Copilot Studio Workflows | AI Document Approvals for SharePoint
Build AI Document Approval Workflows with Copilot Studio Workflows and SharePoint Library. In this step-by-step tutorial, you'll learn how to use the NEW Copilot Studio Workflows designer to review contracts with AI, identify risky clauses, route approvals automatically, and maintain a complete SharePoint audit trail—without writing code.You'll build an end-to-end document approval solution where an AI Agent reads contracts uploaded to a SharePoint document library, extracts key information such as the counterparty and contract value, flags risky clauses like and unfavorable payment terms, then automatically routes risky contracts to Legal Team for review while clean contracts are approved automatically. Every decision is logged to SharePoint with a beautiful popup audit history built entirely using SharePoint List Formatting JSON.
🚀 In this tutorial you'll learn:
✅ Build workflows using the NEW Copilot Studio Workflows designer
✅ Configure AI Agent nodes with instructions, model selection, and structured JSON output
✅ Pass SharePoint document content directly to an AI Agent without Parse JSON
✅ Build AI-powered document review and contract triage workflows
✅ Automatically detect risky contract clauses with AI
✅ Route approvals using Start and Wait for Approval with AI-generated reasoning
✅ Create a complete SharePoint audit trail for every document review
✅ Build a popup "View History" experience using SharePoint List Formatting JSON
⏱️ Chapters
00:00 – Copilot Studio Workflows | AI Document Approvals for SharePoint
00:32 – Build SharePoint Contract Review Workflow with Copilot Studio Workflows
01:54 – Building the Copilot Studio Workflow step by step - AI Agent Node
08:40 – Deterministic actions in Workflow
13:08 – Conditions and approval routing
19:00 – SharePoint popup audit history with View/Column Formatting
#copilotstudio #sharepoint #powerplatform #workflow
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