Every team has repeatable work they want done the right way, not just once, but every time. Copilot can learn the way your team already works, follow the processes you trust, and help people repeat high-quality outcomes without starting from scratch every time.
That is the idea behind skills in Copilot in SharePoint. Skills are reusable instructions that teach Copilot how to perform a specific task, whether that is summarizing meetings, analyzing a SharePoint site, generating reports, reviewing documents, or preparing project briefs. Once saved to a SharePoint site, skills become a shared team asset that anyone with access to the site can invoke from chat.
For organizations, that means less repetitive prompting, more consistent results, and a growing library of expertise that can be reused across projects and teams. If you are new to skills, learn more at Teaching AI in SharePoint What to Know and How to Act and the Copilot in SharePoint adoption page. To help you get started, here are ten skills that show what is possible today and can help you turn proven processes into reusable capabilities for your team.
10 custom AI skills to try
Here are ten examples that show how skills can support common site owner, content owner, and business team scenarios. Use them as starting points, then adapt the pattern for your own team’s work.
- Site Analyzer: Performs a comprehensive analysis of a SharePoint project site by reading lists and documents, then producing a tailored site audit, project health review, scorecard, or meeting briefing.
- Knowledge Base Admin Report: Generates a knowledge base health report covering corpus overview, decay status, gaps, ingestion activity, expert coverage, and recommended next actions.
- SharePoint List Styling:Transform SharePoint lists and document libraries into fully art-directed views using column formatting, view formatting, row templates, and tile layouts. Works with any style token file in this collection to produce "I can't believe that's SharePoint" results.
- Scorecard Matrix: Creates a weighted heatmap scoring matrix for evaluations such as vendor selection, tool comparison, site-readiness grading, or competitive analysis.
- Quarterly Expense Report: Reads vendor, date, and spend data from an Expenses library and generates an interactive HTML expense report for a specified fiscal quarter.
- Executive Report: Generates a polished executive report from SharePoint lists, CSVs, or a description, using narrative blocks such as KPIs, charts, tables, status grids, and highlights.
- Project Brief: Turns a rough idea or stakeholder request into a structured project brief by clarifying the problem, goals, success criteria, scope, stakeholders, risks, and decisions needed.
- RFP Response Generator: Drafts a complete proposal Word document section by section using the approved Strategy Brief as its blueprint, grounding every section in source documents before writing and inserting structured placeholders rather than inventing content where gaps exist.
- Brand Style Guide Template: Provides a fill-in-the-blank template for turning an organization’s brand guide into an AI skill that can guide colors, typography, spacing, and component style.
- Gap Analysis: Compares two documents and identifies what is missing, conflicting, changed, or new, with findings organized by severity and recommended action.
Two ways to get started
There are two simple ways to begin building a skill library.
Option 1: Create a skill from your own instructions
If you already have a workflow your team repeats, start there. Tell Copilot in SharePoint the instructions you want it to follow, refine the output, and ask Copilot to save those instructions as a skill. A strong first skill usually has a narrow job: for example, “summarize this transcript into decisions and action items,” or “review this page draft against our editorial checklist.”
Option 2: Download and install an existing skill
You can also start from a skill someone else has already created – either one from the list linked above or others posted online.
The Agent Assets library is where a SharePoint site stores reusable assets for Copilot, including skills. If the library does not already exist, Copilot in SharePoint can create it for you. You can draft or download a skill anywhere, but to make it discoverable as a reusable skill for that site, the full skill folder — including its SKILL.md file and any supporting files — should be saved in the site’s Agent Assets library under Skills. If a SKILL.md file lives outside that location, Copilot may still use it as ordinary content when referenced, but it will not be treated as a reusable site skill in the same way.
Install a downloaded skill folder
- Download the skill folder, such as writing/copy-editing/.
- In your SharePoint site, open the Agent Assets library. If one does not exist, ask Copilot in SharePoint to create one.
- Navigate into the Skills folder and upload your skill.
- Ask Copilot in SharePoint to perform the skill. Copilot discovers the skill by the name field in SKILL.md and then follows the instructions in the skill.
What makes a good skill?
Every organization has workflows that a few people know by heart. Skills let you capture that knowledge once, store it where work already happens, and make it available to everyone else through Copilot in SharePoint.
The best skills are intentionally small. They focus on one job, contain the context needed to perform that job, and are documented clearly enough that Copilot can select the right skill at the right time.
As you build your own, keep four principles in mind:
- Focused: one capability per skill, not a grab bag of loosely related tasks.
- Self-contained: include the instructions, inputs, output format, and quality bar the skill needs.
- Clearly documented: use clear frontmatter, especially the name and description fields, so the agent can self-select the skill.
- Easy to maintain write it so another site owner can understand what it does and update it as the workflow changes.
A simple first project: turn one repeatable workflow into a skill
If you are wondering where to begin, pick one workflow your team already does repeatedly. A monthly report. A meeting summary. A content review. A project brief. A site audit. Then write down the steps your ideal teammate would follow and turn that into a skill.
Start small, test it with real content, and refine the instructions until the output is useful without a long back-and-forth. Once it works, save it to the SharePoint site where the work happens and let the team use it from Copilot in SharePoint.
That is the bigger opportunity with skills: not just faster prompts, but reusable team know-how. SharePoint becomes the place where the content lives, the work happens, and the instructions for doing that work well can be shared.
Availability note
Skills in Copilot in SharePoint are available in expanded public preview for users with a Microsoft 365 Copilot license.
Learn more
- SharePoint Showcase landing page
- Copilot in SharePoint adoption page
- Get started with Copilot in SharePoint
- SharePoint skills blog
- SharePoint skills library
- Watch more videos about skills in SharePoint
Be sure to check out our new monthly What's New in Copilot in SharePoint blog!
Product drops
Here's what's new in SharePoint this month, all now generally available:
SharePoint: Agent Access Insights heatmap for SharePoint and OneDrive sites: Provides a visual heatmap of agent activity to help admins quickly detect patterns, hotspots, and unusual access behavior. Roadmap 565027
AI-generated audio summary of SharePoint News: Users will be able access an AI generated audio summary of SharePoint News posts in the SharePoint app for Teams. Roadmap 562018
Generating documents using forms in SharePoint with Power Automate: This capability supports scenarios such as creating contracts, invoices, letters, or reports using structured templates and form-driven inputs. The action works by mapping input data to template fields and returns the generated document along with file metadata such as location and status. Roadmap 561026
Stay tuned every month for the SharePoint Showcase, where we share updates, best practices, and real-world examples of how SharePoint helps teams move faster, work smarter, and stay in control as AI reshapes work.


