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Automation actions for Copilot Studio

Last updated Automation Copilot Studio

AI summary

Lists the steps an automation can run against Copilot Studio, grouped by purpose: reassign an agent to a new owner, quarantine or release an agent, and permanently delete an agent. Use it when you build a custom automation or change a template and need to pick the right action.

These are the steps an automation can run against Copilot Studio, grouped by what they do. You pick them when you build a custom automation or change a template.

Change owners and members 1

Replace who owns or belongs to an object.

ActionDescription
Reassign a Copilot Studio agent to a new ownerReassigns a Copilot Studio agent to a new owner.

Change settings and properties 1

Update a property of an object, such as a label, a name or a setting.

ActionDescription
Quarantine or release a Copilot Studio agentIsolates a Copilot Studio agent so it can only be tested by its makers, or releases a quarantined agent after…
Full descriptionIsolates a Copilot Studio agent so it can only be tested by its makers, or releases a quarantined agent after remediation. A quarantined agent stays visible but can't interact in any channel until it's released.

Delete 2

Delete objects, versions or accounts.

ActionDescription
Delete a Copilot Studio agentPermanently deletes a Copilot Studio agent and removes its Microsoft Entra Agent ID.
Delete a Copilot Studio agent (admin API)Permanently deletes a Copilot Studio agent and removes its Microsoft Entra Agent ID.

Frequently asked questions

Which actions can automations run on Copilot Studio?

4 actions, such as Delete a Copilot Studio agent, Delete a Copilot Studio agent (admin API), Quarantine or release a Copilot Studio agent and Reassign a Copilot Studio agent to a new owner.

How are the Copilot Studio automation actions grouped?

By category: Change owners and members, Change settings and properties and Delete.

What is an automation action?

One step an automation runs. An automation chains actions to act on the objects it finds.

Are there automation actions that work with every connector?

Yes. 7 general actions are not tied to one connector, such as Delay, Message and 5 more.

Which module includes the Copilot Studio connector?

The Copilot Studio connector is part of the AI & Agents module of Rencore Governance, an add-on module on the Premium and Enterprise Plans. The connector is generally available.