Cotiss Commercial Intelligence is built for one job: turning the unstructured material your procurement function generates every day into structured, queryable, audit-grade context.
What Cotiss Commercial Intelligence enables for you
Procurement and Finance
General ledger data tells you what you spent. A context layer surfaces shadow spend, missed rebates, and renewal exposure before they become emergencies.
Legal and Compliance
Every clause, exception, and commitment traceable back to the conversation that produced it. Contract review compresses when the history is visible.
Security and storage
Your organisation’s data security and storage policies do not change by approving this integration. Cotiss Commercial Intelligence is designed to bring vendor-related context into Cotiss while maintaining your organisation’s existing security posture.
Email Data is governed in accordance with SOC2 Type II
Cotiss only surfaces information configured during implementation.
Integration relies fully on standard Microsoft OAuth methods.
For the full detail on permissions and how Cotiss handles data, see our Trust Center.
Control what’s included
Cotiss is configurable so you can scope it to the communications that matter. Your customer success manager will work with you to define what information is and isn't relevant to your needs.
Exclude sensitive or irrelevant content
You can define exclusions and inclusions to prevent certain emails from appearing in Cotiss. In addition, this is an opt-in process for specific mailboxes, which is configured during your implementation.
This gives you extra control to keep the inbox content aligned to procurement and vendor management use cases.
What your IT team will receive (permissions and due diligence)
After procurement submits the request for Microsoft admin approval, we provide your IT team with the relevant permission details and documentation as seen below;
This is the information we share with IT as part of the integration request so they can review requested scopes, data handling, and security controls.
Questions?
How do I request approval for this integration?
How do I request approval for this integration?
If you're interested in requesting this integration for your team - follow this guide on How to request the Cotiss Inbox -Microsoft 365 Integration for Vendor Communications
Can you help me with drafting an internal request for approval
Can you help me with drafting an internal request for approval
If you need help drafting the internal request for approval to IT, reviewing an inclusion/exclusion approach, or understanding best-practice configuration, contact the Cotiss team via the message icon in the bottom right of your screen, we are here to support!