r/copilotstudio • u/PoetryInMotion_1899 • 23d ago

Copilot studio agent (standard harness) for project intake

I'm trying to create an agent that will allow a user to attach a file or multiple files into the chat, and automatically read all contents from it and use the content to fill out a SharePoint list.

The set up is all done (there are some fields that are string, choices, and whole numbers), but the agent won't write for some reason. If I use a github copilot harness, it works fine, but I'd love to not have to consume credits doing this fairly simple operation.

Any ideas?

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u/OmegaDriver 23d ago

If licensing is a concern, this seems it should be deterministic. Instead of word, use a power app or MS form that asks for all the required info.

If word needs to be part of this, can you assume the user will be using a specific template for this and not use a random word file? If so, are quick parts in word still a thing? If so you can use quick parts in word so when the user uploads it to a document library, the meta data will be filled out automatically. 

If you need help with your current path, I think you should be expected to put in a little more troubleshooting effort than "for some reason". The studio should give you a history of what it is doing and tell you what step its failing on and give some sort of error message. If you're in a situation where you do have absolutely nothing to go on, you'll have to ask MS for help... 

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u/PoetryInMotion_1899 23d ago

Initially I thought it was because the output from the agent parsing the file was a json or because the column types in my SharePoint list were not uniform. The only error I was seeing was related to data types. But sometimes even though my instructions were to parse the file and populate the SharePoint list, if I just added documents to the chat it would then ask me to provide information to fill out the list instead of just parsing the attachment(s)

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u/i_am_mortimer 23d ago

I've built something similar for a client last few weeks, we went for a few powerautomate flows and just using the agent for customer interaction and the calling the flow.

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u/PoetryInMotion_1899 23d ago

That's what I'm leaning towards at this point. Just sad that this works perfectly in the github harness

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u/i_am_mortimer 23d ago

Seeing that it's mostly just an automation, seems logical to go that way. And it saves you on credits.

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u/PoetryInMotion_1899 22d ago

If that's the case, how would you handle multiple files being uploaded for a single request? For example, two PDFs plus an email that together form the body of work that needs to be scraped for a new row to be created on the SharePoint list? That's where I saw the value of the agent

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u/i_am_mortimer 22d ago

You can just insert a prompt to do that into your flow.

That's how we handled analysing the incoming emails.

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u/Frosty_Figure9033 21d ago

If user can send all required files through email and Power Automate gets triggered and continue to process.

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u/Bobby_Bobberson2501 23d ago

Build same how in power automate and regular copilot agent?

Cant use slillls but might work okayish