Personal Finance Agent with Copilot Studio

Level: Intermediate

Time: 2 hours

Used a SharePoint Excel file as the knowledge base so it can understand my financial data, and created a Power Automate flow to trigger tasks and pull specific information when I ask. The data is made up for the purpose of this demo. I know there are ways to connect AI agents directly to your bank account, but I personally don’t consider that secure. You can also feed bots a spreadsheet, however, this setup lets the agent reference structured knowledge and actually trigger actions, not just read static data. If I update the Excel, the agent response will also update. Thinking through ways to expand the agent’s capabilities.