What actions can I run in Microsoft Copilot?

6 actions are available, including "Perform Search", "Retrieve Grouding Data", and "Continue a Conversation", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

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 it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Microsoft Copilot Integrations

Trigger and exchange data with Microsoft Copilot experiences from your workflows. Use Microsoft Copilot inside visual workflows — prompts in, structured actions out.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

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.

When to use Microsoft Copilot

Common scenarios where Microsoft Copilot automation saves time and reduces manual work.

Use "Perform Search" as an automated action in Microsoft Copilot so records stay consistent whenever something changes elsewhere in your stack.
Run "Retrieve Grouding Data" in Microsoft Copilot from any upstream event — map fields once and let the automation handle the rest.
Combine "Continue a Conversation" from Microsoft Copilot with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Microsoft Copilot to WEXTL®

Field	Type	Help
Microsoft - TenantRequired	select	Go to `https://entra.microsoft.com` and copy your tennat ID or select any of the following`
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

Use in workflow automation

Start from Microsoft Copilot’s Perform Search step and wire it straight into the run — one node on the canvas, no glue script.

Add Create a Conversation as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 6 ready-made steps for AI work, and every run records what went in and what came back.

Microsoft Copilot workflow on the canvas: Perform Search then Create a Conversation

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.

Field

Type

Help

Microsoft - TenantRequired

select

Go to https://entra.microsoft.com and copy your tennat ID or select any of the following`

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

Use in workflow automation

Start from Microsoft Copilot’s Perform Search step and wire it straight into the run — one node on the canvas, no glue script.

Add Create a Conversation as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 6 ready-made steps for AI work, and every run records what went in and what came back.

Microsoft Copilot Integrations

When to use Microsoft Copilot

How to connect

Use in workflow automation

Frequently asked questions

Microsoft Copilot Integrations

When to use Microsoft Copilot

How to connect

Connect Microsoft Copilot to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Microsoft Copilot to any app in workflows

Connect Microsoft Copilot to any app in workflows

Connect Microsoft Copilot to any app in workflows

Microsoft Copilot Integrations

Microsoft Copilot triggers and actions

When to use Microsoft Copilot

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Microsoft Copilot support?

What actions can I run in Microsoft Copilot?

Do I need to write code to automate this?

Is the integration secure?

Microsoft Copilot Integrations

Microsoft Copilot triggers and actions

When to use Microsoft Copilot

How to connect

Connect Microsoft Copilot to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Microsoft Copilot support?

What actions can I run in Microsoft Copilot?

Do I need to write code to automate this?

Is the integration secure?

Connect Microsoft Copilot to any app in workflows

Connect Microsoft Copilot to any app in workflows

Connect Microsoft Copilot to any app in workflows