Copilot + StackGo

Run compliance from inside Copilot. Checks start from a record and the result lands back on the client.

We found no public integration surface for Copilot: no Zapier app and no published events.

Project management System of record Not connected yet

What Copilot is

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.

Description supplied by Copilot.

The trigger

What starts a check

You do not open StackGo. A change in the system starts the work, and the system stays your source of truth.

Event	What StackGo does	What comes back
An item moves to an onboarding stage	Starts the compliance workflow	Status on the item
A client card is created	Sends a verification request	Verification status

The write-back

What StackGo puts back on the record

A Copilot connector would write named fields onto the record, not a link to a portal. These are the fields StackGo writes on the systems it connects to today.

Verification status
Risk rating
Last checked
Report link
Verified name
Date of birth
Document checked
Screening result
Beneficial owners
Form responses
Verification report (PDF)

Every field is optional. What each one holds, and which carry personal data, is set out once in what “integrates with” actually means.

Questions

Common questions about Copilot

Is Copilot integrated with OneDrive?

We found no public integration surface for Copilot — no Zapier app and no published events. That is the honest reason there is no StackGo connector, and it is the thing that would have to change first.

What is replacing Teams?

Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.