If you have ever wished SharePoint could just do the work for you, you will love SharePoint Agents.
Think of them as small digital assistants that live inside your SharePoint site. They can read the documents in your libraries, understand what is inside them and help you and your team get answers fast.
Instead of searching for files or digging through endless folders, you can simply ask your SharePoint Agent questions in plain English like:
- “What is the latest version of our travel policy?”
- “How many contracts were signed last quarter?”
- “Which documents still need manager approval?”
The agent will point you to the right document or even give you the answer right there.
When Would You Use a SharePoint Agent?
SharePoint Agents shine when you want to:
Find information faster – Instead of searching manually, let the agent locate the document or data you need.
Automate repetitive lookups – Save time on common questions you or your team ask every day.
Cut through the clutter – If your library is large and messy, the agent can still surface the right content.
Boost productivity inside Teams – Because SharePoint Agents also work in Microsoft Teams you can ask questions without leaving a chat or meeting.
Examples of Simple SharePoint Agents You Could Create
Here are a few practical examples an end user could set up in their document library:
- Policy Finder Agent – Answers questions like “What is our current leave policy?” or “Where is the latest safety manual?” by pointing to the approved version in your library.
- Project Timeline Agent – Pulls information from project documents to answer questions like “When does the marketing campaign launch?” or “What is the next milestone for Project X?”
- Expense Summary Agent – Reads budget or expense spreadsheets to give quick answers like “How much did we spend on travel last month?”
- Template Locator Agent – Finds and shares the right template when someone asks for “a presentation template” or “the latest invoice form.”
- Onboarding Agent – Helps new staff by linking them to key documents such as the employee handbook or IT setup guide when they ask common questions.
How to Create a SharePoint Agent
Creating a SharePoint Agent is easier than you might think. Here is how to get started:
1. Open the SharePoint site where you want the agent to live.
Go to the document library that holds the files your agent will read and respond to.
2. Click on “New” then choose “Create an agent.”
You will see this option in the command bar at the top of your library.
3. Give your agent a name and description.
Make it clear what the agent will do, for example “Policy Finder Agent – answers questions about HR and travel policies.”
4. Choose what the agent can see.
Select the folders or document libraries it should use. Keep it focused to avoid cluttered answers.
5. Set the tone and type of help.
Decide whether your agent should provide direct answers (like “The policy is here”) or simply link to documents.
6. Add sample questions.
Write a few example questions such as “Where is the onboarding checklist?” or “What is our Q4 budget update?” This helps train the agent to give accurate responses.
7. Save and test your agent.
Ask it a few questions to see if it finds the right documents or provides the right links. Adjust the content it can see if answers are too broad or too narrow.
8. Share the agent with your team.
Anyone with access to that library can now use the agent. You can also add it into Microsoft Teams for quick Q&A in chats or meetings.
The Bottom Line
SharePoint Agents are like having a helpful co‑worker who knows exactly where every file lives and is always available to answer questions.
Whether you start with something simple like a policy finder or go further with project‑specific agents, these tools can save you and your team hours every week.
If your SharePoint site is full of documents but people still struggle to find what they need, it might be time to create your first SharePoint Agent.
Keep Simplifying SharePoint
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