Integration

Microsoft 365 & Copilot

Connect your Azure tenancy to Tailor. Use Tailor from Word, Outlook, Teams, SharePoint, and as an agent inside Microsoft Copilot.

Overview

Tailor provides a unified Microsoft 365 app that installs once and surfaces across your entire M365 estate. One deployment gives you:

Microsoft Copilot

@Tailor agent — query documents, reviews, and comments

Word & Outlook

Send to Tailor button in ribbon — upload docs and email attachments

Teams

Share Tailor document cards in conversations and channels

SharePoint

"Share via Tailor" button in document libraries + OAuth import

No per-tenant infrastructure required. Tailor hosts the app centrally. Your org just deploys the app package and sets an API key.

Prerequisites

Requirement	Details
Azure AD / Entra ID	Tenant with Global Admin or Application Admin access
M365 Admin	M365 Admin or Teams Admin role (for app deployment)
Tailor API Key	`tailor_sk_...` with `documents:write` scope
PnP PowerShell	For API key configuration (one-time setup)

Step 1: Entra ID App Registration

Azure Portal

Create app registration

Go to Azure Portal → App registrations and click New registration.

Name: Tailor OAuth

Account types: Accounts in any organizational directory

Redirect URI (Web):

https://tailor.au/api/auth/microsoft/callbackhttps://tailor.au/auth/sharepoint/callback

Create a client secret

Under Certificates & secrets, create a new client secret. Save the value — you won't see it again.

Add API permissions

Under API permissions, add these Microsoft Graph (Delegated) permissions:

openidprofileemailoffline_accessSites.Read.AllFiles.Read.All

Then click Grant admin consent for your organisation.

Or use the setup script

Automated setup

./scripts/setup-microsoft-oauth.ps1

This creates the app registration, generates a secret, and updates your config files automatically.

Step 2: Add Tailor to Microsoft Copilot

Copilot Agent

Once the M365 app is deployed, Tailor appears as an agent inside Microsoft Copilot. Users type @Tailor to query their documents.

Deploy the M365 app package

Go to Microsoft 365 Admin Center
Navigate to Settings → Integrated Apps
Click Upload custom app
Upload tailor-m365-app.zip
Under Assign users, choose Entire organization or specific groups
Review permissions and click Deploy

Deployment can take up to 24 hours to propagate to all users.

Configure the API key

PowerShell — set tenant API key

# Install PnP PowerShell (if needed)
Install-Module PnP.PowerShell -Scope CurrentUser

# Connect to SharePoint admin
Connect-PnPOnline -Url https://YOUR-TENANT-admin.sharepoint.com -Interactive

# Set Tailor API key and base URL
Set-PnPStorageEntity -Key "TailorApiKey" \
  -Value "tailor_sk_YOUR_KEY" \
  -Description "Tailor API Key for M365"

Set-PnPStorageEntity -Key "TailorBaseUrl" \
  -Value "https://tailor.au" \
  -Description "Tailor base URL"

# Verify
Get-PnPStorageEntity -Key "TailorApiKey"
Get-PnPStorageEntity -Key "TailorBaseUrl"

Use Tailor in Copilot

Open Microsoft Copilot and type @Tailor followed by your question:

"What documents need my review?"

"Give me a briefing on my pending reviews"

"What comments are unresolved on the Q3 contract?"

"Upload this proposal and share it with the legal team"

Word & Outlook

Office Add-in

After deployment, a Send to Tailor button appears in the ribbon of Word and Outlook.

Word

Click Send to Tailor in the Home tab to upload the current document. The task pane opens showing upload progress and the Tailor document URL.

Outlook

Open an email with attachments (.docx, .pdf, .xlsx, .pptx), click Send to Tailor, select attachments, and upload. Each attachment becomes a separate Tailor document.

Teams

Message Extension

Share Tailor documents as rich link cards in Teams conversations and channels.

In a Teams conversation, click ... in the compose box
Search for or select Share Tailor Document
Search by document title
A rich card with title, status, and a link is inserted into the conversation

SharePoint

SPFx + OAuth

Two integration points: a “Share via Tailor” button in document libraries, and an OAuth connection for importing documents.

SPFx “Share via Tailor” extension

Deploy to tenant app catalog

Connect-PnPOnline -Url https://YOUR-TENANT-admin.sharepoint.com -Interactive

# Upload and deploy
Add-PnPApp -Path "./share-via-tailor.sppkg" -Scope Tenant -Overwrite
Publish-PnPApp -Identity "share-via-tailor-client-side-solution" -Scope Tenant

After deployment, select any supported document (.docx, .pdf, .html) in a SharePoint library and click Share via Tailor in the command bar.

SharePoint OAuth import

In Tailor, go to Organization → Integrations
Click Connect SharePoint
Sign in with your Microsoft account and grant read permissions
Select the SharePoint site and folder to connect

Permissions are read-only (Sites.Read.All, Files.Read.All). Tailor cannot modify your SharePoint files.

Troubleshooting

Problem	Solution
“Need admin approval” during OAuth	A Global Admin must grant admin consent in Azure Portal → App registrations → API permissions
401 from M365 app / SPFx	API key not set. Run `Get-PnPStorageEntity -Key “TailorApiKey”` to check
Send to Tailor button not visible	App deployment takes up to 24h. Restart the Office app and try again
@Tailor not available in Copilot	Verify the M365 app is deployed and assigned to your user/group in the Admin Center
CORS / 403 errors from task pane	Contact Tailor support — M365 host origins must be in the CORS allow list
Redirect URI mismatch	Verify URIs in Azure AD app registration match exactly: `https://tailor.au/auth/sharepoint/callback`
Share via Tailor not in SharePoint	Select a supported file type (.docx, .pdf, .html). Check the app is deployed: `Get-PnPApp -Scope Site`

Resources

Microsoft Entra docs PnP PowerShell docs Teams app deployment Tailor Agent integration