01Summarize up to 5 files in OneDrive without opening themVerified

Copilot in OneDrive summarizes files without opening them. On the web you can select up to 5 files, and in Windows File Explorer you can right-click to summarize.

Steps
  1. Sign in to onedrive.com with your work account
  2. Select supported files (up to 5) and choose Summarize this file from the Copilot button at the bottom right
  3. The Copilot panel generates a summary
  4. Use Ask a question for follow-ups
  5. In File Explorer, right-click the file > OneDrive > Summarize
Example prompt

(After the summary, via Ask a question) For these three conference presentation files, give three key points each for an internal study session.

Caution

Videos and images are not supported. Treat output as a draft, open the cited sources to check against the originals, and have a person make the final decision.

Availability
Work or school accounts need a Copilot license. Available on the OneDrive website and Windows PCs.
Source
Microsoft Support, "Summarize your files with Copilot"
Microsoft Support, "Frequently asked questions about Copilot in OneDrive"
Verified
2026-10-25 (v1)
Supporting passage from the source
With Copilot in OneDrive, you can generate summaries for files stored on OneDrive without the need to open them individually.

02Compare old and new SOP versions in OneDriveVerified

Copilot in OneDrive can compare up to 5 selected files. Use it to check differences between SOP or procedure versions.

Steps
  1. Sign in to onedrive.com
  2. Select up to 5 files
  3. Choose Compare these files from the Copilot button at the bottom right, Compare files from the Copilot button in the command bar, or More actions (...) > Copilot > Compare files
  4. Continue asking questions in the Copilot panel
  5. In File Explorer, right-click > OneDrive > Compare files
Example prompt

Show the differences between SOP version 3 and version 4 in a table with three columns: steps, responsible role, and record form. Include removed steps.

Caution

The comparison may miss changes. For GMP-controlled documents, check against the official change history and revision rationale in your document management system, and have a person confirm.

Availability
Work or school accounts need a Copilot license. Available on the OneDrive website and in File Explorer.
Source
Microsoft Support, "Compare your files with Copilot in OneDrive"
Microsoft Support, "Frequently asked questions about Copilot in OneDrive"
Verified
2026-10-25 (v1)
Supporting passage from the source
With Copilot in OneDrive, you can select up to 5 files and compare the differences without having to open and sort through countless files in your OneDrive.

03Ask questions across files without opening themVerified

Select one to five files in OneDrive and ask Copilot a question to get answers without opening each file.

Steps
  1. Sign in at onedrive.com and go to the folder with the files
  2. Select one to five files, then select the Copilot button in the lower-right corner
  3. Enter your question at the bottom of the Copilot chat panel
  4. Select Send
  5. Ask more questions about the same files in the chat panel
Example prompt

From the three selected promotional material review meeting notes, list the most common reasons for sending materials back.

Caution

Questions about video or image files are not supported. Treat output as a draft, open the cited sources to check against the originals, and have a person make the final decision.

Availability
OneDrive website and Windows PCs. Microsoft 365 Personal, Family, Premium, or Pro, or a work or school account with a Copilot license.
Source
Microsoft Support, "Ask questions about your files without opening them"
Verified
2026-10-25 (v1)
Supporting passage from the source
Copilot in OneDrive can help you find information in your files without opening each file. Ask Copilot questions about up to five selected files.

04Create a OneDrive agent grounded in selected filesNeeds check

In OneDrive you can create an agent that uses up to 20 files as sources. The agent is saved as a .agent file that you can share.

Steps
  1. Sign in to OneDrive with your work account
  2. Select files and choose Create agent from the toolbar or right-click menu (or + Create or upload > Create an agent)
  3. Specify up to 20 sources, name the agent, and set its behavior
  4. Select Save or Save as
  5. To share, select the .agent file, choose Share, set permissions, and send the link
Example prompt

(Behavior example) Answer only from the approved FAQ and product information summary in the sources. If something is not in the sources, say 'not stated' and do not guess.

Caution

Recipients who cannot access the files inside the agent will not see its responses. Only DOC, DOCX, PPT, PPTX, PDF, TXT, RTF, and MD are supported. A selected folder must contain no more than 20 files.

