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Getting Started with the Copilot SharePoint Page Agent

SharePoint page agent in Copilot

If you’ve been keeping up with Microsoft 365 Copilot updates, you’ve probably noticed that new AI-powered agents are appearing almost daily. It’s an exciting time for productivity tools, and one of the most practical new additions is the SharePoint Page Agent. This tool is changing how we create and edit SharePoint pages, making it faster and easier than ever to build professional-looking content for your organization. This post and associated video at the bottom, will introduce you to this new technology.

What is the SharePoint Page Agent?

The SharePoint Page Agent is a built-in feature available to anyone with a Microsoft 365 Copilot license. You’ll find it in the left-hand panel when you log into Copilot at microsoft365.com (or office.com, which now redirects to the same place). This landing page has become the central hub for Microsoft 365, and it looks slightly different depending on whether you have a Copilot license. Here, in this screenshot you can see the list of a few agents down the left, and I clicked on All agents to see them listed in the middle of the screen. You may even notice there’s a custom one that I created for myself, for social media posts.

The beauty of the SharePoint Page Agent is its simplicity. Instead of manually building pages section by section in SharePoint, you can describe what you want using natural language prompts, and the agent creates a complete draft for you. It’s like having a personal web designer who understands your content and organization.

How It Works: A Real Example

Let me walk you through a practical example. Recently, I needed to create a page showing the progress and outline of a new Power BI training course I’m developing. Instead of opening SharePoint and building it from scratch, I simply went to the SharePoint Page Agent in Copilot and typed: “Create a SharePoint news post summarizing my Power BI course project progress, key milestones, and next steps for internal updates.”

The agent immediately got to work. First, it asked me a few clarifying questions—this is important because it wants to make sure it understands your intent before creating anything. Then it presented me with a draft that included an overview, current progress sections, outline details, and even next steps. Here are the questions it asked:

Here’s where it gets interesting: the initial draft pulled some information from my existing files, but I noticed it also grabbed some generic content from the internet. This is where you can refine the process by adding specific work content as a reference.

Making It More Accurate

The agent has a helpful feature that lets you add specific files or content as references. When I added my actual Power BI course presentation file as a reference, the draft became much more accurate. It pulled the correct module names, actual course structure, and relevant details from my work instead of making assumptions or using generic information.

The agent then asked if I wanted to add sections for learner resources and FAQs, and include screenshots from my presentation. When I said yes to both, it updated the draft to include these elements. This iterative process is one of the agent’s strengths—it checks in with you along the way rather than making all the decisions itself.

Choosing Your Location and Publishing

Once you’re happy with the draft, the agent asks which SharePoint site you want to use for the page. It shows you your recent sites in a convenient dropdown menu, making it easy to select the right location. Every SharePoint site has a library called “Site Pages,” and that’s where your new page will automatically be created.

After you confirm the site, the agent creates the page and provides you with a link. The whole process is remarkably fast—usually just a few seconds from prompt to published page.

What’s Coming Next

Microsoft has demonstrated some features that aren’t quite available yet but are on the horizon. In future updates, you’ll be able to open your created page side-by-side with the Copilot interface. This means you’ll be able to continue making iterations using prompts while watching the page update in real-time, all within a single window. Right now, you need to click through to the page itself to make further edits, but this enhanced workflow is coming soon.

Editing Your New Page

Once your page is created, you have several options for refining it. SharePoint’s existing AI features are still available, including the design ideas tool that lets you change the visual styling of different sections. I demonstrate these in the associated video below. Want to give your FAQ section a different background color? No problem. Need to make the next steps section stand out with alternating colors? Easy.

You can also add new sections directly on the page using AI prompts. For instance, I added a “Meet the Power BI Course Team” section by simply asking for it, and the agent created a nicely formatted team section with people pickers. It even suggested various design options to make it look more appealing.

The FAQ Web Part deserves special mention here. This is another Copilot-powered feature that lets you point to a specific file, and it automatically generates frequently asked questions based on that content. The great thing about this Web Part is that end users viewing the page don’t need Copilot licenses—only the person creating the page needs one.

Tips for Getting the Best Results

Based on my testing, here are some recommendations for using the SharePoint Page Agent effectively:

Be specific with your prompts. Instead of “create a page about our project,” try “create a page showing the timeline, team members, and key deliverables for the Q4 marketing campaign.”

📎 Add relevant files as references. This dramatically improves accuracy and ensures the content reflects your actual work rather than generic internet information.

🔄 Don’t be afraid to iterate. The agent is designed to have a conversation with you. Answer its questions, ask for additions, and refine until you’re satisfied.

🌱 Start simple. While the agent is powerful, it’s still relatively new. Begin with straightforward page types like project updates, meeting recaps, or topic summaries.

Real-World Applications

Think about how this could transform your workday. You could create:

The key is thinking about pages you currently spend 30-60 minutes building manually. Those are perfect candidates for the Page Agent. Keep in mind that if you use Microsoft Teams a lot, you do have the option of adding a SharePoint page as a tab in Teams!

Understanding Permissions and Security

A quick note on something that often causes concern: all of these AI features respect your existing SharePoint permissions. The agent can only access and display information that you already have permission to see. If someone finds content through Copilot that they shouldn’t see, it’s because that content was shared incorrectly in the first place, not because Copilot broke security.

This is really about education and governance. Make sure your team understands how to share files and create sites properly. When someone makes a SharePoint site public, everyone in the company can access those files—with or without Copilot. The technology isn’t the issue; it’s how we humans use it.

Looking Ahead

The pace of innovation with Microsoft 365 Copilot is remarkable. New agents and features appear almost daily, you can create your own from scratch, and the platform is becoming increasingly powerful for everyday productivity tasks. The SharePoint Page Agent is just one example of how AI can eliminate tedious manual work and let us focus on more valuable activities.

As these tools mature, we’ll see even more seamless integration and capabilities. The upcoming side-by-side editing feature is just the beginning. Microsoft is clearly committed to making Copilot the central hub for knowledge work, and tools like the Page Agent make a compelling case for that vision.

Getting Started

If you have a Microsoft 365 Copilot license, the SharePoint Page Agent is already available to you. Just head to microsoft365.com, look for the agents panel on the left, and click on the SharePoint Page Agent. Start with something simple—maybe a project update or team page—and see how it works for you.

Remember, these tools are designed to make your life easier, not to replace your judgment or creativity. They handle the grunt work of page creation. This way, you can focus on the content, messaging, and strategic thinking that actually matters.

The future of work is here, and it’s surprisingly easy to use. Give the SharePoint Page Agent a try, and you might find yourself wondering how you ever built pages the old way.

Here is the associated demo video:

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