Teach Copilot howyour business works.
24 reusable Copilot skills spanning back office operations, sales support, demo management, knowledge discovery, training, and governance. Each one is a packaged capability your team can run from day one — not a script somebody has to maintain.
Back Office Operations
01Request TriageBack office
Reviews incoming back office requests and organizes them by urgency, ownership, topic, and required action.
02Request Status ReportingBack office
Creates status summaries for back office requests so teams can see progress, blockers, and next steps at a glance.
03Assessment SummaryIntake review
Summarizes assessment submissions and highlights key information, status, gaps, and follow-up needs.
04Dashboard ReviewAnalytics
Summarizes dashboard data and reporting notes so users understand trends, exceptions, and operational insights faster.
05Application ReviewHR intake
Reviews application information and summarizes applicant records — supporting the screening process without replacing human decision-making.
Sales & Customer Support
06Customer Follow-Up PlanningCustomer
Plans customer follow-up actions based on available records, notes, requests, and status information.
07Customer Record LookupCustomer
Locates relevant customer records, summarizes the details, and surfaces useful context for the next business action.
08Lead Follow-Up PlanningSales
Plans next steps for leads based on lead details, status, source, notes, and previous interactions.
09Lead Data CleanupData quality
Identifies incomplete, duplicated, outdated, or inconsistent lead records so they can be cleaned up and followed up on.
10Conversion ReviewSales
Reviews lead-to-customer conversion information and summarizes patterns, gaps, and possible follow-up opportunities.
Demo & Partner Showcase
11Demo Card CreationShowcase
Builds clear demo site cards with names, descriptions, categories, and business-facing positioning.
12Demo Directory MaintenanceShowcase
Keeps a directory of demo sites organized — links, descriptions, categories, and update notes.
13Demo RecommendationShowcase
Suggests the most relevant demo site for a business need, industry scenario, department, or stakeholder requirement.
Knowledge & Discovery
14Knowledge SummaryKnowledge
Summarizes articles, documents, and knowledge center content so users grasp the key points and next actions quickly.
15Resource DiscoveryKnowledge
Finds the resource hubs, documents, pages, and knowledge locations that match a stated business need.
Training & Events
16Event PlanningEvents
Drafts event plans, organizes event requirements, and summarizes registration or logistics information.
17Training Intake TriageTraining
Reviews training requests and intake submissions, organizing them by topic, audience, priority, and required next step.
18Registration SummaryEvents
Summarizes workshop registration information, attendee details, topics, and planning needs.
19Booking DocumentationBookings
Creates and organizes documentation related to bookings, appointments, and registration processes.
Governance & Site Maintenance
20Admin Link ReviewGovernance
Reviews administrative and operational links across the portal to catch outdated, missing, or inconsistent references.
21Quick Links MaintenanceMaintenance
Supports review and organization of the quick links used on portal and department pages.
22Content InventoryGovernance
Creates an inventory-style summary of site content — pages, libraries, lists, and visible resources.
23Assessment AnalysisStrategy
Analyzes responses and notes from an intranet assessment to surface themes, strengths, gaps, and improvement areas.
24Assessment ComparisonStrategy
Compares assessment results across sites, departments, or submissions to identify differences and shared improvement themes.
Twenty-four skills. Pick the ones you need.
We wire the skills you choose straight into your Copilot and your SharePoint — scoped to your data, ready for your team.
Need a custom skill?
Don’t see a skill that fits your workflow? We build custom Copilot skills scoped to your data, your process, and your team.