To create a SharePoint skill, open Copilot in SharePoint from a site page or document library that is not in edit mode, describe a repeatable workflow, choose whether it is personal or site-specific, review Copilot’s draft, and confirm saving. A personal skill is for its owner; a site skill is managed by the site admin and available on its associated site.
Before you create a SharePoint skill
These instructions cover skills created in Copilot in SharePoint—not the separate skill builder for agents in Copilot Studio. Microsoft’s SharePoint skills feature is intended to make repeatable workflows reusable with supported SharePoint content and actions.
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Microsoft says general availability began rolling out on September 30, 2026, and that availability appears in tenants as rollout progresses. Its setup guidance says creating and managing skills is included with an active Microsoft 365 Copilot license; advanced work uses Copilot Credits through usage-based billing. Check the current Microsoft setup guidance if Copilot or skills do not appear in your tenant.
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- Productivity. All Day. Every Day. – Built with the latest Qualcomm Snapdragon X2 Plus (10 Core) processors, Surface Pro delivers fast, responsive performance with built-in AI acceleration—so you can handle everything from everyday tasks to demanding workloads with ease.
- The ports you need – Charge on-the-go, transfer data fast, or create the ultimate desktop set up with two USB-C / USB4[4] ports.
- Built-in AI Companion – Work smarter, create freely, and communicate with confidence—Copilot[5] on Windows 11 is always there to help.
Choose personal or site-specific scope
| Scope | Best for | Owner and storage | Availability |
|---|---|---|---|
| Personal | An individual’s preferences or recurring way of working | Owned by you and stored in your OneDrive | Available to you across supported SharePoint experiences |
| Site-specific | A repeatable process a team uses on one SharePoint site | Owned and managed by the site admin; stored in the site’s Agent Assets library | Available only on the associated site |
Choose personal scope when the workflow reflects how you work and does not need to be shared. Choose site scope when the process should be available to people using one particular site. A site skill does not make its content available to everyone: each user still needs the relevant SharePoint permissions.
Create the skill in Copilot in SharePoint
- Open the right site. Go to a SharePoint site where Copilot in SharePoint is available. Open a site page or document library, and make sure the page is not in edit mode.
- Open Copilot. Open the Copilot in SharePoint chat panel from the page or library.
- Describe the reusable workflow. Ask Copilot to create a skill. Explain the task, its inputs, the steps to follow, and the expected result. State whether you want a personal or site-specific skill. If the audience is unclear, ask Copilot to help you choose a scope.
- Review the draft. Check that the definition captures the actual workflow, including important exceptions and the format or destination of the output. Ask Copilot to revise unclear or missing details.
- Confirm saving. Save the skill when the draft matches the process you want to reuse.
This prompt pattern is an editorial example, not a verbatim Microsoft template:
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- Up to 15.5 hours of battery life[3] - The new Surface Pro is designed for long days, late nights and everything in between.
- Work at the speed of your ideas – Built with the latest Qualcomm Snapdragon X2 Elite (12 Core) processors, Surface Pro delivers fast, AI‑accelerated performance—making it the most powerful Surface laptop for everything from multitasking to demanding workloads.
- The ports you need – Charge on-the-go, transfer data fast, or create the ultimate desktop set up with two USB-C / USB4[4] ports.
- Built-in AI Companion – Work smarter, create freely, and communicate with confidence—Copilot[5] on Windows 11 is always there to help.
Create a [personal/site] skill to [repeatable task]. Use [inputs or content]. Follow these steps: [steps]. Return or update [expected output]. If [edge case], [handling].
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A skill is more useful when its instructions make the task and result unambiguous. For example, instead of asking for a skill that “organizes project files,” specify which files it should consider, how to identify the project, what organization rules to follow, and what to do when a file does not fit those rules. For a summarizing workflow, specify the intended audience, the information to include, and the desired output format.
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- [This is a Copilot+ PC] — The fastest, most intelligent Windows PC ever, with built-in AI tools that help you write, summarize, and multitask — all while keeping your data and privacy secure.
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- [Incredibly Fast and Intelligent] — Powered by the latest Snapdragon X Plus processor and an AI engine that delivers up to 45 trillion operations per second — for smooth, responsive, and smarter performance.
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- [Brilliant 12” Touchscreen Display] — The PixelSense display delivers vibrant color and crisp detail in a sleek design — perfect for work, entertainment, or both.
- Inputs: Name the relevant files, folders, lists, or other SharePoint content.
- Steps: Describe the sequence or decision rules that should be followed.
- Output: State whether Copilot should summarize, organize, or update supported SharePoint content, and identify the expected format or destination.
- Exceptions: Explain how to handle missing information, conflicting content, or items that do not meet the workflow’s criteria.
Run a skill and check that it loaded
In a document library, select relevant files first if that helps focus the task. Then ask Copilot a question or give it an instruction that matches the skill. Copilot may load a relevant skill automatically; you can also invoke the skill by name. Look for the skill indicator card in the chat to check whether it loaded.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.Where site skills are stored and what they can do
Site skill files are Markdown files stored at /Agent Assets/Skills/<skill-name>/SKILL.md. Copilot creates and activates the Agent Assets library when the first site skill is created. Site admins own and manage site skills, and standard SharePoint file governance can be applied to them.
Rank #4
- Brilliant LCD Display – The 13" PixelSense touchscreen[1], with LCD and enriched HDR[2] tech, unveils crisper whites, darker blacks, and colors so richly saturated bringing vivid life into every frame – perfect for work, school, streaming and creative tasks.
- Up to 15.5hours of battery life[3] - The new Surface Pro is designed for long days, late nights and everything in between.
- Productivity. All Day. Every Day. – Built with the latest Qualcomm Snapdragon X2 Plus (10 Core) processors, Surface Pro delivers fast, responsive performance with built-in AI acceleration—so you can handle everything from everyday tasks to demanding workloads with ease.
- The ports you need – Charge on-the-go, transfer data fast, or create the ultimate desktop set up with two USB-C / USB4[4] ports.
- Built-in AI Companion – Work smarter, create freely, and communicate with confidence—Copilot[5] on Windows 11 is always there to help.
SharePoint skills can chain supported actions such as understanding and summarizing content, organizing files and folders, and interacting with lists. Microsoft states that “Skills can’t connect to external systems or execute custom code.” If a workflow depends on an external service or custom code, it cannot be implemented as a SharePoint skill alone.
Quick Recap
If you cannot create or find a skill
- Copilot or the skill option is missing: Check that Copilot in SharePoint is available in your tenant and that your Microsoft 365 Copilot license is active. Feature availability may vary while rollout progresses.
- You cannot create a site skill: Confirm that you have Edit permission on the site. View permission allows running a site skill, not creating one.
- A teammate cannot use your personal skill: Personal skills belong to their owner. For a shared workflow on one site, create a site-specific skill instead.
- A skill cannot access a file or site: Skills do not bypass SharePoint permissions. The person running it must already have access to the content.
- The skill is not visibly applied: Invoke it by name, or ask a matching question and check the chat for the skill indicator card.
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