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I want to create a custom copilot in copilot studio that can extract information from a pdf document, ideally fetch the document from a database, and then generate a Word document using specific information extracted from the pdf and create the document as per a given template. I would like to train this copilot on a number of word documents and pdfs so that it can get better at generating more accurate Word documents for a given pdf.
Is this possible to do on Copilot Studio? How would I go about doing this?
Hello @adityakaul , I am looking for a similar solution. Did you find the way to do it with MS Copilot Studio and MS tools?
Thanks
Word Copilot works greate for summarizing then further conversing to probe more insights within Word document when viewed in Word.
Is there some way to mimic this functionality from within a CoPilot chatbot ?
User selects 1 /21 PDF documents Wrd auto-converts a PDF selected -and Word Copilot renders the generative Open AI ChatGPT-4 summarized content of the Word document.
Good Morning!
Check this and I believe this will give you more clarity.
Design your Copilot workflow:
Define input & output: Specify how your Copilot will access the PDF (database query or direct upload) and the desired format of the generated Word document.
Information extraction: Design the logic for extracting relevant information from the PDF. Leverage Copilot's text analysis capabilities and consider using libraries like PyMuPDF or PDFQuery for complex document parsing.
Word document generation: Define how the extracted information will be used to populate the Word template. Utilize Copilot's document generation skills and consider libraries like Docxtemplater for templating.
Training and iteration:
Train your Copilot: Feed your prepared data into Copilot Studio for training. This helps it learn the relationships between your PDFs, extracted information, and Word templates.
Refine and iterate: Evaluate the generated Word documents for accuracy and adjust your Copilot workflow or training data as needed. This iterative process is crucial for improving performance.
Additional Tips:
Start simple: Begin with basic information extraction and document generation tasks before adding complexity.
Leverage Copilot resources: Utilize Copilot Studio's documentation, tutorials, and community support for guidance.
Consider alternatives: Explore pre-built Copilots for information extraction or document generation that might suit your needs with minimal customization.
Remember, creating a custom Copilot requires technical expertise and effort. However, with careful planning, data preparation, and iterative training, you can achieve your desired outcome of automated PDF-to-Word document generation with customized information extraction.
I hope this short overview helps! Feel free to check about Microsoft Copilot in Word or visit O365CloudExperts.com.
I have built CustomGPTs on ChatGPT Plus, which is very intuitive as you can simply type out what you want the GPT to do and it builds a default template to use. From what I have seen Copilot is not very intuitive. Its largely built to create chatbots, and I don't really see GPTs as chatbots. Then there is the Power automation capability which is separate to the creation of the Copilot itself. It all sounds very confusing to me.
For the workflow you have described above, do I start in the Power tools app to create a flow? Is there any methodology I can follow to create a copilot as per what I have described?
Good morning !
A simple proposition : put you document in a sharepoint, do a generative answer on this document. When you ask this question, retrieve the answer given by your generative answer. If the answer is not empty, create a power app to create a word document following your template (I found this link that could be interesting : https://powerusers.microsoft.com/t5/Building-Flows/Powerapp-input-to-populate-template-word-document/td-p/327030 )
Hope it helps !
Have a great day !
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