Meet the Govern 365 Copilot: Agentic AI for Smarter, Safer Collaboration

Introduction
Agentic AI
Govern 365 Copilot
Why It Matters
Future-Ready Work
Conclusion

STAY CONNECTED

EXPLORE MORE

Introduction

In today’s fast-paced, compliance – driven business world, the ability to quickly access information, automate workflows, and ensure secure collaboration is more than a luxury – it’s a necessity. That’s why we’re excited to announce a transformative new capability coming soon to Govern 365: the Govern 365 Copilot, powered by agentic AI.

What is Agentic AI – and Why Does It Matter?

Agentic AI refers to systems that not only understand natural language but also take initiative and perform tasks on your behalf. Unlike traditional bots that simply respond to questions, agentic AI can follow through on complex workflows, reason over data, and proactively support your goals. It’s like having a smart colleague who knows your environment and acts accordingly.

What Can Govern 365 Copilot Do?

Govern 365 Copilot enables users to converse naturally with a bot to both answer questions about their data room and perform common Govern 365 tasks, including:

Discover Content Instantly

Users can ask natural questions like:

“Show me the 2023 balance sheet for ABC Corp.”

Whether you’re preparing for a capital raise or M&A due diligence, Copilot can instantly surface the right documents – no digging through folders required.

Summarize Documents & Feedback

Need to review a 100-page financial model or understand reviewer comments across multiple versions? Just ask:

“Generate a summary for document ‘ABC Corp. Historic P&L and Valuation.xlsx “

“Summarize feedback by reviewers for ABC Valuation Model.docx”

Copilot helps you absorb complex content quickly and stay focused on decision-making.

Generate Custom Documents

Pull in your templates and have Copilot draft new agreements or forms:

“Generate a Lease Agreement for Indian Wells property.”

This saves hours of manual effort while ensuring consistency and compliance.

Monitor & Query Activity

Want to know who accessed what and when? Copilot lets you ask:

“Which files are shared with <guestuser> in this data room and did he access them?”

It can also detect anomalies like excessive downloads or suspicious login locations -empowering proactive security.

Automate Routine Governance Tasks

Free yourself from administrative overhead. Copilot can handle:

“Invite Alex Kaplan from Main Street Bank to the data room and share the ‘Phase 1 Due Diligence’ folder with him.”

All done securely, in line with your policies.

Download VDR Whitepaper

Stop spending on purchasing expensive Virtual Data Room (VDR) solutions. Use Govern 365 to quickly create Microsoft 365 data rooms or SharePoint online data rooms.

Download

Why It Matters

The Govern 365 Copilot represents a new era of secure, intelligent collaboration:

Faster Access to Information – Skip the search bar and just ask.
Stronger Compliance and Oversight – Gain visibility into file sharing, access, and anomalies.
Greater Productivity – Automate repetitive tasks and streamline workflows.
Tailored to Microsoft 365 – Seamlessly integrates with SharePoint and Teams, while enhancing your information governance framework.

Built for the Future of Work

Govern 365 Copilot isn’t just another feature – it’s part of a forward – thinking vision. As AI becomes more embedded in daily workflows, Govern 365 is staying ahead of the curve by combining data governance, security, and AI-driven automation into a single, cohesive platform.

Conclusion

Whether you’re managing investor relations, due diligence, contract workflows, or regulatory compliance, the Govern 365 Copilot helps you work smarter, stay secure, and move faster – with confidence.