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hr and finance automation
About this tag
The HR and finance automation tag on WindowsForum.com covers the integration of enterprise resource planning systems with Microsoft 365 Copilot, specifically through tools like the Workday Sana Self-Service Agent. This agent enables users to perform HR and finance tasks—such as asking questions and initiating common actions—directly within Microsoft 365, reducing the need to switch between applications. Discussions focus on how vendors like Workday and Microsoft are positioning their platforms to become central to daily work, with Workday maintaining its system of record while Microsoft Copilot serves as the primary interface. The tag reflects the trend of embedding HR and finance automation into existing productivity tools.
Workday made its Sana Self-Service Agent generally available inside Microsoft 365 Copilot on May 13, 2026, giving eligible Workday and Microsoft customers a way to ask HR and finance questions, initiate common Workday tasks, and receive results from within Microsoft 365. The move is less about...