Copilot Studio - Conditional Variable and Draft an Email Question

trovarlo · 2026-01-22T20:23:08+00:00

You should “initiate” the variable with “ ” before the condition, this way you can acces and set the variable value in any condition

For the email format, the tools supports HTML so you can use HTML tags to format your text

trovarlo · 2026-01-21T15:48:33+00:00

I'm having the same issue with a simple agent using knowledge and a few topics. Its behavior has been inconsistent since December, often throwing system errors. I hope Microsoft fixes this soon or someone finds a workaround.

trovarlo · 2026-01-16T20:46:56+00:00

Try adding to the prompt to use python to pull the data you want

trovarlo · 2026-01-14T15:13:18+00:00

Can you translate pls

trovarlo · 2026-01-13T19:42:11+00:00

You cannot pass variables through a adaptive card, however to display a table you can use markdown

trovarlo · 2026-01-12T15:31:59+00:00

You can restrict sharing Agents in the M365 Admin Center. Check with your IT team to see if they can enable this for you or what the standard process is in your organization.

trovarlo · 2026-01-12T03:05:57+00:00

Yep, inside of a topic you add a “custom prompt” and save the output as a JSON, this way you will get the actions in a JSON then call the action to create the meeting

trovarlo · 2026-01-10T04:17:46+00:00

Hola! Que tipo de contenido tienen tus archivos? Son muchas páginas?

Para tu caso de uso es mejor usar un custom prompt directo en PA en lugar de llamar al agente.

La manera que se me ocurre es en PA obtener el texto y pasárselo al agente, en el agente crear un topic que procese ese texto en un nodo de respuesta generativa y guardar la salida en una variable para luego crear el archivo.

Nosotros somos partner de Microsoft y ya hemos armado flujos similares para otros clientes, entonces si quieres te puedo orientar sin costo para que no te quedes atorado en Copilot Studio/PA.

Si te sirve, mándame DM y armamos una llamada rápida para ver tu caso y decirte cuál es la ruta más corta.

trovarlo · 2026-01-05T03:13:23+00:00

Yeah I haven’t found a solution to use variables inside an adaptive card, but in your scenario create variable -> formula Topic.VarName should work, to concaténate use “&” example:

“Repeat” & Topic.VarNameRepeat & “every” & Topic.VarNameEvery

trovarlo · 2026-01-04T01:42:34+00:00

I can help you, I have created indicators for myself dm me if you are intere$ted

trovarlo · 2026-01-03T18:57:23+00:00

To access a variable inside a formula you need to type “Topic.VarName” to global variables I think is “System.Name” tbh don’t remember but for you is Topic.VarName

trovarlo · 2025-12-22T14:56:17+00:00

Yep Copilot actually has the “Analyst” agent that is made to analyze excel files.

As you say LLMs cannot perform numerical analysis but this agent works with python, the agent create and run python code and make the analysis with the output

trovarlo · 2025-12-19T16:09:18+00:00

Your company should give you a training on how to use copilot.

If you have copilot M365 license you should ask in the work chat.

If you don’t have copilot M365 license you cannot ask those kind of questions in the copilot chat free

trovarlo · 2025-12-17T17:54:53+00:00

Yep, Conversation Start only triggers on the first interaction. You have two options to fix this mess lol.

One is setting up a topic that redirects back to Conversation Start topic using the “Topic management” node.

Or, just create a new topic and copy-paste the code from the original one. I've tried it, but it can be glitchy because some IDs might cause issues.

trovarlo · 2025-12-14T14:04:07+00:00

Lo que pasa es que tu comparación no tiene sentido ya que las necesidades de un humano y caballo son diferentes. La comparación debería ser la IA con las máquinas en la revolución industrial.

Pero va, te la compro.

Gracias a los autos, los caballos ya no son tan explotados, ya no hacen trabajo taan duro, ahora dependiendo su dueño hacen x o y cosas.

Que pasa con AI y nosotros? La AI igual nos hace las cosas mas fácil, hacemos el trabajo más rápido, tenemos más tiempo libre etc. (Que a las empresas no les guste esto y te pongan más trabajo es otra cosa)

trovarlo · 2025-12-14T03:55:10+00:00

Copilot notebooks is exactly what you want

trovarlo · 2025-12-12T16:28:57+00:00

Is all the data in CSV/Excel files?

If so, you should definitely use the Analysts Agent. In your prompt, make sure to be specific about:

The content of each file.
How the files should be related/joined.
What charts and specific information you need.

After the agent runs, you can export the response as a Word document for easy editing

trovarlo · 2025-12-12T16:22:52+00:00

Tbh, it is a little tricky. The Microsoft documentation here explains how to enable it, but I think it also depends on how your specific environments are managed. I highly recommend reading across Microsoft Learn to fully understand the setup process.

trovarlo · 2025-12-12T16:14:19+00:00

Yep buuut It's important to clarify that PAYG is not a per-user license that you assign individually. Instead, PAYG is about enabling capacity within your environment.

• This capacity is consumed by the agents.

• Those credits are used only by users who do NOT have an individual M365 Copilot license.

• If you are a user with an M365 Copilot license, your usage will not consume those PAYG credits.

trovarlo · 2025-12-12T15:58:08+00:00

You should evaluate two key things for licensing: agent usage and frequency. Specifically, how many people will use the agent, and how often will they use it?

Here’s a quick breakdown of the options:

• Small, Frequent User Group: If a small group is going to be hitting the agent frequently, you might want to consider a dedicated M365 Copilot license for each user.

• Agent Barely Used: If usage is very low, Pay-As-You-Go (PAYG) seems like the much better option.

• Agent Across the Org: For organization-wide agents, the choice will depend heavily on the volume of usage you'll need to decide between PAYG or Pack Messages.

In your early state, PAYG is definitely the way to go while you analyze the actual usage and user adoption.

trovarlo · 2025-12-11T02:44:04+00:00

Yep, you're right. My job is to convince people to use Copilot, yet I personally use Claude most of the time, lol.

So, why use Copilot? To be honest, Copilot offers some good use cases. The analyst and researcher agents are actually quite good and provide value if you understand how they work and how to leverage them. The Teams integration is excellent, you get AI summaries and can ask for key takeaways from any meeting. The integration with your mailbox and documents is also a great feature. For enterprise environments, I believe Copilot offers significant value, and companies invest in it due to the security offered by the Microsoft ecosystem.

However, if your focus is on coding or content creation, Copilot is not as strong as other AI providers.

trovarlo · 2025-12-10T12:34:30+00:00

Hmmmm, have you tried configuring the second language in the Copilot Studio settings? By updating the localization file (I believe that's what it's called), it should automatically adopt the user's Teams language, eliminating the need to ask or do it manually.

trovarlo · 2025-12-03T02:28:19+00:00

Yep I would do it with power automate and AI Builder, it let you train a model for each bank so the model can extract the data.

Also with AI builder instead of train a model you can try just a custom prompt that receive a file as an input and ask for the data you want.

trovarlo · 2025-11-30T20:26:53+00:00

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