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
2026-09-12 (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
2026-09-12 (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
2026-09-12 (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 filesVerified

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 documentsVerified

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.

06Build a SharePoint FAQ web part from documentsNeeds check

The SharePoint FAQ web part uses Copilot to generate FAQs grounded in Word, PowerPoint, PDF, Loop, or meeting content. You pick a purpose (Event, Product, Policy, Other) and review through three steps: Category, Question, Answer.

Steps
  1. Add the FAQ web part to a SharePoint page
  2. Upload grounding files (Word, PowerPoint, PDF, Loop, or meeting)
  3. Select a purpose (Event, Product, Policy, Other) and optionally add a description
  4. Review Category, then Question, then Answer, and edit or regenerate
  5. Reorder and validate questions and answers before publishing
Example prompt

(Description example) Internal FAQ about a procedure change, for branch office administrative staff. Do not include anything not in the grounding files.

Caution

The fetched support page does not state license requirements. Use it for internal procedures and policies, not for external or healthcare professional information. Have the owning department review before publishing.

Availability
License requirement not confirmed.
Source
Microsoft Support, "Create FAQ Webpart"
Microsoft Support, "Frequently asked questions about Copilot in SharePoint"
Verified
2026-09-12 (v1)
Supporting passage from the source
the built-in three-step builder—Category → Question → Answer

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
2026-09-12 (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
2026-09-12 (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
2026-09-12 (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
2026-09-12 (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.