AI/Copilot Lab Document Management using Sharepoint

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I recently participated in a Teams meeting with a group here to discuss how I manage Point-of-Care Testing documentation using SharePoint. During the discussion, several attendees expressed interest in learning how to use SharePoint and asked questions about its capabilities.

When I first began using SharePoint, the learning process was challenging. I relied heavily on online resources, including YouTube tutorials, as well as guidance from my manager. There was recent integration of Microsoft Copilot with SharePoint has made the platform significantly more accessible and user-friendly.
 
You can ask the AI/copilot to build out stuff and it will do it for you.
Automation, reminders, searches and so much more.
You can ask questions about all the documents you uploaded, and it will provide you with an answer. 

I recently was building a sharepoint list to store manufacturer IFU/manuals.
Inspectors like to see that you are reviewing the IFU and updating your SOP accordingly.
I was using Copilot in sharepoint to summarize the previous version of the manufacturer and having the AI document the changes between version, and I documented in sharepoint that I reviewed it. 

I thought it was very cool and wanted to share it with everyone.

Maybe we can have another meeting in the future to see what everyone has created. 

See the video below:
Introduction to Copilot in SharePoint - YouTube



This is me testing/playing around with the sharepoint list to figure out if Copilot can see the attached document.
Ignore the document names.
Attachment.
image.png

3 Replies

[like] Sisti, Autilia E reacted to your message:
________________________________

Hi! Do you happen to know if you need to have access to the cloud in order to do all of this? Our Cybersecurity does not allow that so automation is not possible but I've been thinking of how I can use Sharepoint within our Microsoft Teams recently. I think it would make document management for inspections so much nicer since everything is all over the place currently.  

@Keishla : 

Good question! Short version: SharePoint's totally fine to use. our hospital lists SharePoint, OneDrive, and Teams as approved spots for our data, so we're good there. These all work together.

The stuff to watch out for is more around outside tools - random AI apps or third-party cloud services not tied to our Microsoft 365 setu . SharePoint/Teams don't fall into that bucket. Our IT department allows us to use these tools but for you, you should, just run it by Cybersecurity to double check. 

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