Turn SharePoint into an AI-Powered Knowledge Base for Copilot 🔥

Want to turn a SharePoint list into a powerful, AI-driven knowledge base for Microsoft Copilot Studio? 🔥 If you've tried, you know it's not straightforward—especially when you need to protect sensitive data. This tutorial shows you the ultimate workaround. Discover how to securely connect a restricted SharePoint list to your Copilot agent using Power Automate. We solve the common problem of data permissions by building a flow that dynamically reads your list, filters the exact information you want to expose, and generates a secure PDF file. This PDF then acts as the constantly-updated knowledge source for your AI bot, keeping your original data safe. In this video, you will learn to: ✅ Turn ANY SharePoint list into a secure knowledge source for Copilot Studio. ✅ Control exactly which columns and rows your Copilot agent can access. ✅ Use Power Automate to dynamically generate PDF documents from your list data. ✅ Automate the entire process to keep your AI knowledge base refreshed daily. ✅ Solve the "SharePoint List for Copilot Knowledge" problem for good. ⏰TIMESTAMPS: 🕒 0:00 - The Problem: Using SharePoint Lists with Sensitive Data 🕒 1:02 - The Power Automate Workaround Strategy 🕒 2:15 - Our Stock Advisor Copilot Agent 🕒 5:28 - Building the Power Automate Refresh Flow 🕒 5:55 - Step 1: Deleting the Old Knowledge File 🕒 8:01 - Step 2: Getting Items from the Restricted SharePoint List 🕒 10:45 - Step 3: Populating a Word Template with Repeating Content 🕒 14:05 - Step 4: Creating a New Word File & Converting it to PDF 🕒 16:13 - Final Result: The Automated Knowledge Document 🕒 16:50 - Testing the Final Solution in Copilot Studio This method is perfect for financial reports, HR data, customer information, or any scenario where you need precise control over your AI's knowledge. 👉 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-tr... 🔗Pragmatic Works Virtual Mentoring: https://pragmaticworks.com/virtual-me... 🔗Pragmatic Works Enterprise Private Training: https://pragmaticworks.com/private-tr... 🔗Pragmatic Works Blog: http://blog.pragmaticworks.com/ #copilotstudio #powerautomate #sharepoint #powerplatform #microsoft365 #ai #microsoftcopilot 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: training@pragmaticworks.com #pragmaticworks #fyp