One-click AI agents in SharePoint and Teams - focused on files you select (Microsoft 365 Copilot)
Streamline your workflow and enhance team collaboration with one-click AI agents in Microsoft 365 Copilot. Automate responses, generate detailed documents, and maintain up-to-date content without moving files outside Microsoft 365. Agents utilize your existing content to provide accurate and efficient outputs, saving you time and ensuring consistency. Integrate them into Microsoft Teams to facilitate real-time information sharing and collaboration.
CJ Tan, Microsoft SharePoint and OneDrive GPM, shares the steps to get started building custom AI agents.
► QUICK LINKS:
00:00 - Create specialist agents in one click
00:42 - How to create an agent
02:12 - Data security & version control
02:39 - Customize your agent
04:14 - Access and permissions
05:39 - Test it out
06:23 - Use agents in Teams
07:50 - Agent files
08:25 - Wrap up
► Link References
For more ideas and details for building your own agents, check out https://aka.ms/SharePointAgentsAdoption
► Unfamiliar with Microsoft Mechanics?
As Microsoft's official video series for IT, you can watch and share valuable content and demos of current and upcoming tech from the people who build it at Microsoft.
• Subscribe to our YouTube: https://www.youtube.com/c/MicrosoftMechanicsSeries
• Talk with other IT Pros, join us on the Microsoft Tech Community: https://techcommunity.microsoft.com/t5/microsoft-mechanics-blog/bg-p/MicrosoftMechanicsBlog
• Watch or listen from anywhere, subscribe to our podcast: https://microsoftmechanics.libsyn.com/podcast
► Keep getting this insider knowledge, join us on social:
• Follow us on Twitter: https://twitter.com/MSFTMechanics
• Share knowledge on LinkedIn: https://www.linkedin.com/company/microsoft-mechanics/
• Enjoy us on Instagram: https://www.instagram.com/msftmechanics/
• Loosen up with us on TikTok: https://www.tiktok.com/@msftmechanics
Published on:
Learn more
Made for tech enthusiasts and IT professionals. Expanded coverage of your favorite technologies across Microsoft; including Office, Azure, Windows and Data Platforms. We'll even bring you broader topics such as device innovation with Surface, machine learning, and predictive analytics.
Related posts
Microsoft 365 Copilot: Researcher agent output formats
Microsoft 365 Copilot’s Researcher agent will add new export formats—PowerPoint, PDF, Infographic, and Audio overview—and improve existing Wor...
Outlook: Print calendar events in new Outlook and Teams
Users will now have basic options for printing calendar events in the #newoutlookforwindows and Teams calendar, including choosing whether to ...
Microsoft 365 Exceeds 450 Million Commercial Paid Seats
Microsoft FY26 Q2 results included a new figure for Microsoft 365 commercial paid seats: "over 450 million." Seats are growing at a consistent...
Microsoft 365 & Power Platform Community Call – January 29th, 2026 – Screenshot Summary
Call Highlights SharePoint Quicklinks: Primary PnP Website: https://aka.ms/m365pnp Documentation & Guidance SharePoint Dev Videos Issues...
Microsoft Copilot (Microsoft 365): Image Upload in Copilot Chat for Government Cloud
The image upload feature in Microsoft 365 Copilot allows users to upload images and seek insights from Copilot based on those images. We are b...
Microsoft 365: Modernized Access Denied Web Experience
We’re introducing a visual refresh of the Access Denied web experience across Microsoft 365, where users can request access to files, sites, a...
Microsoft 365: Enhancements to the room booking experience in the Places app
We’re enhancing the room booking experience in the Places App to align with the desk booking flow and visuals. This unifies the booking experi...
Microsoft Copilot (Microsoft 365): Surveys Agent and Copilot Chat in Microsoft Forms
Microsoft 365 Copilot Chat is now integrated in Microsoft Forms, including enabling the Surveys Agent from within Forms. Surveys Agent provide...
SharePoint: Dark mode support in SharePoint Admin Center
Dark mode will now be supported in SharePoint Admin Center. Product SharePoint Release phase General Availability Release date February CY2026...
Microsoft Teams: Report a suspicious call
Microsoft Teams will introduce a “Report a Call” feature by mid-March 2026, allowing users to flag suspicious one-to-one calls. Re...