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CleanFox
Regular Visitor

Connecting a SharePoint Site to Copilot Studio Bot with Query Strings and Depth

Is there a workaround to connect a SharePoint site to my Copilot Studio Bot, even if the site contains query strings and is more than two levels deep, which goes against the rule of not including query strings, more than two levels of depth, or the character “.” in the URL?
I am concerned that connecting to the initial SharePoint site will result with a knowledge base that is too large for the bot, decreasing the accuracy of its responses, which is why I would like to connect only to a specific “sub-area” within SharePoint.

12 REPLIES 12
adilei
Copilot Studio
Copilot Studio

You can point the Gen Answers node at a specific document library. For example:

 

kind: AdaptiveDialog
beginDialog:
  kind: OnUnknownIntent
  id: main
  actions:
    - kind: SearchAndSummarizeContent
      id: searchAndSummarizeContent_QakXNj
      userInput: =System.Activity.Text
      moderationLevel: Low
      additionalInstructions:
      publicDataSource: {}
      sharePointSearchDataSource:
        sites:
          - "https://mydomain.sharepoint.com/sites/EUHR/Invoices"

      customDataSource: {}

 

Thanks for the tip,
But unfortunately this don't seem to work on the basis that the link to the specific document library consists of more than two levels of depth, and the character “.” .

When i Add inn the SharePoint site in the Gen Answers node under "data source" as the only data source, It will not provide any answers even if the question is simple and tested to work if i use the Main sharepoint site instead.

Though there's always the chance that I might have made a mistake and/or misunderstood your answer.

adilei
Copilot Studio
Copilot Studio

Can you share the SharePoint URL you are using with Gen Answers?

CleanFox
Regular Visitor

The URL below is a changed version of the real URL, adjustments have been made to secure potensial "sensitive info?". The URL i want to use as my bots knowledge base is similar to:
companyname.sharepoint.com/teams/Firmname/Shared%20Documents/Forms/AllItems.aspx?FolderCTID=0x01202035D46F4DD00F1B1294A22D1A0ABa8623&id=%2Fteams%2FDatabasename%2FShared%20Documents%2FDB%20review%20blue%20C5_4%2FFB%20V09%2020%2E12%2E23%2Fdatabase%20G%20firm%26s%20documents%202023&viewid=fe50fa13-a6fb-4756-b274-b1f748da739b

The "Main SharePoint site" that i used as a test which works looks like:
companyname.sharepoint.com/teams/Firmname/
However, this may result in an excessively large database for the bot to handle.

I have the same issue - we have a deep SharePoint structure with actually many of our libraries created in teams. I cant use Copilot for M365 or Copilot Studio to reference these libraries as it only supports two levels deep. Anyone found a workaround please.

adilei
Copilot Studio
Copilot Studio

There is not workaround that I know of as much as a custom pattern: build a Power Automate flow that would query Graph API and feed the results to "custom data" in the Gen Answers node. 

 

This video is a good place to start.

This does seem like a good workaround when referencing a web page which is an article, but I'm hesitant that this would work on a much larger library of files and folders.
Even if this would work, I'm guessing it would need to search through all for each response which would take a long time, and it would not be "trained" on the documents, rather searching and extracting for each user question.
In my case, I don't think this solution would be viable.

adilei
Copilot Studio
Copilot Studio

Not sure I follow - when you implement a RAG pattern only the N top results are being fed to the LLM for summarization. This is also how Gen Answers work OOTB.

yes, and if i have a large library, the chance that some of the N top results are not the exact that i want. which is why i want to utilize a smaller library (which also consists of multiple documents and folders, though not as many as the main library).  But according to the video, the example only utilized a webpage consisting of a single article, which is why i think that solution might not be viable for my case.
Though I might be wrong, or misunderstanding some key aspect.

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