Microsoft Copilot - OpenText Product Traceability Integration and Automation

Common Integration Use Cases Between Microsoft Copilot and OpenText Product Traceability

Microsoft Copilot helps employees create content, summarize information, and automate work inside Microsoft 365 and related workflows. OpenText Product Traceability manages end-to-end product genealogy, lot tracking, compliance evidence, and traceability records across manufacturing and supply chain operations. Together, they can connect operational product data with business users who need fast answers, documentation, and decision support.

1. Traceability report generation for quality and compliance teams

Data flow: OpenText Product Traceability - Microsoft Copilot

When quality or compliance teams need a batch genealogy report, recall summary, or audit package, OpenText Product Traceability can provide the underlying traceability data to Copilot. Copilot can then draft a readable report in Word or summarize the findings in Teams for review by QA, regulatory, or plant leadership.

• Speeds up preparation of audit and inspection materials
• Reduces manual copying of traceability data into documents
• Improves consistency in compliance reporting

2. Recall impact analysis and executive briefing creation

Data flow: OpenText Product Traceability - Microsoft Copilot

In the event of a suspected defect or supplier issue, OpenText Product Traceability can identify affected lots, finished goods, and downstream customers. Copilot can turn that data into an executive briefing, including impacted product lines, time periods, and recommended next steps for operations, legal, and customer service teams.

• Accelerates recall decision support
• Helps leadership understand scope and urgency quickly
• Supports coordinated response across functions

3. Automated customer and supplier communication drafts

Data flow: OpenText Product Traceability - Microsoft Copilot

When traceability data confirms a shipment delay, quality hold, or product investigation, Copilot can draft communication templates for suppliers, distributors, or customers. The messages can include affected item numbers, lot references, and required actions while keeping the tone professional and consistent.

• Reduces time spent drafting operational communications
• Improves response speed during exceptions
• Supports standardized messaging across teams

4. Traceability query assistant for operations and customer service

Data flow: Microsoft Copilot - OpenText Product Traceability

Users can ask Copilot natural language questions such as which production lots used a specific raw material, or which customers received a particular batch. Copilot can pass the request to OpenText Product Traceability and return the relevant genealogy or shipment trace results in a simple summary.

• Reduces dependence on specialized system users
• Improves self-service access to product history data
• Shortens response times for customer inquiries and internal investigations

5. Quality investigation case preparation

Data flow: OpenText Product Traceability - Microsoft Copilot

During a nonconformance or deviation investigation, OpenText Product Traceability can provide the affected material history, process steps, and related production records. Copilot can compile this into a structured investigation summary for use in SharePoint, Word, or Teams, helping quality engineers document root cause analysis and corrective actions.

• Improves investigation documentation quality
• Speeds up case creation and review
• Supports more complete corrective action records

6. Production and supply chain exception summaries

Data flow: OpenText Product Traceability - Microsoft Copilot

When traceability data shows exceptions such as missing lot links, incomplete genealogy, or supplier material mismatches, Copilot can summarize the issue and notify the right stakeholders. Operations managers can receive a concise explanation of the exception, its business impact, and the records that need review.

• Helps teams prioritize exceptions faster
• Turns complex traceability data into actionable summaries
• Improves cross-team visibility into production risks

7. Compliance knowledge base and SOP drafting

Data flow: OpenText Product Traceability - Microsoft Copilot

OpenText Product Traceability can supply historical traceability examples, audit findings, and process evidence that Copilot uses to draft or update standard operating procedures, work instructions, and compliance guidance. This is especially useful when organizations need to document traceability controls for regulated products.

• Supports faster creation of controlled documentation
• Helps align SOPs with actual traceability processes
• Reduces manual effort for process documentation teams

8. Bi-directional collaboration for traceability-driven workflows

Data flow: Microsoft Copilot - OpenText Product Traceability

Teams can use Copilot in Microsoft 365 to create action items, meeting notes, and task summaries from traceability-related discussions, then push follow-up tasks or reference notes into OpenText Product Traceability workflows. This creates a closed loop between operational investigation and business collaboration.

• Connects meeting outcomes to traceability actions
• Improves accountability across quality, manufacturing, and supply chain teams
• Reduces the risk of losing critical follow-up items