r/copilotstudio

▲ 11 r/copilotstudio+1 crossposts

How can I automate a copilot workflow that summarizes a meeting transcript and saves the result as a structured Word/PDF in SharePoint?

Hi everyone,

I’m trying to build what I originally thought would be a pretty standard business automation scenario with Copilot Studio + Power Automate + SharePoint:

  1. A transcript from a meeting is uploaded to a SharePoint document library.
  2. A Power Automate flow is triggered.
  3. The file content is passed to a Copilot Studio agent.
  4. The agent creates a structured summary based on the instructions.
  5. The structured and formatted summary should be saved automatically as a PDF back into SharePoint.

The summarization part itself is not the main issue. The real problem starts when trying to persist the structured/formatted response of the agent into a Word/PDF document.

At the moment, I see these issues:

  • If I use a Word template with content controls, the agent response is inserted only as plain text.
  • The structure and formatting of the agent response is lost or heavily degraded.
  • Headings, paragraphs, bullet points, spacing and overall readability are not preserved properly.
  • Using multiple predefined template fields would require forcing the agent into a rigid JSON structure, which feels completely over-engineered for simply saving a summarized response.
  • Using HTML as an intermediate format feels like a workaround, not a clean native business solution.
  • The Word Online connector seems quite limited when it comes to rich text / formatted content insertion.

I’m especially interested in:

  • recommended architecture
  • how to preserve formatting from an agent response into a PDF
  • whether there is a native Microsoft-first way to do this without third-party connectors

I’m honestly surprised how difficult this seems for such a basic use case:
generate a structured AI response and save it as a readable document in SharePoint.

Any proven patterns, examples, or lessons learned would be highly appreciated.

Thanks!

reddit.com
u/snowced — 8 hours ago

How to use Skills in GA

Has anyone tried using Skills via the Knowledge Base as a workaround?

I'm currently blocked because:
- Native Skill support isn't available in the new GA experience yet.
- Power Automate Workflows also can't be used from the new experience.( meaning i can see built workflows in classic experience not in new)

My setup is:
- SharePoint Knowledge Source connected
- MCP server configured as a Tool

Now I need to add a Product Discovery skill. Since native Skills aren't available, I tried placing the skill instructions in the Knowledge Base as a .md file, hoping the Teams agent would follow them. However, the agent isn't behaving as expected or using those instructions.

Has anyone successfully implemented something similar? If so:
- How did you structure the skill?
- Did you use Knowledge, MCP, or some other workaround?
- Any prompt engineering tips that made it reliable?

Separately, I also need to let users export the generated output as a Word document or PowerPoint in teams chat like when they say convert to word or something like that. I was initially planning to use a Power Automate workflow, but with the current limitations I'm looking for alternative approaches. Any suggestions are welcome, though my primary question is about implementing Skills in the new experience.

Thanks in advance!

reddit.com
u/VectorMeMaybe — 9 hours ago

Basic automations / agentic flow without the Cowork costs

I might be working with a client who is a Microsoft house and they want to get AI enabled. They have some Copilot Pro licences but due to very strict data security and policy conditions they cannot use anything other than Copilot - no Claude, no ChatGPT.

Copilot is not my area of expertise but I'm keen to learn more about it.

They’re asking for agentic stuff, like sending emails on a certain schedule or daily dossiers, etc. Exactly the kind of stuff Claude Cowork does. So why not use the latest Copilot Cowork? I think the costs will kill that idea off

So if I want to introduce some quite basic automations and the like, if Copilot Cowork isn’t a financially viable option, what else can I do? As has anybody else faced this challenge in a Copilot house and managed to implement something useful? Keen to hear worked examples pls! Thanks

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u/ohsomacho — 10 hours ago

Agent billing - "new" Copilot Studio experience?

Hi!

I’m currently working a lot with the new Copilot Studio experience, and I’ve been getting great results with agents built on skill.md files and MCP servers.

Does anybody know how these agents will be priced for users without an M365 Copilot license?

I have a lot of use cases where a skill file plus one or two MCP servers work perfectly fine. However, the agent does quite a bit of reasoning and tool calling behind the scenes, so I’m worried these agents could become costly.

I haven’t been able to find any pricing information for the “new experience” in the licensing guide or the Copilot Studio estimator.

