Best Workflow Automation Software for Microsoft 365 Copilot

Most organisations already have the data. The problem is it sits in disconnected systems - ERPs, databases, SCADA, IoT devices, files, and APIs - and nobody has built the layer that ties it all together in real-time. AI makes this worse. Models need clean, integrated, multi-source data to work. Most data environments are not ready. 95% of AI projects never reach production. Rayven builds that layer. It connects IT, OT, IoT, cloud systems, files, data streams, APIs, and proprietary protocols into a single managed data platform - then executes automation, AI models + agentic AI directly on live data. Five unified layers: integration (600+ connectors, bidirectional, real-time), data (processing, storage, AI-ready structuring), execution (automation, AI models, and agentic AI), presentation (custom apps, dashboards, and conversational interfaces), and security, governance + hosting (role-based access, audit trails, and data residency - built in as standard). What gets built on top: custom software, AI agents, predictive analytics, field applications, workflow automations, dashboards, and portals - all from one platform with no external tooling required. Serves businesses from growth-stage to enterprise across 24+ industries globally. Delivery: DIY, Done-For-You (fixed scope, fixed price, two to 12 weeks) + Hybrid. More than 600 pre-built connectors. Ten native AI capabilities. More than 240 deployments live. Rated 5/5 across more than 140 independent reviews.

Workflows is an innovative feature within Microsoft 365 Copilot that allows users to streamline and automate their tasks across various Microsoft 365 applications by simply articulating their needs in natural language, eliminating the need for manual configuration or connector setups. This tool provides the ability to initiate actions based on schedules or specific events, gather and store user inputs through adaptive cards in Teams, and access Microsoft 365 data, including calendar entries, emails, and lists, all without requiring any coding knowledge. Once a user submits a prompt, Workflows intelligently identifies the relevant services mentioned—such as the Outlook inbox or a Teams channel—constructs a working workflow using a visual design interface, and offers capabilities for testing, monitoring, and management through an Activity tab and Home page. The range of supported triggers and actions includes recurring tasks, AI-driven actions, and functionalities for Outlook (such as retrieving emails and creating events), Teams (like posting messages and adaptive cards), SharePoint (for adding or deleting items), Planner (to list tasks), Approvals, and Dataverse (for AI prompts), making it a comprehensive solution for automating workflows. Ultimately, this feature empowers users to maximize their productivity by simplifying the task automation process across a suite of powerful tools.