Availability
Work or school accounts with a Microsoft Copilot license only.
Source
Microsoft Support, "Create and use an agent in OneDrive"
Verified
2026-09-12 (v1)
Supporting passage from the source
The person you share with must also have access to the files inside the agent. If not, they won't see the agent's responses.

05Use SharePoint site agents to find internal documentsNeeds check

Every SharePoint site has a ready-made agent scoped to its content. With edit permissions and a Microsoft Copilot license, you can build your own agent with up to 20 sources.

Steps
  1. On the site home page select New > Agent, or select files and choose Create an agent from the context menu
  2. Specify up to 20 sources (sites, document libraries, folders, files)
  3. Set the name, purpose, and behavior
  4. Agents created from the home page are stored under Site contents > Site Assets > Copilots
  5. Share a custom agent by copying its link from the ellipsis in the agent list
Example prompt

(To the quality assurance site agent) Which is the latest promotional material review checklist? Show its revision date and main changes.

Caution

An agent answers only from sites, pages, and files that are in its sources and that the user already has permission to access. If site permissions are too broad, unintended users will see that content in answers. The ready-made agent cannot be deleted or shared.

Availability
Available with a Microsoft Copilot license or when Pay-As-You-Go billing is set up. Creating an agent requires site edit permissions.
Source
Microsoft Support, "Frequently asked questions about Copilot in SharePoint"
Microsoft Support, "Create an agent in SharePoint"
Verified
2026-09-12 (v1)
Supporting passage from the source
Currently, you can include up to 20 source items as the knowledge source of an agent.

06AI-assisted FAQ creation moves to the Copilot in SharePoint authoring experienceNeeds check

The FAQ web part becomes a standard, non-AI authoring experience, and AI-assisted FAQ creation and import move to Copilot in SharePoint. Existing FAQ web parts keep rendering without migration.

Steps
  1. In the Copilot in SharePoint authoring experience, use natural-language prompts and selected grounding sources to generate FAQ content.
  2. The generated content is saved to the compatible FAQ web part.
Caution

Based only on a roadmap entry; the text gives no on-screen steps. Compare the FAQ content with the source documents and have the responsible person check it before publishing.

Availability
Roadmap GA date: October CY2026.
Source
Microsoft 365 Roadmap, "SharePoint: Changes to the FAQ web part authoring experience"
Verified
2026-10-28 (v2)
Supporting passage from the source
The AI-assisted FAQ creation and import will move to the Copilot in SharePoint authoring experience, where authors can use natural-language prompts and selected grounding sources to generate FAQ content that is saved to the compatible FAQ web part.

07Create a personal skill once and use it across all SharePoint sitesVerified

A personal skill created once in Copilot in SharePoint can be reused across all SharePoint sites, not tied to one site.

Steps
  1. Ask Copilot to create a personal skill (for example, a weekly leadership update format)
  2. Use the created skill against project content on a different SharePoint site
Example prompt

Create a personal skill for concise weekly leadership updates with progress, decisions, risks, and next steps.

Caution

A personal skill is scoped to the individual user, not a shared team setting. For pharma-related summaries, a person should still review the generated output before use.

Availability
Copilot in SharePoint requires a Microsoft 365 Copilot license per the source; the rollout stage of the personal skills feature itself is not stated in this text.
Source
Microsoft Tech Community — SharePoint Blog, "What's New in Copilot in SharePoint: September 2026"
Verified
2026-10-25 (v1)
Supporting passage from the source
What's new: Create a personal skill once and use it across all your SharePoint sites

08Improve a skill using tests and measured evaluationsVerified

Asking Copilot to improve a skill produces tests, evaluation criteria, and measured changes, instead of manually rewriting instructions and hoping for a better result.

Steps
  1. Tell Copilot which skill to improve (for example, a marketing legal review skill)
  2. Ask it to create representative tests and evaluate current results
  3. Review the recommended changes before applying them
Example prompt

Improve my marketing legal document review skill. Create representative tests, evaluate the current results, and recommend measured changes.

