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Adding PAD Flows to Copilot Agents

Step 1: Find the Desktop Flow to Add. If you don’t already know the flow you’d like to add, there are several ways to find it: Use filters in the main flow list. Navigate from the various areas of th…

Sean Ellner
Updated by Sean Ellner

Step 1: Find the Desktop Flow to Add

If you don’t already know the flow you’d like to add, there are several ways to find it:

  • Use filters in the main flow list
  • Navigate from the various areas of the main graphics dashboard
  • Search using the “Find with AI” search bar at top-right of the main flow list
  • Use the Blueprint Agent which is always available at right-bottom

Step 2:  Generate Copilot Information

Once you’ve found the Desktop Flow you’d like to add, go to that flow and choose the “Agent Description” tab.

At bottom-right of the “Copilot” area click the “Generate with AI” button.  This will fill out all of the required Copilot information automatically using GenAI.

If you found the flow using the Blueprint Agent there will also be an option to generate the agent description within this agent.

Step 3: Add Desktop Flow to Copilot Agent

Once the Copilot information has been generated you’re ready to add the Desktop Flow to your chosen Copilot Agent.  There are two options for doing this:

  1. Choose “Add to Agent” in the Actions drop-down (top-right of the flow page).
  2. Choose “Add to Agent” in the Blueprint Agent after selecting a flow.

In either case a popup appears where you choose the Copilot Agent to which the PAD flow will be added, as well as the PAD connection reference to use.  With this done, hit Continue and the Copilot Agent is configured to use the Desktop Flow.

Connection References
A Connection Reference is a Power Apps solution component that acts as a pointer to a connection for a specific connector. It allows apps and flows in the solution to use the connection in a centralized and easily manageable way

To set up a Connection Reference for Desktop Flows:

- Ensure that your machine is connected to Power Automate Desktop. Open Power Automate Desktop > Settings > Machine Settings and confirm it's connected to Power Automate.
- Open make.poweratuomate.com, open the "Connections" pane, click "New Connection," and select "Desktop Flows". Configure your connection.
- In the Solutions area, open (or create) a solution. In the solution, click "New" > "More" > "Connection Reference," then select the appropriate connector and reference your configured connection.
- Once created, the Connection Reference can be used in flows and, if your platform supports it, will become visible to Blueprint when adding it to an Agent.
For information on Connection References, see Microsoft Connection Reference

 

 

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