In March, we shared our vision for AI in SharePoint: We’re transforming how teams build solutions, publish content, and organize information using AI. With AI in SharePoint, you start with intent, describe it in natural language, and move directly to working solutions that reflect how your business actually operates. It is a multi‑turn, collaborative experience that spans site, page, list, and library creation, configuration, and consumption.
Thousands of organizations have joined the public preview, and we are excited to co-develop with our customers as they use AI to transform every step of the content lifecycle. During this preview, customers have shared a clear feedback theme with us: They need AI in SharePoint to be even more aware of how their organizations operate – the norms, processes, and content preferences that are essential for how work gets done.
Today at the Microsoft 365 Community Conference, we’re announcing how we are addressing this customer feedback. Now you can teach AI in SharePoint about:
- What to Know: Ask AI in SharePoint to remember something, and it will use a context file in the site to remember the norms and procedures for that site.
- How to Act: Ask AI in SharePoint to store a repeatable process and it will create a skill that can be reused by team members.
- What to Produce: Ask AI in SharePoint to create content and it will generate Word, PowerPoint, or Excel files and can also generate custom reports & dashboards aligned to the content preferences of your organization.
These capabilities roll out over the next couple of weeks for all opted-in public preview tenants and sites.
Teaching AI in SharePoint what to know about a site
Now, you can give SharePoint context it can remember across future sessions. Simply prompt it in chat to remember a shared rule or preference such as: "Remember that our team color is purple” or “avoid the use of aspirational language or marketing jargon.”
SharePoint saves context for preferences and rules, then applies it across the team
SharePoint saves that context at the site level, allowing it to operate with that information in mind for anyone who visits the site. When another team member uses SharePoint’s AI capabilities, such as generating content, it applies that shared context automatically, for instance by prioritizing purple in the color palette.
SharePoint’s ability to remember site context is rolling out over the next two weeks –to all AI in SharePoint public preview tenants. Learn more on how to get started.
Teaching AI in SharePoint how to act
Skills go beyond single pieces of context and enable you to define multi-step, repeatable shortcuts that reflect the processes of your team. They enable you to carry out work in the way your team expects. For example:
- Generating quarterly reports from business data: A finance team can create skills to generate a quarterly report from data stored in the site.
- Drafting proposals using past content: A sales team can create skills that define the structure of proposals and how it should be assembled from past proposals and product documentation. Sales team members can then generate the proposal as a Word document.
- Creating a project tracker list based on team standards: A project team can create a skill to define how a project tracker should be organized, including required columns, column types, and allowed values for fields. Team members can then generate a list that follows those standards automatically.
- Organizing content based on information architecture: A content management team can create a skill to apply corporate taxonomy when assigning metadata, renaming files, or organizing content into the appropriate structure.
To create skills for SharePoint, you just prompt it in chat to define a specialized capability.
Create skills for detailed, multi-step tasks to get repeatable outcomes
Anyone working on the site can invoke the site’s skills, so outputs are repeatable across the whole team. You can learn more about generating skills in this detailed help article.
Skills are now available to all AI in SharePoint public preview tenants. No additional setup is required. Learn more on how to get started.
What to produce: Generating content aligned to your preferences
Most real content workflows don’t end with a chat session – they end when the deliverable is produced. Now, new content generation tools enable AI in SharePoint to complete content workflows.
You can prompt SharePoint directly to generate files – Word, Excel, PowerPoint – as well as structured artifacts — reports, visualizations, interactive summaries — without any code. Ask SharePoint to generate a quarterly report, turn results into a press release, or draft a proposal based on past content, and it produces a live, interactive output you can act on without leaving SharePoint.
Teammates can leverage skills others have previously saved to the site and build structured, interactive artifacts, like reports
And because you can save the creation of that output as a skill, you get consistency over time. Ask SharePoint to generate your weekly report once, save that process as a skill, and every time it produces the same structured output the same way that your whole team can rely on.
Ask SharePoint to create documents from files saved on your site
This is what context, skills, and content generation produce together: AI in SharePoint that applies your organization's standards consistently and generates useful outputs on demand. This foundation of trusted, well‑structured content also helps power better responses from Copilot and agents across Microsoft 365, enabling more effective end‑to‑end workflows through Work IQ.
AI-driven content generation starts rolling out to public preview in late April through May.
How it works: Using open markdown files
This approach to shared context, skills, and content generation reflects an emerging industry pattern for AI systems: separating what AI needs to know from how it should act and what it needs to produce and applying it all consistently across workflows.
Context and skills are saved as plain-text Markdown (.md) files in the all-new Agent Assets library in the site, so they are versioned, governed, and editable by the right people on the team. SharePoint and OneDrive now support native viewing and editing of Markdown files directly in document libraries, allowing teams to open, update, and refine these shared capabilities in the browser without relying on developer tools.
SharePoint and OneDrive’s native markdown file editor
Updates to context and skills can happen naturally through the chat experience as you work. Just prompt SharePoint to make a change, and it applies that update directly behind the scenes. While it’s never required for users to visit the markdown files directly, they are there as a simple way for anyone on the team to see the know-how that might otherwise live in one person’s head. Now, the whole team can share, review, and improve it over time.
Become an AI in SharePoint champion
Ever since SharePoint’s early days, people have been a hero to their coworkers by configuring SharePoint to best fit their team’s business needs. Today’s announcements are the next generation of this heritage – and it’s never been easier to become a SharePoint champion for your team.
AI in SharePoint is available now in opt‑in preview for users with a Microsoft 365 Copilot license. Try the preview today: https://aka.ms/SPAIoptin
Join us for more AI in SharePoint deep dives this week at the Microsoft 365 Community Conference in Orlando:
- Meet AI in SharePoint (2:45-3:30 pm ET on Tuesday, April 21)
- AI in SharePoint: From Content Chaos to Clarity and Impact. Get Copilot Ready! (11:15 am - noon ET on Wednesday, April 22)
- Using SharePoint AI to Solve Business Processes (1:30-2:15 pm ET on Wednesday, April 22)
- Microsoft Lists – Organize, Automate, and Act with AI (9-9:45 am ET on Thursday, April 23)
- SharePoint: AI-Forward Content Creation & Curation for the Modern Intranet (10-10:45 am ET on Thursday, April 23)
Learn more about skills as part of AI in SharePoint
Microsoft