Microsoft Copilot is a suite of AI assistants built into Word, Excel, PowerPoint, and Teams. That native access gives it the ability to expertly run multi-step agentic work across the Microsoft suite—triaging your inbox, summarizing meetings, and automating data analysis across spreadsheets. But at some point, you probably want your work to move beyond Microsoft’s world and into your other apps. That’s where Zapier MCP can help.
Zapier MCP gives Copilot governed access to 8,000+ apps in our directory and 30,000+ actions, so you can research, decide, and take action whether you’re working inside a Microsoft app or in the rest of your tech stack. Below, I’m sharing four non-technical workflows with copy-paste-ready prompts and tool bundle templates you can try yourself.
Table of contents
Note: The tool bundles in this post are pre-populated with apps, but you can easily swap them out for any app you want from our directory.
How to connect Microsoft Copilot to Zapier MCP
Before you try these workflows, you’ll need to equip Microsoft Copilot with a Zapier MCP server if you haven’t already. If you can click, type, and copy-paste, you can set this up in minutes. Just follow these steps:
1. Head to the Zapier MCP dashboard.
2. Click +New MCP Server and choose Microsoft Copilot Studio as the client.
3. Now set up your first action. Click +Add tool.
4. Search for the app you want to connect to, then click its corresponding tile.
5. Select whichever action events you want to connect, then click Connect.
6. Connect your app accounts as needed.
7. In the dashboard, configure each action according to your needs by clicking the kebab menu (⋮) and then Configure and adjusting values as needed. Hover over the tooltip icons next to any field for more details. When you’re done, click Save.
8. Finally, click Connect at the top of the MCP dashboard and follow the instructions to add this server to your Copilot account.
Now you’re ready to try the workflows below in Microsoft Copilot.
Pro tip: Want to bake an extra layer of security into your MCP workflows? Try connecting AI Guardrails by Zapier, a built-in tool for detecting PII, toxic language, prompt injection attempts, and negative sentiment in your workflows. Learn how it works in our feature guide.
Turn meeting notes into tracked action items
You’re in back-to-back meetings all week, and by Friday you can’t remember who agreed to do what. You want to pull action items out of your meeting notes and get them into a task manager before they get forgotten.
What to prompt Microsoft Copilot
Find my most recent meeting notes in OneNote from the [1. Notebook name] section, extract every action item, and create a task in Notion for each one in the [2. Database name] database. Assign each task to the person named in the notes, and set a due date of five business days from today.
Apps to connect: Notion, Microsoft OneNote
Extract action items from meeting notes
Pull action items from OneNote and create tasks in Notion with assignees and due dates
Draft a status update from project data
You’re getting ready for a stakeholder meeting and need to send your team a project status update before the call—but pulling the relevant info together for everyone takes longer than the meeting itself. You want to grab what’s current and draft an email as soon as possible.
What to prompt Microsoft Copilot
Pull all rows updated this week from the [1. Table name] table in Coda, summarize what’s complete, what’s in progress, and what’s blocked, then draft a status update email I can review before sending.
Apps to connect: Coda, Microsoft Outlook
Draft a status update from project notes
Pull recent updates from Coda, summarize progress, and draft a status email for stakeholders
Research a prospect and log findings to your CRM
You’re preparing for a sales call and need to know what the company has been up to lately—funding, hires, product news—without spending an hour on LinkedIn and Google. You want a research brief waiting for you in your CRM before the meeting starts.
What to prompt Microsoft Copilot
Search the web for recent news about [1. Company name] from the last 30 days, focusing on funding announcements, leadership changes, and product launches. Then find the corresponding contact in HubSpot and add a note to their record summarizing what you found in three to five bullet points.
Apps to connect: HubSpot
Research a prospect and log findings to CRM
Search for recent company news and add a research summary to their HubSpot record before your call
Pull content briefs and create first-draft documents
You’re a content marketer who writes blog posts in batches. You want to pull a content brief, get a first draft going, refine it in Copilot, and then send the finished version somewhere your editor can actually get to it. You just don’t want to copy-paste between tools at the end.
What to prompt Microsoft Copilot
Find the content brief titled [1. Brief name] in my Notion database [2. Database name], read the target audience, key points, and SEO keywords, write a 600-word first-draft blog post, and save it as a new Google Doc in the [3. Folder name] folder in Google Drive.
Apps to connect: Notion, Google Docs, Google Drive
Create blog drafts from content briefs
Read a content brief from Notion, write a first-draft blog post, and save it to Google Drive
Start building with Zapier MCP
These four workflows are just a starting point. Once Microsoft Copilot has live access to your tools, you can string together almost any sequence of research, decision, and action without leaving the conversation or writing code. And if you don’t use Microsoft Copilot, you can connect Zapier MCP to any AI client that supports the Model Context Protocol, including ChatGPT, Claude, and Cursor.
If you want a step-by-step walkthrough of connecting your apps to Microsoft Copilot through Zapier MCP, the feature guide covers the whole setup in detail.
