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Hi everyone, I’m working on building an agent in Copilot Studio that converts PDF files into Excel files. The Excel output then needs to be imported into a PIM system, which requires very specific fields.
My goal is to have the agent automatically map the fields during the PDF ingestion — for example, mapping “article number” to “SKU,” and so on. When I test this in the “Run a prompt” view, the mapping works exactly as expected.
However, once I save the agent and go to the step where I’m supposed to select the fields, I get stuck. Instead of being able to choose the actual files I used in the prompt testing, I can only choose from dynamic content or use fx, neither of which allows me to select the real files. I even uploaded the files to SharePoint, hoping that would make them more accessible for the agent, but it still doesn’t help — the files simply don’t appear as selectable options.
I’m not sure if I’m explaining the issue clearly, but I’m hoping someone here might recognize this situation or have advice on how I should structure things to get this working.
Any tips or guidance would be greatly appreciated!
Thank you!
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