Forum Discussion
How to automatically email Copilot-generated summary from Power BI report?
Title: How to automatically email Copilot-generated summary from Power BI report?
Hi everyone,
I am using Copilot in Power BI to generate summaries and insights from my reports. I would like to automate this process and send the Copilot-generated summary as an email on a regular schedule, such as daily or weekly.
Is there a way to achieve this using Microsoft Fabric or Power BI features?
For example:
Can Copilot outputs be captured programmatically?
Is it possible to integrate this with Power Automate or a similar tool?
Are there any recommended workarounds to include AI-generated summaries in scheduled email subscriptions?
My goal is to deliver AI-generated insights directly to stakeholders via email without manual effort.
Any guidance or best practices would be greatly appreciated.
Thanks in advance.
Hello HalimeUstundag
You can try Fabric Notebook + Azure OpenAI Export data to Fabric Lakehouse
Python notebook calls GPT-4 to generate summary Power Automate emails it.
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Data With Pankaj - YouTubeI hesitate to recommend that but subscriptions now have a new "Copilot summary" feature.
Use at your own risk - the CU cost can be very large.
5 Replies
Hello HalimeUstundag
You can try Fabric Notebook + Azure OpenAI Export data to Fabric Lakehouse
Python notebook calls GPT-4 to generate summary Power Automate emails it.
If my response helped you, please consider clicking
Accept as Solution ✅ and giving it a Like 👍 – it helps others in the community too.
Thanks,
Connect with me on:
LinkedIn |
Data With Pankaj - YouTubeI hesitate to recommend that but subscriptions now have a new "Copilot summary" feature.
Use at your own risk - the CU cost can be very large.
Hi HalimeUstundag , Thank you for reaching out to the Microsoft Community Forum.
At the moment, there isn’t a way to programmatically capture or reuse Copilot-generated summaries from Power BI reports. Copilot outputs are generated dynamically in the UI and aren’t exposed via APIs or Power Automate, so you can’t directly automate them or pipe them into custom workflows.
The only native option available today is using Power BI email subscriptions with the Copilot summary feature enabled as lbendlin suggested. This allows you to schedule report emails (daily/weekly) that include an AI generated summary, which aligns closely with your requirement. However, this comes with some limitations, mainly lack of customization/control over the summary and potential Fabric capacity (CU) consumption.
If you need more flexibility like custom prompts, reusable summaries, integration into workflows), build your own pipeline by querying the dataset (via DAX/SQL), generating summaries using Azure OpenAI or similar in Fabric Notebooks/Data Factory like pankajnamekar25 suggested and then sending emails via Power Automate. That approach gives full control, but it’s essentially recreating Copilot outside Power BI rather than extending it.
Thank you lbendlin & pankajnamekar25 for your valuble responses.
Hi HalimeUstundag , hope you are doing great. May we know if your issue is solved or if you are still experiencing difficulties. Please share the details as it will help the community, especially others with similar issues.
Hi HalimeUstundag , Hope you are doing well. Kindly let us know if the issue has been resolved or if further assistance is needed. Your input could be helpful to others in the community.
