Microsoft 365 Copilot currently provides 3 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Chat with Copilot
Send a message to an existing Copilot conversation or creating a new one and get a response
Search Copilot
Perform hybrid (semantic and lexical) search across OneDrive for work or school content using natural language queries
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Microsoft 365 Copilot action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Chat with Copilot
Combine Microsoft 365 Copilot with another integration and Coherence records to move information into the same workspace as the people, records, and next steps it affects.
Starts with
A Coherence workflow starts
Finishes with
Chat with Copilot, then preserve the outcome in Coherence
The exact authentication fields depend on Microsoft 365 Copilot. The workflow structure stays straightforward:
Authorize the Microsoft 365 Copilot account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Microsoft 365 Copilot or provide a complementary trigger or action.
Microsoft 365 Copilot currently provides 3 actions a workflow can run. Use those building blocks to move information into the same workspace as the people, records, and next steps it affects.
Microsoft 365 Copilot currently lists 0 triggers and 3 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Microsoft 365 Copilot triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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