Agility - Microsoft 365 Integration and Automation

Common Integration Use Cases Between Agility and Microsoft 365

• Content approval workflows using Microsoft Teams and Agility
  Marketing teams create and edit web content in Agility, then route drafts to subject matter experts in Microsoft Teams for review and approval. Comments, approvals, and revision requests are captured in Teams, while final approved content is published in Agility. This reduces email back-and-forth and shortens content release cycles.
• Document and asset collaboration through SharePoint and OneDrive
  Teams store source documents, brand guidelines, campaign briefs, and draft assets in SharePoint or OneDrive, then reference or sync approved files into Agility for website and landing page publishing. This creates a controlled content source of truth and improves version management across marketing and communications teams.
• Publishing internal communications from Microsoft 365 to Agility-powered portals
  Corporate communications teams draft announcements, policy updates, or executive messages in Word or SharePoint, then publish selected content to employee portals or public-facing sites managed in Agility. This supports consistent messaging across internal and external channels while allowing centralized governance.
• Meeting-driven content creation and task coordination
  During Microsoft Teams meetings, stakeholders capture action items for website updates, campaign pages, or product content changes. Those tasks are then assigned to content editors in Agility, with meeting notes and decisions stored in SharePoint for auditability. This improves accountability and keeps content operations aligned with business discussions.
• Executive reporting on content performance with Power BI
  Agility content and page performance data is exported or integrated into Microsoft 365 analytics workflows, then combined with campaign, sales, or engagement data in Power BI. Marketing and leadership teams can track which pages, topics, or campaigns drive conversions and use those insights to prioritize future content investments.
• Cross-functional campaign planning with Outlook, Teams, and Agility
  Campaign calendars are coordinated in Outlook and Teams, while the actual web pages, landing pages, and content modules are built in Agility. Calendar invites, deadlines, and stakeholder notifications keep launch activities synchronized across marketing, legal, product, and regional teams.
• Secure content governance and compliance documentation
  Organizations use Microsoft 365 security, retention, and compliance tools to manage supporting records for content published through Agility, such as approvals, policy references, and legal sign-off documents. This is especially valuable for regulated industries that need traceability for published web content and controlled retention of review artifacts.
• AI-assisted content drafting and refinement
  Content teams use Microsoft Copilot in Word or Teams to draft copy, summarize stakeholder input, or refine messaging, then move the approved content into Agility for structured publishing. This accelerates content production while preserving Agility as the system for final web content management and delivery.