Workday Brings Sana Self-Service Agent for HR and Finance Into Microsoft 365 Copilot

Workday's Sana Self-Service Agent is now generally available inside Microsoft 365 Copilot, allowing employees to ask natural-language HR and finance questions and take action (e.g., request time off, check expense status) without leaving the Microsoft 365 environment. This eliminates the context-switching that traditionally slows employees and burdens HR/finance teams.

The core design principle is meeting employees where they already work. Rather than requiring users to navigate to separate portals or help desks, the agent surfaces Workday's capabilities inside the tools people already use daily, reducing friction and improving productivity.

Workday draws a critical architectural distinction between its deterministic business processes (with clear approvals, controls, and auditable outcomes) and the probabilistic nature of modern AI. By tightly coupling Sana's agentic intelligence with Workday's deterministic guardrails, the system aims to deliver AI-powered automation without sacrificing trust, accuracy, or compliance.

The integration supports a wide range of tasks across roles—employees can check time-off balances, update personal info, view payslips, and request leave; managers can approve timesheets in bulk, start performance reviews, and submit payroll input; finance users can query expense policies and be guided to create appropriate requests.