CoPilot Agents - Word Tables
Hi, We have been trying to create a CoPilot agent within the business that can read data in a referenced folder within SharePoint and output a summary. Now the prompt I'm using works perfectly when using the "Researcher" agent within CoPilot, but when I use it in the agent the output is very different. For added context. I have made a SharePoint site which has a folder for each project and then all the docs relating to that project within. The user says to the agent, "give me a project overview for QXXXX", what should happen is, the agent finds that folder, which it's seemingly doing and it provides all the info in the layout I've mentioned in the prompt. So it can find the right folder, and it gives a good overview of the project. But any information that's within a table in word, it doesn't retrieve, I've even told it what document has the content in the table it should be bringing back and it says it can't read tables in Word. When I've researched this it seems to be the way CoPilot interprets the data is different depending whether you upload the file or just reference it like my agent is doing. Then in Researcher alternatively, I copy and paste the prompt into the text box, attach cloud files and select the project folder and the output is perfect. It retrieves all the content, dates etc and it's exactly what we need. My aim was to make an agent that can do the same but doesn't require the user to attach the folder, they can just give it the project number and it does it's thing. I'm still pretty new to agents, and appreciate it's still slightly new, but it doesn't feel like it should be doing that. Would anyone with some expertise in agents be able to assist in me fixing this? And if possible, be available via email for me to ask some further questions? Happy to provide any further information if needed. ThanksOverview of Copilot solutions and Key Benefits
Copilot isn’t one-size-fits-all. Each solution addresses different organizational needs. Here’s what they do—and why they matter. Microsoft 365 Copilot Chat is a conversational experience on web and mobile that delivers quick, context-aware answers from organizational data. It provides quick, context-aware answers from organizational data, improving responsiveness across departments while supporting mobile work scenarios. Microsoft 365 Copilot is an AI assistant built into Word, Excel, PowerPoint, Outlook, and Teams. It accelerates document creation, data analysis, and presentations and helps you catch up on meetings and messages. Copilot uses the context you already have in Microsoft 365—files, emails, chats, and calendars—through Microsoft Graph and respects the same permissions, security, and compliance your organization relies on. Microsoft Copilot Studio is a platform for extensibility and customization. It lets you build custom copilots and extend existing ones without writing code. Copilot Studio allows businesses to tailor AI to unique workflows without heavy development investment, accelerating innovation. Key benefits for organizations Copilot delivers three core benefits that impact the entire organization: Benefit How benefit achieved Example scenario Boost productivity by automating repetitive tasks. Copilot automates repetitive tasks and accelerates content creation across teams. A marketing team might use Copilot in Word to draft campaign briefs based on brand guidelines, reducing turnaround time from days to hours. Improve decision quality with data-driven insights. Copilot provides fast, data-driven insights, enabling better decisions at every level. An operations team might use Copilot in Excel to analyze supply chain data and identify cost-saving opportunities before quarterly reviews. Strengthen governance with enterprise-grade compliance. Copilot respects enterprise security and compliance standards, ensuring sensitive data stays protected. When legal teams draft contracts, Copilot uses only authorized organizational data through Microsoft Graph, maintaining compliance with internal policies and regulatory requirements.Connecting SharePoint Data to Copilot Insights A Complete Guide to Smarter Collaboration
AI is changing the workplace very fast than any other time. Using Microsoft 365 Copilot can help organizations get the true potential of their internal knowledge. SharePoint as the backbone of content and collaboration becomes even more powerful when connected to Copilot Insights. The integration between SharePoint and Copilot Insights gives the chance to users ask natural questions about their organization’s data and receive instant, intelligent answers, with no more digging through folders or chasing document versions. In this blog, we will walkthrough exploring why connecting SharePoint to Copilot Insights matters, how to configure your tenant for maximum success.