Do you have any information about this?

u/stuermer87 — 11 hours ago

How does the new agent experience decide which skills are "in context"? Curious about a routing quirk (+ a workaround that seems to help).

Hey all, really enjoying building agents in the new Copilot Studio experience (generative orchestration, markdown Skills), and I ran into something I'd love to understand better.

I've got about 11 custom Skills registered, well under the 100-skill limit. From the docs and the CAT blog, my understanding is that the agent keeps all the Skill names and descriptions in context, and only pulls a Skill's full instructions in when a request matches.

What I'm seeing is a little different, though. One of my Skills (for developing/challenging a concept) has a pretty specific description, and it fires reliably in a smaller test agent with ~5 Skills. But in my main 11-Skill agent, it doesn't get picked for the obvious prompt — it only kicks in after I nudge it, or if I remove a couple of the other Skills. Same prompt, same description; the main thing that changes is how many Skills are registered.

My rough assumption is that there's some kind of "active menu" of Skills that's only a partial scope of everything I've registered — i.e. not all descriptions are actually in view each turn, just a subset the runtime picks.

A workaround that seems to help: when I add an instruction (or just do it in the canvas) telling the agent to run a quick bash listing over its skills folder at the start, then suddenly all the Skills get discovered correctly — and the meta descriptions stay present for the rest of the conversation, so routing works from there on. So right now my fix is basically "do that folder scan once at the beginning." Works, but feels like a hack rather than how it's meant to be.

So I'm just trying to figure out how it actually works:

  1. Are all registered Skill descriptions really considered every turn, or is there some kind of relevance ranking / subset (an "active menu") when you have more of them?
  2. Is "100" just a registration cap, or also roughly how many can be actively considered at once?
  3. Anything I can do to nudge which Skills get surfaced, beyond writing good descriptions — or is the folder-scan workaround the pragmatic answer for now?

Might well be something on my end — happy to share more detail. Just curious if anyone's run into the same thing or knows the mechanism. Thanks! 🙂

reddit.com
u/mrdsn — 1 day ago
▲ 5 r/copilotstudio+1 crossposts

Is a 70-tool Copilot Studio agent in Microsoft Teams a sustainable architecture for engineering workflows?

Our team is building a Copilot Studio agent in Microsoft Teams with around 70 tools across Jira, Confluence, Bitbucket, Databricks and Neo4j.

It can:

  • Create and update Jira tickets
  • Check pull requests
  • Run approved Neo4j queries
  • Retrieve Databricks job details
  • Create Confluence pages
  • Combine information across multiple systems

We also use Power Automate to notify Teams when Databricks jobs fail, so the long-term idea is for the agent to investigate incidents and take follow-up actions.

My main concern is context and maintainability.

In GitHub Copilot, I use local MCPs together with repository instructions, documentation, skills, prompts and guardrails. The agent already understands the codebase and project context.

In Teams, even with 70 tools, the agent may not automatically know:

  • Which repository belongs to a Databricks job
  • Which Jira project owns a pipeline
  • Which Confluence runbook is relevant
  • Whether the user means DEV, PREPROD or PROD

I am also unsure whether exposing 70 tools to one agent will cause tool-selection, security, testing and maintenance issues.

Would it be better to use an orchestrator with specialized agents for Jira, documentation, source control and data platforms?

For people using Copilot Studio in production:

  • How many tools does your agent have?
  • Does reliability decrease as the tool count grows?
  • How do you manage project context and permissions?
  • Do users still need to provide a lot of context manually?
  • Is this architecture worth continuing to invest in?

My current view is that Copilot Studio is useful for shared operational workflows, while GitHub Copilot remains better for repository-aware coding and debugging.

reddit.com
u/Significant_Field573 — 3 days ago

When will new Copilot Studio be in GA?

I’m under a lot of pressure to scale some agents at work, but internally we are unable to articulate the timeline since we simply have zero clue when it will go to GA.

Does anyone know an approximate timeline, at least a target month? If it is something for next year then we can just make up our mind and build in the old version.

Many thanks and any info will be appreciated.

reddit.com
u/Careful-Ad-6709 — 4 days ago

Copilot Studio + Databricks MCP: GPT-5.5 returns SystemError instead of triggering “On error”

Hello everyone,
I’m using Copilot Studio connected to Databricks Genie through the Databricks MCP connector. My goal is to build an agent that is published to Microsoft Teams and uses GPT-5.5 as the underlying model.

