Build a Copilot Agent for Your Company Policies in SharePoint

Learn how to build a company policy agent with Microsoft Copilot, using SharePoint as the knowledge source for accurate, grounded answers. In this practical walkthrough, I start with a collection of company policy documents and build the complete solution from the ground up. You'll see how to: ✅ Create a company policies document library in SharePoint ✅ Use Copilot to create AI-powered autofill columns ✅ Automatically classify policies and generate document summaries ✅ Create a Copilot agent that answers employee policy questions ✅ Restrict the agent's knowledge to the relevant SharePoint content ✅ Test questions about hybrid working and employee leave ✅ Create an HTML page for the SharePoint site using Copilot ✅ Give employees quick access to both the policy library and Copilot agent The goal is simple: Tnstead of expecting employees to search through individual policy documents, give them an agent that can find the relevant information and provide concise answers grounded in the organisation's policy content. Chapters: 00:00 - Introduction Introduction to the business scenario and session goals 00:47 - Document Library Setup Creating the document library and setting up AI-powered metadata columns 04:38 - Uploading and Auto-Classifying Uploading policies and seeing Copilot auto-classify documents 06:29 - Creating Copilot Agent Creating and configuring a Copilot agent to answer policy questions 11:02 - Testing the Agent Testing the agent with sample employee questions 13:42 - Creating HTML Page Generating and uploading an HTML page to the SharePoint site 19:13 - Publishing to Copilot Studio Moving the agent to Copilot Studio and deploying to SharePoint If you're exploring practical ways to use Microsoft Copilot, Copilot agents and SharePoint inside your organisation, this walkthrough shows how the pieces can work together in a real business scenario. #MicrosoftCopilot #CopilotAgents #SharePoint #Microsoft365 #AI #SharePointOnline #microsoft365copilot