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Power Platform Community / Forums / Copilot Studio / Create an effective au...
Copilot Studio
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Create an effective autonomous agent

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Posted on by 58
Hello. I'm currently developing an agent in Copilot Studio. I want my agent to be able to send emails, create Word documents, or create Word documents and email them, all depending on the user. Users have different behaviors. Sometimes they ask the agent directly and have the agent email them the answer, or create the answer in Word format. But they also often ask the agent first, the agent answers, and then they ask the agent to create the previous response in Word format or send the previous response to email. How do I address all these possibilities?
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  • Suggested answer
    Romain The Low-Code Bearded Bear Profile Picture
    2,124 Super User 2025 Season 2 on at
    hello, document generation come with the feature "code interpreter" you could use with 2 different way
     
    inside the agent (in setting enable code interpret) or if you want more control from AI builder prompt (tool prompt from the agent)
     
  • Michael E. Gernaey Profile Picture
    53,479 Super User 2025 Season 2 on at
     
    What you appear to be asking is, "how do I support them asking for documents before or after a question", not specifically (per say) how to build the document. I mean you may want that also, but you are really asking, how do I support providing the document at the Requesters leisure, not at some forced time
     
    AKA, conditional document transfer to them based on them asking for it either initially within their question or after they asked the question, but didn't ask for them to download it.
     
    Correct?
  • Michael E. Gernaey Profile Picture
    53,479 Super User 2025 Season 2 on at
    Either way, you are going to need to Capture the inputs and outputs and have conditional branches to track what they asked for and how, and then react too it.
     
    You will always have access to the previous question if you store it in a Variable, so that essentially you are keeping state. Then you would have to decide... hey do I have multiple Topics, that get triggered based on their Request, or do you keep state in a single Topic, and as things come in you capture what they ask, you look at your variables in a condition or use a Generate / Create Node based on their question, where your data you have been capturing can be used as a knowledge source, including the whole conversation, allowing the agent to see what they want.
     
    We would have to sit down and map out the scenarios fully to build it out correctly but the basis is above for what you need to do.

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Michael E. Gernaey Profile Picture

Michael E. Gernaey 270 Super User 2025 Season 2

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Romain The Low-Code Bearded Bear Profile Picture

Romain The Low-Code... 181 Super User 2025 Season 2

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S-Venkadesh Profile Picture

S-Venkadesh 93 Moderator

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