HP TECH TAKES /...

Exploring today's technology for tomorrow's possibilities
A person stands in front of an HP computer monitor on a desk, using a smartphone, with a modern office setting and greenery in the background.

Integrating Microsoft Copilot with Third-Party App

Jessica Childres
|
Reading time: 8 minutes
As technology advances, workplace tasks and communications improve. Productivity tools like Microsoft Copilot allow users to reduce their workload, enhance workplace collaborations, and automate recurring tasks. Copilot is an advanced AI workflow integration that connects with your existing Microsoft 365 apps, allowing you to keep using the programs you already know and love.
While this program seamlessly connects with your Microsoft 365 apps, it also uses third-party app integration to connect with other systems that you use for productivity. Applications for virtual meetings, workplace communication, and client databases can greatly benefit from this automated software.

Benefits of Integrating Microsoft Copilot with Third-Party Apps

Using applications like Slack, Jira, and Zoom in the workplace can simplify remote communication processes and keep everyone on the same page. As more businesses are allowing employees to work from home, collaboration tools are increasingly important. These applications utilize tools like specific chat channels and conference video calls to keep employees and employers connected throughout the day.
This enhances productivity by allowing for more “face-to-face” communication and decreasing the chance of misunderstanding someone in an email. These applications help users streamline their workflow, as many workplace apps use integrated calendar systems, allowing you to quickly glance at today’s to-do list or check your availability for an appointment weeks out.
Remote working and satellite offices will continue to thrive with these improved collaboration and communication tools. Adding Microsoft Copilot to these applications will enhance the already useful functions, automate tasks like sending out daily calendar updates, and give users confidence when creating first drafts of their articles or presentations.
Integrating Copilot with these third-party apps can greatly enhance a company’s communication and collaboration. You can continue using the applications you already use, which makes it easier for everyone in the company. Copilot easily integrates with top applications, allowing you to seamlessly enhance workplace communications.

Key Third-Party Apps Compatible with Microsoft Copilot

Copilot works with many popular communication and business-related applications in addition to the suite of Microsoft 365 apps. Permitting Copilot to access your data within third-party programs allows you to use Copilot as you would on your 365 apps. You can use it to set up meetings, send emails to your client database, and create marketing materials for your company’s next product rollout. Some of the most popular applications compatible with Copilot include Slack, Zoom, Trello, Asana, Jira, Shopify, and Hubspot.
These apps are fantastic productivity tools that help streamline communication and purchasing processes. Adding Copilot can help you create compelling materials for potential buyers, an easy-to-use calendar system, and much more. For example, you can ask Copilot to create a specific chat channel for your marketing team on Slack. This keeps all individuals involved in developing and publishing your marketing materials in one space.
After creating the channel, you can ask Copilot to send out a message every Monday morning with the week’s calendar. This weekly message keeps the team on track for each milestone and puts each project into perspective. This is just one of the many ways that Copilot can assist and enhance workplace collaboration.
Another example is connecting Copilot with work management systems like Asana. With this application, you can easily delegate tasks to specific team members and track their progress. Using the Copilot technology, you can send out automatic project timeline updates, follow-up emails, and even provide employee feedback. Using the Microsoft Copilot integration can turn complicated scheduling and delegation tasks into the easiest part of your day. The sleek and lightweight HP Spectre x360 is a fantastic device that supports these third-party apps and the full Microsoft 365 suite of applications. You can quickly convert the laptop to a tablet, allowing for a personalized workflow.
If you work more with clients and customers instead of coworkers, Copilot can help with that, too. You can connect it to applications like Hubspot and ask it to send out weekly newsletters or inform your contact list that you have a new product available. Copilot keeps you connected to your clients like never before, giving you more time to make meaningful connections and presentations to potential customers.
These are just a few examples of third-party apps that allow for Copilot integration. There are many more that support this innovative AI software, taking your collaboration and organization to the next level. Through the integration of Copilot, you can save time, enhance customer relations, and keep your team organized and on schedule.

