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Home/Copilot Guides/How to Build Personal and Site Skills in SharePoint Copilot
Copilot GuidesRepeatable Processes

How to Build Personal and Site Skills in SharePoint Copilot

Personal and site skills turn repeated prompts into predictable, one-click workflows. Learn how to package team processes into reusable skills without compromising permissions.

Published: 10 October 2026• Last reviewed: 19 October 2026• 7 min read
Target OutcomeConfigure reusable skills that standardize status reporting, briefing extraction and document checks across your team.
Who It Is ForOperations managers, team coordinators and Microsoft 365 champions.
Required Tool & LicenceCopilot in SharePoint & OneDrive (Microsoft 365 Copilot licence)
Preconditions to check first:
  • OneDrive access for Personal Skills
  • Site Administrator access to the Agent Assets library for Site Skills

1. Personal skills vs site skills

SharePoint Copilot provides two distinct ways to save repeatable prompt sequences: Personal Skills and Site Skills.

A Personal Skill lives in your personal OneDrive. It follows your account across Word, PowerPoint, Teams and SharePoint, making it ideal for individual habits like turning raw meeting transcripts into your preferred action-list format.

A Site Skill lives in the site's Agent Assets library. It is published by site administrators and available to anyone who uses that specific team site, ensuring the whole team follows the same steps for standard reviews.

2. Structuring an effective skill definition

A reliable skill is not a vague prompt. It follows a structured sequence: input scope, assessment criteria, output template, explicit boundaries, and human review gates.

Site Skill Definition Pattern
When given a weekly status update document in this library: 1. Summarise the top 3 completed outcomes. 2. List any active blockers with their named owner. 3. Format output under headings: Executive Highlights, Blockers & Ownership, Next 7 Days. Do not infer or invent missing deadlines; flag missing dates as 'To be confirmed by author'.
Checks to perform on result:
Test with both complete and incomplete documents to verify edge-case handling
Confirm the skill adheres strictly to user permissions without leaking unapproved drafts

Human Review Checks (Always Perform Before Sharing)

  • ✓Verify the skill does not attempt automated approvals or changes without human intervention
  • ✓Check that team members understand when to run the skill and where to file the output
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