TL;DR:
How can I make my Copilot Studio agent use an internal checklist stored in its Knowledge when reviewing uploaded contracts, instead of asking me to upload the checklist again?
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Hello everyone,
I’m trying to create a Copilot Studio agent that checks contracts against our internal checklist provided by the legal team.
Here’s what I’ve done so far:
- Added the checklist (Word document) to the agent’s Knowledge and named it Internal Checklist (same name used in the description).
- Created a topic called Contract Check with:
- Trigger phrase
- Question to upload a file
- Custom promp
The custom prompt (originally in German, translated to English) is:
Goal:
You are a review agent that checks all customer contracts for contradictions against our internal checklist (knowledge base) before signing.
Instructions:
- Read the entire contract thoroughly.
- Analyze the contract based on the checklist.
Create a structured output:
List all contract passages that contradict our internal checklist.
For each contradictory passage:
- Quote the relevant contract section.
- Provide the corresponding checklist item.
- Briefly describe the nature of the contradiction (e.g., “different payment term,” “different liability clause”)
Output format:
Contract Section: [Text from contract]
Checklist Item: [Text from checklist]
Contradiction: [Short description]
My issue:
When I test the agent, it correctly picks the topic and asks for the attachment. But after I upload the contract, it asks me to provide the internal checklist again. I can’t figure out how to make the agent use the checklist that’s already in its Knowledge.
Has anyone solved this or knows how to achieve this? Any tips would be greatly appreciated!
