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  • kpasha's avatar

    Giving AI Agent access to move files between folders

    Hi Community, I have built a PDF to Excel reconcilliation AI Agent using Microsoft Copilot that reconciles supplier statements against payables data for our organisation. The agent works well. it reads PDF supplier statements and Excel reports from a SharePoint document library, performs the reconciliation, and produces a structured audit-ready report. However, I am hitting a limitation at the final step. Once the reconciliation is complete, I would like the agent to automatically move the processed supplier statement PDF from its current folder to a subfolder called "reconcilled" within the same SharePoint document library. My question is What is the recommended way to give a Copilot AI Agent the ability to move files between SharePoint folders? Any guidance, documentation links, or examples from others who have implemented similar workflows would be greatly appreciated. Thank you!
    kpasha
    Copper Contributor
    Apr 29, 2026
    Agent Builder
    38Views
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