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EmmaHastings's avatar
EmmaHastings
Brass Contributor
Aug 13, 2026

Copilot as an HR analyst with sharepoint connection?

So we've been having these conversations about using Copilot a bit more effectively. Right now, we have all these surveys, reviews, and feedback templates people have filled out, and it's all in our SharePoint. I know I can manually take and upload them to copilot and it can give me summaries etc. Can I connect it to specific folders so it always accesses them without me manually uploading and gives me bulk analysis? Engagement trends, review score averages, etc.

Copilot in SharePoint

1 Reply

  • sohnash's avatar
    sohnash
    Iron Contributor
    Aug 15, 2026

     Hello EmmaHastings​ , you can go with one of the following options:-

     

    Option 1 - Use Copilot straight within SharePoint

    • Go to the library (down to folder level if you need) > open Copilot (icon on the right bottom) > put your analysis prompt and get responses.
    • This will be useful if it is adhoc and only you need to operate this.

     

    Option 2 - Create an agent

    • You can build a simple agent using Agent Builder > Under Knowledge, paste URL of the library (down to folder level again if you need) > Set up your agent instructions based on your analysis prompt
    • This option will be useful if you need to perform this action multiple times in a specific way & your team members can also use the agent