Taskriz for Microsoft 365 Copilot

What it does

• Ask in your own words. In Microsoft 365 Copilot, mention your agent and say who you need something from and what, for example: “Ask Alex to approve invoice #4567 from Acme before Friday.” The agent designs the request and sends it through Taskriz.
• Get the answer back. Ask the agent whether Alex has answered, and carry on from there.

What you need

• A Taskriz account. Create a free Taskriz account — no card; the Free plan includes 500 requests a month.
• Access to Microsoft Copilot Studio, to make an agent, and people who can use Microsoft 365 Copilot. Your organization may need its admin to allow Power Platform apps in Teams.

Add Taskriz to a Copilot Studio agent

1. Create a free Taskriz account, if you don’t have one.
2. In Copilot Studio, open your agent (or create one) and go to its Tools page.
3. Select Add a tool, then New tool, then Model Context Protocol.
4. Enter the Server name Taskriz, a Server description such as “Asks people for approvals, choices and files, and returns their answers”, and the Server URL https://www.taskriz.com/mcp.
5. For authentication, choose OAuth 2.0, type Dynamic discovery, then select Create and Next.
6. In Add tool, choose Create a new connection, sign in to Taskriz, then select Add to agent.

Make it available in Microsoft 365 Copilot

1. Publish the agent.
2. On the top menu, select Channels, then the Microsoft 365 and Microsoft Teams tile.
3. Keep Make agent available in Microsoft Copilot selected, and select Add channel.
4. Select See agent in Teams, then Add.

Then, in Microsoft 365 Copilot, type @, choose your agent, and say what you need. To let colleagues use it, share the agent with them and use Availability options in the same panel.

The people you ask

They install nothing and don’t need your AI app. Taskriz sends them the request by email, or by text message in Australia and the United States, and they answer in their browser or the Taskriz app. People who use Taskriz can pair with you once, and every request reaches them straight away. See For People.

Questions

Is this Taskriz in Microsoft Teams?

Not yet. This adds Taskriz to an agent you use from Microsoft 365 Copilot, and in Teams through that agent. Taskriz in Teams itself, where your team answers requests in a chat, is coming.

Do the people I ask need Microsoft 365?

No. They get the request by email or text message and answer in their browser or the Taskriz app, with nothing to install.