Microsoft Copilot Agent or Bot: Auto Add or Upload File from Sharepoint to Microsoft Copilot Studio Knowledge Base using Power Automate

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Microsoft's Power Automate is a robust cloud-based tool that enables users to automate processes and workflows across a range of services and apps. By allowing users to create automated workflows, or "flows," without the need for complex coding knowledge, it streamlines repetitive tasks. By simplifying processes like data synchronization, file approvals, and notifications, Power Automate boosts productivity with integrations across Microsoft 365, Dynamics 365, Azure, and hundreds of third-party apps. 

Power Automate offers a flexible, user-friendly platform to increase productivity and save time, whether you're a developer creating intricate workflows or a business professional automating routine approvals. 

Steps:

Please follow the below steps to Auto Add or Upload File from Sharepoint to Microsoft Copilot Studio Knowledge Base using Power Automate.

1. When a file is created in a folder (deprecated)

This trigger keeps an eye out for new file creations in a designated folder and starts a flow each time one is added. This enables users to respond to new files by automating tasks like updating records, transferring files, and sending notifications. For improved performance and support in contemporary workflows, it is advised to utilize updated triggers as this action is deprecated.

2. Get file content

The binary content of a file saved in a designated location, like SharePoint, OneDrive, or another linked file storage system, can be retrieved using the "Get file content" action. It gives you access to the actual data in the file, which you can use for a number of things in a flow, like processing, converting, or sending the file.

3. Get file Metadata

A specified file's name, size, type, path, creation date, last modified date, and unique identifiers like file ID are all retrieved by "Get file metadata" action. Workflows that require processing or validating file attributes, dynamic file interaction, or passing metadata information to later actions in the flow frequently use this action. When it comes to managing files stored on platforms like OneDrive, SharePoint, or other linked services, it is especially helpful.

4. Add a new row to selected environment

It enables users to add new data to a designated table in a selected environment, usually the Dataverse or other related connected data sources. In order to ensure that new records are created automatically based on triggers or conditions in a flow, this action is especially helpful for automating data entry tasks. By programmatically filling fields with predefined values, it minimizes errors, reduces manual labor, and streamlines data management.

5. Upload a file or an image to selected environment

It enables users to upload files or images as part of a flow, facilitating smooth integration with particular environments such as SharePoint or Microsoft Dataverse. When files need to be automatically processed or kept in one place for later use, such as in document management, data collection, or image storage scenarios, this action is especially helpful. It guarantees effective and well-organized data management by streamlining file handling within automated workflows.

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