How metadata boosts SharePoint efficiency

If SharePoint still feels like a file server, you’re missing its real power. Folders are passive. Metadata is active. In this SharePoint enablement engagement, I showed the team how metadata can do more than just organise files. Together and collaboratively, we created a simple rule.. Before I continue. Consultants and companies that "DO SHAREPOINT" will charge you thousands of $$$ for this... DO NOT FALL FOR IT.... So, what we created was a "simple" business process. 30 days before a document’s review date, the owner automatically gets an email reminder. - No chasing. - No forgotten documents. - No manual tracking. Your takeaway.... - Folders just store information. - Metadata keeps your business moving. Thank me in the comments is all I ask 😉, I am here to help you improve your use of SharePoint and go even further with AI and Copilot.

Your SharePoint isn’t broken. But it’s not AI-ready either. If you’re a Knowledge Manager in an enterprise, you already know the pain: - SOPs scattered across disconnected sites - Duplicate documents with no clear source of truth - Search that returns everything—and nothing useful - Compliance risk from outdated content - KM tools that never got full adoption Altuent’s new AI-ready data for SharePoint service is built to fix that—without replacing what works. We unify your content layer across SharePoint, and other content repositories. We enrich metadata, automate governance, and make knowledge discoverable, compliant, and ready for Copilot agents. ✅ No rip-and-replace ✅ Fast deployment with minimal IT lift ✅ Built on your existing SharePoint repositories This is the foundation for AI that actually works in the enterprise. 📅 Join us on Sept 17 for a live session with Toni Ressaire and Helmut Nagy to see how SharePoint powered Copilot agents work in action. Sign up here: https://lnkd.in/gtUBB-hQ

Wednesday Webinar—Help your Copilot agents understand your business language and surface insights from SharePoint. In this webinar, Helmut and I will talk about the challenges and impact of document chaos in SharePoint, and then we’ll show you an example of what happens when Copilot agents—empowered with your business terminology—find exactly what you’re looking for. But it’s so much more than better search. You can gain insights, surface critical processes, generate reports, and automate tasks that eat up your valuable time. We recently uncovered an automated use case that would allow a client to extract and submit compliance information scattered across a vast document repository. That’s just one use case. In the webinar we will talk about a few others, and we’re going to give you an ebook with 30 more use cases. We’ll show you how it works using a very simple show and tell: From a SharePoint blunder to a trusted response from a Copilot agent we built. The beauty of SharePoint—you’re already using it. Now get more value from it with Copilot agents. So, what’s in your SharePoint library?

🗓️ Microsoft 365 Roadmap - Copilot in SharePoint is starting to shape. After the SharePoint Agents, Microsoft is rolling a new AI features based on the Microsoft 365 Copilot license in SharePoint Online. After the AI Section was created by AI on the SharePoint pages, AI Actions will be rolled out to SharePoint Document Libraries. 🔹Description We’re expanding AI capabilities to SharePoint document libraries in Microsoft 365 on the web. AI file actions—already available in OneDrive—will now be accessible in SharePoint, enabling users to summarize content, compare files, generate FAQs, ask questions, and create audio overviews directly from document libraries. AI file actions will be available to all users with a Copilot license in SharePoint document libraries on the web. These actions mirror those currently available in OneDrive and offer enhanced productivity by enabling users to interact with files using natural language prompts. This feature is on by default and does not require admin configuration. Sections with AI works by first looking at the context of your page to offer prompt suggestions for what content you need next to offer a starting point. Once you click generate, Sections with AI then leverages your sources, the knowledge and content already inside of your organization, and the content already on your page to create rich sections that go beyond just image and text. This could mean including information from meeting transcripts, recent documents, or any other knowledge Copilot has access to. Toggle between options in the header and choose your favorite! 🔹Release stages: Rolling out 🔹 References Microsoft 365 Roadmap ID 1141949 Roadmap ID 488297 🔻 To stay updated with the latest developments in Microsoft 365, subscribe to the M365 & Copilot Weekly Digest: https://lnkd.in/duw7YwiM #sharepoint #copilot #microsoft365 #office365 #microsoft365copilot #copilotinsharepoint

SharePoint is the knowledge platform for Copilot and agents, and we have exciting news today! Introducing 📢 Knowledge Agent in SharePoint 📢transforming SharePoint into a dynamic, intelligent knowledge hub that gives your organization a competitive edge. Now in public preview, Knowledge Agent has a set of powerful AI features for anyone who uses SharePoint. Read our announcement blog to learn more: https://lnkd.in/ggPFh-R7 | #SharePoint #KnowledgeAgent #Copilot #Microsoft365

Next gen knowledge management at its finest 🔮 Microsoft is rolling out some incredibly powerful capabilities within SharePoint that will help you make the most out of your data, at scale!