Caution

Even for legal/review skill improvements, the final judgment on adequacy stays with the legal or review team, not Copilot.

Availability
Requires a Microsoft 365 Copilot license per the source; the rollout stage of the evaluation capability itself is not stated in this text.
Source
Microsoft Tech Community — SharePoint Blog, "What's New in Copilot in SharePoint: September 2026"
Verified
2026-11-01 (v1)
Supporting passage from the source
What's new: Ask Copilot to improve a skill with tests, evaluations, and measured changes instead of manually rewriting instructions and hoping for a better result.

09Build SharePoint-safe HTML using the tenant's own _html guidance pageVerified

Pointing an AI assistant to a tenant's own "_html" guidance page lets it produce HTML designed to work within SharePoint's sandbox.

Steps
  1. Point the AI assistant you use (Cowork, Scout, GitHub Copilot, Copilot Studio, or another) to https://[tenantname].sharepoint.com_html
  2. Ask it to generate an HTML report based on the content of a specific folder
Example prompt

Use https://[tenantname].sharepoint.com_html to generate a new HTML project status report about the content in this folder.

Caution

Before distributing or using a generated HTML report for regulated documentation, a person should verify accuracy and check for display issues.

Availability
Available to every Microsoft 365 customer per the source text.
Source
Microsoft Tech Community — SharePoint Blog, "What's New in Copilot in SharePoint: September 2026"
Verified
2026-11-01 (v1)
Supporting passage from the source
What’s new: Every Microsoft 365 customer now has tenant-specific HTML guidance at _html. Point Cowork, Scout, GitHub Copilot, Copilot Studio, or another AI assistant to this page for up-to-date instructions on creating HTML designed to work within SharePoint’s sandbox. The guidance supports capabilities such as live-linked SharePoint lists, helping reports stay connected to their source data.

10Classic SharePoint pages can reduce the accuracy of Copilot responsesVerified

Classic SharePoint pages are not fully represented in the content formats that power Microsoft 365 Copilot, which can reduce the coverage and accuracy of Copilot responses drawing on that content.

Steps
  1. Check classic page usage via the "SharePoint Classic Activities" Purview Audit log category
  2. Use the Microsoft 365 Assessment Tool to understand the scope of modernization needed
  3. Convert classic pages with tools such as SharePoint PnP Modernization or the SharePoint Page Modernization Agent
Caution

Per the source, modernization tooling may not fully automate complex scenarios, and highly customized pages often need redesign or manual rebuilding; no existing data is deleted by this change.

Availability
Phase 1 begins March 1, 2027 and Phase 2 begins October 1, 2028, per the source.
Source
Microsoft Tech Community — SharePoint Blog, "Upcoming changes to classic experiences in SharePoint Online"
Verified
2026-11-01 (v1)
Supporting passage from the source
Classic pages are also not fully represented in the content formats that power Microsoft 365 Copilot, which can reduce the coverage and accuracy of Copilot responses that draw on classic content.

11Have Copilot read version history in SharePoint and restore an earlier versionVerified

Ask Copilot to read version history, explain what changed, and restore an earlier version to undo an unwanted edit.

Steps
  1. Select the file in SharePoint and open Copilot
  2. Ask for a comparison of the latest and previous versions, or a summary of changes in each version
  3. Review the changes yourself and ask for a restore only if you approve
Example prompt

Compare the latest version of this file with the previous version, summarize the changes, and restore the earlier version if I approve.

Caution

Restoring changes the document. Confirm against the version history that the target is the approved version before asking. Follow your document control procedure where one applies.

Availability
Included with a Microsoft 365 Copilot license (October 2026 update).
Source
Microsoft Tech Community — SharePoint Blog, "What’s new in Copilot in SharePoint: October 2026"
Verified
2026-10-03 (v1)
Supporting passage from the source
Ask Copilot to read version history, explain what changed, and restore an earlier version when you need to undo an unwanted edit.

12Extract, reorder and split PDFs in SharePoint with CopilotVerified

Copilot in SharePoint can work with PDFs at page and section level: extract sections, insert attachments, reorder pages and split a document into separate files.

