Build a Multi-Agent Loan Review Workflow in Copilot Studio
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Create a Copilot Studio workflow that extracts PDF fields, validates applications, checks loan purposes in SharePoint, and emails a decision.
TL;DR
Copilot Studio can coordinate agents in a loan application workflow: a SharePoint trigger supplies PDF content, one agent extracts structured fields, parallel validation checks rules and loan purposes, and a final agent writes an approval or rejection email.
Original by Matthew Devaney, on Matthew Devaney. Read the original
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Why it matters
- Makers: Split complex reviews into focused agents, using structured output for extracted PDF fields and parallel branches for independent checks.
- Makers: Test published workflows with varied application values so hardcoded validation results can be compared with expected outcomes.
- Admins/IT: Prepare the SharePoint document library and loan-purpose list because the workflow uses them as its trigger source and knowledge source.
Frequently asked questions
How does Copilot Studio start a loan review when a PDF is uploaded?
A Connector trigger uses SharePoint When A File Is Created, followed by Get File Content to pass the uploaded PDF into an agent.
How does the Copilot Studio workflow validate loan application fields?
It stores hardcoded validation expressions in an array, then filters that array so only failed tests and their error messages continue.
How can a Copilot Studio agent check a loan purpose against SharePoint?
A knowledge agent searches a SharePoint Loan Purposes list and returns Approved or Flagged, while running in parallel with hardcoded checks.