Second brain · 15 min

Make a SharePoint agent that answers from your team's files

SharePoint, Create an agent

Short answer: In a SharePoint document library, select the files or folder and choose Create an agent. Customize the name, knowledge sources and instructions, then share it with a link or in Teams. Each person only gets answers from files they can already open.

Last checked against Microsoft docs: Oct 21, 2026

You've seen people build a custom GPT or Claude Project loaded with team docs. Here's how in Copilot: create an agent right from a SharePoint library and share it with your team in Teams.

A common situation (composite)

I answer the same five questions every week.
The answers are all in our SharePoint.
Nobody can find them.

What you get

Data: files in one SharePoint site or library.
Does: answers questions from those files.
Output: a shareable agent.
How often: build once, update as files change.

Before you start

Needs: To create the agent: a Microsoft Copilot license and edit rights on the site. To use it: a Copilot license, or pay-as-you-go billing for SharePoint agents set up by your organization. Not sure what you have? Start here.
Where: SharePoint, Create an agent.
Access: Copilot only uses content you already have permission to open. Use only information your company allows in Copilot.

The steps

Open the SharePoint library and select the files or folder you want the agent to use.
Select Create an agent from the command bar.
Edit the name, sources and instructions. Paste the instructions below.
Try it with real questions, then share the link or add it to a Teams chat.

Copy this prompt

You answer questions about [team]'s [policies / process docs / product sheets].
Only answer from the files in your sources. Name the file for every answer.
If the answer isn't in the files, say "I can't find that in our files" and suggest asking [contact].
Keep answers under 100 words. Don't give legal or HR advice beyond what the files say.

(Prompt from stuckwithcopilot.com/guides/sharepoint-knowledge-agent/)

Data tip: use this with your work Copilot, and leave out passwords, payment details and anything your company marks restricted.

What a good result looks like

Ask five questions you know the answer to, and one you know isn't covered.

If a feature is missing

If you don't see Create an agent, you need a Copilot license or edit rights on the site. Plan with the first agent guide and ask IT.

Make it smarter

Keep a short "What it got wrong" note. Paste it above the prompt next time, like "Don't invent dates".

Not sure what to ask? Copy the quick note for your Copilot admin.

Sales version: an RFP answer library

A SharePoint agent pointed at your approved RFP answers is one of the most useful things a sales team can build.

Approved only: point it at a library of approved answers, not drafts.
No guessing: tell it to say NEEDS SME when the library doesn't cover a question.
Full process: see the RFP first-pass guide.

Prompt

Answer these RFP questions using only the files in this library: [paste questions]. For each answer, name the file. If the library doesn't answer a question, write NEEDS SME.

(Prompt from stuckwithcopilot.com/guides/sharepoint-knowledge-agent/)

Make it better

Run this next, in the same chat.

Which of these questions came up in past RFPs in this library? Show me the past answer and the file it's in, so I can reuse what's already approved.

(Prompt from stuckwithcopilot.com/guides/sharepoint-knowledge-agent/)

Data tip: use this with your work Copilot, and leave out passwords, payment details and anything your company marks restricted.

Questions people ask

Make a SharePoint agent that answers from your team's files?

In a SharePoint document library, select the files or folder and choose Create an agent. Customize the name, knowledge sources and instructions, then share it with a link or in Teams. Each person only gets answers from files they can already open.

What do I need for this?

To create the agent: a Microsoft Copilot license and edit rights on the site. To use it: a Copilot license, or pay-as-you-go billing for SharePoint agents set up by your organization. If you don't see Create an agent, you need a Copilot license or edit rights on the site. Plan with the first agent guide and ask IT.

Next step

Try it once, then make it yours.

Run the prompt on one real task this week. Then pick your next workflow.

See the workflow library ↗

Cite or share this guide

Make a SharePoint agent that answers from your team's files. Stuck with Copilot. https://stuckwithcopilot.com/guides/sharepoint-knowledge-agent/ Last checked Oct 21, 2026.

One Copilot idea a week

One idea a week that makes your job easier, makes you smarter, and gets your Copilot doing more for you. Something genuinely cool, not a hack. Built for people in sales, marketing and ops.

Official references

Last checked against Microsoft docs: Oct 21, 2026.