Add human review to Copilot Studio AI decisions
Diesen Beitrag auf Deutsch lesen
Use Copilot Studio and SharePoint to route unmatched loan purposes to a human reviewer through Outlook or Teams, then record the decision and rationale.
Posted 
Governance card: Risky AI decisions need a human in the loop. Unexpected cases should not pass unattended.
By Power Platform Governance
1 min read
TL;DR
Copilot Studio can compare a loan purpose with a SharePoint list of Allowed and Flagged categories. If no match exists, the agent returns Human-Review, sends an Outlook or Teams review request, waits for a Yes or No decision and rationale, and updates the SharePoint application record.
Original by Matthew Devaney, on Matthew Devaney. Read the original
This is our own summary, not a republication or full translation.
Governance takeaway
- Makers: Define explicit Allowed and Flagged categories, and configure the agent to return Human-Review when no exact match exists so uncertain cases do not receive an unattended decision.
- Admins/CoE: Assign the human review action to a named reviewer and store the decision, review status, and rationale in SharePoint so the workflow remains traceable.
- Leadership/Business: Identify decisions that are too risky for an agent to make alone and ensure reviewers can respond before the process continues.
This post is licensed under CC BY 4.0 by the author.