Building automation flows can be complex, especially when you need to repeatedly explain context or re-describe variables and actions to your AI assistant. But what if your AI companion could remember everything you’ve discussed and build upon previous conversations seamlessly?
That’s exactly what Copilot in Power Automate Desktop delivers!
Microsoft’s Copilot for Power Automate Desktop revolutionizes flow creation with its contextual memory feature. Instead of starting fresh with each prompt, Copilot maintains awareness of your previous instructions, variables, file paths, and actions throughout your session. This means you can build complex automations incrementally without repeating context.
This comprehensive guide will walk you through:
Contextual prompt referencing is Copilot’s ability to maintain memory of previous interactions within a single flow-building session. When you ask Copilot to “add a condition to that loop” or “explain actions 3-5,” it automatically understands which loop you’re referring to and which actions you want explained, without requiring you to repeat variable names, file paths, or action details.
This makes automation development:
Traditional Power Automate Desktop development required:
The Contextual Copilot Approach is superior because:
Prerequisites and Setup
Before leveraging Copilot’s contextual memory, ensure you have:
Power Automate Desktop Requirements:
Copilot Availability:
Step 1: Create a Power Automate Desktop Flow
Step 2: Open the Copilot pane.
Step 3: Enhance your flow by giving Copilot extra prompts to add the improvements you need.
Furthermore, you can give Copilot additional prompts to add new actions as needed. For example, if you want to move the copied files to an archive folder or rename them with today’s date, Copilot will use the earlier context to build the correct logic, making prompts easier and more efficient.
Q: How long does Copilot maintain contextual memory during a session? A: Copilot maintains context throughout your active Power Automate Desktop session. Context is preserved as long as you remain in the same flow-building session without closing the application or switching to different flows.
Q: Can I reference actions from previous flows in new conversations? A: No, contextual memory is session-specific and flow-specific. Each new flow starts with a fresh context. However, you can copy successful patterns and re-establish context quickly in new flows.
Q: What happens if I close Power Automate Desktop and reopen the same flow? A: When you reopen a flow, you’ll need to re-establish context through new prompts. Copilot won’t remember previous conversations, but it can analyze the existing flow structure to understand the current context.
Q: How specific should my initial context-setting prompt be? A: Be comprehensive but not overwhelming. Include key objectives, main variables, file paths, and expected outcomes. You can always refine and add details through subsequent contextual prompts.
Q: Can Copilot reference actions by their position numbers (like “action 5-7”)? A: Yes, Copilot can reference actions by their numerical position in the flow. Use “View Prompts” to ask about specific action ranges, and Copilot will provide context-aware explanations.
Copilot in Power Automate for Desktop makes flow building easier by understanding the context of your existing actions. Instead of repeating details like file paths or variables, you can give simple prompts, and Copilot will generate accurate explanations or next steps based on the flow you’ve already created. This saves time, reduces mistakes, and makes automation easier to use.
The post How to Reference Previous Prompts in Copilot for Power Automate Desktop: A Step-by-Step Guide first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.