How to use a SharePoint List as a Knowledge Source for Copilot Agents | Copilot Tutorial
Learn how to use a SharePoint list as a knowledge source for Copilot Studio agents without compromising sensitive data access. This tutorial shows you how to create a custom workaround using Power Automate, Word templates, and PDF conversions to feed structured knowledge into your Copilot agent. The video walks through transforming restricted SharePoint list data into secure, searchable knowledge files for your Copilot to use. It covers the logic of building the bot, limitations of using SharePoint as a knowledge source, an overview of Power Automate flow, creating a Word template for Copilot, converting to PDF for Copilot access, and testing the bot with live data.
Video 1m
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