How to use a SharePoint List as a Knowledge Source for Copilot Agents | Copilot Tutorial

Learn how to use a SharePoint list as a knowledge source for Copilot Studio agents without compromising sensitive data access. In this Power Platform tutorial, you'll follow a real-world example of creating a custom workaround using Power Automate, Word templates, and PDF conversions to feed structured knowledge into your Copilot agent. Whether you're building bots for stock trading compliance or internal Q&A, this video walks through how to transform restricted SharePoint list data into secure, searchable knowledge files your Copilot can use—without opening up SharePoint access to everyone. 👉 On-Demand Learning - Start With The FREE Community Plan: https://prag.works/odl-trial-yt 🔗Pragmatic Works On-Demand Learning Packages: https://pragmaticworks.com/pricing/ 🔗Pragmatic Works Boot Camps: https://pragmaticworks.com/boot-camps/ 🔗Pragmatic Works Hackathons: https://pragmaticworks.com/private-training/hackathons/ 🔗Pragmatic Works Virtual Mentoring: https://pragmaticworks.com/virtual-mentoring/ 🔗Pragmatic Works Enterprise Private Training: https://pragmaticworks.com/private-training/customized-enterprise-training/ 🔗Pragmatic Works Blog: http://blog.pragmaticworks.com/ 00:00 - Why Use SharePoint with Copilot 01:00 - The Real-World Problem: Data Without Access 02:24 - Building the Bot’s Logic 04:22 - SharePoint Knowledge Source Limitations 05:24 - Power Automate Flow Overview 08:26 - Creating the Word Template for Copilot 13:48 - Converting to PDF for Copilot Access 16:37 - Testing the Bot with Live Data Let's connect: ✔️Discord: https://prag.works/yt-discord ✔️Facebook: https://prag.works/yt-fb ✔️Instagram: https://prag.works/yt-insta ✔️LinkedIn: https://prag.works/yt-li Pragmatic Works 7175 Hwy 17, Suite 2 Fleming Island, FL 32003 Phone: (904) 638-5743 Email: [email protected] #PragmaticWorks