Your monthly roundup of what’s new in Copilot in SharePoint.
Copilot in SharePoint general availability rollout started on September 30 — read the announcement blog for the full story.
But general availability isn’t the finish line, and this month’s release makes that clear. October is about what happens after Copilot creates something — reviewing it, restructuring it, publishing it, and getting it to the people who need to act on it. You’ll find new ways to reshape documents and images, review and publish generated HTML, and send the result on without ever leaving the site. Round it out with plugins that reach your other business systems, workflows you can describe in a sentence, and analytics you can simply ask for, and the pattern this month is a simple one: fewer trips out of SharePoint to finish the job.
Most of these capabilities are included with your Microsoft 365 Copilot license. Image generation and editing, advanced autofill, and site analytics use Copilot Credits, which have started rolling out as part of general availability.
Create and refine content
Split, merge, and reorder PDFs without leaving SharePoint
What’s new: Copilot in SharePoint can now work with PDFs at the page and section level, letting you extract sections, insert attachments, reorder pages, and split a document into separate files.
Why it matters: You can reorganize large documents for different reviewers and audiences without leaving SharePoint.
Sample use cases:
- Pull the pricing section out of an RFP response packet for a reviewer.
- Insert a late attachment at a specific point or reorder a packet to match a required structure.
- Split one document into separate copies for different audiences.
Try this prompt: “Pull the pricing section out of the response packet into its own PDF.”
Availability: Included with a Microsoft 365 Copilot license.
Review and restore earlier file versions
What’s new: Ask Copilot to read version history, explain what changed, and restore an earlier version when you need to undo an unwanted edit.
Why it matters: You can investigate and recover from changes through conversation instead of manually opening and comparing multiple versions.
Sample use case: A content owner reviews what changed after an accidental edit and restores the last approved version.
Try these prompts:
- Compare the latest version of this file with the previous version, summarize the changes, and restore the earlier version if I approve.
- Show me the version history for this item and summarize what changed in each version.
- Restore this document to version 2.0.
Availability: Included with a Microsoft 365 Copilot license.
Create and edit images right in your libraries
What’s new: Generate new images or edit existing ones with Copilot in SharePoint, with results shown as a preview in the Copilot pane.
Why it matters: You can work with document scans and photos from the field where your content already lives, and pair image editing with a custom skill that defines company-specific terms such as “PII.”
Sample use case: Use a custom skill that defines your company’s PII criteria to request redaction from a field photo, preview the result, and save it as a separate copy.
Try this prompt: “Redact all PII from this image and save the result as a new copy.”
Availability: Available with a Copilot License and Copilot Credits, which are rolling out this month.
Organize and structure files
Autofill metadata in near real-time
What’s new: Autofill turns a library of documents into structured, filterable data — you describe the column you want, and Copilot reads each file and fills it in. The existing autofill experience from the Copilot in SharePoint preview remains available with a Copilot license, but we’re also adding a new capability called Advanced Autofill. With advanced autofill, sites with Copilot Credits enabled get that work done on a faster processing queue, with most files completing in a few minutes (up to about an hour when services are especially busy).
Why it matters: Advanced Autofill simply gets you to a structured, organized library sooner, which is great for high priority documents.
Sample use cases:
- Formalize customer feedback into a work item — Point Copilot at the library where your team drops customer calls, survey exports and escalation notes, and add columns for product area, sentiment, requested change and severity. Every new file gets classified as it lands, so raw feedback arrives ready to triage into a work item instead of waiting to be read.
- Track exceptions in a list — For contracts, POs or policy documents, add columns for non-standard terms, approval status and owner. Advanced Autofill flags the exceptions across the whole library quickly, so your team reviews the handful that deviate rather than opening every file.
- Turn requests for help into an issue list — When support requests, intake forms or IT tickets are stored as documents, autofill columns for request type, affected team, urgency and next action. The library becomes a working issue list you can sort, filter and assign — no manual tagging.
Try this prompt: “Create autofill columns for this library that capture the request type, the team affected, urgency, and the recommended next action for each document.”
Learn more: https://learn.microsoft.com/en-us/sharepoint/copilot-in-sharepoint-create-autofill-columns#advanced-autofill
Availability: Available with a Copilot License and Copilot Credits, which are rolling out this month.
Work with HTML in SharePoint
Review & update generated HTML with comments
What’s new: Review AI-generated HTML the same way you review a Word document. Leave a comment on what you want changed, and Copilot handles the underlying HTML, CSS, and layout edits.
Why it matters: Feedback stays anchored to the exact content. Reviewers can focus on the desired outcome while Copilot preserves everything that wasn’t mentioned.
Sample use case: A project lead comments on a generated status dashboard to simplify a chart, rename a section, and clarify an alert—without writing a technical editing prompt.
Try this prompt after leaving comments on an HTML page: “Fix the issues in the comments and show me the updated version.”
Watch the demo: https://www.youtube.com/watch?v=f6o8iz9b4WY
Availability: Included with a Microsoft 365 Copilot license.
Display HTML as a SharePoint page
What’s new: Create HTML with Copilot in SharePoint or upload HTML from another source, then store it in the pages library to render it as a SharePoint page, make additional edits, and share it with your audience.
Why it matters: HTML gives you another way to present your content alongside existing ASPX pages.
Sample use case: Create a project newsletter that brings together the project summary, team members, and decisions and action items from the latest team meeting.
Try this prompt: “Create an HTML newsletter about Project Alpha. Include a summary of the project, team members involved, and the decisions and action items from our most recent weekly team meeting.”
Availability: Included with a Microsoft 365 Copilot license.
