Davis CoPilot for Workflows

  • Tutorial
  • 3min
  • Published Mar 27, 2025

Preview

With Workflows Workflows, you can automate requests to Davis CoPilot and have it react to changes in the environment as they happen, summarizing events and daily activities and suggesting optimal solutions for open problems and changes within the code. You can also schedule the repeated workflow execution and configure it to send Davis CoPilot responses to your email or Slack channels. The scheduled and repeated workflow execution helps save time and lets you focus on other tasks while Davis CoPilot reviews and analyzes the incoming changes for you.

Prerequisites

To use the Davis CoPilot workflow action, ensure that you have the following permission:

  • Conversational recommender ALLOW davis-copilot:conversations:execute;

For more information about assigning the Conversational recommender permission, see User permissions.

To use Davis CoPilot for Workflows, you need to

  1. Ensure that you have a Hub subscription for the Davis CoPilot Preview channel.

    If you don't have a subscription, please reach out to your Customer Success Manager (CSM).

  2. Install Davis CoPilot for Workflows.

To install Davis CoPilot for Workflows

  1. In Hub Dynatrace Hub, search for Davis CoPilot for Workflows.
  2. Select Davis CoPilot for Workflows and select Install.

Limits

Standard usage limits for Davis CoPilot are also applied to Davis CoPilot for Workflows:

Item

Maximum limit

Individual user requests

10 requests per 15 minutes

All user requests across the environment

40 requests per 15 minutes

This means that, if you schedule the automatic workflow execution to run frequently, all other Davis CoPilot functionality might get throttled due to reaching the request limit. If you do run into the usage limit, please reach out to your CSM or let us know in the Davis CoPilot Preview User Group in our Community.

Set up a Davis CoPilot workflow action

To create a workflow with Davis CoPilot for Workflows action

  1. In Dynatrace, go to Workflows Workflows.
  2. Select Workflow to create a new workflow.
  3. Choose a workflow trigger that will prompt the execution of the workflow.
  4. Select Add task.
  5. Type Davis CoPilot into the search field or select Davis CoPilot for Workflows > Prompt Davis CoPilot.
  6. Configure the action:
    • In the Prompt field, enter your question or request. You can also add specific formatting instructions to better suit your use case.

      You can enter a maximum of 5,000 characters in this field.

    • optional In the Additional context field, provide any additional context (for example, a code snippet or a supplementary information about a problem or event) you want Davis CoPilot to reference when executing your prompt. You can reference an output from a previous workflow action in this field.

      You can enter a maximum of 20,000 characters in this field.

    • Enable Auto-trim to automatically trim your prompt and additional context if the character limit is exceeded. If Auto-trim is disabled and your prompt or additional context exceed the character limit, the action execution will fail.
    • Set Document retrieval to Dynatrace if you want Davis CoPilot to look up Dynatrace sources like Documentation, Community and Developer Portal to enrich its answers. If Document retrieval is set to Disabled, Davis CoPilot will rely on its foundational model to execute your prompt.
  7. optional Add any additional workflow action before of after CoPilot action to support your use case.
  8. Select Save.
  9. Next, select Run to execute the workflow.

To learn about specific use cases and how you can use the Davis CoPilot workflow action, see Summarize open problems with Davis CoPilot in Workflows.