Ask Copilot how marketing went this week. Get the answer from your own dashboard.
TruLata in Microsoft 365 Copilot lets the people on your team ask Copilot, in Teams or Outlook, about your leads, ads, website and reviews. The answer comes from the same numbers your TruLata dashboard shows, only for people who already have a seat. It only reads. It is coming to the Microsoft store; until it is listed, we switch it on with you.
What can I ask, and where?
Questions about your own marketing, in your own words: how many new leads came in this week and where from, how Google Ads is doing this month, what your open job value is, how many jobs you won this month, or which of your accounts are connected and what is missing. Pick TruLata in Copilot Chat in Microsoft Teams, in Outlook or in the Microsoft 365 Copilot app, and ask.
Copilot passes your question to TruLata, and the answer comes from the dashboard's own Ask TruLata, reading the same sources your dashboard reads. A source that is not connected is said to be not connected, never filled with a guess. Answers are written by AI from your data, so check an important figure on your dashboard.
- Pick TruLata in CopilotIn Teams, Outlook or the Microsoft 365 Copilot app
- Ask in plain wordsHow many new leads did we get this week?
- TruLata reads your dashboardThe same sources it shows
- The answer comes backNot connected is said plainly, never guessed
Same numbers, same seats, and it only reads.
Who can see my numbers through Copilot?
Only people who could already open your dashboard. Microsoft signs the person in and tells TruLata their work sign-in, and TruLata matches it to a seat on your account, exactly like a dashboard sign-in. Someone without a seat gets no answer, and is told to sign in at TruLata or ask the account owner. Guest accounts are refused.
Who may read which workspace is decided by TruLata, never by Copilot. A person with seats on more than one workspace is asked which one they mean. Each person can ask up to 40 questions an hour.
Who gets an answer
- Has a seat on your accountAnswered
- Has seats on two workspacesAsked which one
- Has no seatTold how to get one
- A guest accountRefused
Can Copilot change anything in TruLata?
No. The Copilot connection only reads. It never changes a setting, an ad, a budget, an article or anything else in TruLata or in any account connected to it. A change is still made on your dashboard by a person, the same as today.
We do not use what Copilot sends us for advertising, we do not sell it, and we do not use it to train general AI models. The privacy policy sets out what Microsoft shares with us and what we do with it.
How do I set it up?
Your Microsoft 365 admin adds the TruLata app once. The Microsoft 365 Copilot card on your Integrations tab carries a Download the TruLata app button; your admin opens the Microsoft 365 admin center, chooses Settings, Integrated apps, Upload custom apps, picks that file and makes it available to the people who use TruLata.
After that, anyone with a TruLata seat opens Copilot, picks TruLata and asks. The first time, Copilot asks them to allow TruLata. People who use it need a Microsoft 365 Copilot license, or an organization that allows metered agent use in Copilot Chat.
- Download the TruLata appFrom the Microsoft 365 Copilot card on Integrations
- Your admin uploads itAdmin center: Settings, Integrated apps, Upload custom apps
- Each person picks TruLataCopilot asks once to allow TruLata
- AskAnswers from your own dashboard
Is it in the Microsoft store?
Not yet. TruLata in Microsoft 365 Copilot is coming to the Microsoft store, and there is no store listing to link to today. Until it is listed, it is switched on one workspace at a time: ask from the request card on your Integrations tab, or email support@trulata.com, and we switch it on with you and your Microsoft 365 admin.
Answers carry the same freshness as your dashboard: your CRM, your forms and your booking platform are live, Google Ads and Google Analytics can run a few hours behind, and Search Console runs two to three days behind. The live data page lists each source.
What TruLata in Microsoft 365 Copilot does.
| What | Where it comes from | How fresh |
|---|---|---|
| Where | Copilot Chat in Microsoft Teams, Outlook and the Microsoft 365 Copilot app | When you ask |
| Answers from | Your TruLata dashboard's own data, the same sources it reads | As fresh as each source |
| Who is answered | People with a seat on your TruLata account; guests refused | Every question |
| What it can change | Nothing: the Copilot connection only reads | Always |
| Limit | 40 questions an hour per person | Always |
| Set up | Your Microsoft 365 admin uploads the TruLata app once | Once |
| Store listing | Coming to the Microsoft store; switched on with you until then | On request |
Copilot answers from your own TruLata dashboard, only for people who already have a seat on it, and it only reads.
Questions, answered.
Does TruLata work with Microsoft 365 Copilot?
Yes. People on your team pick TruLata in Copilot Chat in Teams, Outlook or the Microsoft 365 Copilot app and ask about your leads, ads, website and reviews. The answer comes from your TruLata dashboard.
Is TruLata in the Microsoft store?
Not yet. It is coming to the Microsoft store. Until it is listed, we switch it on with you; ask from the request card on your Integrations tab or email support@trulata.com.
Can Copilot change my ads or settings through TruLata?
No. The Copilot connection only reads and never changes anything in TruLata or in a connected account.
Who can ask about our numbers?
Only people with a seat on your TruLata account, matched by their work sign-in. Guest accounts are refused.
Do we need a Microsoft 365 Copilot license?
People need a Microsoft 365 Copilot license, or an organization that allows metered agent use in Copilot Chat.
Do I need a TruLata account?
Yes. Copilot answers from your TruLata workspace. Anyone can sign up at login.trulata.com/signup.
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude, Grok, Manus, Google AI Overviews, Perplexity, Meta AI and DeepSeek name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.