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Automating Local Document Retrieval and Email with Attachment via Copilot Studio

Inogic Profile Picture Inogic 1,297 Moderator
In today’s fast-paced work environment, finding and sharing the right information quickly is crucial. This blog showcases an end-to-end solution using Microsoft Copilot Studio to automate the retrieval of data from locally stored documents and draft emails with the relevant content attached.

Imagine a scenario where your supervisor urgently needs the scope of a specific project hidden deep in shared folders. Manually searching through files can be time-consuming. Our solution simplifies this by:

  • Using Copilot Studio to build an intelligent conversational bot

  • Leveraging On-Premise Data Gateway to access local documents securely

  • Employing Power Automate to fetch the needed content and compose emails

Let’s consider a common organization where project-related documents are kept. We have arranged these documents in folders according to varying parameters. Our system intelligently picks the concerned folder, depending on your search query, to effectively get the file data you require.

Email Drafting with Attachment by Using Copilot Studio

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