Share your content
Send an email from Copilot
What’s new: Copilot in SharePoint can now send email for you. Ask it to create something — an HTML report, a summary, a planning update — and tell it who should receive it, and Copilot will generate the content, resolve the recipients you named (including references like “my manager” or “my reports”), and send the report as the body of the email rather than as an attachment. One prompt takes you from request to delivered.
Why it matters: The work isn’t done when the report is finished — it’s done when the right people have read it. And because the report lands in the email body, recipients read it the moment they open the message — no download, no attachment, no “which version is this?” — and because Copilot resolves people from how you actually refer to them, you don’t have to stop and look up who’s on the distribution. You stay in control of what goes out: Copilot shows you the message before it sends.
Sample use cases:
- Share a monthly plan with your leadership chain — Generate a team planning report from your site content and send it straight to your manager, with your reports on CC, so everyone sees the same plan at the same time.
- Send a status update without leaving the site — Summarize what changed in a library or list this week and email it to your stakeholders, no copy-paste into Outlook.
- Distribute a readout to the people who need it — Turn a set of documents into a formatted summary and send it to the project team, with the content in the email body so it’s readable on any device.
Try this prompt: “Create an HTML report of my team’s planning for next month and send it to my manager, CC my reports.”
Availability: Included with a Microsoft 365 Copilot license.
Connect content and business systems
Bring your other systems into Copilot in SharePoint
What’s new: Plugins let Copilot in SharePoint work with systems such as GitHub, CRM systems, publishing platforms, and internal tools, supporting both read and write scenarios with human approval on bulk actions.
Why it matters: Install a plugin once through Microsoft 365 and use it in the SharePoint sites where your team’s documents already live, while IT retains control over governance and who can access each plugin.
Sample use case: Cross-check a pipeline review in SharePoint against Dynamics 365 to identify deals with changed close dates and create follow-up tasks.
Try this prompt: “Cross-check the accounts in this site’s Q3 pipeline review against Dynamics 365, flag any deals where the close date has slipped, and log a follow-up task on each one.”
Availability: Included with a Microsoft 365 Copilot license.
Automate simple workflows
Build list and library workflows in plain language
What’s new: Describe the automation you want, and Copilot in SharePoint builds a rules-based workflow that can trigger on a column change or run on a schedule, sending messages to a person or a Teams channel.
Why it matters: Notifications can include adaptive cards with buttons linking directly to the list item and source document, keeping the update connected to the content people need to act on.
Sample use case: When an RFP’s status changes to “Bid Won,” notify the marketing channel with an adaptive card linking to the RFP list item and document.
Try this prompt: “Every time the status of an RFP is set to Bid Won, send an adaptive card to the marketing channel with buttons linking to the RFP list item and the RFP document.”
Availability: Included with a Microsoft 365 Copilot license.
Notify the team when content needs attention
What’s New: Copilot can help you build a quick workflow to collaborate in chats or channels when key file changes and metadata updates occur. Don’t worry about triggers, actions, or setting up your own Power Automate flow, let workflows use the context of SharePoint and help build automatic notifications. Want to send an email instead? Just ask Copilot and switch your workflow action with a simple prompt.
Go beyond simple text updates and let Copilot and SharePoint build you a beautiful, information rich adaptive card with helpful buttons and links back to SharePoint.
Why it matters: Collaboration happens in Teams or email. Let the content live in document libraries or lists and post key updates when new files are added, metadata meets a specified criteria, or recurring reminders to update files assigned to me in SharePoint.
Sample use cases:
- Send high value invoices for leadership review — when you receive an invoice over $500k, post an exception notice in your chat with leadership, gather input and review critical details before processing a payment.
- Route contract updates to the deal room — when a file in the Contracts library is updated, post a card to the deal channel with the version, the owner, and a link back to SharePoint so the team reviews the current copy.
- Review RFP’s — post a message in the bid channel whenever a new RFP document lands, and notify the assigned reviewer privately so the response window never opens late.
Try this prompt: Set up an RFP tracking solution, capture key client details and help me manage status. If something is high risk or complete, post a message in our team chat.
Availability: Included with a Microsoft 365 Copilot license.
Understand content performance
Ask how your site and content are performing
What’s new: Site owners can ask about site, page, news, and document performance in plain language, assemble the numbers in one place, and turn the results into a custom HTML report to share.
Why it matters: Instead of gathering insights from separate places or working around fixed reporting windows, you can tailor the metrics to the view you need.
Sample use case: Create a report covering pages, news, and documents to see which content is most popular on your site this week.
Try these prompts:
- “Which pages on this site get the most views and unique visitors?”
- “How is my site performing this month?”
- “Which documents on this site are being viewed the most?”
- “Summarize the average time spent on my top pages and tell me what stands out.”
- “How did my last news post perform compared to the previous one?”
- “Build me a custom analytics report for this site covering pages, news and documents, and highlight what’s popular this week”
Availability: Available with a Copilot License and Copilot Credits, which are rolling out this month.
A chat experience that’s always improving
This month we added suggestion chips: after Copilot responds, you’ll see contextual follow-ups right under the answer. They help you refine the result, dig deeper, or take the next action — so you never have to stare at an empty prompt box wondering what to ask next. We’re also added a quick access option for skills, similar to the way you access files, people, and meetings, so you can discover and add the right skill when you need it. Together they make Copilot in SharePoint easier to start with, and easier to keep going with.
Try it today
Explore ready-to-use prompts and step-by-step guidance in the https://adoption.microsoft.com/copilot-in-sharepoint/ and the https://adoption.microsoft.com/files/sharepoint/GettingStartedGuidePromptLibrary.pdf.
Stay up to date through the https://aka.ms/CopilotinSP/WhatsNew, and see more demos on https://www.youtube.com/@ZRosenfield.
See you next month for more updates!