✨ Game-Changer Alert: SharePoint + AI Just Leveled Up! ✨ Microsoft has officially rolled out the Agent Link WebPart 🌐🤖 — part of the August 2025 update — and it’s transforming how we work with SharePoint. Imagine this: instead of jumping between apps or tabs, you can now launch AI agents directly inside SharePoint — in a sleek sidebar experience. No distractions, no context-switching. 💡 🔥 Why This Matters: ✅ Zero Workflow Disruption – Agents open in a sidebar, no navigation lost ✅ Flexible Placement – Drop links anywhere on your page 🌍 ✅ Smart Discovery – Now under the new “AI” toolbox category ✅ Scalable Design – Choose small, medium, or large link styles with titles 🔧 From a Developer’s Perspective: This unlocks huge potential for… ⚡ Workflow Automation – Context-aware agents tailored to your content 🎯 Better User Experience – No more bouncing between tools 🚀 Scalable AI Solutions – Especially powerful for SMBs 📌 Key Details You Should Know: 💳 Requires Microsoft 365 Copilot license or PAYG setup 📵 Not (yet) supported on mobile or email 🌍 Rolling out worldwide mid–late August 2025 This isn’t just another webpart — it’s a step toward the AI-first SharePoint experience we’ve been waiting for. Combined with SPFx v1.21 (Node.js 22 + TypeScript 5.x), Microsoft is clearly doubling down on modern, AI-driven development. 👉 What excites me most? It’s perfectly aligned with the “AI where you work” movement — embedding intelligent assistance exactly when and where it’s needed. 💬 Fellow SharePoint devs & IT pros: Have you tested AI agents in SharePoint yet? Curious how you see this shaping workflows in your orgs. #SharePoint #MicrosoftAI #SPFx #Microsoft365 #AIIntegration #WorkflowAutomation #FutureOfWork

Microsoft just launched Knowledge Agent in Public Preview, and it’s already transforming how I manage, structure, and activate content across SharePoint. 🎥 In my latest video, I walk through how Knowledge Agent: - Helps keep intranet content fresh and relevant - Create metadata for you in document libraries Whether you're in IT, HR, Legal, or Ops—this is the kind of AI that actually makes your day easier. The Knowledge Agent can do much more, so check it out yourself! 🔗 Learn more about the launch on Microsoft’s SharePoint Blog: https://lnkd.in/e3wDBPPw Let me know what you think—or how you’re planning to use it in your org! #SharePoint #Copilot #KnowledgeAgent #Microsoft365 #EnterpriseAI #ContentManagement #WorkflowAutomation #TechWalkthrough #ai

AI-Driven SharePoint As #Microsoft reimagining SharePoint as an intelligent platform , SharePoint is evolving fast moving from just storing files to becoming an AI-powered platform changes shaping SharePoint • Automated Document Processing: AI extracts key data (like invoice numbers, customer info, and dates) and applies metadata automatically • AI-Enhanced Search: Context-aware, personalized search surfaces relevant files, insights, and recommendations based on how team works. • Copilot Built Into SharePoint: Drafts proposals, meeting notes, or summaries instantly, leveraging your organization’s content and knowledge base. • Agentic AI: The next leap in automation autonomous AI agents that act proactively, like: - Monitoring document libraries for compliance risks. - Auto-routing files for approvals. - Starting workflows when a condition is met without waiting for human action. • Dynamic Templates: AI generates standardized documents like contracts or HR letters instantly. • SharePoint Embedded APIs: Enables building secure, AI-native apps directly on SharePoint, such as custom audit tools, intelligent intranets, or knowledge hubs. Emerging AI Trends in SharePoint: • AI Knowledge Hubs: Centralized spaces where content is connected and contextualized for decision-making. • Predictive Insights: AI identifies patterns in collaboration and suggests actions to prevent delays or compliance issues. • AI-Driven Governance: Automated policy enforcement and real-time compliance monitoring. #Microsoft365 #SharePoint #Copilot #AgenticAI #DigitalTransformation #FutureOfWork

🎯 **Trusted AI isn’t a buzzword—it’s the difference between an agent people try once and one they rely on daily.** 🧠 Today’s skill to level up in **Copilot Studio**:   **Describe your knowledge like a contract.** --- 🔍 Vague grounding → vague answers   ✅ Clear knowledge descriptions + reusable tools → faster, safer outcomes --- ### 📜 Knowledge as a Contract (The Underrated Pattern) Most drift happens when we throw broad sources at an agent and hope retrieval sorts it out. In **Copilot Studio**, the short description you add when connecting a source (SharePoint, OneDrive, website) guides generative orchestration—what to use, when to defer, and how to respond. Treat that description like a mini-contract: 🔧 Element 📝 Example Purpose “Use for HR leave policies; prefer policy PDFs over emails.” Scope “Only 2024 docs; exclude archived blogs.” Priority “Use SharePoint site first; fall back to website only if not found.” Boundaries “If legal terms are ambiguous, hand off to a human.” Format “Return short answer + 2–3 citations.” --- ### 🛠 Pair with Shared Tools   Centralize prompts, flows, connectors, REST APIs—then add them to agents from one place (Tools page).   ✅ Reduces duplication   ✅ Simplifies governance   ✅ Ensures consistent behavior across agents --- ### 🔐 Publish with Authentication   Answers inherit each user’s permissions—critical when knowledge sources include confidential SharePoint content.   🧪 Test in a demo site before broad rollout. --- ### ✅ Quick-Win Checklist (This Week) - ✍️ Tighten descriptions for each knowledge source (purpose, scope, priority, boundaries). Two crisp sentences per source is enough.   - 📁 Use SharePoint sites/lists as primary knowledge. Keep website sources narrow (avoid whole intranets).   - 🧩 Centralize actions on the Tools page (e.g., `AnswerWithCitations`, `CreateCase`, `SummarizeAttachment`).   - 🔐 Publish with Microsoft authentication; smoke-test in a demo channel/site first. --- ### 🚫 Common Pitfalls - ❌ No auth on a pilot channel → accidental exposure   - ❌ Over-broad website sources → noisy retrieval & slower answers   - ❌ Tool sprawl → inconsistent behavior --- ### 📚 Read More (Official Docs) 🔗 https://lnkd.in/guXDp9FW --- 💡 **Question for you:**   If you rewrote just one knowledge description today, which source would unlock the most clarity for your users? #CopilotStudio #AIAgents #KnowledgeManagement #EnterpriseAI #AIGovernance #PowerPlatform #TrustedAI #5MinADayAI ---