NEW Copilot Studio Agents: Working with SharePoint Lists & Work IQ 🚀
Microsoft has completely redesigned the Copilot Studio agent experience, and in this video I put the new agents to work with SharePoint Lists and SharePoint Work IQ.We'll build an AI-powered agent that connects to a large SharePoint List as a knowledge source and explore how the new agent experience can reason over data, generate business artifacts, and take actions on your behalf.
🚀 In this video you'll learn how to:
✅ Connect SharePoint Lists as a knowledge source
✅ Query large datasets using natural language
✅ Retrieve counts, summaries, and insights from SharePoint data
✅ Filter records and answer questions about list contents
✅ Generate Excel reports based on SharePoint data
✅ Create PowerPoint presentations
✅ Use Work IQ for SharePoint (MCP) to access and work with list data
✅ Update SharePoint records directly from the agent experience
✅ Perform CRUD operations against SharePoint Lists
✅ Send emails using Work IQ Mail (Model Context Protocol)
✅ Leverage the powerful new skills available in Copilot Studio agents
The new Copilot Studio experience goes far beyond traditional chatbots. By combining knowledge sources, Work IQ, AI actions, and skills, agents can now understand enterprise data, generate content, automate tasks, and help users complete real business processes.
⏱️ Chapters
00:00 Introduction to NEW Copilot Studio Agents: Working with SharePoint Lists & Work IQ
00:47 New experience for building agents in Copilot Studio
01:35 SharePoint List as Knowledge Source & Skills in Copilot Studio
03:02 Query SharePoint List from Copilot Studio Agent - Filter, Counts, Reports
07:14 Use Work IQ SharePoint as Tool in Copilot Studio
10:48 Create excel file from agent with SharePoint as data source
12:09 Work IQ Mail in Copilot Studio
13:24 Create PowerPoint file from agent with SharePoint as knowledge source
13:56 Build autonomous agents in Copilot Studio using Workflows
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