Create SharePoint List Item Using Copilot Studio [Step By Step]

One day, a team member asked whether there was an easier way for employees to apply for leave without having to fill out forms or update SharePoint lists manually.

That’s when I thought, why not create a Copilot in Copilot Studio that can handle this automatically?

With just a few simple steps, you can build a smart Copilot that asks employees for their leave details, calculates the total days, and instantly adds the information to your SharePoint list, all without writing a single line of code.

In this tutorial, I will show you step by step how to create a Leave Request Copilot that adds new items to your Employee Leave Requests SharePoint list.

Create a SharePoint List Item Using Copilot Studio

Before we start, make sure you have:

• Access to Microsoft Copilot Studio
• A SharePoint site
• A SharePoint list named Employee Leave Requests with the following columns:

Column Name	Type
Title	Single line of text
Department	Choice (HR, IT, Finance, Sales)
Leave Type	Choice (Annual Leave, Sick Leave, Casual Leave, Work from Home)
Start Date	Date and Time
End Date	Date and Time
Total Days	Number
Reason for Leave	Multiple lines of text
Status	Choice (Pending, Approved, Rejected)
Manager Comments	Multiple lines of text

Steps to Create a Copilot that Adds Items to SharePoint

Now that we’ve set up our Employee Leave Requests SharePoint list, let’s build a Copilot in Copilot Studio that can automatically add new leave requests to the list.

Follow these simple steps to create your Copilot:

1. Go to Copilot Studio -> click Create -> + New agent.
   • Enter a name like Leave Request Copilot.
   • Description: Helps employees submit leave requests and automatically creates items in a SharePoint list.
2. Click Create.

Now we will save the leave details in SharePoint. Follow the steps below to add a Create item action:

3. In the above agent, select the “Tools” tab, then click the + Add a tool button. Select “Create item” from the SharePoint connector.
4. Then, click Add and configure.

5. Next, expand the ‘Additional details’ section, then select ‘Maker-provided credentials’ under credentials to use.

6. In the Inputs section, add the Site Address where you create the SharePoint list. Then, in the List Name, change ‘Dynamically fill with AI’ to ‘Custom value’ under ‘Fill using’, and select your SharePoint list, in my case, ‘Employee Leave Requests’.

7. Then, click the + Add input to the column where you want to add the item. In my case, the fields are Email, Department, Leave Type, Start Date, End Date, and Reason for Leave.