sharepoint-list-insight-report-generator

Before starting, verify that configured SharePoint connector actions, agent flows, or equivalent tools can discover approved lists and their schemas, retrieve list items page by page, and invoke Create file to return the created file's URL or path. A SharePoint knowledge source alone does not guarantee these capabilities. If any capability is unavailable, stop and name the missing capability.

Step 1 – Identify the Target List

1. Read the user request and identify the requested SharePoint list name.
2. Inspect the selected SharePoint knowledge source.
3. Retrieve all available SharePoint lists.
4. Perform a case-insensitive exact match on list title (and any explicit aliases in list metadata).
5. Proceed only on an exact match or an explicit user selection; otherwise stop and prompt the user to choose from the available lists.

Validation Logic

Before performing any analysis, enumerate all SharePoint lists available in the selected knowledge source.

The requested data source must be explicitly mapped to an existing SharePoint list.

Allowed conditions to continue:

• Exact list name match.
• User explicitly selects a list from the available lists.
• Alias defined in list metadata.