Teams often rely on shared document collections to track project history, decisions, and operational knowledge. To support this workflow, Microsoft introduced an agent in OneDrive that allows users to create an AI assistant built from the files and folders they select.

This feature allows users to group project plans, meeting notes, technical specifications, presentations, and research materials into one agent. The assistant can then answer questions, summarize discussions, identify recorded decisions, and extract deadlines, ownership details, and action tasks.

Agents operate within a Copilot interface that is linked to relevant document collections. Each assistant is saved as an .agent file in OneDrive, maintaining the relationship between the AI ​​assistant and its source material.

“Agents are always associated with the content they select, making it especially powerful for working across people, time, and files.” Rob NunesMicrosoft Product Marketing Manager explained.

The company says it’s easy to get started and requires no special administrative setup. All users need is OneDrive on the web and a Microsoft 365 Copilot license. You can create an agent by selecting up to 20 files or folders and providing instructions to guide the assistant’s responses.

Agents can also share the underlying documents with others who have permission to access them, so your team can pull information from the same set of documents.