Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Copilot Studio - General
Answered

Power Virtual Agent to fetch documents from Sharepoint

Like (0) ShareShare
ReportReport
Posted on 13 Dec 2019 07:56:54 by 220

Hello All ,

I am new to PVA  , hence seeking suggestions.. Is it possible to create a bot which can send me the link to a specific document in Sharepoint ? 

example : If i type " resource sheet " . it should fetch me the link where this document is located.. 

 

 Need suggestions.. thanks in advance

  • chass Profile Picture
    on 30 Dec 2019 at 21:27:10
    Re: Power Virtual Agent to fetch documents from Sharepoint

    You might also consider just returning the link to the SP list item and emailing them the document -using a flow as suggested. 

     

  • Verified answer
    Community Power Platform Member Profile Picture
    on 30 Dec 2019 at 20:19:58
    Re: Power Virtual Agent to fetch documents from Sharepoint

    Hi @P_SA . If you haven't had time to look at this already, here's some high level steps.

    1. Create the Bot and the Topic
    2. Add 'Call for action' and create the flow. Save the flow as it is.
    3. Create a Solution and add the flow into that solution (now the flow will show up in PVA). https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow#move-a-flow-to-the-solutions-tab-on-the-microsoft-automate-portal
    4. Update the flow and add the action "SharePoint - Get files" and save the property "Link to item" for the document you want. Pass that value back to PVA using the pre-built output string.

    Let me know if you want more details or if this is enough to get you started!

  • jpirelli Profile Picture
    Microsoft Employee on 13 Dec 2019 at 10:42:39
    Re: Power Virtual Agent to fetch documents from Sharepoint

    If you follow the link I gave to integrate with Flow, then you can follow something like this to build the flow:

    https://powerusers.microsoft.com/t5/General-Power-Automate/item-link-to-open-word-online/td-p/111306 

  • P_SA Profile Picture
    220 on 13 Dec 2019 at 08:55:09
    Re: Power Virtual Agent to fetch documents from Sharepoint

    @jpirelli  Could you please help me with step by step procedure  for my requirement ?  I am struggling. 

  • jpirelli Profile Picture
    Microsoft Employee on 13 Dec 2019 at 08:00:26
    Re: Power Virtual Agent to fetch documents from Sharepoint

    Hi! Through flow you can connect to sharepoint and return information, yes. I'd say get a simple bot working with a connection to MS Flow, from there, add in a sharepoint connector and there will be tons of possibilities!

    https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow 

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Copilot Studio - General

#1
Ekta Gupta Profile Picture

Ekta Gupta 4

#2
ricardodesouza Profile Picture

ricardodesouza 2

#2
L-1234567-0 Profile Picture

L-1234567-0 2

Overall leaderboard