In a world increasingly driven by automation, businesses face a familiar hurdle: how to efficiently use AI to work with documents stored locally across various departments. If you’ve ever wished for a digital assistant that could pull key data from a file on your desktop and turn it into a pre-drafted email, attachments included, then this webinar is designed for you.
Webinar: Using Microsoft Copilot Studio Agents with Local Files for Smart Replies & Email Drafts
Date: 21st May 2025
Time:
12 PM AEST – https://bit.ly/4djjiec
11 AM CET – https://bit.ly/439Zp4h
11 AM EDT – https://bit.ly/43cAgWK
Why You Shouldn’t Miss This
Microsoft Copilot Studio Agents are opening up new possibilities by allowing you to interact with your data, right from local folders. In this session, you’ll learn how to:
- Grant Copilot secure access to PDFs stored on your local machine
- Extract meaningful data from those documents
- Automatically create email drafts and attach the relevant files
This webinar is all about turning labour-intensive, repetitive processes into seamless, intelligent workflows.
What You’ll Learn
This interactive session will walk you through five key steps, showcasing how to turn Copilot Studio into your go-to digital assistant for handling document-heavy workflows.
Step 1: Secure Access to Local Files
Kick off by connecting Copilot Studio Agents to shared folders on your local system using Power Automate and the On-Premises Data Gateway. This sets the stage for interaction with your locally stored documents.
Step 2: Extract Key Data from PDFs
Watch how content is pulled from documents like PDFs using Power Automate and tools such as AI Builder. This data is then passed to your Copilot Agent for intelligent processing.
Step 3: Locate the Right Document
Need a specific file? Learn how to initiate document retrieval through a simple user prompt, such as a filename or keyword, and get real-time access via the Copilot chat interface.
Step 4: Summarize and Draft Emails
You’ll see how Copilot can summarize document content and use Power Automate to create a draft email, automatically filling in the subject, recipients, and body.
Step 5: Attach Documents Automatically
Finally, we’ll show how Copilot attaches the relevant document to the draft email using logic-driven flows, no manual input needed.
Real-Life Use Case
Picture this-
You ask Copilot:
“Summarize the Q1 report and draft an email.”
Copilot immediately:
- Find the Q1_Report.pdf in your shared folder
- Reads and summarizes the content
- Generates an email draft with the summary in the body
- Attaches the PDF automatically
- Notifies you that the draft is ready in Outlook
All in a matter of seconds.
Who Will Benefit Most?
This webinar is tailored for anyone managing document-driven tasks:
- Sales Teams sending follow-ups based on proposals or client reports
- Marketing Managers handling creative briefs and research content
- Operations & Finance Professionals generating and sharing insights
- IT and Automation Leads exploring what Copilot Studio can do
Whether you’re just getting started with Copilot or looking to expand its use, you’ll walk away with clear steps and immediate next actions.
Why Trust Inogic?
At Inogic Professional Services, we’re more than consultants, we’re solution builders. With deep experience across Microsoft’s ecosystem, including Dynamics 365 and Copilot Studio, we specialize in making AI practical for real business needs. If you’re ready to streamline your workflows, we’re here to make it happen.
It’s Time to Let Copilot Take the Load Off
Still manually drafting emails and summarizing PDFs? There’s a smarter way. Join us to see how your Copilot Agent can turn hours of work into just a few clicks.
Save Your Spot: https://www.inogic.com/services/webinars-professional-services/
We can’t wait to show you what’s possible.
— Team Inogic Professional Services
The post Webinar: Let Copilot Studio Agents Securely Read Your Files and Write Your Emails! appeared first on CRM Software Blog | Dynamics 365.
