Copilot agent unable to retrieve information from OneNote (added as knowledge)

Question

I am trying to build a copilot agent to retrieve information when prompted. This requires it to see information I have sitting in OneNote including embedded(attached not linked) Word, PowerPoint and Excel files. My question is; is this possible, and if so, how can it be done?

For some more context, the OneNote is currently populated with lots of documents and information. The OneNote will continue to be updated and new documents added.

Answer 1

Hello @Shelly Kogan, The agent builder allows you to configure specific knowledge sources for the agent to reference. This feature helps the agent provide more relevant answers based on specific files, folders, and sites from SharePoint and Microsoft Graph connectors.
The agent can reference specific SharePoint sites, files, and folders as its knowledge source. When referencing sources from SharePoint, consider the following limits:

• A total of 20 knowledge sources (including sites, folders, and files) can be selected for each agent.
• Files already uploaded to SharePoint might have existing permissions and sensitivity labels, which are respected when the agent is generating a response.

Also, there is some Known Limitations-
Only general web browsing, Microsoft Graph connectors, SharePoint sites, folders, and files can be specified as knowledge sources. You can upload your local folders and files into SharePoint. Specifying a specific public URL as a knowledge source isn't supported.

• Share with specific users in the organization only supports security groups and not individual users.
• Auto sharing SharePoint files and folders is only supported when sharing with specific security groups and not everyone in the organization. You need to manually update the file and folder permission that the agent uses to grant permission to the intended users for the agent to return information from those knowledge sources.

Reference Document-https://learn.microsoft.com/en-us/microsoft-365-copilot/extensibility/copilot-studio-agent-builder-build#add-knowledge-sources