How to Connect Excel to Microsoft Copilot Studio

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Follow these easy steps:

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1. Open your Copilot Studio and navigate to 'Agents', you can find it from the side bar of Copilot Studio.
2. Then, choose and select an agent you want to connect with Excel.
3. Once you open your agent, look for the 'Knowledge' section and click on it.
4. Select '+ Add knowledge'.
5. Select 'SharePoint'.
6. Choose and select the document library containing the Excel file.
7. Click 'Confirm selection' to proceed.
8. Then, click 'Add to agent'.
9. Once you have added the Excel file click 'Publish'.