Workday’s Sana Self-Service Agent Now Available in Microsoft 365 Copilot
Workday, a leader in enterprise AI platforms, has announced the integration of its Sana Self-Service Agent into Microsoft 365 Copilot. This move is set to transform how employees access HR and finance information, enabling seamless task completion without leaving their familiar Microsoft 365 environment. With this integration, Workday is streamlining workflows and empowering organizations to maintain the highest standards in security and compliance.
Revolutionizing HR and Finance with AI-Powered Self-Service
Traditionally, employees and managers have had to juggle multiple platforms—email, chat, portals, and help desks—just to address everyday questions about payroll, time off, expenses, or team changes. The introduction of the Sana Self-Service Agent into Microsoft 365 Copilot is designed to eliminate this inefficiency and allow users to interact with HR and finance tools directly within the productivity suite they already use. This integration leverages the AI self-service for HR and finance focus_keyword to enhance daily operations.
With Sana, employees can seamlessly check vacation balances, request time off, monitor expense approvals, and review company policies such as family leave, all through natural language queries. When a task requires access to Workday data or processes, Copilot connects to the Self-Service Agent, which securely executes the task using the company’s established approvals and business rules. The results are then delivered directly within Microsoft 365, minimizing disruption and maximizing productivity.
Empowering Employees and Managers
The AI self-service for HR and finance integration means that every employee and manager can efficiently manage essential HR and finance tasks in seconds. For example, employees can:
- Check their time-off balances
- Update personal information
- View payslips and tax withholding details
- Request various types of leave
Managers are able to:
- Review team goals
- Approve timesheets in bulk
- Initiate performance reviews
- Submit payroll input
Finance leaders can also benefit by quickly accessing policies, checking eligibility for corporate cards, and being guided through the process of creating new requests or cases when necessary. The entire experience is designed to be intuitive and frictionless, thus reducing the workload on HR and finance teams and allowing them to focus on more strategic initiatives.
Seamless Integration and Simple Deployment
For organizations already leveraging Microsoft 365 Copilot, enabling the Self-Service Agent is as simple as a configuration step—no new projects, deployments, or extra licensing required. Available as a single app in the Microsoft Marketplace, this solution is designed for quick adoption and immediate value.
According to Microsoft’s Srini Raghavan, Corporate Vice President of Microsoft 365 Ecosystem, the integration aligns with the company’s goal of helping users stay productive within their flow of work. He emphasized, “With Workday’s Sana Self-Service Agent integrated into Microsoft 365 Copilot, AI self-service for HR and finance is now readily accessible in the tools employees use every day, while organizations retain trusted governance and policies.”
Maintaining Security, Compliance, and Control
Workday’s platform is engineered for environments where trust, accuracy, and auditability are paramount. By combining Sana’s agentic AI intelligence with Workday’s deterministic business rules, the company ensures that all automated actions remain transparent and compliant. Every interaction with the Self-Service Agent is governed by existing role-based permissions, approvals, and business rules, so organizations maintain full control over data, policies, and processes.
Additionally, organizations receive detailed insights into agent usage, allowing them to track adoption and confirm the system is functioning as intended. All underlying Workday data and transactions remain securely within the Workday environment, even as user activity is logged in Copilot’s activity history.
Paving the Way for Interoperable AI Assistants
Workday is committed to building interoperable AI solutions that can coordinate work across platforms while upholding strict data control. Sana provides the reasoning and safety protocols for agents to collaborate between ecosystems. As Sarah Rolfs, SVP of HR & Transformation at Direct Supply, highlighted, “Our partnership with Workday is part of a broader AI-first strategy that brings key insights and actions directly into the workflow, enabling faster decisions and stronger outcomes.”
Availability and Next Steps
The Sana Self-Service Agent is now generally available for eligible Workday and Microsoft customers via the Microsoft Marketplace. This marks a significant advancement in AI self-service for HR and finance, further solidifying Workday’s role at the intersection of intelligent business operations and employee empowerment.
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