How to Use SharePoint Copilot Agents Outside SharePoint

Learn how to use SharePoint Copilot Agents inside Microsoft Teams to supercharge project management, collaboration, and workflows.

In this session, I will who you how to create and customize agents (like a Project Manager), ground them in SharePoint content, and interact with them in Teams as if they were part of the team.

What you’ll learn:

-You don’t need to be in SharePoint to use Copilot agents.
-Add SharePoint pages directly as tabs in Teams.
-Customize agents to focus on specific content.
-Agents learn dynamically from files in their folders.
-Chat with agents in Teams like real colleagues.
-Create multiple agents for different purposes (project management, policy Q&A, etc.).
-Review agent responses before sharing with the team.
-Streamline workflows and boost productivity with integrated agents.

Timestamps:
00:00 Introduction to SharePoint Copilot Agents
03:05 Integrating SharePoint Agents into Microsoft Teams
06:05 Creating and Customizing Project Manager Agent
08:30 Interacting with Agents in Teams
11:44 Using Multiple Agents for Different Purposes

#SharePoint, #microsoftcopilot , #microsoftteams , #projectmanagement, #agents, #productivity, #collaboration, #automation, #workflows