Workday integrates Sana Self-Service Agent with Microsoft 365 Copilot

Workday, Inc., the enterprise AI platform for managing people, money, and agents, announced that the Sana Self-Service Agent from Workday is now available in Microsoft 365 Copilot—enabling employees and managers to get answers to HR and finance questions and complete everyday tasks directly inside Microsoft 365, without switching apps, while organizations maintain the security, compliance, and control they expect from Workday.

According to the company, Sana from Workday, Workday's agentic AI platform, connects an organization's people and money data, context, policies, and processes in Workday and puts them to work. It powers AI agents that complete tasks, improve processes, and keep humans in the loop.

With the Self-Service Agent now in Microsoft 365 Copilot, employees can tap into that intelligence to act on a wide range of everyday needs directly from Microsoft 365.

When a request involves Workday data or processes, Microsoft 365 Copilot securely connects to the Self-Service Agent, which completes the task in Workday using the organization's existing approvals, policies, and business rules, then returns the results in Copilot, the companies said.

"People shouldn't have to jump between systems just to get a simple HR or finance answer," said Joel Hellermark, Sana general manager, Workday. "With our Self-Service Agent in Microsoft 365 Copilot, Workday quietly does the hard work in the background, so answers simply appear where people already are."

With Self-Service Agent in Microsoft 365 Copilot, every employee and manager can manage everyday HR and finance needs in seconds.

For organizations already using Microsoft 365 Copilot, turning on the Self-Service Agent is a simple configuration step, not a new project the team has to staff, the companies said. The Self-Service Agent is available as a single app in the Microsoft Marketplace.

"Microsoft 365 Copilot is designed to help people stay in the flow of work while getting more done with less friction," said Srini Raghavan, corporate vice president, Microsoft 365 ecosystem at Microsoft. "With Workday's Sana Self-Service Agent integrated into Microsoft 365 Copilot, employees can access HR and finance support in the tools they use every day, while organizations retain the same policies, controls, and governance they already rely on with Workday."

By tightly coupling Sana's agentic intelligence with Workday's deterministic rails, Workday safely powers the agentic future of HR and Finance: AI agents that automate more of the work, while organizations maintain the security, compliance, and governance they depend on.

With the Self-Service Agent in Copilot, every interaction runs through Workday, so customers keep full control over their data, policies, and processes. Responses follow each organization's role-based permissions, and every action respects existing approvals and business rules.

Organizations also get clear visibility into how the agent is being used, so they can monitor adoption and confirm it's working as intended. While user interactions with the Self-Service Agent appear as activity history in Copilot, the underlying Workday data and transactions stay within the Workday trusted system, the companies said.

Sana Self-Service Agent in Microsoft 365 Copilot is generally available today for eligible Workday and Microsoft customers.

For more information about this news, visit www.workday.com.