Practical notes from real client work
SharePoint architecture, Microsoft 365 Copilot and AI workflows. Written from what's running in real tenants, not from the roadmap.
How to Build a Copilot Agent Grounded in a SharePoint Library
I built a resume screening agent over a library of 80 resumes in under six minutes, with Copilot writing the instructions for me. Here are the steps, plus how I bring several agents into one chat and where Microsoft's prebuilt agents fit.
11 December 2025 · 7 min read
How to Make Copilot Agents Create Branded Word Documents
Can a Copilot agent create a Word document on your letterhead, with your styles? It can, and the setup is three things in Agent Builder.
26 November 2025 · 6 min read
Turn SharePoint into a Copilot Knowledge Base with Metadata
Copilot can reason over the custom metadata in your SharePoint libraries. Give a library the right columns and it becomes a knowledge base you can question in plain English, through Copilot in SharePoint or an agent of your own.
11 November 2025 · 4 min read
Building a feedback app with the Microsoft 365 Copilot App Builder agent
I built an ideas and voting app with the App Builder agent from one prompt and a handful of follow-ups. The agent is on its way out, but what it taught me about SharePoint list back ends carries straight into Copilot Cowork.
29 October 2025 · 6 min read
Let people upload documents and metadata to SharePoint with library forms
Document library forms give people a simple page to upload a file and fill in its columns, without access to the site. I set one up for a permits library, and the file landed in SharePoint with every column filled in.
27 October 2025 · 6 min read
Claude, Firecrawl and Copilot Studio: I Built a Web Scraping Agent
I switched a Copilot Studio agent to Claude, gave it a Firecrawl custom connector for scraping and the Email Management MCP server for sending, and asked it to report on six months of FDA safety alerts. Three lines of instructions got me two formatted HTML emails.
20 October 2025 · 7 min readGet these in your inbox. One email a week.
Practical thinking on organising your information and getting real work out of AI. Subscribers get the free SharePoint Skill course to start.