Forum Discussion
Can Copilot help summarize employee feedback and review data?
Hi
Yes, Copilot in Microsoft 365 can help managers prepare for performance reviews by summarizing feedback, notes, and goals stored in SharePoint or OneDrive, but the effectiveness depends heavily on how well your SharePoint environment is structured and governed.
You need to Tag documents clearly, Clean SharePoint data like Remove duplicates, outdated files, and “junk” folders, ensure permissions are correct, so Copilot doesn’t surface irrelevant or sensitive content.
You can do some workarounds like-
Start with Copilot in SharePoint and Teams no custom build needed.
Clean and tag files before rollout.
Use SharePoint Advanced Management to tighten governance.
If managers need more tailored workflows, explore Copilot Studio for lightweight custom agents.
Thanks
Sunita