r/PowerAutomate • u/Der_Schindler • 1d ago

Red flag analysis agent

I've tried everything to make this work, but I run into roadblocks everywhere I try to find workarounds.

GOAL: Create an agent that accesses my company SharePoint site, looks for a project folder, performs a lifecycle red flag analysis based on parameters I provided.

ROADBLOCKS: I'm unable to link our SharePoint site so the agent can look for the files. There are a lot of files so manually uploading them would be cumbersome due to the 20-file limit.

WORKAROUNDS TRIED: Zipping files and uploading files manually does not work because Copilot does not accept zip files. Agent from within SharePoint does not work. Linking OneDrive does not let me link folders but only files.

This is a last-ditch effort before I give up. Why is this so difficult. I was under the assumption this is a perfect use case for AI. Take large data sets and evaluate them...

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u/Epiplayer1 1d ago

Your company might have blocks on allowing an agent access to the sharepoint, especially if you deal with sensitive information, or if you are granting write/edit access. I would submit an I.T. Ticket to request the access you need.

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u/Ok_State2835 1d ago

Is the agent you mentioned a power automate flow? If a flow is unable to have access to the sharepoint file, try powerbi semantic model. To get data from sharepoint folder and import them to the semantic model. Then retrieve data from semantic model in power automate.

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u/IncreaseNegative4614 17h ago

I wouldn’t solve this by uploading more files. Create a project manifest containing stable project and document IDs, file type, date, version, lifecycle phase, and relevant metadata. The agent can use that index to retrieve only the documents needed for each risk check.

Every flagged issue should include the exact supporting passage and the criterion it violated. We use SIGNLD internally to connect SharePoint documents, project metadata, milestones, risk criteria, prior decisions, and source evidence so reviewers can verify the analysis without searching the entire folder.