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Microsoft Copilot integration

What this integration does

Section titled “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

Section titled “How it works”

The integration uses Microsoft’s API plugin system 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 - so it’s well-suited for enterprise workflows.

Authentication and security

Section titled “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

Section titled “Using Microsoft 365 context”

Email-driven automation

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “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

Section titled “Licensing requirements”
  • Microsoft 365 E3 or E5
  • Copilot for Microsoft 365 (check Microsoft for current pricing)
  • Tallyfy subscription
  • Optional: Power Platform licenses

Getting started

Section titled “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
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