In my agent instructions, I’ve explicitly specified that the model should pass the user’s prompt directly to Databricks Genie and not fabricate or generate answers on its own.
The issue I’m facing occurs when the conversation hits the token limit (or another LLM/runtime limit).
With the previous model, these errors correctly triggered the system-generated “On error” topic, allowing me to handle the error gracefully and provide a custom response.
However, after switching to GPT-5.5, the behavior has changed:
The On error system topic is never triggered.
Instead, Copilot Studio displays a generic runtime message:
“Sorry, something went wrong. Error code: SystemError.”

My custom error handling is completely bypassed.
The conversation becomes unusable until the session is manually refreshed.

Has anyone experienced this with GPT-5.5 or MCP-based agents? Is this expected behavior for runtime/model errors, or is there a way to ensure these errors are routed to the On error system topic instead of being handled by the platform?

Any guidance would be appreciated.

reddit.com
u/Apprehensive_Part_83 — 4 days ago

Cannot upload .zip file in Copilot Studio new experience

According to Microsoft's own documentation, I should be able to upload a .zip file containing a SKILL.md file along with its respective reference folders and scripts. I've even seen a few YouTube videos where people successfully do exactly this.

However, when I try it, absolutely nothing happens. No error messages pop up—it just fails silently.

Has anyone else run into this issue, or does anyone know what causes it? I really hope it's not just another bug.

Source:
https://learn.microsoft.com/en-us/microsoft-copilot-studio/agents-experience/skills-add-existing

u/Savvy-surfer242 — 4 days ago

I catalogued 10 complete Copilot Studio flows — full canvas, node counts, and a walkthrough for each

A handful of Copilot Studio builds come up again and again — bulk Excel operations, pulling data out of emails, document processing — and most people end up wiring them from scratch every time, because there's nowhere to just see how a working one is put together.

So I put 10 complete flows in one place: each with its full canvas, its node/variable/resource counts, and a step-by-step walkthrough of how it's built.

Each card is a complete build — node / variable / resource counts shown on every one.

The 10 builds:

  1. Compact Excel Query — reads 50,000+ rows without choking
  2. Full Excel CRUD Topic — read/add/update/delete across 100,000+ rows (88 nodes)
  3. Excel Full CRUD Extended — a reusable, dynamic version you point at any file
  4. Email Data Assistant — pulls structured data straight out of the inbox
  5. Email Invoice Processing — extracts data from emailed invoices end-to-end
  6. Multi-Purpose Document Processor — handles multiple document types in one flow
  7. Hybrid Knowledge Assistant — retrieval across mixed sources (55 nodes)
  8. Logistics Assistant — automates logistics request handling
  9. Folder Structure Assistant — monitors and checks folder trees
  10. Project Manager Assistant — automates project tracking

The point isn't the list — it's that each one shows the actual wiring: prompts, nodes, variables, the whole canvas. The bigger ones run 50–88 nodes, so the interesting parts are the bits that usually break — looping over large Excel ranges, capturing tool output as text so you can reuse it, handling the item-ID column that quietly poisons responses.

You can browse the whole collection and see how each was built — I'll drop the link in a comment.

Which of these is closest to what you're building right now? And what's the one agent you keep wishing someone had already figured out?

reddit.com
u/oartconsult — 4 days ago

WRITING A DOCUMENT

Has anyone used Microsoft Copilot (or Copilot Studio) to generate a new report based on previous years' reports?

For example, if I provide the last 3 annual reports (including text, tables, and charts) and then give it the updated tables and charts for the current year, can it generate a draft report following the same structure and analysis logic?

I'd love to hear about any real-world experiences, limitations, or best practices.

reddit.com
u/Bright-Wolverine-903 — 4 days ago

Licensing question: Can one Copilot Studio license publish an agent for the entire company?

Hi everyone,

I'm trying to understand the licensing requirements for a project at my company, and I'd appreciate some clarification.

I've been asked to build a Copilot Studio agent for Microsoft Teams that will be used by everyone in the company.

