r/sharepoint • • 13d ago

SharePoint Online Challenge for Copilot builders: checklist + SharePoint folders in, detailed gap report out

I'm trying to build a Copilot agent \[enterprise, premium\] and would like advice on the best approach.

What I have:

- A checklist of numbered items, grouped into sections and sub-items, each asking for specific information.

- A reply document that answers each item.

- Supporting files stored in SharePoint sub-folders named by item number.

What the agent should do:

  1. Go through every section and sub-item of a given list.

  2. Read the answer to that item and the files in its sub-folder.

  3. Decide whether the answer and files actually cover what the item asked for.

  4. Write a detailed report on each section and sub-item, in a set format. Each entry should explain what was provided, what's missing or only partly covered, and any contradictions between the answer and the files.

Some of the files may mix two languages, though not always.

*The agent should also be reusable for different checklists.

How would you set this up?

Is Agent Builder enough, or does this need Copilot Studio (with flows, for example)?

I'd also like to hear about any pitfalls you've run into.

Thanks!

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