If you've ever hunted through SharePoint folders, opened three versions of the same document and still couldn't tell what was going on, this is for you. Two prompts pull together where your project stands and turn it into an update you can share with your team.
In the video I said to comment SHAREPOINT. This is that guide. You'll need a Microsoft 365 Copilot license from your work account.
Review the documents in this folder and create a weekly project update. Include progress, decisions, blockers, and next steps. Add owners and deadlines where they're documented and link to your sources. If anything is missing or conflicts, flag it. Don't guess.
Turn this into a team update under 250 words. Start with what needs attention, then progress and next steps. Keep the source links.
What Copilot reads depends on what you have open. In the library with nothing selected, it looks at the whole library. With a folder selected, it looks at that folder. With files selected, it looks at those files, up to five at a time. Microsoft counts review across a very large set of documents as advanced work, which uses Copilot Credits your company pays for separately. Pointing it at one project folder keeps it focused.
Yes. Open the document library, select the folder and open Copilot in SharePoint. With a folder selected, Copilot works from the files in that folder. With nothing selected it looks at the whole library, and with files selected it works from those files, up to five at a time.
You need a Microsoft 365 Copilot license. Everyday use, such as asking questions about your files and creating Word or PowerPoint files, is included. Work across very large sets of content, or AI automations that run on a schedule, uses Copilot Credits, which your admin turns on separately.
Select the Copilot button at the bottom right of a SharePoint page and choose Ask a question, or select the agent icon at the top right. If a different agent opens, choose Copilot in SharePoint from the dropdown next to its name. If you don't see it, your admin may have turned it off for that site.
Yes. Ask it to review the documents in your project folder and create a weekly update with progress, decisions, blockers and next steps, with owners and deadlines and links to the sources. Then ask it to shorten that into a team update under 250 words. Check every owner and date against the files before you send it.
Yes, by saving it as a skill. Ask Copilot to create a personal skill, describe the steps, review the draft and confirm. A personal skill is stored in your OneDrive and works on any SharePoint site you can open. Run it with Run [skill name] on this folder.
One prompt that saves the team update as a Word file in the project folder, so last week's update is always one click away.
Once the team update reads right, save it next to the documents it came from. Making a Word file from Copilot in SharePoint is included with the Microsoft 365 Copilot license.
Save this team update as a Word document in this folder. Name it [Project name] update [date]. Keep the headings and the source links.
Next week, run the same two prompts and save the new update the same way. The folder becomes your project history.
Prompts, step-by-step guides and checklists you can put to work today.