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Using Copilot with SharePoint for Smarter Collaboration and Automation

Published 03/09/2025

Author: Meg Watret

Using Copilot with SharePoint for Smarter Collaboration and Automation

Copilot Agents & Studio: Building Intelligence into Workflows

Welcome to Tip #9 in our Copilot Top Tips series.

Welcome back to our Copilot Top Tips series. So far, we’ve shown you how Microsoft 365 Copilot helps you:

Now, we turn our attention to SharePoint, the backbone of content and knowledge management for many organisations. With Microsoft Copilot, SharePoint becomes more than a document library. It becomes a smart, collaborative, and automated workspace.

Managing content, collaborating with teams, and automating workflows are essential parts of modern business operations. Microsoft 365 Copilot enhances these capabilities within SharePoint, making it easier to manage documents, streamline communication, and reduce repetitive tasks. Whether you’re working on a project site, managing compliance documents, or coordinating cross-functional teams, Copilot can help you work faster and more effectively.

From co-authoring documents and managing content, to triggering workflows and enforcing consistency, this guide shows how Copilot unlocks a new level of productivity across your SharePoint sites.

1. Supercharge Collaboration in SharePoint

SharePoint has always enabled shared working, but Copilot adds a layer of intelligence that elevates collaboration to a whole new level.

Why It Matters:

In project workspaces, policy libraries, or team sites, collaboration can become disjointed. Copilot helps teams work on the same page, literally and figuratively.

What You Can Do:

  • Co-author smarter: Copilot identifies document changes, suggests edits, and keeps the version history clear.

  • Summarise feedback: Turn scattered comments into a single, actionable summary.

  • Track unresolved items: Copilot flags unanswered questions or outstanding comments.

Tip: Use Copilot after each review cycle to summarise progress and prepare documents for the next stage.

2. Smarter Content Management

Managing digital clutter is one of SharePoint’s biggest challenges. Copilot streamlines content organisation and retrieval.

Why It Matters:

Without proper tagging or metadata, even the best content becomes hard to find. Copilot brings structure and searchability to your libraries.

What You Can Do:

  • Tag automatically: Copilot suggests metadata tags based on document content or context.

  • Classify with confidence: Ensure sensitive documents are flagged and stored correctly, improving compliance.

  • Search in plain English: “Show me the latest Q3 budget file approved by finance.”

Tip: Define consistent metadata across your libraries and let Copilot apply and enforce it as users work.

3. Automate Workflows with Ease

SharePoint workflows are incredibly powerful, but often underused due to complexity. Copilot removes that barrier.

Why It Matters:

Manual processes slow teams down and increase the chance of human error. Copilot makes it easier to automate routine steps and focus on higher-value work.

What You Can Do:

  • Generate workflow ideas: Copilot can analyse your activity and suggest relevant automations like approval routing or notification triggers.

  • Integrate tools: Use Power Automate with Copilot to connect SharePoint with Teams, Outlook, and Planner.

  • Track progress: Monitor who’s completed what, and where delays are happening.

Tip: Start small, automate a document approval flow or reminder loop, then scale as confidence builds.

4. Best Practices for Using Copilot in SharePoint

To unlock maximum value from Copilot, align your people, processes, and platforms:

Be Consistent

  • Agree on document naming, folder structures, and metadata tags.

  • Use Copilot to apply standards automatically and keep things tidy.

Train and Support Users

  • Host short workshops or create quick-start videos.

  • Encourage teams to try Copilot and share their wins, early adoption builds momentum.

Automate Where It Counts

  • Focus on high-volume, low-complexity workflows.

  • Use usage data and user feedback to identify friction points that Copilot can address.

Iterate and Improve

  • Regularly review your libraries and workflows to ensure they’re delivering value.

  • Use Copilot analytics and user feedback to inform continuous improvements.

Real-World Use Cases

Here’s how organisations are already putting Copilot + SharePoint to work:

  • Project Management: Auto-route documents for approval, surface overdue tasks, and provide real-time status updates.

  • HR Onboarding: Deliver welcome packs, automate policy acknowledgements, and track completion, all through SharePoint.

  • Compliance & Auditing: Classify and tag sensitive content, automate retention policies, and log activity for audit trails.

Powered by CPS: Your Copilot Partner of Choice

At CPS, we help organisations go beyond basic SharePoint usage by embedding Copilot intelligence into how content is created, managed, and shared.

As the #1 Copilot partner in the UK, we offer:

  • Agent Factory: A proven framework to scale Copilot Agents across your enterprise
  • Accelerators: Pre-built templates for content workflows, document approvals, and compliance checks
  • Expert Guidance: From design and deployment to training and long-term support

Whether you’re just starting your journey or ready to scale across departments, CPS gives you the tools, experience, and support to make it happen.

Get in touch to discuss how we can help

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