Microsoft 365 Copilot Document Review Agent

Quickly and easily create an agent that will review documents based on your requirements and provide feedback

How to Create an AI-Powered Document Review Agent in Microsoft 365 Copilot

Automation is becoming a crucial component for business who want efficiency gains. Microsoft 365 Copilot,  allows users to create custom AI agents that can streamline various tasks. In this guide, I will walk through how to set up an AI agent in Microsoft 365 Copilot to review documents based on predefined criteria and provide feedback.

Why Use a Document Review Agent?

This use case is particularly useful for managers, legal teams, and sales professionals who frequently review contracts, reports, or sales documents. By creating a custom agent, you can automate the review process, ensuring documents meet specific standards before being approved or shared with stakeholders.

Creating The Agent 

For a detailed step-by-step guide on configuring the agent, refer to the video tutorial. The video will walk you through the process, including naming the agent, defining its instructions, setting additional parameters, and testing its functionality.

Expanding Functionality

Beyond basic document review, this agent can be enhanced in several ways:

• Automate uploads via SharePoint – Documents uploaded to a specific SharePoint folder can be automatically reviewed by the agent, with feedback emailed to relevant users.
• Refine criteria – Adjust the predefined list of items based on evolving needs.
• Deploy within internal teams – Instead of manual reviews, team members can upload documents to the agent, ensuring compliance before submission.