Get files from SharePoint, send the result to Copilot, show the documents as list inside Copilot

1. Rapid Implementation Methodology
Using Power Automate Processes
Create an automated process:
Log in to Power Automate
Select “Automate Cloud Flow” → New from Template
2. Set up triggers:
Select “Trigger Flow Manually” or “Timed Trigger”
Add SharePoint Action:
Search to add the “Get Files (Properties)” action.
Fill in the name of the target SharePoint site and document library
3. Connect to Copilot:
Add “Microsoft 365 Copilot” action
Select “Generate Summary” or “Create List”.
4. Set the output:
Pass SharePoint file information to Copilot
Specify the output format (e.g. Markdown table)
5. Customize with Copilot Studio:
Open Copilot Studio
Create a new Copilot → Select “Connect to Data”.
Select “SharePoint” as the data source
Set file filtering criteria (e.g. folder path/file type)
Add instructions in the “Generate Answers” section:
“Display SharePoint files as a linked list with filename, modification date and author”.  
6. Integrate directly through SharePoint
 Enable Copilot in the document library:
Open the target SharePoint document library
Click the “Copilot” button in the upper right corner (requires administrator enablement)
Enter natural language commands such as:
“Show a list of all documents in this library, sorted by modification date”.  
7. Sample effect
 Example of Copilot output format:
| file name | modification date | author | link |  
|--------|----------|------|------|  
| ProjectReport.docx | 2024-03-15 | URL | [View](link) |  
| Budget Sheet.xlsx | 2024-03-10 | Li Si | [View](link) |