SharePoint Knowledge Agent Vs Power automate AI builder
If we want to classify, summarize and extract key info from documents uploaded/edited inside a SharePoint document libraries. seems we can do this using AI builder inside power automate which get triggered when add/edit a document or using the Knowledge Agent, mainly the "Organize this library" option. can any one advice when you use each?So many different CoPilots - confusing, unproductive
I think we have all learned that CoPilot is a brand, a suite of tools. That probably makes sense from Microsoft perspective, but it is confusing as heck for end users or people trying to roll out CoPilot in a company. Products include: Sharepoint agents CoPilot desktop app Copilot in Office apps -- different copilots for PPT, Word, excel, Outlook CoPilot Studio - custom copilots (which by the way turn into "apps"???) Teams Copilot Researcher and Analyst Agents Prompting Coach Visual Creator What is even more frustrating is they don't all work together or in the same environments. I want to call my Sharepoint Agent from my Copilot, nope. I want my Custom Copilot to use Researcher (or vice versa even), not happening (despite Copilot giving me instructions on how it should). Meanwhile, in Anthropic-land, I setup an MCP service to integrate Claude and my to do app. Not without hiccups, but it works now. The whole Copilot ecosystem needs to get a lot more consistent and quickly or you are going to continue to loose users. PS - as i went to post this, I needed to select Tags -- there were 20 Copilot products to choose from!Pre-Flight Check The 5 Non-Negotiable SharePoint Cleanups Before Deploying Copilot
Microsoft 365 Copilot is only as good as the data it can reach. Before you let this powerful assistant loose in your SharePoint environment, it’s crucial to make sure your data foundation is clean, secure, and well-governed. Think of it as a pre-flight checklist — a series of must-do cleanups to ensure your Copilot deployment takes off smoothly. Here are the five non-negotiable SharePoint cleanups every organization should complete before deploying Copilot. https://dellenny.com/pre-flight-check-the-5-non-negotiable-sharepoint-cleanups-before-deploying-copilot/
Prologue — Microsoft Planet (Episode 0)
Welcome to a world not of code, but of connection. Here begins the story of the “Microsoft Planet.” A world where four great nations and countless app kingdoms coexist, connected by invisible roads and bridges of information. The Four Great Nations — Foundations of the Planet Upon the vast continent of SharePoint, four great nations stand as the backbone of this world: ・SharePoint Federation ・OneDrive Kingdom ・Z-Cloud Empire ・Outlook Union Each serves as a place of preservation, guarding the memories and history of the planet. The App Kingdoms — The Front Stage Excel, PowerPoint, Teams, Word... Each nation holds its own culture and purpose, sometimes competing, sometimes supporting one another, together shaping the rhythm of the Microsoft Planet. Its citizens grow, learn, and occasionally misunderstand one another — many of these missteps arise simply because they have yet to truly understand how the world works. Roads and Bridges — The Network of Flow The nations are linked by countless roads and bridges. Through these paths, information flows freely, connections emerge, and the planet begins to move as one. The Traveler and the Fairy And within this world walks a traveler — a seeker of understanding, journeying through the Microsoft Planet. Beside them floats a small, imperfect yet reliable companion: the Copilot Fairy. When the traveler asks a question, the fairy lights the path and quietly guides them forward. Thus begins the journey — a story of understanding that moves the heart of the Microsoft world itself. Author’s Note In this story, the primary “storage realms” are represented as SharePoint, OneDrive, Z-Cloud, and Outlook, in alignment with how users actually perceive them. Technically, these all exist atop SharePoint, but the narrative prioritizes the user’s perspective for clarity. Stories of the individual app kingdoms (Excel, Teams, etc.) will later appear as side tales within the same world. ※ This story is an educational narrative written from the perspective of a learner, depicting the world of Microsoft as seen by momotarou. While technical aspects are considered, the author prioritizes user understanding above all else. 0話 ― Microsoft星 序幕 ここは「Microsoft星」。 四つの大国と、数多のアプリ国が息づき、 道や橋で結ばれた、不思議な星である。 四つの大国 ― 星の基盤 この星を支えるのは、広大なSharePoint大陸の上に築かれた四つの大国。 ・SharePoint連合国 ・OneDrive王国 ・Zクラウド大帝国 ・Outlook連邦 それぞれが「保存先」として、星の記憶と歴史を守っている。 アプリ国 ― 表舞台 Excel国、PowerPoint国、Teams共和国、Word国――。 それぞれが独自の文化と役割を持ち、 時に競い、時に支え合いながら、Microsoft星の営みを形づくっている。 国々の住民たちは、成長を重ねながらも、時にすれ違う。 すれ違いの多くは、この星の仕組みを十分に理解できていないことから生まれていた。 道や橋 ― 交通網 国々を結ぶのは道や橋。 情報が流れ、連携が生まれ、星全体がひとつに動き出す。 旅人と妖精 この物語には、一人の旅人がいる。 Microsoft星を巡りながら、まだ見ぬ真実を探す冒険者。 その傍らには、完璧ではないが頼れる伴走者―― 小さな妖精コパイロットがいる。 旅人が問いを投げれば、道を照らし、静かに導いてくれる。 こうして物語は始まる。 星の仕組みをめぐる“理解の旅”が、いま静かに、しかし確かに動き出した。 解説 この物語では、主要な保存先をユーザーの感覚に沿って、 SharePoint、OneDrive、Zクラウド、Outlookとして描いています。 本来、これらはすべてSharePoint上に存在しますが、 物語の中ではユーザー目線を優先にして表現しています。 なお、各アプリ（Excel、Teamsなど）の物語は、後日、外伝として描きたいと考えています。 ※ この物語は、@momotarou が見た Microsoft の世界を、学び人の視点から描いた教育物語です。 技術的な面も考慮しつつ、筆者はユーザーの「理解」を最も重視して執筆しています。あらかじめご了承ください。
