This event is part of a learning series presented by the Microsoft 365 Community Conference. Join us April 21 – 23, 2026 in Orlando, FL. Use code SAVE150 to save $150.
What if your SharePoint data could generate the documents your business relies on — automatically?
In this session, Plumsail will demonstrate how to build custom Copilot Agents that transform structured SharePoint data into ready-to-use business documents such as invoices, contracts, quotes, and reports.
You’ll see a real-world scenario from start to finish, including how to configure the agent, connect it to SharePoint data, and generate formatted documents in seconds.
Whether you're exploring AI automation or looking for practical Copilot use cases, this session will give you a clear blueprint you can apply immediately within your own Microsoft 365 environment.
What You’ll Take Away
- A replicable document automation scenario
- Clear understanding of Copilot Agent configuration
- Ideas for applying AI-driven document generation in your organization
- Insight into scaling automation beyond a single workflow
- Confidence to move from experimentation to implementation
Featured Experts
Katrina Frolkina
Automation Specialist | PlumsailKatrina leads Plumsail’s sales and automation strategy, helping organizations streamline document workflows and unlock greater value from their Microsoft 365 environments. With hands-on expertise in workflow automation and document generation, she works closely with businesses to turn manual processes into scalable, intelligent solutions.
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