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Calling Actions from Copilot Studio
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Issues with an Action reading an Excel File

Posted on by 21

Hello,

 

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?

 

ScottinPoland_0-1680766647156.png

and the condition:

ScottinPoland_1-1680766904039.png

 

 

 

 

 

 

 

 

 

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  • 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:

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