A Guide to use Microsoft Copilot in Power Automate

workflow automation

The necessity for automation in business operations has become more vital than ever before. Microsoft Power Automate acts as a potent cloud-based tool, that allows users to craft automated workflows connecting and optimizing tasks across various applications and services.

The integration of Copilot, an AI-powered productivity assistant, further enhances the platform’s capabilities, making automation both smarter and more accessible. Let’s dive into this blog and explore how to integrate and harness the power of these innovative tools.

"We are thrilled to participate with Microsoft in this age of AI and provide value to our joint customers. The introduction of Power Platform connector as a plugin for Microsoft Copilot opens up an entirely new set of ways for our clients to deliver exceptional customer service.”
Desk365 CEO
Kumar Krishnasami
CEO & Founder

What is Microsoft Power Automate and how does it work? 

Microsoft Power Automate is a cloud-based service that allows users to automate workflows and tasks across a wide range of applications and services.  

Formerly known as Microsoft Flow, Power Automate enables users to create automated workflows, called “flows,” that can streamline processes, save time, and improve productivity. 

With Power Automate, users can automate repetitive tasks such as sending notifications, synchronizing files, collecting data, and more. Flows can be created using a simple drag-and-drop interface, making it accessible to users with varying levels of technical expertise.  

Power Automate integrates with over 300 different services, including Microsoft 365, SharePoint, OneDrive, Dropbox, Twitter, and many others, allowing users to create complex automation scenarios that span multiple applications and services. 

Power Automate offers a wide range of features and capabilities, including: 

  • Trigger-based automation: Flows can be triggered by a variety of events, such as when a new email arrives, a file is uploaded, or a form is submitted. 
  • Integration with Microsoft services: Power Automate integrates seamlessly with Microsoft 365 services such as Outlook, Excel, SharePoint, and Teams, allowing users to automate tasks within these applications. 
  • Connectors: Power Automate includes many pre-built connectors that allow users to easily integrate with popular services like Salesforce, Google Drive, and Twitter. 
  • Approval workflows: Users can create workflows that require approval from one or more people before proceeding to the next step. 
  • Mobile app: Power Automate has a mobile app that allows users to monitor and manage their flows from anywhere. 

 

Read more – A beginner’s guide to Microsoft Power Automate

What is Copilot and how does it work? 

Copilot is an AI-powered productivity assistant that is integrated into Power Automate. It provides intelligent suggestions and assistance to help users build automated workflows (flows) more efficiently.  

Copilot works by analyzing the context of your flow and providing suggestions for actions, triggers, and connectors based on that context. 

Suppose you’re creating a flow to automate the process of collecting customer feedback from a Microsoft Form and storing it in an Excel spreadsheet. In that case, Copilot might suggest using the “When a new response is submitted” trigger from Microsoft Forms and the “Add a row into a table” action from Excel Online (Business).  

This suggestion can help you quickly set up the flow to automatically capture and organize customer feedback, saving you time and reducing the risk of errors. 

Copilot also provides auto-completion for expressions and formulas, making it easier to create complex logic within your flows.  

Additionally, Copilot can provide recommendations for best practices when building flows, helping you create more efficient and reliable workflows. 

copilot

How to enable Copilot for your Power Automate?

Integrating Copilot with Power Automate can enhance your workflow automation capabilities. Here’s a detailed step-by-step guide to setting up the integration, along with the prerequisites you’ll need: 

1. Log in to Power Automate:

Navigate to the Power Automate website (https://flow.microsoft.com). 

Sign in with your Microsoft 365 account credentials.

2. Create a New Flow:

Click on “My flows” in the left-hand navigation pane. 

Choose “New flow” and select the type of flow you want to create (e.g., Automated, Instant, or Scheduled).

3. Search for Copilot Connector:

In the flow editor, click on “New step.” 

In the search bar, type “Copilot” to find the Copilot connector. If there’s no direct Copilot connector, you might need to use a generic connector like HTTP or Webhooks, depending on how Copilot exposes its integration points.

4. Configure the Copilot Action:

Select the desired Copilot action from the list (e.g., “Send data to Copilot,” “Retrieve data from Copilot”). 

Fill in the necessary parameters, such as API keys, endpoint URLs, or any other required information for the Copilot action.

5. Test and Save Your Flow: 

Use the “Test” feature in Power Automate to ensure your flow works as expected with the Copilot integration. 

Save your flow and give it a descriptive name for easy identification.

