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Connect Hex to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Hex’s 18 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Hex 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

    Approve Hex in Runlayer

    Add Hex from the catalog and choose who can use it and which of its tools are allowed.

  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 Hex’s 18 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 Hex

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

  4. 4

    Use Hex from Microsoft 365 Copilot

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

Tools

18 Hex tools in Microsoft 365 Copilot

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

  • Continue thread

    Continue a Hex Thread by adding a new message and triggering the agent to process it.

  • Create cell

    Create a new cell in the draft version of a project.

  • Create project

    Create a new project in the workspace with the specified title, and optionally a description.

  • Create thread

    Create a new Hex Thread to ask a question about your data.

  • Delete cell

    Delete a cell from the draft version of a project by ID

  • Get cell

    Get a single cell by ID

  • Get cell image

    Get the rendered PNG image of a chart cell, returned as an image.

  • Get cell output

    Get the latest output preview for a SQL cell in the active draft notebook session.

See all 18 Hex 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 Hex 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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