Steps
  1. Select the PDF in SharePoint and open Copilot
  2. Specify the section to extract, the insertion point, the page order or how to split
  3. Compare the resulting PDF with the original
Example prompt

Pull Chapter 3 out of this document into its own PDF.

Caution

Check the resulting PDFs against the original for omissions or ordering errors. Confirm sensitivity labels and sharing scope before passing them outside.

Availability
Included with a Microsoft 365 Copilot license (October 2026 update).
Source
Microsoft Tech Community — SharePoint Blog, "What’s new in Copilot in SharePoint: October 2026"
Verified
2026-10-03 (v1)
Supporting passage from the source
Copilot in SharePoint can now work with PDFs at the page and section level, letting you extract sections, insert attachments, reorder pages, and split a document into separate files.

13Turn a document library into structured data with autofill columnsVerified

Describe the column you want and Copilot reads each file and fills it in. Advanced Autofill uses a faster processing queue on sites with Copilot Credits enabled.

Steps
  1. Open Copilot in the target SharePoint library
  2. Describe the columns and ask for autofill columns
  3. Review the filled values and use them for sorting and filtering
Example prompt

Create autofill columns for this library that capture the document type, product, revision date and owning department for each document.

Caution

Autofilled values may contain errors. Check important documents against the source files.

Availability
The existing autofill is available with a Copilot license. Advanced Autofill needs a Copilot license and Copilot Credits, which are rolling out in October 2026.
Source
Microsoft Tech Community — SharePoint Blog, "What’s new in Copilot in SharePoint: October 2026"
Verified
2026-10-03 (v1)
Supporting passage from the source
Autofill turns a library of documents into structured, filterable data — you describe the column you want, and Copilot reads each file and fills it in.

14Add a Copilot-curated knowledge base to a SharePoint siteVerified

Adding a knowledge base to a SharePoint site lets Copilot organize emails, messages, meetings and site content into a team knowledge base that people and agents can read.

Steps
  1. Choose a SharePoint site to add the knowledge base to. Sites backing Teams channels or Microsoft 365 Groups also work.
  2. Add a knowledge base to that site.
  3. Explicitly contribute content for the team, such as email, messages, meetings, or content already on the site.
  4. Use Copilot in SharePoint to create, curate and use the knowledge base.
Caution

Copilot generates and organizes the knowledge base content, so check it against the original sources. Before contributing confidential or personal data, review the site permissions and sensitivity labels. Billing terms may change before general availability.

Availability
Rolling out to Frontier preview tenants. Available only to users enabled for usage-based billing; administrators manage access and spending in the Microsoft 365 admin center. Autopilot integration rolls out on a separate cadence.
Source
Microsoft Tech Community — SharePoint Blog, "Introducing a team knowledge base, curated by Copilot and agents"
Verified
2026-10-16 (v1)
Supporting passage from the source
You can start by adding a knowledge base to any SharePoint site— including those backing Teams Channels and Microsoft 365 Groups.

15Select several spreadsheets in OneDrive and ask Copilot for trends and chartsVerified

Select several spreadsheets in OneDrive and ask Copilot to analyze them together, including charts and trend highlights.

Steps
  1. In OneDrive, select the spreadsheets you want to analyze.
  2. Ask Copilot to compare trends across the selected files.
  3. Ask for charts if you need them.
Example prompt

The three selected Excel files are quarterly inquiry-count summaries. Compare the trend in counts across the files, list the three most notable changes, and create a line chart.

Caution

Totals and trend readings may contain errors. Check figures against the source files. Confirm sensitivity labels and sharing scope before using confidential data. A responsible person should review the result before it is used in reports or decisions.

Availability
The article states Copilot in OneDrive and SharePoint is generally available. The item is marked NEW; availability may differ by tenant. The article does not state licence requirements, so confirm with your administrator.
Source
Microsoft Tech Community — OneDrive Blog, "OneDrive Just Got a Major Upgrade: New Copilot Capabilities, Simpler Sharing, and Smarter Photos"
Verified
2026-10-22 (v1)
Supporting passage from the source
NEW - Analyze across files: Select a number of spreadsheets, and ask Copilot to analyze the files, including generating charts and graphs and highlighting trends.

