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Power Platform Community / Forums / Copilot Studio / Using Excel for busine...
Copilot Studio
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Using Excel for business in Agent Flows

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Posted on by 51
I am building an agent that takes an excel file, gets a table and loops through the table to get each row of data, this row of data is split and used to populate word templates. So if I have 200 rows, it produces 200 statements. This works perfectly when I manually trigger it and change the excel file when needed. The problem comes in when I need to change the excel file, I am trying to automate the whole process and since the excel file changes each month, I am unsure how to do so. I tried connecting it to an agent and statically setting the excel blocks with the file path given by the user but it doesn't work unless the actual file is set in that block before hand. Any thought or ideas?
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  • Suggested answer
    SwatiSTW Profile Picture
    809 Super User 2026 Season 1 on at
    @SN-08011310-0

    Don’t use a manual trigger. Keep the monthly Excel in a SharePoint document library (you can automate dropping/saving it there each month). Then trigger the flow when a new file is uploaded, and pass that uploaded file into the next step so it reads rows and generates the Word docs automatically.
  • CU01041147-1 Profile Picture
    51 on at
    Will try that and let you know if it works, thank you!
     

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