The agent is not intended to be an AI assistant. Instead, it will mainly automate internal processes using predefined Topics and Power Automate flows, such as:

  • Request vacation
  • Submit internal forms
  • HR requests
  • Finance requests
  • Other internal company workflows

So the conversations will mostly follow predefined paths rather than relying on generative AI.

Here's our current licensing situation:

  • Only one team leader has access to Copilot Studio (I believe it's the standalone license that costs around $30/month).
  • The rest of the employees have Microsoft 365 and the basic/free Copilot experience (not Microsoft 365 Copilot).

My questions are:

  1. Can a single Copilot Studio license be used to create and publish an agent that the entire company can use in Microsoft Teams?
  2. If not, what licenses are required for the employees who will only use the agent?
  3. Do we need Copilot Studio Message Packs or Pay-as-you-go for this scenario, or is the creator's license enough?
  4. Since the agent will mostly use Topics and Power Automate instead of generative AI, does that change the licensing requirements or pricing?

I'm finding Microsoft's licensing documentation a bit confusing, especially around the differences between Microsoft 365 Copilot, Copilot Chat, Copilot Studio, Message Packs, and Pay-as-you-go.

Any guidance or real-world experience would be greatly appreciated.

Thanks!

reddit.com
u/Drko9 — 5 days ago

tool connections are getting expired

https://preview.redd.it/yyer9atqxrah1.png?width=1572&format=png&auto=webp&s=a41627283d9684d40059316e3ef5f68409e89f97

After I clicked “Connect,” the tools became stale after a while, and I want them to stay fixed instead of becoming stale. Additionally, for each Microsoft Teams member chatting with this agent, their tools expire and they are prompted to connect first. Why must they do this with these tools? These are static tools intended to give the LLM some context.

reddit.com
u/Kind-Chance8571 — 4 days ago

Website embeded Copilot agent no longer working (non authenticated)

Hi all, we have a couple of agents that don't use authentication, and are embedded on some internal websites . They stopped working yesterday, and are coming up with the message below (The agent is not available right now) when trying to access the agent, no changes have been made to the agents or Power Platform settings etc, and they have been working fine for several months.

Just wondering if anyone else has hit this issue or might know what the issue is? I have tried enabling authentication and then published it to Microsoft 365, and the agent worked via Copilot Chat. I spotted the new preview setting "Authentication for agents" in Power Platform admin centre and checked the setting for the Environment that the Copilot agent is in, it was originally set to Require Entra authentication, I have now set this to “No authentication” but the same issue is still occurring.

Not having much luck with Microsoft support so far.

The agent is not available right now

Try reloading the page. If the problem persists, contact your admin.

Session Id:

reddit.com
u/ashrm1 — 6 days ago

New Copilot Experience: Access System Variables?

Hi all, I haven’t been able to find the information anywhere, so I assume the answer is no, but wanted to double check. Is there a way to access system variables like bot.id and conversation.id in the new copilot studio?

I used them in the classic editor to allow the agent post footers on things like comments so it was easier to track down which agent/conversation did the work.

reddit.com
u/Thunderwolf196 — 5 days ago

What Copilot Agents have critcally changed your work process?

My company has allowed us to start building. What agents should I create immediately to change my work processes and efficiencies?

reddit.com
u/Tiny-Programmer-1497 — 7 days ago

New copilot studio(some issues)

Hey everyone, recently I decided to make a risk choice. Migrate my agent to new experience.

I had some good and bad things to share:

Goods first - the new agentic approach improve the experience and answers in general. Now we have a smart agent that understands the context and run Python,bash and tool after send a message.

Besides that, you can ask it to help you a solve your task while you are developing.

Bad things - We lost adaptive cards,

IT IS IMPOSSIBLE send a simple “Hey” in a user chat proactive by agent.

The agent is not be able to process files bigger than 500 kb. And try to connect a workflow and ask agent to use not work to.

I think this product will be amazing but need to fix that thing

If anyone knows how to help me with any of these topics. Appreciate it

reddit.com
u/Pure_Shelter8643 — 6 days ago

New studio preview painful

Glad to see an actual harness in studio, unfortunately it’s pure crap. It can’t even read an XLSX efficiently. It tried to pass it as raw base64. 🤦🏻

MS is so behind. Frustrating.

u/Hour-Measurement-166 — 6 days ago