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Connect Metaview to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Metaview’s 53 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Book a demo Microsoft 365 Copilot setup guide

Set up

Add Metaview 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 Metaview in Runlayer

    Add Metaview 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 Metaview’s 53 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 Metaview

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

  4. 4

    Use Metaview from Microsoft 365 Copilot

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

Tools

53 Metaview tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call. 11 read data only.

  • Create AI field

    Create a new AI field, or update an existing one (pass field_id).

  • Create report

    Create a new saved report, or update an existing one (pass report_id), in the Metaview web-app.

  • Create snippet

    Save ONE clip of a conversation as a snippet and return links to it.

  • Enrich candidate contacts

    Enrich email addresses or phone numbers for one or more candidates.

  • Fetch candidates

    Look up people/candidates and get, per candidate: profile (professional background — experience, education, skills, location; resolved from a LinkedIn URL, given or found in ATS data) and ats…

  • Find candidate's sequences

    Check if a candidate is enrolled in any sequences — including sequences created by other users.

  • Generate notes

    Generate (or regenerate) AI Notes for a conversation, optionally with a specific built-in or custom template — including to preview how a newly created or updated template renders on a real…

  • Get application review details

    Get the full state of one Application Review: the ACTIVE ICP, any pending DRAFT edit, the RANKING version if a rerank is running, version history, a decision summary, and the fit-band distribution of…

See all 53 Metaview 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 Metaview 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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