Describe what you need in plain English and Copilot proposes a full site structure — pages, libraries, lists, and navigation — before building anything. You review and approve the plan, then your site is provisioned in minutes, complete with sample data. No SharePoint expertise required.

Describe the library’s purpose and optionally upload a sample file. Copilot generates the library name, description, and a complete metadata schema with AI-powered columns that automatically tag documents as they’re added — turning a manual setup task into a 60-second job.

Copilot analyzes up to 20 existing files in a library and suggests metadata columns with extraction prompts that automatically populate values when new files are added. No more manual tagging — metadata flows from document content, improving findability and enabling downstream automation.

Set up library automation rules using plain language — no Power Automate experience needed. Describe what should happen (send a notification, move a file, copy to another folder, update a value) and Copilot configures the rule. Perfect for routing contracts, escalating approvals, or organizing incoming files.

Describe how you want to see your library content and Copilot creates a custom view — showing and hiding columns, sorting, filtering, and grouping based on your request. Surface what’s most important to you or your team without touching SharePoint settings manually.

Track real-time progress of AI operations on your files. See whether autofill, tagging, or document processing is in progress, completed, or failed — with an activity panel showing file names, summaries of what was done, timestamps, and error details.

Turn Word templates into intelligent AI-powered forms. Content managers define the template and fields; content consumers fill out a form and a compliant document is automatically generated — preserving approved layout and language while merging submitted values. Ideal for contracts, offer letters, purchase orders, and compliance documents.

Skills turn repeatable multi-step workflows into reusable assets that your entire team can invoke. Created in plain language via chat and stored as Markdown files in the Agent Assets library, skills encode your organization’s specific rules — document standards, review checklists, naming conventions — so Copilot follows the same playbook every time, automatically.

From license verification to PowerShell setup to site-level opt-in strategy. We handle the end-to-end configuration so your team can focus on adoption, not troubleshooting.

Before AI in SharePoint can work well, your content needs to be there; organized, clean, and structured. We migrate from legacy systems, Google Workspace, or on-premises SharePoint with a content-first approach.

Not sure if your tenant is ready for Microsoft 365 Copilot and by extension, AI in SharePoint? Our readiness assessment gives you a clear picture of where you stand and exactly what steps to take.