Early access

Sankey diagrams in Microsoft 365 Copilot

Give your finance team a Copilot agent that turns the monthly P&L into a Sankey diagram, ready for the PowerPoint deck.

How to set it up

Add SankeyArt to Microsoft 365 Copilot

Add SankeyArt to an agent in Copilot Studio, then publish the agent to Microsoft 365 Copilot and Teams. You need to be able to create agents in Copilot Studio.

  1. In Copilot Studio, create an agent or open one. Next to Tools, click + and add an MCP server.
  2. Name it SankeyArt and enter this URL:
    https://mcp.sankeyart.com/
  3. Create a connection, sign in to SankeyArt and click Add. Set the tool's authentication to End user account, so each colleague signs in to their own SankeyArt account.
  4. Under Channels, add Microsoft 365 Copilot and Teams, publish the agent and ask it for a Sankey diagram there.

What to ask Copilot

Write as you would to a colleague. A few prompts to start with:

  • Turn this income statement into a Sankey diagram.
  • Draw a Sankey diagram of Demo Corp's income statement in $M: revenue 1,000, cost of revenue 600, operating expenses 250, income tax 30, net income 120.
  • Rename Operating expenses to OpEx and make the cost items orange.
  • Draw a Sankey diagram of our department budget in €: funding 2.4M; salaries 1.5M, software 300K, travel 150K, and the rest is reserve.
  • Save that diagram in my SankeyArt account.

Draw for free, save your edits with a subscription

Free, without an account

Draw as many diagrams as you like with Copilot, then refine them in the SankeyArt editor, faster and more precisely than by prompting.

Your edits aren't saved, and exports carry a small "created with SankeyArt.com" watermark.

With a SankeyArt subscription

Your edits are saved to the SankeyArt cloud, and Copilot can open your saved diagrams and update them.

No watermark on exports, and more export options.

When the agent first needs your account, it asks you to sign in to SankeyArt. See plans

Frequently asked questions

SankeyArt isn't in the Microsoft 365 Copilot agent store yet. Until it is, someone who can build agents in Copilot Studio adds SankeyArt to an agent as a tool and publishes the agent to your organization.

Anyone who can create agents in Copilot Studio in your organization. Your Microsoft 365 admin may have to allow custom tools or approve the agent before your colleagues can use it.

Yes, drawing diagrams is free; they carry a small SankeyArt watermark. With a SankeyArt subscription your diagrams have no watermark, and the agent saves them in your SankeyArt account and opens them from there. Running a Copilot Studio agent uses Copilot credits, which your organization gets from Microsoft.

Yes. To draw Sankey diagrams right in your workbooks and slides, use the SankeyArt Excel add-in or PowerPoint add-in.

Only the diagram the agent draws: the names and amounts of its items. SankeyArt doesn't see the rest of your conversation or the files you give Copilot. Read more in our privacy policy.

No. SankeyArt draws only the figures you or your files give Copilot, and doesn't give financial advice.

Using another assistant? See all AI assistants.

Need a hand?

Stuck setting up SankeyArt in Copilot, or have a question we didn't answer? Write to us and we'll help you get it working.

support@sankeyart.com