Mercora uses only the parts you turn on, and only the mailboxes, folders and channels you list. Reading runs on its own. Sending an email, posting in Teams or changing a file always stops on a card that names exactly what will happen, and waits for an Approve.
Each member can also sign in with their own Microsoft account, so the Copilot can read and draft as them. See Your own Microsoft sign-in.
Microsoft 365 and its Email, Files and Teams parts are workspace modules. A workspace admin turns each part on from the Microsoft 365 integration page, as described below.
Connect your organization
Before you start: you need to be a Mercora workspace admin, and someone who is an administrator of your Microsoft 365 organization must take part.1
Open the Microsoft 365 page
Go to Settings → Integrations and click Microsoft 365.
2
Enter your organization
Under Connection, type your organization’s Microsoft 365 domain (for example
veltana.example) or its tenant id, and click Connect Microsoft 365.3
Grant consent and sign in
Microsoft asks an administrator of your organization to grant admin consent, then to sign in. The account must be able to grant tenant-wide consent: a Global Administrator, Privileged Role Administrator, Cloud Application Administrator, Application Administrator or AI Administrator. Mercora then checks with Microsoft that the consent is in place.
4
Turn on the parts you want
Back in Mercora the page reads “Connected. Turn on the parts Mercora may use below.” Switch on Email, Files and Teams as needed.
1
Add a mailbox
Under Mailboxes, enter its address (for example
ops@veltana.example) and a name your team knows it by, such as “Operations”, and click Add mailbox.2
Limit Mercora to these mailboxes (recommended)
Microsoft grants Mercora’s app every mailbox in your organization. Open Limit Mercora to these mailboxes in Exchange, run the commands it shows in Exchange Online PowerShell, then remove the app’s Mail and Calendars permissions in Microsoft Entra, so only the limit applies. Tick Done in Exchange when finished.
Files
Turn on Files, then add the SharePoint folders and Excel workbooks Mercora may use as the workspace.1
Copy a link in SharePoint
In SharePoint, use Copy link on a folder or an Excel file.
2
Add it
Under SharePoint, paste it into Add a SharePoint link, optionally give it a name, and add it.
- A folder: “Copilot can find, read and save files here”.
- An Excel workbook: “Copilot can read and edit its rows”.
- Any other file is refused. Add the folder it’s in, or an Excel workbook.
The freight master
One workbook can be your freight master: click Make freight master on it. It then reads “Changed only through Freight Rates”: the ordinary file actions refuse it, whoever asks, and it changes only through the Freight rates review.Teams
Turning on Teams gives your members the Copilot in Teams, and lets you capture deals posted in your channels.Install the Mercora app
1
Download the app package
Under Setup, click Download app package. The Teams bot behind it is set up by the Mercora team for your workspace; until it is, the button is unavailable.
2
Upload it to Teams
Upload the package in the Teams admin center, or as a custom app.
3
Add Mercora to teams and chats
Add Mercora to the teams and group chats you want. Each one appears under Chats and channels, with capture off.
Chat with the Copilot in Teams
Each member links their own Teams account once:1
Message Mercora
In Teams, open a chat with Mercora and send any message.
2
Link the account
Mercora replies with a card. Click Link my Mercora account, and confirm in the window Teams opens, where you sign in to Mercora as usual.
/feedback with a message, or pick Send feedback from the app’s commands, to reach the Mercora team.
@Mercora in channels and group chats
Mention @Mercora in a channel or group chat and it answers you privately, in your 1:1 chat with Mercora, using your own access. Nothing reaches the thread unless you click Post to thread on the answer, which posts it under “Asked by” and your name. Keep private leaves it in your chat. Mercora stays silent until mentioned, and doesn’t answer people who haven’t linked a Mercora account.Capture deals from channels
Mercora reads nothing from a channel or group chat until an admin picks where its messages go. Under Chats and channels, choose for each one:
Changing the setting posts a notice in that conversation. 1:1 chats are never captured: there the Copilot answers your members.
Members
Members lists who has linked their Teams account. Revoking a link signs that person out of Mercora in Teams. Removing a member from the workspace revokes their link too.What automations can do with it
The bottom of the page lists every Microsoft 365 action, such as Find emails, Send an email, Read rows, Update cells and Post to a channel, and whether it reads or always asks first. Every action starts off: switch on what automations and the Copilot may use. See Integrations. Automations act only as the workspace: they use the listed mailboxes, folders and channels, never a member’s own sign-in.Your own Microsoft sign-in
Any member can connect their own Microsoft account under Settings → Integrations → Personal → Microsoft 365, once an admin has connected the workspace.- Your Microsoft account: click Sign in with Microsoft. The Copilot can then read your mail, files and Teams messages and draft as you. Every send waits for your Approve.
- Chat with Mercora in Teams: shows whether your Teams account is linked, with Open Mercora in Teams.
Disconnect
Disconnect on the Microsoft 365 page stops Mercora using your mailboxes, files and Teams, ends every member’s own sign-in and Teams link, and turns capture off everywhere. Your lists stay for when you reconnect. Disconnecting removes Mercora’s side. To withdraw the consent itself, your Microsoft administrator removes Mercora’s app in Microsoft Entra.Who can do what
Only workspace admins can connect Microsoft 365 or change its settings. See Roles and permissions.
Next steps
Deal capture
Review deals captured from your Teams channels and mailboxes.
Freight rates
Make a SharePoint workbook your freight master and keep it current.
Automations
Start automations from emails and Teams posts.