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Copilot Studio - General
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Microsoft Copilot Teams and Excel

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Posted on by 26

Hello everyone!

Does anyone know how can I extract Excel information for M. Copilot in Teams?
I developed a chat bot in Teams for Finance team and we would like to add a feature so the user can ask the status of an invoice and the bot can go to the Excel file and get the information required

I would greatly appreciate if someone could guide me 


Best!!

  • Verified answer
    Pstork1 Profile Picture
    66,864 Most Valuable Professional on at
    Re: Microsoft Copilot Teams and Excel

    If the Excel sheet has a table and is stored in SharePoint in Teams you should be able to call a Power Automate flow and pass it the invoice # or whatever and retrieve the information and return it to the bot.

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