Turbocharge your quote generation process with Microsoft Copilot Studio and Power Automate! Discover how to build a custom agent that reasons over your product data—whether in Excel or Dataverse—and instantly creates, populates, and emails professional Word quotations. This step-by-step tutorial brings low-code, AI-driven workflow automation to life for real business impact. You'll see exactly how to set up a Power Platform solution that takes the pain out of manual quoting. We'll walk through connecting your knowledge source, handling complex quote requests, dynamically generating Word documents (even with repeating line items), and automating email delivery—all with approachable, expert guidance. If you've ever struggled with repetitive quoting tasks or want to empower citizen development in your organization, this one's for you! What You’ll Learn: ✔️ Build a Copilot Studio agent that understands and responds to product quote requests using Excel or Dataverse ✔️ Automate Word document creation with dynamic, repeating quote line items via Power Automate cloud flows ✔️ Send professional quotes as email attachments—or create draft emails for human review—directly from your workflow ✔️ Integrate low-code, AI-powered automation for faster, more accurate business processes Timestamps: 00:00 – Instantly Generate Dynamic Quotes with a Custom Copilot Studio Agent 00:59 – Setting Up Product Knowledge in Excel vs. Dataverse 02:07 – Power Automate Flow: Populating Word Docs & Sending Emails 05:00 – Live Demo: Agent Handles a Simple Quote Request 06:07 – Reviewing and Verifying the Generated Quote 06:37 – How Word Templates & Repeating Controls Work 07:23 – Deep Dive: Configuring the Power Automate Cloud Flow 12:01 – Demo: Managing Complex, Multi-Item Quote Requests 13:31 – Confirming Complex Quote Accuracy Against Source Data 14:58 – Adding Human Review: Creating Draft Emails for Approval 16:12 – Wrap-Up & Next Steps #PowerPlatform #PowerAutomate #CopilotStudio #workflowautomation #LowCode Ready to transform your quote process? Subscribe for more Power Platform and AI automation tips, and let me know in the comments if you want a deep dive on making this agent fully autonomous or integrating with shared mailboxes! Additional Links: 💾 Download the Sample Solution (Use Code DAMOBIRDFREE - for $0) 🔗 Tutorial on Autonomous Agents 🔗 Tutorial on Microsoft Graph API (alternative for draft emails) 🔗 Tutorial on creating drafts from a custom agent 🫠 About me: 👋 Hi, I'm Damien Bird — Power Platform Cloud Solution Architect at Microsoft ☁️ 🧠 Former Forum Super User (2021/22) & Business Applications MVP (2022) 🎤 Speaker at conferences across Europe, the US, and local UK user groups 💡 Passionate about sharing knowledge, solving problems, and empowering the community with the Power Platform! 📚 Explore more: 🔗 Blog: 🎥 Video & Quiz CPD: 🎓 Join the Community: 💖 Support the Channel: @DamoBird365/membership ☕ Buy Me a Coffee: 💼 LinkedIn: 🐦 Twitter: 🌐 Bluesky: 📜 Feedback or Request: