OpenText Magellan BI & Reporting - Microsoft Copilot Integration and Automation

Common Integration Use Cases Between OpenText Magellan BI & Reporting and Microsoft Copilot

1. Natural-language access to operational dashboards and reports

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

Business users can ask Copilot questions such as ?Show this month?s order backlog by region? or ?Summarize variance against forecast for the top five product lines.? Copilot can retrieve and interpret published Magellan dashboards, reports, and KPIs, then present the results in plain language inside Microsoft 365 tools.

Business value: Reduces dependency on analysts for routine reporting requests, speeds up decision-making, and improves self-service access to trusted metrics.

2. Automated executive briefing creation from BI outputs

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

Magellan can provide scheduled performance reports, and Copilot can turn those outputs into concise executive summaries for email, Teams, or PowerPoint. For example, monthly sales, service, or finance results can be converted into a board-ready narrative with key trends, exceptions, and recommended follow-up actions.

Business value: Saves time for finance, operations, and leadership teams while improving consistency in reporting narratives.

3. AI-assisted investigation of exceptions and anomalies

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

When Magellan identifies unusual patterns such as revenue drops, delayed shipments, or compliance exceptions, Copilot can help users investigate by summarizing related reports, highlighting likely drivers, and drafting follow-up questions for business owners. This is especially useful for operational review meetings and exception management workflows.

Business value: Shortens root-cause analysis cycles and helps teams respond faster to operational issues.

4. Report commentary and action tracking in Microsoft collaboration tools

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

Magellan report results can be shared into Teams or Outlook, where Copilot helps draft commentary, meeting notes, and action items based on the latest metrics. For example, a weekly service-level report can be summarized into a Teams post with assigned follow-ups for operations managers.

Business value: Improves cross-team alignment and ensures reporting insights translate into accountable actions.

5. Guided report creation using enterprise data context

Data flow: Microsoft Copilot ? OpenText Magellan BI & Reporting

Users can ask Copilot to help define the report they need, such as ?Create a monthly supplier performance report with on-time delivery, defect rate, and invoice accuracy.? Copilot can help structure the request, identify required data elements, and prepare the business context before the report is built or refined in Magellan.

Business value: Reduces ambiguity in reporting requirements and accelerates report design for business and IT teams.

6. Insight-driven content creation for business reviews and planning

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

Magellan can supply performance data for planning cycles, QBRs, and operational reviews, while Copilot converts those insights into draft presentations, talking points, and decision memos. This is useful for sales, finance, HR, and supply chain teams preparing recurring business reviews.

Business value: Speeds preparation of planning materials and improves the quality of business discussions with data-backed context.

7. Bi-directional workflow for report consumption and follow-up actions

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

Users can consume Magellan reports through Copilot, then use Copilot to create tasks, draft emails, or update meeting notes based on the findings. In return, user feedback and follow-up questions can be captured and used to refine future reporting needs in Magellan.

Business value: Connects analytics with execution, making it easier to move from insight to action across departments.

8. Compliance and audit reporting support

Data flow: OpenText Magellan BI & Reporting ? Microsoft Copilot

For regulated industries, Magellan can provide audit-ready reports on access, exceptions, process performance, or control effectiveness. Copilot can help compliance teams summarize findings, draft evidence packs, and prepare responses for internal reviews or external audits.

Business value: Improves audit preparation, reduces manual documentation effort, and strengthens governance processes.