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Copilot Studio - General
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Chatbot with Excel File Look Up Option

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Hello, I'm trying to create shared teams chatbot, when a user asks about a keyword it should return the definition, both organized in one excel file. What is the best way to go about this? Thank you

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    Expiscornovus Profile Picture
    31,732 Most Valuable Professional on at
    Re: Chatbot with Excel File Look Up Option

    Hi @sararousal,

     

    You can use the call an action step in your topic to interact with an Excel file via a Power Automate cloud flow:

    https://learn.microsoft.com/en-us/microsoft-copilot-studio/advanced-use-flow

     

    You could use a list rows present in table action with a filter on a keywords column of your Excel and use the chatbot entries as input. After that you can return the definition column value of that matching row.

     

    Have a look at this Read from Excel Copilot Studio example:

    https://powerusers.microsoft.com/t5/Building-Copilot-Studio-Chatbots/Read-from-Excel-file/m-p/1645271

     

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