STEP 1
Select Microsoft Copilot in workflow
Pick Microsoft Copilot app in the workflow builder [4] - just one click to select the app.
Microsoft Copilot Integration
Trigger and exchange data with Microsoft Copilot experiences from your workflows. Use Microsoft Copilot inside visual AI workflows to move from generated results to real actions. Combine Retrieve Grouding Data with Continue a Conversation or Continue a Stream Conversation to keep repetitive work moving automatically.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Microsoft Copilot integration
Triggers can detect changes in Microsoft Copilot and run actions that can create, search or modify data inside Microsoft Copilot automatically [3] — exactly how you set them.
- Perform SearchRetrieves matching perform Search.
- Retrieve Grouding DataRetrieves matching retrieve Grouding Data.
- Continue a ConversationExecutes “Continue a Conversation” against the connected service API.
- Continue a Stream ConversationExecutes “Continue a Stream Conversation” against the connected service API.
- Create a ConversationCreates a new Conversation.
- Make an API CallPerforms an arbitrary authorized API call.
How to integrate Microsoft Copilot in automation workflow?
3 simple steps to make your Microsoft Copilot connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Microsoft Copilot
When prompted, authorize access to Microsoft Copilot in WEXTL once. Microsoft Copilot credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Microsoft Copilot account. Approve?
STEP 3
Build a workflow
Build your workflow with Microsoft Copilot yourself or with WEXTL® AI Builder. Connect Microsoft Copilot to any available integrations [5], or use HTTP node to go beyond them.
Microsoft Copilot
How Microsoft Copilot connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Microsoft Copilot app is called in workflows. That allows your ai automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Microsoft Copilot supports.
The following table illustrates what fields Microsoft Copilot integration require during authorization flow inside our workflow builder [4].
Video slide demonstrates how Microsoft Copilot is connected in WEXTL builder [4].
| Field | Type | Help |
|---|---|---|
Microsoft - TenantRequired | select | Go to |
Microsoft - Client IDRequired | text | Go to the Microsoft Entra admin center → Entra ID → App registrations and select New registration. → enter a description and expiration → Add, then immediately copy your Client ID |
Microsoft - Client SecretRequired | password | Copy you client Secret from the previously created app |
Connect Microsoft Copilot to popular apps on WEXTL
Enter a name of the other app you want to sync with Microsoft Copilot below. Click on selected app to explore integration options with Microsoft Copilot. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Microsoft Copilot integration
Select Perform Search action from Microsoft Copilot - this will be a starting point in your automation. Whenever event happens in Microsoft Copilot, workflow will start [7] from Perform Search node.
Search for Create a Conversation, connect it as the next step of integration sequence. You can use filters between Perform Search and Create a Conversation, so only important data pass from Perform Search to the next step. WEXTL gives you full control over the process of Microsoft Copilot automation. All parts of workflow are visible on the canvas [4].
Microsoft Copilot on WEXTL has 6 modules for combining ai automations. Explore Microsoft Copilot documentation for more.
Video slide demonstrates how Perform Search and Create a Conversation [6] nodes are used in Microsoft Copilot workflow.
Frequently asked questions
Common questions about automating Microsoft Copilot in your workflows.
Microsoft Copilot has no triggers, but it provides 6 actions including "Perform Search", "Retrieve Grouding Data", and "Continue a Conversation". Pair them with triggers from other apps to automate Microsoft Copilot tasks.
Integration has 6 actions, including "Perform Search", "Retrieve Grouding Data", and "Continue a Conversation", and more. Refer to our Microsoft Copilot Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Microsoft Copilot integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Microsoft Copilot official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Microsoft Copilot provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Microsoft Copilot or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Microsoft Copilot inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Microsoft Copilot modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Microsoft Copilot integration.
- Microsoft Copilot integration source code, module specs and credentials implementation.
- Internal Microsoft Copilot integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Microsoft Copilot vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Microsoft Copilot App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation