Welcome to part 4 of this blog post series.
If you missed the previous parts, visit the links below:
- Part 1: Create a Microsoft Form
- Part 2: Create a Power Platform Environment
- Part 3: Create a Copilot Studio Agent (Name, Image, Description, and Instructions)
In this blog post, I will create an Excel spreadsheet and store it in my OneDrive for Business account.
The Excel file will include a list of trainers who have volunteered to become mentors, assisting other trainers with course preparation. The agent will analyse the Microsoft Form submission, read the Excel spreadsheet, and automatically assign a suitable mentor based on the course selected. The Excel file could be kept in a SharePoint location in a production environment to allow for access and updates.
The Excel spreadsheet will include three columns including:
- MentorName
- MentorEmail
- Course
I name the Excel file mentors.xlsx and upload it to my OneDrive for Business. For the purpose of this demo, I have added the same email address for all demo users. Format the data as a table. By structuring the data as a table, the agent can cleanly filter and select the correct mentor.
Ok, so that’s the Excel spreadsheet including the trainers.
In the next post, I will create an Excel spreadsheet where the agent will log details of the mentee and the mentor assignment.
Click the following link to continue to part 5: Building an Autonomous AI Agent in Copilot Studio – Part 5: Create an Excel Log File to Record Mentor Requests – Cloud Build
