Workday integrates AI agent into Microsoft 365 Copilot

PLEASANTON, Calif. - Workday Inc. (NASDAQ:WDAY) announced today that its Sana Self-Service Agent is now available in Microsoft 365 Copilot, allowing employees to handle HR and finance tasks within Microsoft 365.The $29.6 billion software company, a prominent player in the enterprise software industry, maintains impressive gross profit margins of 75.7% as it expands its AI-powered automation capabilities.

The integration enables employees and managers to access HR and finance functions without switching between applications, according to a press release statement. Users can check vacation balances, request time off, review expense status, view payslips, and look up company policies through natural language queries in Microsoft 365 Copilot.

When a request involves Workday data or processes, Microsoft 365 Copilot connects to the Self-Service Agent, which completes tasks in Workday using existing approvals, policies, and business rules before returning results in Copilot.The product launch comes as Workday’s stock trades at $118.62, down 56% over the past year. According to InvestingPro analysis, the stock appears undervalued relative to its Fair Value, placing it among opportunities on the Most Undervalued list. Investors seeking deeper insights can access comprehensive analysis through Workday’s Pro Research Report, one of 1,400+ available on InvestingPro.

Managers can review team goals, approve timesheets, initiate performance reviews, or submit payroll input through the system. Finance users can access expense and travel policies, check eligibility for corporate cards, and create requests when needed.

"With our Self-Service Agent in Microsoft 365 Copilot, Workday quietly does the hard work in the background, so answers simply appear where people already are," said Joel Hellermark, Sana general manager at Workday.

The Self-Service Agent is available as a single app in the Microsoft Marketplace. Organizations using Microsoft 365 Copilot can activate it through configuration without additional licensing requirements.

All interactions run through Workday’s system, maintaining role-based permissions and existing business rules. User interactions appear as activity history in Copilot, while Workday data and transactions remain within Workday’s system.

"With Workday’s Sana Self-Service Agent integrated into Microsoft 365 Copilot, employees can access HR and finance support in the tools they use every day," said Srini Raghavan, Corporate Vice President at Microsoft.

The Sana Self-Service Agent in Microsoft 365 Copilot is generally available today for eligible Workday and Microsoft customers.

In other recent news, Workday Inc. announced the launch of the Workday Foundation Solopreneurship Accelerator Program, which will support small business owners with funding and AI training. This initiative will start in July 2026, with each of the 15 participants receiving a $10,000 grant. Additionally, Workday has amended its Executive Severance and Change in Control Policy, reducing the exclusion period for equity awards from twelve months to three months, thereby allowing more recently granted awards to be eligible for potential acceleration.

Workday also introduced a new employee recognition tool in collaboration with Achievers, integrating recognition and rewards software into its platform. This new feature will enable employees to recognize peers and redeem rewards within the Workday interface. Furthermore, Fairview Health Services selected Workday to overhaul its HR, finance, and supply chain systems as part of a modernization effort. This transition will involve moving 34,000 employees to Workday’s integrated software suite.

These developments come amid broader industry concerns, as disappointing earnings from ServiceNow and IBM have impacted software stocks.

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