Automating Local Document Retrieval and Email Drafting with Attachment by Using Copilot Studio


In the age of information, efficient information retrieval and sharing are crucial for productivity. This blog discusses using Microsoft Copilot Studio to automate information extraction from local document stores, streamlining communication. By integrating Copilot Studio, On-Premise Data Gateway, and Microsoft Power Automate, users can quickly access and share data from local servers. The process involves configuring Copilot Studio to search for specific documents, utilizing Power Automate to retrieve file content, and automatically drafting emails with the extracted information. This solution enhances workflow efficiency and facilitates seamless information management.


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