OpenText File 360 - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText File 360 and Microsoft Copilot

• Secure document summarization for business users
  Employees store contracts, project files, or policy documents in OpenText File 360 and use Microsoft Copilot to generate concise summaries, action points, or executive briefs. This reduces time spent reading long documents while keeping sensitive content within governed file-sharing controls. Data flow: OpenText File 360 to Microsoft Copilot.
• AI-assisted drafting from approved source files
  Teams can use Copilot to draft emails, proposals, meeting notes, or customer responses based on approved documents stored in OpenText File 360. This helps ensure that content is created from the latest controlled version of a file, improving consistency and reducing rework. Data flow: OpenText File 360 to Microsoft Copilot.
• Controlled collaboration on external shared files
  When external partners upload or update files in OpenText File 360, Copilot can help internal teams review changes, compare versions, and prepare responses or next steps. This is especially useful for procurement, legal, and client services teams that need fast turnaround without losing governance. Data flow: Bi-directional.
• Policy and compliance question support
  Compliance, HR, and operations teams can query Copilot using documents stored in OpenText File 360 to quickly locate relevant policy language, procedures, or evidence. This improves response times for audits, internal reviews, and employee inquiries while preserving secure access and auditability. Data flow: OpenText File 360 to Microsoft Copilot.
• Meeting preparation using governed project files
  Project managers can have Copilot review status reports, RAID logs, and shared project documents from OpenText File 360 to prepare meeting agendas, highlight risks, and draft follow-up actions. This supports faster and more accurate project governance across distributed teams. Data flow: OpenText File 360 to Microsoft Copilot.
• Document comparison and change impact analysis
  Legal, finance, and procurement teams can use Copilot to analyze two versions of a file stored in OpenText File 360 and summarize what changed, what needs approval, and which stakeholders should be notified. This reduces manual review effort and supports better decision-making. Data flow: OpenText File 360 to Microsoft Copilot.
• AI-generated responses for secure file requests
  When users request access to files or ask for supporting information, Copilot can draft a response, recommend the right document, or prepare a handoff note for the file owner based on content in OpenText File 360. This streamlines service desk, sales operations, and internal support workflows. Data flow: Bi-directional.