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Power Platform Community / Forums / Copilot Studio / Bot querying from SQL ...
Copilot Studio
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Bot querying from SQL DB and Excel sheet

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Posted on by 613

hi,

How can I add data to the bot from a sql database which when asked as a trigger phrase will give the accurate information? Also I would like to know to fetch data from an excel sheet and display on the bot.

 

Please assist.

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  • gregmarbais Profile Picture
    108 on at

    @Teresa24486 If you have Power Automate with the premium connectors, there is a SQL connector in there. But if you're just pulling data, the easier/less expensive way could be to set up the SQL DB in a power BI dataset/dataflow. Then use PowerAutomate to run a query against that dataset and pull back the data. Here's a link on the power BI/Power Automate side.

    Power Automate does have a native connector for Excel but the file needs to be somewhere PowerAutomate can access (like OneDrive). For the Power BI side, you would need at least a Power BI Pro license so you can push the dataset to the PowerBI service.

    I did something similar where I have a PowerBI dataset that contains the territories for sales reps and when a chatbot has a lead, the PVA bot calls the Flow in Power Automate that runs a query for the lead's state, parses that data to generate an @mention token for Teams and posts a message of that sales rep with them tagged in it. I'd just recommend creating your flow from within the bot - there are nuances for which flows a bot can see and how they have to be in the right "Solution."

    Hope that helps!

  • RayBoone Profile Picture
    77 on at

    This sounds exactly like a project I'd like to implement. Any more details you could provide would be fantastic...screenshots, etc.  🙂

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