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Calling Actions from Copilot Studio

Issues with an Action reading an Excel File

Posted on by 21



I have been trying to create a ChatBot within Teams and have created multiple choice questions, triggers etc. I have gotten stuck with calling an Action where I would like the Input from a question:


What is the company name?


To return the Assigned Person (same row within the excel table, different column) I have a simply excel sheet (CompanyName and Assigned_Person). The aim is to return the Assigned_Person if the CompanyName entered is in the file.


I followed the very informative video by Rezza Dorrani where they explain and build something similar but check the status of a numerical ticket, I have done some digging and change slightly but doesn't work.


Any suggestions or posts that go through creating an Action looking up a word/letter string in a row within excel?



and the condition:











  • Verified answer
    ScottinPoland Profile Picture
    ScottinPoland 21 on at
    Re: Issues with an Action reading an Excel File

    I managed to solve the issue by moving the excel file to SharePoint. Works as I would like 🙂

    If anyone is looking at something similar then I can recommend the youtube video by DamoBird365:

    Power Virtual Agents & Power Automate: Quick Start Guide in Under 8 Minutes

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