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Power Platform Community / Forums / Copilot Studio / Managing documents via...
Copilot Studio
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Managing documents via "Upload a document" use case.

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Posted on by Microsoft Employee

Hello,

I'm trying to leverage Copilot as much as possible without having to add code around it.

Also, for this question, I am aware of SharePoint and OneDrive use cases, so I'm not looking towards an alternative route.

 

Having said that, it is a simple question I haven't seen an answer for it in this forum.

The bot I'm building will consume several (at the order of hundreds) files (.md, .csv, .pdf) for its generative AI.

My concern here is that the existing UI (picture below) makes it almost impossible to manage files.

For a simple tasks of deleting certain files, it would take a tedious manual process to complete it.

How would I bulk search and delete files that were previously uploaded via the UI below?

 

Thank you in advance,

 

CristianoSuzuki_0-1709661569244.png

 

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  • CristianoSuzuki Profile Picture
    Microsoft Employee on at

    Any tips are welcome too. Seem like managing uploaded files into Microsoft Copilot is not a well-thought out scenario yet.

  • adilei Profile Picture
    Microsoft Employee on at

    Here is a custom pattern that allows uploading files to the copilot from a SharePoint library. I guess it's possible to extend this pattern and sync removal of files as well

     

    https://www.youtube.com/watch?v=4ni6YYPL5uo

  • CristianoSuzuki Profile Picture
    Microsoft Employee on at

    Thank you adilei. Will take a look, but as mentioned before, the question is for files uploaded directly to the bot.

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