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Tallyfy

Microsoft Copilot integration

What this integration does

Microsoft 365 Copilot can connect to Tallyfy through API plugins and enterprise OAuth2. This brings your Microsoft tools - emails, documents, Teams conversations, SharePoint data - into workflow automation while respecting your organization’s security policies.

How it works

The integration uses Microsoft’s API plugin framework with enterprise authentication:

  1. API plugin deployment - Install the Tallyfy plugin in your Microsoft 365 admin center
  2. Azure AD authentication - Single sign-on through your existing Microsoft identity
  3. Graph API access - Copilot reads your Microsoft 365 data with scoped permissions
  4. Declarative agents - Configure Copilot agents for specific workflow scenarios

Copilot already knows your organization’s context - who works on what, document history, communication patterns - which makes it well-suited for enterprise workflows.

Authentication and security

Microsoft Copilot uses 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

Enterprise security features apply automatically:

  • Conditional access policies
  • Multi-factor authentication
  • Sensitivity labels
  • Data loss prevention rules
  • Compliance boundaries

Using Microsoft 365 context

Email-driven automation

Copilot can read Outlook emails to trigger workflows:

Scenario: Contract Request Email
Copilot action: Detects contract request email, extracts requirements,
creates Tallyfy process with pre-filled data, assigns to legal team,
attaches relevant email thread.

Document intelligence

Copilot can analyze SharePoint and OneDrive files:

Scenario: Policy Update Process
Copilot action: Compares new policy version with previous, identifies
changes, determines affected departments, generates summary for
approval, creates review tasks for stakeholders.

Teams collaboration

Copilot bridges Teams and Tallyfy:

Scenario: Project Kickoff
Copilot action: Reads Teams meeting transcript, extracts action items,
creates Tallyfy process with assigned tasks, sets deadlines from
mentioned dates, links to Teams channel.

Declarative agent configuration

You can create specialized Copilot agents for your workflows:

Sales process agent

name: Sales Workflow Assistant
instructions: |
  Monitor sales emails for new opportunities.
  Create opportunity processes in Tallyfy.
  Pull customer data from Dynamics 365.
  Generate proposals using SharePoint templates.
knowledge:
  - SharePoint: /sites/Sales/Templates
  - Teams: Sales Team Channel
actions:
  - Create Tallyfy process
  - Assign tasks by territory
  - Generate documents

HR operations agent

name: HR Process Manager
instructions: |
  Process employee requests from Forms.
  Check policy documents for guidance.
  Route approvals based on org chart.
  Maintain compliance audit trail.
knowledge:
  - SharePoint: /sites/HR/Policies
  - Teams: HR Support Channel
actions:
  - Create employee processes
  - Route hierarchical approvals
  - Generate HR documents

Microsoft Graph API integration

Copilot accesses your organization’s data through Graph API:

Available data sources:

  • User profiles and org hierarchy
  • Calendar availability and meeting details
  • Email content and attachments
  • SharePoint documents and lists
  • Teams messages and files
  • OneDrive files
  • Planner tasks

Example API calls:

// Get manager for approval routing
GET https://graph.microsoft.com/v1.0/users/{id}/manager


// Create Teams meeting for process review
POST https://graph.microsoft.com/v1.0/me/onlineMeetings


// Access SharePoint template
GET https://graph.microsoft.com/v1.0/sites/{site}/drive/items/{id}

Power Platform connectivity

You can extend Copilot with Power Platform:

  • Power Automate - Trigger multi-system workflows, connect to 1000+ services, handle approvals
  • Power Apps - Embed custom forms in tasks, create mobile interfaces, access on-premises data
  • Power BI - Generate workflow analytics, create dashboards, track KPIs

Compliance and governance

Information protection:

  • Sensitivity labels apply to generated content
  • Encryption for data at rest and in transit
  • Rights management for documents

Audit and monitoring:

  • All Copilot actions logged in audit trail
  • Compliance center visibility
  • Alert policies for unusual activity
  • eDiscovery support

Data residency:

  • Respects geographic boundaries
  • Complies with regional regulations
  • Supports government clouds

Performance tips

  • Cache frequently accessed data to reduce API calls
  • Batch Graph API requests where possible
  • Use delta queries for change detection
  • Implement webhook subscriptions for real-time updates
  • Respect Graph API throttling limits with exponential backoff

Troubleshooting

“Copilot can’t access Tallyfy”

  • Verify API plugin installation in admin center
  • Check Azure AD app permissions
  • Review conditional access policies
  • Ensure the user has a Copilot license

“Data isn’t syncing correctly”

  • Check Graph API permissions
  • Verify sensitivity labels allow access
  • Review data loss prevention rules

Licensing requirements

  • Microsoft 365 E3 or E5
  • Copilot for Microsoft 365 (check Microsoft for current pricing)
  • Tallyfy subscription
  • Optional: Power Platform licenses

Getting started

  1. Admin setup - Install Tallyfy API plugin from Microsoft admin center
  2. Configure permissions - Grant necessary Graph API and Tallyfy permissions
  3. Create agent - Build a declarative agent for your use case
  4. Test integration - Run a pilot with a single workflow
  5. Roll out - Deploy to all users with training

Mcp Server > Using Tallyfy MCP server with Microsoft Copilot Studio

Microsoft Copilot Studio connects to Tallyfy’s hosted MCP server through Power Platform custom connectors and OpenAPI specifications enabling enterprise teams to automate workflows and manage processes via natural language while benefiting from strong security features like VNet isolation and DLP policies and multi-agent orchestration across HR and IT and training departments.

Integrations > BYO AI (Bring Your Own AI)

BYO AI lets you connect your existing AI subscriptions like ChatGPT or Claude directly into Tallyfy workflows through the MCP industry standard so your AI can read task context and complete steps and generate content and make decisions automatically inside running processes without any copy-pasting or app-switching.

Middleware > Power Automate

Microsoft Power Automate serves as a no-code bridge between Tallyfy and your other business systems—including Office 365 and SharePoint and Dynamics—using a Premium-tier OAuth 2.0 connector with 13 actions to sync data and automatically launch processes or complete tasks based on events happening across your entire software stack.

Pro > Integrations

Tallyfy offers twelve distinct ways to connect with your existing business software—from a full REST API and webhooks for developers to no-code middleware platforms like Zapier and Make.com to email and chat integrations for non-technical teams—so you can automatically sync data and trigger actions across all your tools without manual copy-pasting.
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