A Modern Approach to SharePoint and Viva in the Age of Copilot: Webinar Recap
AI innovation isn’t slowing down, and neither should your workplace. In our latest webinar, Carolyn Gjerde walked through how SharePoint, Viva, and Microsoft Copilot are transforming the way teams collaborate and get work done. With hands-on demos, real-world scenarios, and strategic takeaways, the session spotlighted how AI is becoming a powerful ally in the modern digital workspace.
Missed it or want a quick refresher? Here’s a look at what we covered and how it can help you work smarter.
Setting the Stage: It’s Not About Replacing You, It’s About Empowering You
Carolyn kicked things off by challenging a common fear: that AI is here to take over. In reality, Copilot is here to eliminate the busy work—think manual search, document drafting, and data summarizing—so that humans can focus on what they do best: leading, collaborating, and creating.
She emphasized that to unlock real value from AI, we need to rethink the structure of our digital workplaces. That’s where SharePoint, Viva, and Copilot come together as a powerful trio:
- SharePoint: The backbone of content and structure
- Viva: The hub for people, engagement, and experience
- Copilot: The intelligence layer driving clarity and productivity
A Day in the Life: Jordan and Riley’s Copilot-Powered Workflow
Intelligent Content Summarization and Risk Mapping with Copilot Chat
Jordan started her day by checking in on operational strategy documents using Copilot in Microsoft Teams. Instead of digging through files, she simply asked, “What are the key updates from our Q3 OKRs?” Copilot pulled highlights from multiple documents, provided direct answers, linked sources, and even summarized risks and dependencies—all in natural language. It even offered to generate visuals like a risk tracker or dependency map, helping Jordan prepare structured talking points for her next leadership meeting within minutes.
Smarter Document Libraries with SharePoint Agents
Carolyn also demonstrated how SharePoint agents turn contract libraries into intelligent assistants. Jordan used Copilot to:
- Identify expired vendor contracts
- Flag files missing metadata (like department owners)
- Summarize contract types
- Generate a table of expiration dates
- Suggest which contracts may need renewal soon
Rather than clicking through folders or spreadsheets, she got instant answers—all from simple prompts.
Leadership Messaging in Viva Engage + Copilot
When it came time to communicate strategy updates, Jordan used Viva Engage + Copilot to draft a leadership post. After generating an initial message, she guided Copilot to tweak the tone—removing formalities like “Dear team” and “Best regards”—so the message felt more authentic. As Carolyn noted, “Copilot isn’t replacing your voice—it’s helping you express it more clearly.”
💡 Key Demo: Using Copilot in Teams chat to surface Q3 updates and generate talking points for a leadership post
Time Management with Copilot in Teams
Meanwhile, Riley began her day by receiving the shared strategy document from Jordan. Copilot immediately surfaced a document summary, then helped her turn it into a short, scannable intranet post using Copilot in SharePoint. But the real surprise? Riley then used Copilot in Teams to build her daily schedule, blocking focus time and prioritizing tasks around meetings—like having a digital executive assistant.
Brainstorming with Microsoft Loop
To wrap up, Riley used Copilot in Microsoft Loop to brainstorm content for the next internal newsletter. A simple prompt like “What content should we include in next month’s leadership updates?” triggered a structured list of ideas that sparked immediate creative direction.
Key Takeaways
- Copilot isn’t replacing your job, it’s here to take your busy work.
- SharePoint + Viva + Copilot together build a connected, intelligent, and more human digital workplace.
- AI’s effectiveness is only as good as your foundation—organize your content, manage permissions, and align your tools.
- Don’t aim for perfection out of the box. Start small, iterate, and engage your teams through exploration and experience.
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