Create a Copilot to manage a list in Sharepoint

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Posted on 14 Jan 2025 10:54:28 by MP-14011052-0

Hello,
I would like to build a bot to control a list in Sharepoint.
In addition to getting the list I would like it to allow me to add/edit/delete an element.
I have already developed a first agent but it is not working. I have given the entire site as a knowledge site and I have added the various actions but without success.
The list has mandatory fields, columns of type choice and other various dedicated columns.
Can you help me?

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MP-14011052-0 3 on 15 Jan 2025 at 10:55:54

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Create a Copilot to manage a list in Sharepoint

Thank you very much Artur.
The link you sent me does not work, I attach the error.
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Artur Stepniak 1,521 Super User 2025 Season 1 on 15 Jan 2025 at 10:42:34

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Create a Copilot to manage a list in Sharepoint

Hello,

SP lists are not indexed, when you add the site as a knowledge source. The only way to add it is to use Actions to get items/update/remove. You'd need to use Instructions to properly guide the model to use the correct actions, depending on the prompt. All in all, there are two ways to achieve the result:

1. Classic approach, where you use standard topic triggers and actions.

2. Generative orchestration, where the model decides what to use.

I've wrote a bit about this here: https://copilottoday.com/two-ways-to-design-chatbots-in-copilot-studio/. In general, first approach is the safest one, because it's generally available. Generative orchestration is still a preview feature, so it's not ready yet and it's not meant for production use. You can read more about preview features here: https://copilottoday.com/what-is-a-preview-feature-in-microsoft-products/.

In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.

Best regards,

Artur Stepniak

Interested in GenAI? Visit my site!