Transform Content into Intelligence with AI in SharePoint

Unlock Smarter Work with AI in SharePoint Online

Empower your organization with AI-driven insights, streamlined content management, and faster access to critical information.

AI in SharePoint

During the Public Preview, AI in SharePoint requires several prerequisites before users can access it. First, each user must have an active Microsoft 365 Copilot license. AI in SharePoint is included with this license during preview and at General Availability, with no extra charge.

By default, AI in SharePoint is turned off for all tenants. A PowerShell opt-in is required by a SharePoint Administrator or Global Administrator. Admins can enable the feature tenant-wide or only for selected SharePoint sites. Organizations that already enabled the earlier Knowledge Agent preview do not need to opt in again.

For the full preview experience, Microsoft recommends enabling Anthropic as an approved AI sub-processor in the Microsoft 365 Admin Center. This allows access to advanced reasoning models for multi-step planning and content execution. If Anthropic is not enabled, SharePoint uses a fallback model with potentially reduced capabilities. In EU and UK tenants, Anthropic is disabled by default and must be manually enabled.

To configure access, admins must use SharePoint Online Management Shell version 16.0.26615.12013 or later. If errors occur, older conflicting SharePoint modules should be removed and the latest module installed.

Access is managed through KnowledgeAgentScope settings:

  • AllSites: Enable on every site
  • IncludeSelectedSites: Enable only selected sites
  • ExcludeSelectedSites: Enable all except selected sites
  • NoSites: Disable everywhere (default)

Admins can manage up to 100 site URLs using KnowledgeAgentSelectedSitesList, with options to overwrite, append, or remove entries.

For multi-geo tenants, the configuration must be run separately in each geo region. AI in SharePoint is currently unavailable in GCC, GCC High, DoD, and air-gapped environments.

Create a document library with AI

AI in SharePoint lets users create a fully configured document library by simply describing its purpose — no manual column or metadata setup needed.
How It Works

  • Describe the purpose — e.g., “I need a library for vendor invoices.”
  • Upload a sample file (optional) — Helps AI recommend better metadata fields.
  • AI generates the configuration — Proposes a library name, description, and metadata columns.
  • Library is created automatically — Including AI-powered columns that auto-fill metadata (names, dates, categories, etc.) from uploaded files.

Use Cases

  • Finance — Invoices, expense reports, financial archives
  • Legal — Contracts, compliance records, policy libraries
  • Project Management — Deliverables, specs, milestone docs
  • HR — Employee records, onboarding files, training materials

Prerequisites

  1. Active Microsoft 365 Copilot license
  2. Tenant/site enabled for AI in SharePoint preview
  3. Permission to create document libraries

AI-powered columns use SharePoint’s Autofill engine, so all supported file types work for metadata extraction during setup and future uploads. This feature helps organizations build structured, searchable libraries faster with minimal manual effort.

Create sites with AI

Create Sites with AI in SharePoint helps users build complete Microsoft SharePoint sites using natural language instead of manual setup. Users simply describe the site they need, and AI generates a suggested structure with pages, lists, libraries, navigation, and sample content. Nothing is created until the user reviews and approves the plan.

Prerequisites

  • AI in SharePoint preview must be enabled by a SharePoint or Global Admin
  • Tenant must use the All Sites or the Exclude Selected Sites configuration
  • Active Microsoft 365 Copilot license required
  • Users must have permission to create SharePoint sites (self-service site creation enabled)

Key Benefits

  • Plan with AI – Describe your needs without SharePoint expertise
  • Review Before Build – Edit pages, lists, and libraries before creation
  • Fast Provisioning – AI creates the full site in minutes
  • Ongoing Improvement – Continue refining the site with AI after launch

How It Works

Step 1: Describe the Site
Example: “Create a site for project collaboration and progress tracking.” AI may ask follow-up questions.

Step 2: Review the Plan
AI proposes pages, navigation, libraries, lists, columns, and views.

Step 3: Refine by Chat
Users can request changes such as adding columns, removing pages, or renaming sections.

Step 4: Build the Site
After approval, AI creates the site using SitePlan.md, adds pages, lists, libraries, settings, and sample data. Provisioning may take up to 30 minutes.

Step 5: Explore & Improve
The site includes ready-to-use sample content, files, and lists. AI also suggests next steps, such as sharing and further setup.

Unsupported During Preview

Complex Microsoft Power Automate flows, advanced permissions, formatting, advanced web parts, and third-party integrations may require manual setup after creation.

Create autofill columns

Extending AI in SharePoint with Skills

SharePoint AI now goes beyond generic responses by learning your organization’s processes, terminology, and standards. Three core capabilities were announced:

  • Shared Context — Add site-level guidance (naming conventions, writing style, internal rules) that automatically assists all site users.
  • Skills — Convert repeatable workflows into reusable AI processes using plain language (e.g., metadata enforcement, proposal assembly).
  • Content Generation — Create finished Word, Excel, PowerPoint, and structured reports directly in SharePoint.

All configurations are stored as editable Markdown files in an Agent Assets library, protected by existing SharePoint permissions, retention, and audit controls.

Ideal for: Legal, financial services, healthcare, and other governance-heavy industries.

We’d love to explore ways to collaborate.

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