By following these steps, you can successfully integrate Copilot with Power Automate, enabling you to automate more complex and intelligent workflows that leverage the capabilities of both platforms. 

copilot

Example of creating first automated workflow with Copilot 

In this example, we’ll create a simple automated workflow using Power Automate and Copilot to automate email responses.

This workflow can be particularly useful for handling common inquiries or providing immediate acknowledgments to incoming emails. 

Workflow Objective: Automatically respond to emails that contain specific keywords (e.g., “support,” “help”) with a predefined message

Detailed Instructions on Setting Up the Workflow with Copilot Assistance: 

1. Log in to Power Automate: 

2. Go to the Power Automate website (https://flow.microsoft.com) and sign in with your Microsoft 365 account. 

3. Create a New Automated Flow:

Click on “My flows” in the left-hand menu. 

Choose “New flow” > “Automated cloud flow.” 

Name your flow (e.g., “Automated Email Response with Copilot”) and select the trigger “When a new email arrives (V3)” from the list of triggers. Click “Create.”

4. Configure the Email Trigger:

In the trigger settings, specify the mailbox and folder to monitor for new emails. 

You can set additional conditions, such as filtering emails by subject or sender, to narrow down the emails that will trigger the flow.

5. Add a Condition to Check for Keywords:

Click on “New step” and choose “Condition” from the list of actions. 

Set up the condition to check if the email subject or body contains specific keywords (e.g., “support,” “help”). This will determine whether to proceed with sending an automated response. 

 6. Set Up the Copilot Action for Generating the Response:

If your flow meets the condition, add a new step for the Copilot action (e.g., “Generate Email Response with Copilot”).

Configure the Copilot action to generate a response based on the email content. You might need to specify parameters such as the email body or subject to help Copilot understand the context.

7. Send the Automated Response:

Add another step using the “Send an email (V2)” action.

Configure the action to send the response from Copilot to the original sender. Use dynamic content to populate the email fields, such as using the sender’s email address and the response generated by Copilot.

8. Save and Test Your Flow:

Save your flow and test it by sending an email that meets the specified conditions. Check if the automated response is generated and sent correctly. 

By following these steps, you can create a simple automated workflow with Power Automate and Copilot that responds to incoming emails based on specific keywords. 

This is just one example of how you can leverage the integration of Copilot with Power Automate to streamline your business processes and improve efficiency. 

Benefits of using Copilot for Power Automate: 

There are several benefits to using Copilot for Power Automate: 

  1. Improved productivity: Copilot’s intelligent suggestions and auto-completion features can help you build flows more quickly, saving you time and effort. 
  2. Reduced errors: Copilot’s suggestions are based on best practices and the context of your flow, which can help reduce errors and ensure that your flows are correctly configured. 
  3. Simplified development: Copilot can help simplify the development process by providing guidance and suggestions, even for users who are not familiar with Power Automate. This can make it easier for beginners to create complex flows. 
  4. Faster learning curve: Copilot can help you learn how to use Power Automate more effectively by providing suggestions and examples as you work. This can help you become more proficient with Power Automate in less time. 
  5. Increased creativity: Copilot can inspire you to explore new ways of automating tasks and integrating different apps and services, leading to more creative and innovative solutions. 

How to leverage Copilot in Microsoft Teams to integrate with your helpdesk?

Desk365, a cloud-based modern helpdesk, is leveraging the power of Copilot with its existing connector to automate tasks within Microsoft Teams.  

With the Desk365 plugin, users can now use natural language prompts to interact with the helpdesk directly from the Teams interface.

For example, users can simply type commands like “Get tickets assigned to me,” “Get tickets created in the last 3 hours,” or “Get all Desk365 tickets with urgent priority” to retrieve relevant information without leaving Teams. 

How it works: 

  1. Integration with Microsoft Teams: Desk365 has integrated its helpdesk system with Microsoft Teams, allowing users to access helpdesk functionalities directly within Teams. 
  2. Natural language processing: Copilot helps interpret the natural language prompts entered by users in Teams and translates them into actions within the Desk365 helpdesk system. 
  3. Automation of tasks: By leveraging Copilot, Desk365 has automated the process of retrieving ticket information based on user queries, eliminating the need for manual searches and improving efficiency.

Integrating-the-Desk365-Power-Platform-Connector-Plugin-in-Microsoft-365-Copilot

Are you looking to take your ticketing system experience to the next level with Power Automate? Get Desk365 from the Microsoft Teams AppSource, it integrates seamlessly with Power Automate, allowing you to create automated workflows for service requests and enhance the efficiency of your Microsoft Teams ticketing system.

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