How to Automate File Review in Copilot Studio with Power Automate and SharePoint – Tutorial

Supercharge your Microsoft Copilot Studio chatbot by enabling seamless file uploads—perfect for CV screening, expense processing, or document review! In this hands-on Power Platform tutorial, you’ll learn how to let users upload files directly in chat, process attachments with Power Automate, leverage AI for content extraction, and automatically save everything to SharePoint.

We’ll walk through every step, from configuring Copilot Studio topics for file handling to troubleshooting real-world deployment quirks in Microsoft Teams. If you’ve struggled with Base64 vs. content URLs, or want to automate document workflows with low-code tools and AI, this guide is for you. No more manual reviews—just streamlined, intelligent automation for your business processes.

What You’ll Learn:
✔️ Build a Copilot Studio agent that accepts file uploads (PDFs, images, more) in chat
✔️ Automate file processing and text extraction using Power Automate and AI Builder OCR
✔️ Store uploaded files and extracted metadata in SharePoint for easy retrieval
✔️ Debug and adapt your solution for both Copilot Studio test pane and Microsoft Teams deployments

Timestamps:
00:00 – Instantly Review Uploaded Files with Copilot Studio & Power Automate
00:44 – Live Demo: Uploading and Analyzing a CV File
01:17 – Debugging File Uploads: Channel Data Deep Dive
02:23 – Building the Copilot Studio Topic with Power Fx Variables
03:11 – Extracting and Understanding Base64 File Content
05:30 – Exploring System Activity Attachments for Metadata
06:29 – Triggering and Parsing File Data in Power Automate
07:39 – Handling Base64 and Binary Conversion in Flows
08:48 – Using OCR & AI Prompts for Automated File Analysis
10:51 – Uploading Files and Summaries to SharePoint
12:42 – Deploying to Teams: Adapting for File Path Differences
13:13 – Debugging Teams File Uploads: Content URL Handling
14:09 – Updating Power Automate for Teams File Paths
15:02 – Finalizing the Copilot Studio Topic for Teams
15:40 – Wrap-Up & Real-World Use Cases

#PowerAutomate #CopilotStudio #workflowautomation #LowCode #SharePoint

Ready to automate your document workflows? Drop your questions or share your use cases in the comments, and don’t forget to subscribe for more Power Platform and AI automation tips!

Additional Links:
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👋 Hi, I'm Damien Bird — Power Platform Cloud Solution Architect at Microsoft ☁️
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