriteWorkflows.ReadWriteFiles.ReadUser.ReadEnterprise features:
Copilot reads Outlook emails to trigger workflows:
Scenario: Contract Request EmailCopilot action: Detects contract request email, extracts requirements,creates Tallyfy process with pre-filled data, assigns to legal team,attaches relevant email thread.Copilot analyzes SharePoint and OneDrive files:
Scenario: Policy Update ProcessCopilot action: Compares new policy version with previous, identifiesall changes, determines affected departments, generates summary forapproval, creates review tasks for stakeholders.Copilot bridges Teams and Tallyfy:
Scenario: Project KickoffCopilot action: Reads Teams meeting transcript, extracts action items,creates Tallyfy process with tasks assigned based on discussion,sets deadlines from mentioned dates, links to Teams channel.Employee onboarding automation
Workflow: New Hire ProcessCopilot role: Reads offer letter from email, creates AD account throughGraph API, assigns Microsoft 365 licenses, generates equipment request,schedules Teams meetings with manager, creates training task list basedon role.Compliance review process
Workflow: Quarterly Compliance CheckCopilot role: Scans all SharePoint documents for compliance markers,identifies documents needing review, checks against regulatory changes,generates audit report, assigns review tasks to document owners.Customer proposal generation
Workflow: RFP ResponseCopilot role: Searches previous proposals in SharePoint, finds relevantsections, adapts content to new requirements, maintains brand consistency,pulls latest pricing from Excel, assembles complete proposal.Create specialized Copilot agents for your workflows:
Sales Process Agent
name: Sales Workflow Assistantinstructions: | Monitor sales emails for new opportunities. Create opportunity processes in Tallyfy. Pull customer data from Dynamics 365. Generate proposals using SharePoint templates. Schedule follow-ups based on email sentiment.knowledge: - SharePoint: /sites/Sales/Templates - Teams: Sales Team Channel - CRM: Dynamics 365 Salesactions: - Create Tallyfy process - Assign tasks by territory - Generate documents - Schedule meetingsHR Operations Agent
name: HR Process Managerinstructions: | Process employee requests from Forms. Check policy documents for guidance. Route approvals based on org chart. Update HR systems automatically. Maintain compliance audit trail.knowledge: - SharePoint: /sites/HR/Policies - Teams: HR Support Channel - HRIS: Workday connectionactions: - Create employee processes - Route hierarchical approvals - Update employee records - Generate HR documentsCopilot accesses your organization’s data through Graph API:
Available data sources:
Data operations:
// Example: Get manager for approval routingGET https://graph.microsoft.com/v1.0/users/{id}/manager
// Example: Create Teams meeting for process reviewPOST https://graph.microsoft.com/v1.0/me/onlineMeetings
// Example: Access SharePoint templateGET https://graph.microsoft.com/v1.0/sites/{site}/drive/items/{id}Extend Copilot with Power Platform:
Power Automate flows:
Power Apps integration:
Power BI reporting:
Enterprise features that protect your data:
Information protection:
Audit and monitoring:
Data residency:
Multi-language support
Copilot automatically detects language from user context,translates workflow content, maintains terminology consistency,respects regional formats and regulations.Intelligent routing
Based on: Out-of-office status, workload balance, skill matching,time zones, escalation rules from AD groups.Predictive automation
Copilot learns from patterns: Suggests process improvements,predicts bottlenecks, recommends resource allocation,identifies compliance risks early.Reduce API calls:
Manage throttling:
“Copilot can’t access Tallyfy”
“Data isn’t syncing correctly”
Required licenses:
Cost optimization:
Microsoft Copilot brings your entire Microsoft 365 environment into workflow automation. Every email, document, and Teams message becomes potential workflow fuel, while maintaining the enterprise security your IT team demands.
Mcp Server > Using Tallyfy MCP server with Microsoft Copilot Studio
Integrations > BYO AI (Bring Your Own AI)
Connect Your Email > Microsoft Outlook email connection