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Webinar: Automating Documents with Copilot Agents in SharePoint

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May 20, 2026
38:07

Watch our #webinar to learn how Microsoft 365 Copilot, SharePoint, and #PlumsailDocuments can work together to automate document generation. We’ll show how AI-powered agents built with Copilot and Copilot Studio can generate invoices, memos, contracts, presentations, and other business documents using SharePoint data. ⏱ Timeline: 00:00 – Intro & agenda 02:11 – Microsoft 365 Copilot overview 03:33 – Build a simple Copilot Agent 11:31 – Testing the Copilot Agent 13:23 – Introduction to Copilot Studio 14:21 – Copilot Studio Agent in action inside SharePoint 21:33 – Build Agent in Copilot Studio 25:46 – Agent Flow and Tools 27:48 – Plumsail Documents integration 33:47 – Q&A 📌 Resources mentioned: 🔹 Microsoft 365 Copilot: https://m365.cloud.microsoft/ 🔹 Copilot Studio: https://copilotstudio.microsoft.com/ 🔹 Microsoft Word templates: https://word.cloud.microsoft/create/en/templates/ 🔹 Plumsail Documents: https://plumsail.com/documents/ 🔹 Documentation – Plumsail Documents: https://plumsail.com/docs/documents/v1.x/index.html 🔹 Blog: https://plumsail.com/blog 🔹 YouTube tutorials: https://www.youtube.com/c/Plumsail 🔹 Community: https://community.plumsail.com 🔹 Contact Support: https://plumsail.com/support #Microsoft365 #SharePoint #Copilot #CopilotStudio #Plumsail #DocumentAutomation #AI #WorkflowAutomation #MicrosoftTeams #PowerAutomate

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