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Metagem and Microsoft 365 Copilot

Copilot knows your work: your emails, files and meetings. Metagem gives it what those can’t teach it, which is the definitions and rules your business has agreed on.

Book a demoSee them side by side
Microsoft 365 CopilotYour work

  • Emails

  • Files

  • Chats

  • Meetings

Your emails, files, chats and meetings

MetagemWhat you agreed
  • Discount approval AgreedBusiness rule · Manager approval above 10%

The definitions and rules your business has agreed on

Copilot

What Copilot does well

Microsoft 365 Copilot is the assistant your people already have open. Through Work IQ, it draws on the emails, files, chats and meetings each person can access, plus external data brought in through connectors, and it learns how each person works over time. It drafts, summarises and finds documents well, and it shows the sources behind its answers. With Copilot Studio, your team can build agents on top of it and connect them to other tools.

Microsoft 365 CopilotAssistant
DraftsSummarisesFinds documents

Work IQ

Emails
Files
Chats
Meetings
Connectors · external dataLearns how each person works
Copilot Studio agentsOther tools
Before you start

What it assumes you already have

  • The right answer is clearly written down somewhere.

    Copilot works from what’s in your documents and data. It can’t produce the definitions and rules nobody wrote down.

  • Your documents agree with each other.

    If your sales policy says discounts above 10% need a manager’s approval and an older pricing manual says 15%, Copilot can find both. Nothing in those documents tells it which rule still applies.

  • Your data is good enough to answer from.

    When an answer comes from your data, it’s only as good as that data.

Our approach

Why we built Metagem

We built Metagem because AI assistants know what’s written down, not what your business agreed. Which margin definition counts often sits in a few people’s heads, and the documents that do mention it disagree.

  1. Pulled out, linked to source

    • DefinitionActive customer
    • RuleDiscounts above 10% need approval

    Pulls out your definitions and rules

    Metagem reads your documents and data together and pulls out the definitions and business rules in them, including ones nobody wrote down.

  2. Proposes one version

    Where they conflict, it proposes one version and sends it to the owner to confirm.

  3. Copilot answers from what you agreed

    Copilot then answers from definitions your business agreed, and every definition carries its source and who approved it.

Open by design

Your context also shouldn’t be locked into one assistant.

Metagem keeps it in an open layer you own, so the same definitions reach Copilot, other assistants and the agents your team builds.

Same definitions, every assistant

  • CopilotCopilot
  • ClaudeClaude
  • OpenAIChatGPT
  • Your agents
MetagemOpen layer · Yours
DefinitionsBusiness rulesData-quality rules
Discount approval
Better together

How they work together

In production, Metagem runs inside your own Azure tenant.

Your sources

  • Data platforms

    FabricDatabricksSnowflake

  • Documents

    SharePointConfluence

Your Azure tenant

Metagem
2Finds them
DefinitionsBusiness rulesData-quality rules
Owners agree
One version of each
3In the background
CopilotMicrosoft 365 Copilot

Which discounts need a manager's approval?

Above 10%

MCP
4

Your agents

Built in Copilot Studio

  1. 01

    Metagem connects read-only to your data platforms and documents, including SharePoint.

  2. 02

    It finds your definitions, business rules and data-quality rules, and your owners agree on one version of each.

  3. 03

    Your people keep asking Copilot questions the way they do today. Copilot draws on Metagem’s agreed definitions and rules in the background, so they get the right answer without needing to know Metagem exists.

  4. 04

    Agents you build in Copilot Studio connect to Metagem through MCP.

At a glance

Side by side

  • Getting started

    Copilot

    Works on your Microsoft 365 content from day one

    Metagem

    A ready-made model you can extend, filled automatically; first results in two to three weeks

  • See what you have

    Copilot

    Searches the emails, files, chats and meetings each person can access

    Metagem

    Finds definitions and rules across your data platforms and documents, each linked to its source

  • Agree on definitions

    Copilot

    Not its focus; it works from what your documents say

    Metagem

    Finds where definitions conflict, proposes one, and sends it to the owner to confirm

  • Fix what matters

    Copilot

    Not its focus

    Metagem

    Checks data against the agreed rules, ranks findings by business impact and effort, and tracks each one until it’s closed

  • Share with AI

    Copilot

    It’s the assistant; Copilot Studio agents can call other tools

    Metagem

    Feeds agreed context to Copilot in the background, and to any other agent through MCP

  • Keep it current

    Copilot

    Indexes new content as it’s created

    Metagem

    Re-runs on a schedule or when sources change, and proposes updates for owners to approve

Decision guide

When you need which

  • Copilot

    Copilot alone is enough

    For everyday work

    • Drafting
    • Summarising
    • Finding a file
    • Catching up on a meeting
  • MetagemCopilot

    Add Metagem

    When

    • Answers depend on your business definitions and data, such as revenue, margin or customer counts
    • People challenge those answers
    • You run more than one AI assistant

Start with one domain

In two to three weeks, you’ll see its definitions, where they conflict and which fixes to start with.

Book a demo