AI-Powered Agreement Insights With the Microsoft 365 Copilot Integration

Agreements are your team's ultimate source of truth. When employees need to find accurate data, they look through their contract repositories to find completed contracts. The tools they use to act on that information are in the Microsoft 365 suite: Teams, Outlook, Word, Excel, PowerPoint, etc. To get the right data in the right place, people often need to toggle between systems to find the right agreement, search the text for the right information, and copy details back into Microsoft apps.

That disjointed workflow is an easy way to slow down the speed of business or even lose track of critical information. It wastes time, causes frustration, reduces productivity, and increases errors. 

Today, we’re proud to announce that Docusign has partnered with Microsoft to be one of the first integrations with Microsoft 365 Copilot. It makes information held in Docusign agreements instantly findable in Copilot, the general AI assistant available to Microsoft customers. Now, employees using M365 tools will be able to answer important questions about their Docusign agreements by simply asking Copilot a question. Best of all, they don’t ever have to leave the application they’re already in. 

For example, sales reps can find out if a prospect has signed an NDA without filing a ticket with the legal team. The HR team can check the status of open offer letters without leaving their inbox. Every employee can get instant answers to basic questions without going out of their way or creating new work.

The integration is a simple way to deliver agreement information to more users without requiring them to change apps or switch tabs. It reduces the amount of time they spend searching for information, which makes their everyday tasks more efficient and keeps business moving forward.

More information, less toggling between apps

Docusign and Microsoft are both industry leaders. Hundreds of millions of users rely on those technologies to accomplish common business tasks. It makes sense for both organizations to work together to improve the experience for shared customers. 

Together, we’ve already built a connection to Copilot for Sales, which gives sellers powerful AI-powered search capabilities in real time. Our new integration with Microsoft M365 Copilot is the next chapter in that partnership, expanding the benefits of an AI assistant to users across the organization.

“Modern teams are managing business data from different sources and systems,” said Mike Bassani (Partner/GM Business Applications). “The integration between Docusign and Microsoft 365 Copilot provides customers a way to avoid navigating the maze of different folders, apps, and tabs to answer questions about agreements. This is exactly what Copilot does—uses technology to solve everyday problems so our users can be more productive.”

Traditionally, employees in HR, sales, procurement, and legal departments see a variety of agreements come across their desks and need to use the information in those documents to manage day-to-day work. Before Microsoft M365 Copilot, that process was needlessly complex. First, they need to search through different storage locations to find the final copy of an agreement, then read the terms, understand the language, and correctly enter information into other business systems. 

Sometimes that process can take hours. Sometimes an agreement is too complex to understand. In the worst cases, documents can just go missing entirely. Microsoft M365 Copilot solves all those problems with fast, exhaustive AI-powered searches.

Answer agreement questions instantly with intelligent search

Copilot answers business questions fast, but it isn’t hard to use. It doesn’t require any kind of complicated code or expert data analysis skills. Any Microsoft 365 user can ask Copilot questions using plain language and can even have a short conversation to follow up on any details that need clarification.

Because of robust Natural Language Processing capabilities, users can input simple prompts to Copilot to find a specific agreement, track status, take follow-up action, view the full agreement in Docusign, and a lot more. Here are some example queries that M365 Copilot could use to pinpoint Docusign information: 

Sample Copilot prompts

• “Show me all my open agreements”

• “Which envelopes do I need to sign”

• “Show me the documents from last year’s sales contract with Acme International”

• “What’s the status of the offer letter for the open Engineering role reporting to Molly Smith?”

• “Which sales contracts are waiting on legal approval?”

We’re collaborating on the next steps of this integration now, but in future updates, Copilot will be able to do even more. Expansions to the technology could eventually be able to summarize portions of complicated text, send reminders to colleagues, set up alerts for later, extract important information, and a lot more. 

Our overall vision is for Microsoft Copilot to be an extra set of hands and eyes (or several pairs) to manage your most common agreement tasks. Best of all, it will do all that from inside the same Microsoft apps you already use every day. No need to download a new app, bookmark a new website, memorize a new login, or learn a new interface.

Try the Docusign integration for Microsoft 365 Copilot now

If your team uses Docusign and has Copilot for Microsoft 365 licenses, you can start using the integration today.