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Connect Lattice to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Lattice’s 22 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Lattice 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 Lattice in Runlayer

    Add Lattice 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 Lattice’s 22 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 Lattice

    Each user signs in to Lattice with OAuth. Runlayer keeps the tokens out of the client’s configuration.

  4. 4

    Use Lattice from Microsoft 365 Copilot

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

Tools

22 Lattice tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call. 15 read data only.

  • Find ancestors

    Find ancestors.

  • Find employees

    Searches for employees in the user's company by name, work email, and/or department.

  • Find feedback

    Retrieves feedback items the user has visibility into.

  • Find one on ones

    Find one on ones.

  • Find reports

    Find reports.

  • Find reviews

    Retrieves reviews the user is permitted to see, filterable by who the review is about, who wrote it, the cycle, direction, submission/sharing status, and date range.

  • Get current update draft

    Returns the user's current-period update draft, with the questions on the form, any answers already saved, the period bounds, and the cadence.

  • Get draft reviews

    Retrieves the open performance review drafts the user is currently authoring.

See all 22 Lattice 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 Lattice 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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