SharePoint: AI Skills w/ Daniel Anderson

Key insights

• Skills (AI in SharePoint): Reusable, procedural instructions stored as plain Markdown that teach Copilot how to run multi-step tasks inside a SharePoint site.
  They live in the site’s Agent Assets Library under a Skills folder and follow the site’s permissions.
• How skills run: Create a skill from the AI in SharePoint chat by describing the workflow, review the draft, and save it.
  Users run skills by selecting files, asking a matching request, or calling the skill by name; the chat shows a skill indicator when a skill loads.
• New approach: Skills capture reusable procedural knowledge instead of one-off prompts, so Copilot performs the same structured steps each time.
  This reduces variation and improves predictable results for routine processes.
• Key capabilities: Skills can auto-load when prompts match, perform cross-document analysis, update metadata in natural language, and execute locally on the site without external code.
  They make common tasks like contract or report review repeatable and auditable.
• Main benefits: Faster repeatable work, consistent outputs, SharePoint-native governance, easy team reuse, and no-code creation by users with edit rights.
  Sites keep control through existing permissions and compliance settings.
• Current status and guidance: Microsoft lists Skills in public preview.
  They’re ideal for building a site library of repeatable procedures (for example, contract review) but should be tested and governed to ensure accuracy and compliance.

Keywords

AI in SharePoint, SharePoint AI skills, SharePoint Copilot, Microsoft 365 AI for SharePoint, SharePoint AI integration, SharePoint automation with AI, Power Platform AI for SharePoint, Daniel Anderson SharePoint AI