Forum Discussion
Nov 13, 2024
How to use Copilot Agents in SharePoint [All You Need To Know]
The creation of Copilot Agent is now enabled in SharePoint 🚀.
Users holding M365 Copilot licenses will notice a new Copilot feature in the Suite Navigation bar, tailored to the site they are curre...
Dec 09, 2024
Hi crossjdesign ,
Nice question.
You have to create your own agent using actions (Power Automate Flow), check this sample out:
https://youtu.be/JjM9mck8Wds
crossjdesign
Dec 09, 2024Copper Contributor
Thanks GiulianoDeLuca
That video is helpful but what I am struggling with is the following scenario;
I have a SPO List that has information in it about Projects.
I want a copilot where the user can ask for information about Project “123”. Specifically the user may ask who is the Project Manager, or what is the Status of the said project.
I can not see how to implement/set this type of Co Pilot Agent to interrogate an SPO list of data anywhere on the web and it seems strange considering the amount of people who use SPO lists. Most tutorials on agents are about pointing them at document libraries.
Any help or advice greatly appreciated!
- Dec 10, 2024
As mentioned you should implement a custom agent to achieve your goal, in the video below you can follow the same approach, specific requests can trigger your actions that will call your Power Automate flow to read the status or any other column, or adding or modifying your list