Databook C4S (Preview)
Databook C4S connects with Microsoft Copilot for Sales to provide crucial insights in the Key Sales Info panel within Microsoft Outlook, including strategic priorities, key decision periods, and financial cases for change. It also integrates into the Chat experience of Microsoft Copilot for Sales, enabling users to get help with meeting preparation and receive suggested opportunities for their accounts, boosting sales effectiveness.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Databook |
| URL | https://trydatabook.com |
| engineering@trydatabook.com |
| Connector Metadata | |
|---|---|
| Publisher | Databook Labs, Inc. |
| Website | https://databook.com/ |
| Privacy policy | https://databook.com/privacy/ |
| Categories | Sales and CRM;AI |
Databook C4S
Databook C4S is an integration for Microsoft Copilot for Sales. Databook’s award-winning Strategic Relationship Management (SRM) platform uses advanced AI and NLP to empower the world’s largest B2B sales teams to create, manage, and maintain strategic relationships at scale.
Databook C4S for Microsoft Copilot for Sales
Databook C4S connects with Microsoft Copilot for Sales to provide crucial insights in the Key Sales Info panel within Microsoft Outlook, including strategic priorities, key decision periods, and financial cases for change. It also integrates into the Chat experience of Microsoft Copilot for Sales, enabling users to get help with meeting preparation, account planning, and receive suggested opportunities for their accounts, boosting sales effectiveness.
Pre-requisites
To use this integration you will need:
- Access to Databook.
- Access to Microsoft Copilot for Sales.
- Matching account e-mail in Databook and Microsoft Copilot for Sales.
Supported Operations
Strategic Insights in Outlook
Gain crucial insights directly in the Key Sales Info panel of Microsoft Outlook. This feature provides detailed information on Strategic Priorities, Key Decision Periods, and Financial Cases for Change, enabling sales teams to stay ahead in their engagements.
Meeting Preparation Assistance
Integrate Databook C4S into the Chat experience of Microsoft Copilot for Sales to receive help with meeting preparation. This feature offers Business Strategy, Industry Trends, Significant Developments, Competitive Landscape, Financial Performance, and provides Discovery Questions to enhance meeting readiness.
Opportunity Suggestions
Leverage Databook C4S to get tailored opportunity suggestions for your accounts within Microsoft Copilot for Sales. These suggestions are designed to boost sales effectiveness by highlighting Potential Opportunities and Key Executives based on data-driven insights.
Account Planning
Use Databook C4S to facilitate account planning. This operation provides detailed information and strategic insights for planning and managing accounts, helping sales teams to develop effective strategies, prioritize actions, and maximize account potential.
Deploying to your environment
- Install and provision the Databook C4S connector into your Microsoft Power Automate and Power Apps environment.
- Enable the Databook C4S Action for Microsoft Copilot for Sales inside of Microsoft Copilot Studio.
Support
Checkout our help center or contact us to get support from experts:
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| Get Account Plan insights |
This Function is responsible for finding relevant information useful in account planning. Here are a few example scenarios where this Function should be called:
|
| Get Key Sales Info insights |
This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of Copilot for sales |
| Get Meeting Preparation insights |
This Function is responsible for finding relevant information leading up to a meeting with a specific company. Here are a few example scenarios where this Function should be called:
|
| Get Suggested Opportunity insights |
This Function is responsible for suggesting opportunities at a specific company. Here are a few example scenarios where this Function should be called:
|
Get Account Plan insights
This Function is responsible for finding relevant information useful in account planning. Here are a few example scenarios where this Function should be called:
- Help me to prepare an account plan for {record-name}.
- Generate an account plan for {record-name}.
- Can you give me information about {record-name} useful in account planning?
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Company Name
|
companyName | True | string |
The company name that the user query is about. |
Returns
- Body
- ChatResponseDto
Get Key Sales Info insights
This action gets additional sales insights that will be shown in C4S key sales info card in outlook sidecar. The action enhances the existing skills of Copilot for sales
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Record Type
|
recordType | True | string |
This input identifies the record type in CRM for which key sales info is requested |
|
Record Id
|
recordId | True | string |
This input provides the unique identifier of the CRM record for which key sales info is requested |
|
CRM Type
|
crmType | string |
This input indicates the type of CRM in which the CRM record exists, for which key sales info is requested |
|
|
CRM Organization URL
|
crmOrgUrl | string |
This input indicates the URL of the CRM environment in which the CRM record exists, for which key sales info is requested |
|
|
Top
|
top | integer |
This input indicates the number of sales highlights to fetch |
|
|
Skip
|
skip | integer |
This input indicates the number of items to skip when fetching sales highlights |
Returns
Get Meeting Preparation insights
This Function is responsible for finding relevant information leading up to a meeting with a specific company. Here are a few example scenarios where this Function should be called:
- Help me to prepare for my meeting with {record-name}.
- What do I need to know before my meeting with {record-name}?
- What questions are relevant to ask when I talk to {record-name}?
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Company Name
|
companyName | True | string |
The company name that the user query is about. |
Returns
- Body
- ChatResponseDto
Get Suggested Opportunity insights
This Function is responsible for suggesting opportunities at a specific company. Here are a few example scenarios where this Function should be called:
- Help me with suggested opportunities and key buyers at {record-name}.
- Which one of my solutions are relevant when talking to {record-name}?
- Would any of my use cases resonate with {record-name}?
- Recommend suggested opportunities for {record-name}.
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Company Name
|
companyName | True | string |
The company name that the user query is about. |
Returns
- Body
- ChatResponseDto
Definitions
AdaptiveCard
| Name | Path | Type | Description |
|---|---|---|---|
|
Adaptive Card
|
adaptiveCard | string |
The JSON serialized content for a version 1.5 adaptive card. |
|
previewCardData
|
previewCardData | PreviewCardData |
ChatResponseDto
| Name | Path | Type | Description |
|---|---|---|---|
|
Adaptive Cards
|
adaptiveCards | array of AdaptiveCard |
The list of adaptive cards returned by the action. |
KeySalesInfo
| Name | Path | Type | Description |
|---|---|---|---|
|
Additional Properties
|
additionalProperties | object |
This output indicates additional properties as name-value pairs of each related insight returned by the action. |
|
Date Time
|
dateTime | string |
This output indicates the time associated with the insight. |
|
Description
|
description | string |
This output indicates the text of the insight to be included in key sales info. |
|
Title
|
title | string |
This output indicates the title of citation card for the insight. |
|
URL
|
url | string |
This output indicates the URL to learn more about the insight. |
PreviewCardData
| Name | Path | Type | Description |
|---|---|---|---|
|
Subtitle
|
subtitle | string |
The preview subtitle for the adaptive card. |
|
Title
|
title | string |
The preview title for the adaptive card. |
|
URL
|
url | string |
The preview url for the adaptive card. |
ResponseKeySalesInfoDto
| Name | Path | Type | Description |
|---|---|---|---|
|
Insights
|
value | array of KeySalesInfo |
This output contains all insights returned by the action. |