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Previously, I created a flow that sent alerts to Teams when specific messages were received.

2024.10.15 - [Copilot Studio] - Copilot Studio. Setting up message delivery to Teams via Power Automate for specific input.

After reviewing that video, viewers requested a guide on how to configure alerts via Email. In this session, I will demonstrate how to create that flow. Recently, chatbots generated in Copilot Studio have been referred to as Agents. Unless there are changes, I will continue to define them as Agents. The environment is set to USA (Early), the browser language is set to English, and the work is being done using the Preview URL.

https://youtu.be/hcBss1wT5dY

Library -> + Add New

Flow

Create flow in Power Automate

New designer

Rename the Flow to a desired name.

Add an action

Office 365 Outlook

Send an email

Sign in

Compose the email template.

Publish

Navigate to the Topics menu in the Agent where the email flow will be linked.

Select Escalate

In Call an action, add the Flow as shown below.

Save -> Publish

In Test Chat, type Escalate.

Connect

Connect

Submit

Verify that the status is Connected.

Confirm that the email is received as shown below.

https://youtu.be/QduayEDT3DY

I tried to create a Custom Connector to link something created in Azure AI Studio with Copilot Studio.

However, the technical documentation suggests navigating to Data -> Custom Connectors as shown on the screen, but I was unable to find it.

Create a custom connector from scratch | Microsoft Learn

I realized that, while this menu was easily visible in many older YouTube videos, it no longer exists now.

At first, I thought it might be because my license wasn't premium, but that wasn't the case.

After searching through some more recent YouTube videos, I was able to find it.

https://youtu.be/X5654jxAatw?t=703

Power Automate -> More -> Discover all

In the Data section, click on Custom connectors or click the Pin icon to pin it for easy access.

You can now see the Custom connectors menu as shown on the screen.

This time, let's create a flow where a specific message entered into the chatbot is sent as a Teams notification to the person in charge.

With some modifications, you can create automated flows from the chatbot, such as sending emails.

In the existing Copilot, you can see that topics have default settings to trigger actions based on specific conditions.

Here, we will create a flow that sends a Teams notification to the person in charge when Escalate is triggered.

https://youtu.be/NyJqE8SJZ7Q

First, click Settings.

Security -> Authentication

Ensure that the authentication settings are configured as shown on the screen.

(If they are not set up, refer to the SSO setup video and complete the configuration.)

Topics -> Escalate -> Add Node

Call an action -> Create a flow

Add an action

Runtime -> Standard -> Microsoft Teams

Post message in a chat or channel

Select and enter the information as shown on the screen.

Change the flow name

Save draft

Test

Manually -> Publish & Test

Receive messages from Workflows.

Return to the Copilot Studio page -> Click Done.

Add Node -> Call an action -> Escalation Case

Publish

Enter Escalate to run the test.

The permission configuration process is required. -> Connect

Connect

Submit

Confirm the status

Retry

The configured message is delivered, and

You can confirm that it has been delivered to Teams.

With this pattern, you can create various connection flows between M365 and other services using Power Automate.