Preparing Your SharePoint Content for Copilot: A Practical Guide

Microsoft Copilot for Microsoft 365 is changing how people search, analyze, and create content at work. Instead of manually digging through folders, users can now ask natural language questions like “Summarize all project risks from last quarter” or “Draft a proposal using our standard templates.”

But here’s the reality many organizations are discovering the hard way: Copilot is only as good as the SharePoint content it can access.

If your SharePoint environment is cluttered, poorly structured, or over-permissioned, Copilot won’t magically fix it. In fact, it may surface irrelevant information, miss critical documents, or confuse users with inconsistent results.

This guide walks through practical, technical steps to prepare your SharePoint content so Copilot delivers accurate, secure, and valuable insights from day one.

 

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