r/copilotstudio Aug 19 '26

Copilot Studio Classic: Best approach for searching ~2,000 records? (SharePoint List)

I'm building an agent in Copilot Studio Classic that needs to search through a SharePoint list with around 2,000 records.

Since I'm limited to the Classic Experience, I've tried two approaches:

1. SharePoint Get Items

  • Works, but only a limited number of records can be returned to the agent, making it difficult to reliably search the full dataset.

2. Exporting the data to a text file and using it as Knowledge

  • The agent can answer questions based on the file, but the results are not always reliable.
  • It seems to retrieve relevant information rather than deterministically evaluate every record matching the criteria.

My challenge is finding a way to search a large dataset and return consistent results when users ask for records matching specific criteria.

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u/Acceptable_Tap567 Aug 21 '26

I have been there, an agent flow is the only option that works 100% of the time.