Unlocking the Power of Copilot Connectors

Copilot connectors are now available across both Copilot Chat and Cowork, enabling you to transform insights from your conversations into actionable tasks in connected applications. With hundreds of options from Microsoft, partners, and custom-built connectors, you can simply ask Copilot in everyday language to create, update, or delete information without leaving your chat. Just review the proposed action, give your approval, and watch as Copilot handles the rest. Excitingly, these write actions will soon expand to Copilot in Office applications too!

How Copilot Enhances Your Workflow

Copilot can leverage the context from your discussions to create or modify information within the applications that house your organisation’s data. Here are some practical examples:

• A Teams meeting transcript can be converted into a CRM activity along with a follow-up task that’s ready to go.
• Your morning Outlook escalations can transform into a neatly organised list of product issues, complete with summaries and labels.
• The document you’ve just prepared can turn into a Canva graphic to announce your work.
• An Excel workbook filled with approved entries can create records in your linked accounting system.

Seamless Task Management with Copilot Connectors

With the ability to write and update data, Copilot connectors unveil new opportunities for you and your teams.

Create and Update Tickets with Atlassian Rovo

Atlassian Rovo integrates Jira and Confluence knowledge into Copilot, allowing you to create and manage tickets effortlessly:

Email less, achieve more! For instance, “Transform today’s Product Review transcript into Jira work items for every feature we agreed on, complete with acceptance criteria discussed.”

Efficient Document Updates with Notion

Using supported write actions, you can directly update Notion documents and databases via Copilot Chat:

Turn a discovery call into a detailed specification by saying, “Summarise today’s discovery call transcript and generate a Notion page covering problem, proposed scope, and open questions, marking it as Draft.”

Visual Designs Made Easy with Canva

With Canva integrated into Copilot, you can merge templates, designs, and team feedback seamlessly:

“Take my Instagram post idea announcing the spring product launch and create a vibrant graphic using warm colours and minimal text.”

Streamline Campaigns with G2

G2 helps you plan, fund, and create campaigns using your campaign request and supporting documents:

Start with, “Use my G2 campaign brief to verify funding for [X] reviews at $[Y]. Show me the campaign setup and funding details for my approval before creating it.”

Drafting Legal Documents with iManage

iManage assists in bringing the necessary agreement into the conversation, allowing you to draft a work order and verify results without altering the original document:

For example, “Locate the Master Services Agreement between Celestia Clinical and Acme. What’s its effective date and which matter is it classified under?”

Transforming Concepts with BioRender

BioRender aids in shaping scientific concepts into coherent visuals:

Simply say, “Search BioRender for HER2 receptor inhibition templates and prepare a three-panel comparison of treatment strategies.”

Maintaining Control with Copilot

Copilot always asks for your approval before it creates, updates, or deletes any information on your behalf, keeping you firmly in control. You’ll see a confirmation card detailing the action, for example, “Copilot is set to use [tool name] from [connector]”. Review the data before it reaches your connected app.

You can decide whether to allow this action just once or always, helping to streamline future uses while maintaining your oversight.

FAQs

What are Copilot connectors?

Copilot connectors allow you to integrate various applications and manage tasks seamlessly within conversations, helping you to turn discussions into actionable items.

How do I control Copilot’s actions?

By default, Copilot seeks your permission before any changes are made. You can approve or deny actions based on your preference.

Which applications can I use with Copilot connectors?

You can use a wide range of Microsoft, partner, and custom applications with Copilot connectors, including Jira, Confluence, Notion, and Canva, among others.

Can I change my preferences later?

Absolutely! You can adjust your settings for permissions at any time in the chat settings menu.

Learn More About Copilot

For detailed information on write actions in Copilot connectors, click here and to explore more about Copilot connectors, visit this page.

Special thanks to Rohit Bhatia, Teekam Chand Goyal, Animesh Verma, and Anandhi Hariharan for their collaboration!