Skip to main content

Notifications

Community site session details

Community site session details

Session Id : whLoICvnVgMegVvn2bAi0I
Copilot Studio - General
Unanswered

Copilot training (RAG if possible)

Like (0) ShareShare
ReportReport
Posted on 5 Dec 2024 15:19:44 by
Hello all, 
 
I would like to train a copilot agent to analyse and draft a report for this analysis. the input is an excel table and the output would be a small report of one page.
 
 I was wondering can we say that adding knowledge to Copilot Studio can be considered as RAG? 
 
What would be the best way to structure my data? I was thinking about feeding the usual input (excel table) and the ouput (report). does it make sense? 
 
if there is also some cool content about can be done on Copilot Studio, I'll be glad to  have it.
 
Thanks a lot :)
Categories:
  • fchopo Profile Picture
    7,968 Super User 2025 Season 1 on 13 Dec 2024 at 08:50:25
    Copilot training (RAG if possible)
    You don't see that option in Azure OpenAI because you need to add your own data (files, databases, etc.).  I also wrote a blog post about that.

    Hope that helps!
     
    Ferran
  • Suggested answer
    Artur Stepniak Profile Picture
    1,521 Super User 2025 Season 1 on 12 Dec 2024 at 11:04:34
    Copilot training (RAG if possible)
    Hello,
     
    I've just checked what @fchopo (thanks!) provided and unfortunately the UI changed a lot since Lisa published the video and there's no deployment to Copilot Studio directly, only web app is available, see:
     
     
    Best regards,
     
    Artur Stepniak
  • fchopo Profile Picture
    7,968 Super User 2025 Season 1 on 12 Dec 2024 at 10:45:53
    Copilot training (RAG if possible)
    Hello,
     
    I would recommend you to create a resource using Azure OpenAI with some GPT models available, and then use that in Copilot Studio. This excellent video by Lisa Crosbie is a must watch on how to do that step by step: https://www.youtube.com/watch?v=FmRmdCpnq8M
     
     
    Hope that helps!
    Ferran
  • Suggested answer
    Artur Stepniak Profile Picture
    1,521 Super User 2025 Season 1 on 12 Dec 2024 at 10:28:15
    Copilot training (RAG if possible)
    Hello,
     
    adding knowledge sources to an agent in Copilot Studio shouldn't be considered as RAG technique. I don't have access to the codebase, but I assume that it uses vector search to search for relevant data and then - it uses RAG to generate a response to the end user. RAG is a technique of generating a response from LLM. Hope that it's clear to you. :-)
    Regarding data structure - I suggest you to avoid using Excel table and switch to a more reliable datasource like SP list, Dataverse table or other structured sources.
    In the meantime - do you have the access to Microsoft365 Copilot? There's a Copilot in Excel which can generate really cool reports based on the data provided, here you can check out the example:
     
     
     
    In case of any other questions, let me know. If the answer helped you, mark it, so that others can benefit from it.
     
    Best regards,
     
    Artur Stepniak

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Understanding Microsoft Agents - Introductory Session

Confused about how agents work across the Microsoft ecosystem? Register today!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Copilot Studio - General

#1
Ekta Gupta Profile Picture

Ekta Gupta 4

#2
ricardodesouza Profile Picture

ricardodesouza 2

#2
L-1234567-0 Profile Picture

L-1234567-0 2

Overall leaderboard