16Ask Copilot to organize a cluttered project folder in OneDriveNeeds check

Point Copilot at a folder mixing reports, research, notes and plans and ask it to sort the contents into a sensible structure.

Steps
  1. In OneDrive, select the folder you want to organize.
  2. Ask Copilot to organize that folder.
  3. Review the structure it produces.
Example prompt

This folder mixes research material, meeting notes, plans and reports. Organize it into a structure that shows type and period. Show me the proposal as a list before moving anything.

Caution

The article does not say whether Copilot actually moves files or only proposes a structure. Try it first on a copied or low-importance folder. Check that you can still trace original locations after any move. For shared folders, confirm the effect on other users first.

Availability
The article states Copilot in OneDrive and SharePoint is generally available. The item is marked NEW; availability may differ by tenant. The article does not state licence requirements, so confirm with your administrator.
Source
Microsoft Tech Community — OneDrive Blog, "OneDrive Just Got a Major Upgrade: New Copilot Capabilities, Simpler Sharing, and Smarter Photos"
Verified
2026-10-22 (v1)
Supporting passage from the source
NEW - Organize your projects: Point Copilot at a crowded folder of reports, research, notes, and plans, and it can sort everything into a structure that makes sense.

17Create an interactive HTML report from spreadsheets and notes in OneDriveVerified

Select spreadsheets and a Word notes file and ask Copilot to build an HTML dashboard or report. Refine it with follow-up prompts, then share and edit it together.

Steps
  1. In OneDrive, select the spreadsheets and the Word document holding your notes.
  2. Ask Copilot to create an HTML dashboard or report summarizing them.
  3. Refine it with follow-up prompts.
  4. Share it and edit it with your team.
Example prompt

Using the selected Excel monthly summaries and the Word meeting notes, create an HTML report that shows this month's status on one screen: key points at the top, tables and charts below. Do not include figures that are not in the notes or workbooks.

Caution

Compare figures with the originals to catch transcription or aggregation errors. Before sharing, confirm the recipients are allowed to see the contents. For material leaving the company, go through internal review and have the responsible person make the final decision.

Availability
The article states Copilot in OneDrive and SharePoint is generally available. The item is marked NEW; availability may differ by tenant. The article does not state licence requirements, so confirm with your administrator. The article says HTML files can be viewed and edited in OneDrive.
Source
Microsoft Tech Community — OneDrive Blog, "OneDrive Just Got a Major Upgrade: New Copilot Capabilities, Simpler Sharing, and Smarter Photos"
Verified
2026-10-22 (v1)
Supporting passage from the source
NEW - Create from what you have: Turn current files and past work into something new, like an interactive HTML report, and keep refining it with follow-up prompts.

18Create an HTML page in SharePoint by describing it to CopilotVerified

You can create HTML pages in the Site Pages library. Give Copilot in SharePoint a prompt and attached files, and it drafts a brand-aligned page.

Steps
  1. Choose "HTML page" from the +New menu on the site.
  2. Type a prompt and attach files you want Copilot to use as context.
  3. Review the draft that Copilot in SharePoint creates.
  4. Edit text directly on the canvas, or ask the Copilot in SharePoint chat pane for broader content and design changes.
  5. Use the draft and publish states, and share the page once it is ready.
Example prompt

Using the attached medical information inquiry handling procedure, create an onboarding page for new staff. Start with the handling flow in time order, then list common types of inquiries. Do not add anything that is not in the procedure.

Caution

A page created by Copilot may contain errors or omissions. Check it against the attached source documents before publishing. If you attach confidential material, confirm who can view the page before you publish.

