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Extend Copilot in SharePoint with skills

发布时间:2026-09-08 | 浏览:1
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Access to this page requires authorization. You can try signing in or changing directories . Access to this page requires authorization. You can try changing directories . This article applies to the preview version of Copilot in SharePoint (previously referred to as AI in SharePoint). Skills extend Copilot in SharePoint by turning a repeatable, multistep workflow into a reusable asset that others can run on the same site. A skill can capture organization-specific rules, such as document standards or review checklists, so that Copilot in SharePoint performs tasks more consistently than one-off prompts. You can create a skill in chat by using natural language, review the draft before saving it, and then reuse that skill across future prompts. Copilot in SharePoint can automatically load a relevant skill based on your request, or you can invoke a skill explicitly by name. What you'll learn Review how skills work in Copilot in SharePoint. Create a skill from a natural-language request. Run a skill and confirm that it loaded. Locate and manage skill files in the Agent Assets library. What skills can do Skills reuse the built-in capabilities of Copilot in SharePoint and can chain those building blocks into a sequence of steps. Depending on what Copilot in SharePoint supports on your site, a skill can understand and summarize content, organize files and folders, and interact with SharePoint content such as lists. Skills can't connect to external systems or execute custom code. A skill can only perform actions the user already has permission to do and doesn't expand access or introduce new capabilities beyond what Copilot in SharePoint provides. Where skills are stored Skills are stored as Markdown (.md) files in the Agent Assets library on the site, under /Agent Assets/Skills/<skill-name>/SKILL.md . You can create and manage skills through chat, and you can also review the underlying .md file directly if needed. If you edit the .md file directly, keep the format intact so Copilot in SharePoint can continue to interpret the skill correctly. Governance and permissions Skills are a native capability within Copilot in SharePoint. There are no separate admin controls to turn skills on or off. By default, skills are available only within the first-party Copilot in SharePoint experience. The Agent Assets library is created and managed by the product and can't be deleted. You can, however, apply standard SharePoint file governance to skill files (for example, permissions, retention, sensitivity labels, and auditing) the same way you would for other content stored in SharePoint. By default, any user with Edit permissions on the site can create a skill, and any user with View permissions can use it. If you need a different model, you can break permission inheritance on the Agent Assets library and apply more restrictive permissions. Access to a SharePoint site where Copilot in SharePoint is available. Access to a SharePoint site where Copilot in SharePoint is available. Permissions to the site: Edit to create skills, View to run skills. Permissions to the site: Edit to create skills, View to run skills. Open the Copilot in SharePoint chat panel from a site page or a document library. Make sure the page isn't in edit mode. Open the Copilot in SharePoint chat panel from a site page or a document library. Make sure the page isn't in edit mode. Ask the agent to create a skill by describing the workflow you want to reuse. Tip Example prompt: "Create a skill to review legal contracts to verify whether contract documents mention a lawyer ID in the xxx-xxx format (where x is an alphanumeric character). If a contract is not valid, add the document name to the Invalid Contracts list. Create the list with relevant columns if it doesn't exist." Ask the agent to create a skill by describing the workflow you want to reuse.
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Example prompt: "Create a skill to review legal contracts to verify whether contract documents mention a lawyer ID in the xxx-xxx format (where x is an alphanumeric character). If a contract is not valid, add the document name to the Invalid Contracts list. Create the list with relevant columns if it doesn't exist." Review the draft skill definition that the agent returns. If needed, ask the agent to adjust the steps, inputs, or outputs. Review the draft skill definition that the agent returns. If needed, ask the agent to adjust the steps, inputs, or outputs. Confirm that you want to save the skill. Confirm that you want to save the skill. In the document library, select one or more files that you want the skill to work on. This step is optional but recommended for testing. In the document library, select one or more files that you want the skill to work on. This step is optional but recommended for testing. In chat, ask a question or give an instruction that matches the skill's purpose. Copilot in SharePoint automatically loads the right skills needed to execute the prompt. In chat, ask a question or give an instruction that matches the skill's purpose. Copilot in SharePoint automatically loads the right skills needed to execute the prompt. If needed, invoke the skill explicitly by name. For example, "Run skill name on the selected documents." If needed, invoke the skill explicitly by name. For example, "Run skill name on the selected documents." When the agent runs your request, look for the skill indicator card in the chat UI to confirm that a skill was loaded. Provide any additional details the agent asks for. When the agent runs your request, look for the skill indicator card in the chat UI to confirm that a skill was loaded. Provide any additional details the agent asks for. Built-in skills Copilot in SharePoint includes built-in skills that are available by default. These skills help you manage the skill lifecycle, including creating, checking, and improving skills. Microsoft provides and maintains built-in skills as part of Copilot in SharePoint. Users can't edit them directly, but they can extend their functionality by creating their own skills. The system doesn't store or display built-in skills in the site's Agent Assets library. To view the built-in skills currently available, enter /skills in the Copilot in SharePoint chat and review the skills listed under Built-in skills . Related articles Get started with Copilot in SharePoint Create autofill columns Create a document library with AI Automate workflows with Copilot in SharePoint Was this page helpful? Need help with this topic? Want to try using Ask Learn to clarify or guide you through this topic? Additional resources Last updated on 2026-08-26
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