OpenText Lens - Data Visibility - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText Lens - Data Visibility and Microsoft Copilot

OpenText Lens - Data Visibility and Microsoft Copilot complement each other well in enterprise environments where organizations need to understand unstructured data, reduce information risk, and help business users act on insights faster. OpenText Lens identifies and classifies content across repositories, while Microsoft Copilot helps users consume that intelligence, draft actions, and accelerate follow-up work inside Microsoft 365 and connected workflows.

1. Sensitive Content Discovery to Compliance Action Planning

Data flow: OpenText Lens - Data Visibility to Microsoft Copilot

OpenText Lens scans file shares, content repositories, and collaboration platforms to identify sensitive, regulated, or exposed content such as personal data, contracts, or financial records. That output is sent to Microsoft Copilot, where compliance, legal, or records teams can ask for summaries, prioritize remediation, and draft action plans.

• Creates a faster path from discovery to remediation
• Helps compliance teams focus on the highest-risk content first
• Supports audit preparation and policy enforcement

2. Redundant and Obsolete Content Cleanup Recommendations

Data flow: OpenText Lens - Data Visibility to Microsoft Copilot

OpenText Lens identifies duplicate, obsolete, or low-value content across repositories. Microsoft Copilot can then generate cleanup recommendations, draft communications to content owners, and create task lists for records management or IT teams.

• Reduces storage and governance overhead
• Improves retention policy execution
• Speeds up large-scale content cleanup programs

3. Migration Readiness Assessment and Executive Summaries

Data flow: OpenText Lens - Data Visibility to Microsoft Copilot

Before migrating content to Microsoft 365, SharePoint, or another target platform, OpenText Lens can analyze the source environment and identify sensitive, stale, or high-volume content. Microsoft Copilot can turn those findings into executive summaries, migration readiness reports, and stakeholder briefings.

• Helps project teams scope migration effort accurately
• Identifies content that should be archived or remediated before migration
• Improves decision-making for business and IT leaders

4. Data Risk Insights for Business Users in Microsoft 365

Data flow: OpenText Lens - Data Visibility to Microsoft Copilot

OpenText Lens can feed risk indicators into Microsoft Copilot so users can ask natural-language questions such as which departments store the most sensitive files or where outdated policy documents are located. Copilot can then summarize the findings in Word, Teams, or Outlook for operational follow-up.

• Makes data visibility accessible to non-technical users
• Improves cross-functional awareness of information risk
• Supports faster response from business owners

5. Policy Exception Review and Approval Support

Data flow: Bi-directional

OpenText Lens identifies content that may violate retention, privacy, or governance policies. Microsoft Copilot helps reviewers assess the findings, draft exception justifications, and prepare approval notes. Approved decisions can then be fed back into governance workflows for tracking and future reference.

• Streamlines exception handling for governance teams
• Improves consistency in policy decisions
• Creates a documented review trail for audits

6. Legal Hold and Investigation Preparation

Data flow: OpenText Lens - Data Visibility to Microsoft Copilot

When legal or HR investigations begin, OpenText Lens can locate potentially relevant unstructured content across repositories. Microsoft Copilot can help legal teams summarize the search results, draft hold notices, and prepare case notes or investigation briefings.

• Reduces time spent manually reviewing content inventories
• Supports faster legal response and preservation actions
• Improves coordination between legal, HR, and IT

7. Content Owner Remediation Workflows

Data flow: OpenText Lens - Data Visibility to Microsoft Copilot

OpenText Lens can identify the business owner of sensitive or obsolete content. Microsoft Copilot can then draft targeted emails, Teams messages, or task descriptions asking owners to review, classify, delete, or archive their content.

• Improves accountability for content stewardship
• Reduces manual outreach effort for governance teams
• Accelerates remediation across large user populations

In practice, the strongest integration pattern is OpenText Lens - Data Visibility as the discovery and intelligence layer, with Microsoft Copilot acting as the user-facing assistant that turns those insights into summaries, recommendations, communications, and workflow actions. This combination is especially valuable for compliance, records management, migration planning, and enterprise risk reduction.