Microsoft Copilot icon

Microsoft Copilot

Trigger and exchange data with Microsoft Copilot experiences from your workflows.

2 searches4 actionsPollingAuth: OAuth

AI-assisted documentation5 min read

This documentation is compiled from our integration source code, internal specs for Microsoft Copilot, its official API documentation and anonymized requests logs we collect from our support team[2].

Open Microsoft Copilot on WEXTL →

Microsoft Copilot requires an active account and OAuth client credentials, granted by signing in with your account to connect — both are set up on its own site.[3]

Credential type option 1

Microsoft Copilot - Secondary

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

  • Microsoft - TenantselectRequired

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

    [1]
  • Microsoft - Client IDtextRequired

    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

    [1]
  • Microsoft - Client SecretpasswordRequired

    Copy you client Secret from the previously created app

    [1]
Integration requests 12 permissions:
Files.Read.AllSites.Read.AllExternalItem.Read.AllMail.ReadPeople.Read.AllOnlineMeetingTranscript.Read.AllChat.ReadChannelMessage.Read.AllAiEnterpriseInteraction.ReadAnalytics.ReadUser.Readoffline_access
Credential type option 2

Microsoft Copilot - Primary

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

  • Microsoft - TenanttextRequired

    Directory (tenant) ID or verified domain, e.g. contoso.onmicrosoft.com. common/organizations/consumers are not valid for app-only.

    [1]
  • Microsoft - Client IDtextRequired

    Register your application in the Microsoft Entra admin center, then copy the Application (client) ID from the app's Overview page

    [1]
  • Microsoft - Client SecretpasswordRequired

    In your app registration, go to Certificates & secrets → Client secrets, create a new client secret, and copy its value immediately after it's generated.

    [1]
Integration requests 7 permissions:
Files.Read.AllSites.Read.AllExternalItem.Read.AllAiEnterpriseInteraction.Read.AllAiEnterpriseInteraction.ReadOnlineMeetingTranscript.Read.AllAnalytics.Read
  1. Log in to your WEXTL account, add the Microsoft Copilot node module to your workflow, and click Create new credential.
  2. Optional: In the Credential name field, enter a name for the credential.
  3. Enter the authentication credentials you copied from your Microsoft Copilot account, or follow the on-screen instructions to create the credential.
  4. If prompted, authenticate your account and confirm access.
  5. If you want to make changes to your credential in the future, follow the steps in Manage credentials →
Connecting Microsoft Copilot to WEXTL®
Video slide demonstrates how to integrate Microsoft Copilot in the WEXTL visual workflow builder.[4]

Notes

Credentials are org-scoped; share them with teammates from the Credentials picker on any of its nodes.For detailed information on connecting an application, see Connect an application →

Perform SearchSearch
Input fields[3]
FieldType
QueryRequired
text
Data Sourcesobject
OneDriveobject
Limitnumber
Output fields[3]
FieldType
Web URLurl
Previewtext
Resource typetext
Resource metadataobject
Titletext
Authortext
Retrieve Grouding DataSearch
Input fields[3]
FieldType
Query StringRequired
text
Data SourceRequired
choice
Data Source Configurationobject
External Itemobject
Filter Expressiontext
Resource Metadataarray
Metadata Fieldtext
Limitnumber
Output fields[3]
FieldType
Web URLurl
Extractsarray
Resource typetext
Resource metadataobject
Titletext
Authortext
Sensitivity labelobject
Sensitivity label IDtext
Display nametext
Tool tiptext
Prioritynumber
Colortext
Continue a ConversationAction
Input fields[3]
FieldType
Conversation IDRequired
text
MessageRequired
object
Texttext
Location HintRequired
object
Time Zonetime
Additional Contextarray
Contextual Resourcesobject
Filesarray
Web Contextobject
Output fields[3]
FieldType
@odata contexturl
IDtext
Created date timedate
Display nametext
Statetext
Turn countnumber
Messagesarray
Continue a Stream ConversationAction
Input fields[3]
FieldType
Conversation IDRequired
text
MessageRequired
object
Texttext
Location HintRequired
object
Time Zonetime
Additional Contextarray
Contextual Resourcesobject
Filesarray
Web Contextobject
Output fields[3]
FieldType
IDtext
Agent IDtext
Display nametext
Statetext
Turn countnumber
Messagesarray
Create a ConversationAction
Output fields[3]
FieldType
IDtext
Created date timedate
Display nametext
Statustext
Turn countnumber
Make an API Calluniversal
Input fields[3]
FieldType
URLRequired
text
MethodRequired
choice
Headersarray
Headerobject
Query Stringarray
Parameterobject
Bodytext
Output fields[3]
FieldType
Bodytext
Headersobject
Status codenumber

Look for Microsoft Copilot templates in the WEXTL template library.

Browse templates →
  1. WEXTL® Microsoft Copilot Source Code connector implementation.
  2. Our users use cases and automations.
  3. Official API Documentation for Microsoft Copilot.
  4. WEXTL® visual workflow builder data.

Last updated: Jul 24, 2026 18:12