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Microsoft Copilot integration

Use Tallyfy from Microsoft Copilot

Section titled “Use Tallyfy from Microsoft Copilot”

Microsoft 365 Copilot connects to Tallyfy through Tallyfy’s MCP server. You add the server to an agent in Copilot Studio once, publish the agent to Copilot and Teams, and from then on you can ask Copilot to work in Tallyfy for you.

Copilot is good at reading messy material like emails, documents and meeting notes. Tallyfy keeps the process, the deadlines and the record of who did what.

How it works

Section titled “How it works”
  1. Someone builds the agent once. In Copilot Studio, they add Tallyfy’s MCP server as a tool and choose Tallyfy sign-in.
  2. Each person signs in with their Tallyfy account. Copilot then works inside that person’s Tallyfy permissions.
  3. You ask in plain words. The agent picks the right Tallyfy tool and does the work, in Copilot chat or in Teams.

The steps, the admin settings and what to do if something goes wrong are in Using Tallyfy MCP server with Microsoft Copilot Studio.

Things you can ask for

Section titled “Things you can ask for”

From an email

Section titled “From an email”

Paste a contract request email into the chat and ask Copilot to start your contract process in Tallyfy, with the client name, value and deadline filled in from the email.

From a document

Section titled “From a document”

Paste a policy document or a process write-up and ask Copilot to build a Tallyfy template from it, with one step per task and the right form fields.

From a meeting

Section titled “From a meeting”

Paste a meeting transcript or your notes and ask Copilot to update the matching Tallyfy tasks, or to create tasks for the action items with the dates people mentioned.

What you need

Section titled “What you need”
  • Microsoft 365 Copilot licenses for the people who’ll use it. They aren’t strictly required, but Microsoft charges Copilot Credits when people without one use a standard agent, and for all use of its newer GitHub Copilot-based agents.
  • Access to Copilot Studio, or someone in your company who has it and can build the agent.
  • A Tallyfy account in a workspace where AI connections are turned on.
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