Overview
Beamtrace tracks how AI assistants answer questions about your business. With Microsoft 365 Copilot connected, visibility, topics, and competitor movement are available in Office chats while you draft reports and presentations — without exporting numbers from the dashboard.
What you can do
These are the jobs the integration is built for.
Draft leadership updates with live metrics
While writing in Word, PowerPoint, or Teams, ask Copilot for a visibility summary — score movement, competitor shifts, and prompts that need attention. Turn the readout into slides or a memo without copying numbers manually.
Answer stakeholder questions in Office chat
When marketing or execs ask how you show up in AI search, Copilot can pull Beamtrace context inside M365 Copilot chat. Share a short explanation or follow-up actions in the same thread your team already uses.
Turn gaps into talking points for reviews
Before a quarterly review, have Copilot list where you are invisible, who overtook you, and which improvements are in progress. Use it to structure agenda items and owner assignments in Office docs.
Set up
Connection happens inside Beamtrace: open Integrations in your dashboard, pick Microsoft 365 Copilot and follow the steps there. The dashboard shows your connection details and the status of every connected client.
Requirements
- A Beamtrace workspace with at least one tracked website.
- A Microsoft 365 Copilot setup that allows custom MCP tools.
