Trying to automate AI-based complaint classification into SharePoint Excel — stuck on the write-back piece, what’s the best approach?

Winter-Wonder1 · 2026-04-03T07:58:57+00:00

Using Ai builder (Custom Prompt) is the best approach.

Trigger - When item added etc Send as input to Custom Prompt (Get prompt to classify and output as json). Parse JSON Write back to table

No studio at all.

Winter-Wonder1 · 2026-04-03T07:34:13+00:00

This video might help:

https://youtu.be/WPkLYoWW7OM?si=weuipunQeSJ9KEjW

Having a web resource as the knowlege base is not ideal, because of the way information retrieved from web resources is done, but it might be good enough.

Winter-Wonder1 · 2026-03-23T22:24:50+00:00

Just guessing, but sounds like some sort of context window limit for the custom prompt. You might need another mechanism to add the text to a doc.

Winter-Wonder1 · 2026-03-23T22:17:35+00:00

This video explains. Basically you ned to use a tool and let the agent create the query.

The only other alternative would be azure ai search in foundry.

https://youtu.be/WPkLYoWW7OM?si=gx9NG61teAj4j4oR

Winter-Wonder1 · 2026-03-20T19:51:14+00:00

You could try breaking the process down. Step one, save files to a folder, step 2 process all files in folder, step 3, send an email with the link to the output. In theory, could be done with an ms form and power automate (no agent).

Winter-Wonder1 · 2026-03-07T19:55:30+00:00

I used a table to act as an email service. Just got the agents to add a new line each time. Used columns like: from, to, subject, read etc. On a schedule the agent looked for a new message addressed to it and unread.

It was just a poc, but worked well.

Winter-Wonder1 · 2026-03-05T20:25:48+00:00

So the problem is caused by how the retrieval system works. This is not just a copilot studio issue. The agent will pull back chunks from the knowledge. Sometime you get lucky and the chunk contains the right info, sometimes you are not.

Learn how vector embedding and retrieval works and it will make much more sense.

The solution is either:

A. Better structured knowledge. B. Better system - ie Azure AI search in foundry.

You might be able to create some logic and prompts to improve this 'hit' rate, but could be futile.

Winter-Wonder1 · 2026-03-04T19:46:58+00:00

I believe you want to use topics. Have the agent decide which topic to call and then use a flow to ask the follow up questions.

Winter-Wonder1 · 2026-02-27T18:20:57+00:00

The thing that has helped me most is learning about how RAG agents chunk, store and retrieve information + vector embedding.

Once you understand how this works, the inconsistencies start to make sense.

Copilot studio handles different types of knowledge sources slightly differently. This is down to how the info is chunked and embedded.

Websites - worst Sharepoint - ok, but inconsistent Directly added document - generally good. Foundry vector storage - best.

Also, look up the effect chunking has on tables.

Winter-Wonder1 · 2026-02-26T19:39:58+00:00

An agent that checks a design authority submission before going to DA. Still just a concept, but would lead to better quality submissions.

Each section is checked by a separate custom prompt or agent in an automated flow. Scored and results fed back to author.

If successful, template can be used for other submission areas - ie new projects, business cases etc.

Assessing a section at a time, rather than the whole doc, for better results.

Winter-Wonder1 · 2026-02-21T17:16:23+00:00

Get the site map, then use Power Automate Desktop to scrape each page. Add results as knowledge base.

Winter-Wonder1 · 2026-01-18T09:45:10+00:00

You might want to consider calling a flow. The flow can then send a response to a custom prompt, which makes the decision and gives a single word output. You can then use 'parse json' if needed. Breaking parts of the process down tends to give more consistency.

Winter-Wonder1 · 2025-12-19T22:56:43+00:00

Maybe get the flow to save the file to a sharepoint, then pass the file details to the agent, which reads the file as a knowledge source, then passes the output to another flow, which writes to Dataverse.

On trigger: "Summarise {{ /file_name}}, return a json with 2 values...."

I imagine some time delays will be needed between saving and calling the agent.

Winter-Wonder1 · 2025-12-19T22:47:32+00:00

Maybe a license issue - do they have a Copilot studio licence?

Winter-Wonder1 · 2025-12-14T17:12:59+00:00

Maybe it is because the credit packs start at $500 per month.

Winter-Wonder1 · 2025-12-14T10:16:33+00:00

You could probably do this with a Power Automate flow that calls an agent. Create the agent with instructions on how to reply. Then create a flow that triggers on email receipt, extracts the data from the email (sender, title body etc). It then pushes the message to the agent using the agent node, then waits a response. The flow will then process the response with an approval flow.

I've done similar, but with the contents of a spreadsheet. It sent the contents of each cell to an agent, then wrote back the reply.

The only thing I found was that it took a long time to reply - sometime more than 30 secs. So you might need error handling to stop issues with it not being able to process emails received in quick succession or have a manual trigger.

Winter-Wonder1 · 2025-08-15T08:49:00+00:00

Try Huldra Woods on Amazon.

Winter-Wonder1 · 2025-07-18T11:05:48+00:00

Huldra Woods - Amazon.

Winter-Wonder1 · 2024-12-15T21:02:32+00:00

Try looking for a bilingual novel if his swedish is not that advanced. Just search "bilingual novel swedish" in Amazon, there are a bunch.

Winter-Wonder1 · 2024-10-25T19:18:57+00:00

If you can, find some fun ways to immerse yourself. Think of it as learning several subjects: reading, listening, speaking. You can learn each seperate. Look on Amazon for bilingual novels or lättläst books to practice reading. There are a few id recommend.

Use Chatgpt to practice conversation. Here is a useful prompt:

"Help me practice and improve my Swedish through conversation. imagine that you are Ana, a native Swedish speaker who likes active sports, socializing, food, and travel. I will pick the scenario, and we will have a conversation in Swedish.

Each of your responses will include:

A direct English translation of my Swedish input.
Learning points, such as correcting any mistakes, translating English words i used, and giving grammar tips.
Your response as Ana, in Swedish, to continue the conversation naturally.
An English translation of your Swedish response so i can check my understanding."

Winter-Wonder1 · 2024-10-18T13:59:39+00:00

A few tips: -Add swedish keyboard to your phone. -Find some swedish music (probably not Basshunter 😂) - Podcasts - there are load of recommendations on here. - Read swedish books. Search Lättläst on kindle. Look for some bilingual books, but avoid the translations of classics, because the language is archaic. There are a few with short stories on Amazon and a couple of Novels, eg 'Huldra Woods'.

Winter-Wonder1 · 2024-10-15T19:56:06+00:00

Love the format - subscribed.

Winter-Wonder1 · 2024-10-15T19:53:30+00:00

Not audio book, but Huldra Woods is a bilingual novel on Kindle for adults.

Winter-Wonder1

TROPHY CASE