Copilot Action API Preview

Safe, approval-gated EV workflow actions exposed for Microsoft Copilot Studio / M365 agent consumption. All write-capable actions require human approval before execution.

Demo-Only Status

No real Copilot tenant is connected.
No real data is sent to Copilot or any external system.
All PII and sensitive fields are redacted/sanitized before processing.
All write-capable actions create approval queue items; no data is written externally.
OpenAPI spec available at /openapi/syntra-ev-infrastructure-actions.json

Available Actions

Require Approval

Safe Read-Only

Approval-Required Actions

6 actions

These actions create approval queue items. No files, emails, calendar events, or Smartsheet updates are created without human approval.

Create Proposal Outline

Proposals

Generate a proposal outline for an EV infrastructure project. Creates an approval item before any file is written.

APPROVAL REQUIRED

Create Business Case

Business Case

Draft a business case with ROI/TCO assumptions. Creates an approval item before any financial data is saved.

APPROVAL REQUIRED

Create Deck Outline

Deliverables

Generate a PowerPoint deck outline for a proposal. Creates an approval item before any deck is built.

APPROVAL REQUIRED

Prepare Follow-Up

Follow-Up

Draft a client follow-up communication. Creates an approval item before any email is sent.

APPROVAL REQUIRED

Prepare Smartsheet Update

Smartsheet

Prepare a Smartsheet row update for an EV project. Creates an approval item before any data is written.

APPROVAL REQUIRED

Route for Approval

Approval

Route an existing action through the Syntra approval queue for human review before execution.

APPROVAL REQUIRED

Safe Read-Only Actions

2 actions

These actions return structured data and do not create approval queue items. They are safe to call from Copilot without human intervention.

Create Opportunity

Opportunities

Create a new EV infrastructure opportunity in the pipeline with sanitized client details.

SAFE READ

Start Research

Research

Queue research tasks for an EV infrastructure opportunity (utility rates, site constraints, incentives).

SAFE READ

OpenAPI Specification

The OpenAPI spec describes all available actions, request/response schemas, safety behavior, and approval requirements. Use this spec to configure the actions in Microsoft Copilot Studio or import into an API gateway.

Open OpenAPI Spec/public/openapi/syntra-ev-infrastructure-actions.json

Copilot Bridge Safety

No real Microsoft Copilot tenant is connected in this build.

All actions are demo-only. No external systems (email, calendar, Smartsheet, SharePoint) are updated.

Write-capable actions create approval queue items. A human must approve before any external write could occur.

All inputs are sanitized: addresses, account numbers, contract values, load data, PII are redacted.

The OpenAPI spec is safe to share — it describes endpoints that return demo data only.

Credentials for Copilot, Smartsheet, and Microsoft 365 are not configured in this demo.