Step-by-Step Guide to Integrating Microsoft Copilot with Third-Party Apps

Integrating Microsoft Copilot into your workflow is simple. You’ll first need a Microsoft 365 account, then purchase a Copilot subscription that fits your needs. You can choose from a personal plan, a business plan for up to 300 employees, or an enterprise plan for more than 300 employees. Once you have a subscription, you can permit Copilot to integrate with your 365 apps like Word, PowerPoint, and Excel.
The subscription gives you or your business a license that allows you to use the program with your existing 365 apps and even third-party applications like Slack and Zoom. To activate it, you’ll go to your admin center, then to the billing tab, select licenses, and manage users and licenses from there, granting access to your employees and specific apps you’ll want to use with Copilot.
The Microsoft Copilot setup is quite easy after assigning licenses. You can open applications like Word, navigate to the add-in section, and then select Copilot. This grants Copilot permission to access data like your Word documents, which helps it do things like draft articles based on how you typically write.
Some of the common issues revolve around the licenses and app permissions. If you have a business with multiple employees, ensure they each have the license they need to implement this program. You can check that in your Microsoft 365 admin center. Another common issue is the program not working with certain applications. To fix that, open each application individually, then select Copilot as an add-in, and allow all permissions for the best results.

Optimizing Your Workflow with Microsoft Copilot and Third-Party Apps

Maximizing your workflow is essential, especially for businesses with a mix of remote and in-office employees. Adding Microsoft Copilot to the third-party apps that you already use can take your collaboration and communication to the next level. Utilizing devices like the stunning HP Elite Dragonfly G4 can enhance your remote work experience and connect you with coworkers and clients.
The Dragonfly G4 offers a crystal-clear screen and a 5MP camera, making it a great option for remote workers. You can easily use your Microsoft apps and other productivity tools like Slack, Hubspot, and Zoom to stay on top of every project and client meeting. Using Copilot with these apps for things like taking notes of a client presentation, sending a weekly newsletter to your contact list, and drafting a proposal can save you time and enhance your workflow.
With Copilot, you can quickly send out a summary of a team meeting and add the next meeting to the schedule with the push of a button. You can maximize this program by allowing it to access your data, which helps it create articles and newsletters that sound like you based on examples of your previous writing. Copilot learns how you structure your articles or organize your presentations, making them the closest match to your existing content. You can even save settings for recurring tasks like sending out a weekly schedule every Monday morning, sending a monthly newsletter to your contacts on the 15th of every month, or automatically taking notes from every Zoom meeting. These automated tasks give you more time and energy to focus on creativity and customer relationships.

Security and Privacy Considerations

Microsoft Copilot aims to make things easier by taking mundane or recurring tasks out of your hands. The program needs access to your personal data and Microsoft account to automate tasks and provide the benefits of the AI program. Copilot only uses data related to files that you’re working on such as Word documents, PowerPoint presentations, Excel spreadsheets, and other collaboration and communication applications.
For advanced security measures and to protect your personal files, consider using a device like the HP ProBook 450. This sleek laptop comes with HP Wolf Security, which protects your personal information by creating a separate file for all potential threats. If a threat is detected, the security system automatically deletes the threatening software, preventing it from ever touching your personal data and existing files.
You can also manage your permissions on each application, determining how much Copilot can access. If you don’t want to allow access to specific applications like Slack, for example, you can turn off permissions for that program while still allowing access to other apps like Zoom.

Conclusion

AI programs are increasingly important as technology progresses and more companies turn toward remote and hybrid working environments. Microsoft Copilot is an intelligent program that completes tasks like taking notes from a Zoom meeting, sending out weekly newsletters, and drafting proposals for you. This productivity tool streamlines workplace collaboration and enhances client relations by automating certain aspects of communication.
Connecting Copilot to third-party apps that you already use like Slack and Asana enhances your workflow and daily operations. It’s a great way to keep employees on the same page for project timelines and easily send information about new products to your contacts. Copilot can save you time by completing simple yet time-consuming tasks that eat into your day. For an even greater advantage, consider using Microsoft Copilot with one of HP’s stunning laptops with Windows 11 and watch your team maximize productivity within minutes.

About the Author

Jessica Childres is a contributing writer for HP Tech Takes. She is a former PE teacher and currently lives in Panama City, Florida with her husband and two dogs. She loves reading, writing, and spending time on the beach.

Disclosure: Our site may get a share of revenue from the sale of the products featured on this page.