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Issue with Copilot Studio Not Detecting Files Uploaded via Power Automate

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Posted on 6 Dec 2024 14:51:12 by 2
I'm trying to automate the process of updating or uploading files in SharePoint using a desktop flow triggered by Power Automate Cloud. These files are intended to be used as a knowledge source for copilot studio. However, when i upload the files through Power Automate, Copilot Studio seems unable to recognize or access them. Interestingly, if i upload the same files manually, everything works fine and the copilot answers questions using those files. It feels as though files uploaded via Power Automate aren't being properly indexed or detected.
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  • Suggested answer
    Vinoth Selvam Profile Picture
    Vinoth Selvam 1,161 on 19 Dec 2024 at 07:32:21
    Issue with Copilot Studio Not Detecting Files Uploaded via Power Automate
     
    We need to use the Power Automate cloud flow to upload the documents inside SharePoint.
     
    Also agree with the approach mentioned below by fchopo.
     
    Thanks.
  • fchopo Profile Picture
    fchopo 7,926 on 18 Dec 2024 at 15:43:26
    Issue with Copilot Studio Not Detecting Files Uploaded via Power Automate
    Hi,
    Are you using Power Automate Desktop for any reason? Here are the steps you should follow:
     
    1. User uploads document into a SharePoint document library
    2. Power Automate cloud flow is automatically triggered
    3. The Cloud Flow inserts new content into "Chatbot subcomponents" table in Dataverse.
    4. Copilot automatically indexes the content stored in that table and uses it in Generative Answers
     
    I would recommend you to watch this video by @dewainrhttps://www.youtube.com/watch?v=4ni6YYPL5uo&t=847s
     
    Hope that helps!
    Ferran
  • Suggested answer
    SaiRT14 Profile Picture
    SaiRT14 1,474 on 15 Dec 2024 at 19:42:04
    Issue with Copilot Studio Not Detecting Files Uploaded via Power Automate
    Following are the steps to fix:
     
    When using Power Automate, explicitly set Content Type and necessary metadata properties for the file. Use the "Update file properties" action after uploading the file. Example metadata to include: Title Description Content Type (e.g., "Document") Modified By (ensure a valid user is listed)
     
    Use the "Send an HTTP Request to SharePoint" action in Power Automate to trigger reindexing of the document library after the file is uploaded. POST /_api/web/lists/getbytitle('YourLibraryName')/ReindexList
     
    pls let me know if still have issues.
     

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