OpenText Active Documents Trading Grid - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and Microsoft Copilot

• Automated invoice exception handling
  When OpenText Active Documents Trading Grid receives supplier invoices, Microsoft Copilot can summarize invoice details, compare them against purchase orders and receipt data, and draft exception notes for AP teams. This reduces manual review time and helps finance teams resolve mismatches faster. Data flow: OpenText Active Documents Trading Grid to Microsoft Copilot.
• Purchase order creation and validation support
  Procurement teams can use Copilot to draft purchase orders based on demand signals, historical buying patterns, or email requests, then send the approved document through OpenText Active Documents Trading Grid to trading partners. Copilot can also flag missing fields or policy violations before submission. Data flow: Microsoft Copilot to OpenText Active Documents Trading Grid.
• Shipment and delivery status summarization
  Logistics teams can route shipping notices, proof of delivery documents, and partner confirmations from OpenText Active Documents Trading Grid into Copilot, which can summarize shipment status, highlight delays, and generate updates for customer service or operations teams. This improves visibility across the supply chain. Data flow: OpenText Active Documents Trading Grid to Microsoft Copilot.
• Partner communication drafting for document exceptions
  If a trading partner sends an incomplete or noncompliant document through OpenText Active Documents Trading Grid, Copilot can draft a professional response requesting corrections, missing attachments, or revised terms. This helps operations teams respond consistently and quickly while maintaining auditability. Data flow: OpenText Active Documents Trading Grid to Microsoft Copilot, then Microsoft Copilot to OpenText Active Documents Trading Grid.
• Contract and compliance review support
  Compliance or legal teams can use Copilot to review document sets exchanged through OpenText Active Documents Trading Grid, extract key clauses, summarize obligations, and identify documents that require follow-up. This is especially useful in regulated supply chains where traceability and policy adherence matter. Data flow: OpenText Active Documents Trading Grid to Microsoft Copilot.
• Supplier onboarding workflow acceleration
  During supplier onboarding, Copilot can help generate onboarding checklists, draft required forms, and summarize submitted documents. OpenText Active Documents Trading Grid can then securely exchange the completed onboarding package with the supplier and maintain a full audit trail. This shortens onboarding cycles and improves data consistency. Data flow: Bi-directional.
• Operational dashboard narrative generation
  Business users can pull transaction data from OpenText Active Documents Trading Grid into Copilot to generate plain-language summaries for weekly operations reviews, such as invoice volumes, late acknowledgments, unmatched documents, and partner response times. This helps leaders understand trends without manually compiling reports. Data flow: OpenText Active Documents Trading Grid to Microsoft Copilot.