Session

SharePoint Document Management Agents: governance to measurable gains

SharePoint is moving into the agent era. This talk shows how to design and deploy document management agents that classify, tag, route, and answer questions about your content—inside SharePoint using Copilot Studio and native SharePoint agents. We’ll clarify roles: when to rely on a site agent, when to publish a Copilot Studio agent to SharePoint, and how to wire agents into workflows (approvals, templates, archiving) while staying compliant via SharePoint Advanced Management and Purview. On value tracking, we’ll instrument usage and analytics to prove ROI: faster findability, shorter approval cycles, fewer orphaned/overshared files. You’ll leave with a wave-based adoption plan, ready-to-reuse agent patterns (FAQ, version control, knowledge agent), and pragmatic guardrails.

Highlights:
- Build & publish to SharePoint
- Stand up a knowledge agent
- Govern with SAM
- Measure ROI with analytics.

Level 200–300, live demos and a production checklist for M365/SharePoint owners, architects, security/compliance, and content leads.

Nicolas Georgeault

AFI/Edgenda, Trainer and Consultant on Microsoft 365, AI and Microsoft Fabrics

Montréal, Canada

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