Automate Quote Generation: Copilot Studio + Power Automate + Word Docs

Learn how to automate the quote creation process using Microsoft Copilot Studio, Power Automate, and Word Docs. This tutorial provides a step-by-step guide on building a custom agent that can understand product requests, reason over knowledge stored in an Excel file, and dynamically generate professional quotations. The tutorial covers setting up the knowledge source, building the core logic with Power Automate, configuring the cloud flow, and handling complex user requests. It also includes demos and deep dives into configuring the Word template and handling more complex quote requests. The tutorial concludes with a discussion on human-in-the-loop review and next steps. Key learnings include using Copilot Studio actions with Power Automate, populating Word document templates dynamically, and implementing error checking and human review steps.

Video 1m DamoBird365

---

Login now to access my digest by 365.Training

Login