Connect Hedy AI and Copilot
Integrate Hedy AI with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when New Highlight Created in Hedy AI
Create Company in Copilot when New Highlight Created in Hedy AI
Create Message Channel in Copilot when New Highlight Created in Hedy AI
Create Link on Copilot when New Highlight Created in Hedy AI
Create Folder in Copilot when New Highlight Created in Hedy AI
Popular Hedy AI + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when New Highlight Created in Hedy AI
Use this flowCreate Company in Copilot when New Highlight Created in Hedy AI
Use this flowCreate Message Channel in Copilot when New Highlight Created in Hedy AI
Use this flowCreate Link on Copilot when New Highlight Created in Hedy AI
Use this flowCreate Folder in Copilot when New Highlight Created in Hedy AI
Use this flowCreate File in Copilot when New Highlight Created in Hedy AI
Use this flowCreate Note in Copilot when New Highlight Created in Hedy AI
Use this flowUpdate a Note in Copilot when New Highlight Created in Hedy AI
Use this flowUpdate Client in Copilot when New Highlight Created in Hedy AI
Use this flowUpdate Company in Copilot when New Highlight Created in Hedy AI
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation, and meeting minutes, by session ID.
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create or Update Session Context
Create a session context or update its title, content, and default setting.
List Sessions
List all meeting sessions or retrieve a specific session by ID.
List Topics
List all topics and optionally return only selected response fields.
Create Topic
Create a new topic.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn more
About Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hedy AI and Copilot accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Hedy AI and Copilot as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Copilot. No coding required.
Yes. You can set up a workflow where Hedy AI triggers actions in Copilot, and a separate workflow where Copilot triggers actions in Hedy AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Hedy AI and Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
