Forum Discussion
RobOK
Mar 05, 2025Bronze Contributor
How do I create a company agent based on 30 Sharepoint files?
I have been extremely disappointed with Copilot after a year plus of struggles. I want to create a company chat bot based on core documents. One for HR, one for company methods, etc.
It seems CoPilot Studio is the only way -- it is arcane, complex, confusing -- i have "something" working but not at all effective. If someone has a streamlined approach to using CoPilot Studio, I am all about it, but I struggled for hours to get a mediocre bot.
The value of O365 is the collection of thousands of documents. CoPilot seemingly has no access to them.
Microsoft is adding small plus up features to excel and ppt, but the power of AI is to process large quantities of data and help a human make sense. This should be microsofts competitive differentiator, but it is totally absent.
Am i missing something?
- kellyEdingerCopper Contributor
The easiest way would be to go to the SharePoint Site (or one of the SharePoint sites) that holds the documents. Click on the Copilot icon in the SharePoint ribbon to access that site's SharePoint Agent. Once open, edit it to point to just the folder(s) that house these 30 documents, give it a unique name, and optionally, you can update the prompts so that people know it's value. These Agents are easy to make and provide some better results Get started with SharePoint agents - Microsoft Support
- SharmaNeerajSteel Contributor