Availability
Rolled out gradually to organizations that opted in to the Frontier public program, so it may not be visible yet. Creating or editing with Copilot requires a Microsoft 365 Copilot license. Uploading, direct editing, publishing and sharing work with existing SharePoint permissions.
Source
Microsoft Tech Community — SharePoint Blog, "Publish rich and interactive content with HTML pages in SharePoint"
Verified
2026-10-23 (v1)
Supporting passage from the source
Create with Copilot in SharePoint. Type a prompt, attach files for extra context, and Copilot in SharePoint drafts a brand-aligned page in moments.

19Upload an existing HTML file or folder to SharePointVerified

Upload an HTML file or folder to the Site Pages library, then edit, publish and share it like a modern page. Supporting images and videos land in Site Assets automatically.

Steps
  1. In the Site Pages library, choose "Upload HTML page" or "Upload HTML folder" from the +Create or upload menu.
  2. For HTML already in a document library, use Move to or Edit in SharePoint to bring it into the Site Pages library.
  3. If upload is blocked, a site owner selects File types in the Site Pages library and turns on Allow HTML files.
  4. Site branding is not applied automatically to uploaded HTML; ask Copilot in SharePoint to update the page to match the site.
Example prompt

Update this page so its colors and headings match the site's branding. Do not change the body text.

Caution

HTML is rendered in a sandboxed iFrame; arbitrary fetch requests and outbound API calls are blocked. Scripts loaded from a CDN are not supported, so keep JavaScript in the same HTML file. Chart.js, Mermaid, React, Fluent UI and Babylon are supported. Check the content against your information security rules before uploading.

Availability
Rolled out gradually to organizations that opted in to the Frontier public program, so it may not be visible yet. Creating or editing with Copilot requires a Microsoft 365 Copilot license. Uploading, direct editing, publishing and sharing work with existing SharePoint permissions.
Source
Microsoft Tech Community — SharePoint Blog, "Publish rich and interactive content with HTML pages in SharePoint"
Verified
2026-10-23 (v1)
Supporting passage from the source
Upload what you already have. Bring in a single HTML file or a whole HTML folder; supporting assets such as images and videos land in Site Assets automatically.

20Fix links that won't open on a SharePoint HTML pageVerified

A link on an HTML page may not open because the domain is not approved; this is by design. A site admin can add the domain to the site's allow list.

Steps
  1. A site admin opens Settings, selects Site information, then View all site settings.
  2. Select HTML Field Security.
  3. Add the relevant domain to the allow list.
  4. Save the changes and refresh the page.
Caution

A domain added to the allow list applies to HTML pages on that site. Before adding it, confirm with IT or security that the destination is acceptable under your organization's rules.

Availability
Rolled out gradually to organizations that opted in to the Frontier public program, so it may not be visible yet. Creating or editing with Copilot requires a Microsoft 365 Copilot license. Uploading, direct editing, publishing and sharing work with existing SharePoint permissions.
Source
Microsoft Tech Community — SharePoint Blog, "Publish rich and interactive content with HTML pages in SharePoint"
Verified
2026-10-23 (v1)
Supporting passage from the source
If a link doesn't open on your page, it might not be content from an approved domain. This behavior is by design based on how SharePoint renders HTML pages.

21Pick ready-made file prompts from Prompt Gallery in OneDriveVerified

Copilot in OneDrive now has a Prompt Gallery with ready-to-use prompts for common file tasks. It gives you a starting point when you are unsure what to ask.

Steps
  1. Select the Copilot button in the bottom-right corner of OneDrive.
  2. Choose Open Prompt Gallery.
  3. Browse prompts in categories such as Create, Analyze, Find, and Collaborate.
Caution

Gallery prompts are a starting point. Adapt the target files and the request to your task, check answers against the source documents, and have a person make the final check. Confirm sensitivity labels and sharing scope before using confidential files.

Availability
A Copilot in OneDrive feature. The post states it rolled out in October 2026.
Source
Microsoft Tech Community — Microsoft Copilot Blog, "What’s New in Microsoft Copilot | October 2026"
Verified
2026-11-01 (v1)
Supporting passage from the source
Users select the Copilot button in the bottom-right corner of OneDrive, choose Open Prompt Gallery, and browse prompts in categories such as Create, Analyze, Find, and Collaborate.