Loading...

One-click AI agents in SharePoint and Teams - focused on files you select (Microsoft 365 Copilot)

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
Microsoft Mechanics Podcast
Microsoft Mechanics Podcast

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.

Share post:

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...

1 hour ago

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 ...

1 hour ago

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...

3 hours ago

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...

18 hours ago

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...

19 hours ago

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...

19 hours ago

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...

19 hours ago

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...

19 hours ago

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...

19 hours ago

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...

21 hours ago
Stay up to date with latest Microsoft Dynamics 365 and Power Platform news!
* Yes, I agree to the privacy policy