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Connect Collate to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Collate’s 19 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Collate to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Add Collate to Runlayer

    Collate isn’t in the Runlayer catalog yet, so an admin adds it by its MCP server URL.

    Adding a connector manually
  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Collate’s 19 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Collate

    Sign in the way Collate requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Collate from Microsoft 365 Copilot

    Collate’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

19 Collate tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call.

  • Create article

    Creates a Knowledge Center Article page in Collate.

  • Create classification

    Creates a new Classification in OpenMetadata.

  • Create data product

    Creates a new Data Product in OpenMetadata.

  • Create domain

    Creates a new Domain in OpenMetadata.

  • Create glossary

    Creates a new Glossary.

  • Create glossary term

    Creates a new Glossary Term.

  • Create lineage

    Can be used to create lineage between two assets.

  • Create metric

    Creates a new Metric entity in OpenMetadata.

See all 19 Collate tools

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every Collate call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

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