The AI Evolution in SharePoint: From Syntex to Copilot Agents

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    The AI Evolution in SharePoint: From Syntex to Copilot Agents

    Comprehensive comparison: Microsoft Copilot Studio vs. Power Automate for process automation in Swiss companies.

    February 28, 202610 min read
    Marcel Haas

    Marcel Haas

    Solution Architect, CEO

    marcel.haas@cnext.ch
    20+ Jahreexperience·6×Microsoft Applied Skills·SharePoint & Microsoft Copilot
    6x Microsoft Applied Skills
    CNEXT SharePoint

    Quick Answer

    Comprehensive comparison: Microsoft Copilot Studio vs. Power Automate for process automation in Swiss companies.

    SharePoint used to be the place where files disappeared. Today, it is the place where AI gets smart. Microsoft has transformed SharePoint over the past few years from a document repository into an intelligent, proactive knowledge platform. If you operate SharePoint, this development is not a nice-to-have — it determines whether you stay ahead or play catch-up.

    Here is the complete picture as of February 2026. No marketing speak, just what matters.


    The AI Timeline: From Cortex to Copilot

    YearWhat HappenedWhy It Matters
    2019Project Cortex announcedMicrosoft’s first serious step to bring AI into content management
    2020SharePoint Syntex launchedAI document processing, classification, metadata extraction — a game changer
    2021Syntex GA + ExpansionImage tagging, OCR, content assembly, autofill columns
    2022Syntex maturesFreeform document processing, deeper taxonomy integration
    2023Rebranding to SharePoint PremiumSyntex becomes part of SharePoint — pricing and packaging simplified
    2023Microsoft 365 Copilot PreviewFirst generative AI in SharePoint: page creation, summaries
    2024Copilot GA + Deep GroundingCopilot uses SharePoint as primary knowledge source
    2025SharePoint Agents LaunchEvery site gets a built-in AI agent
    2025Knowledge Agent PreviewAuto-metadata, smart filters, content gap detection, Q&A
    2026AI Citations AnalyticsTrack which files Copilot references — data-driven governance
    2026FAQ Web Part + CopilotAI-powered FAQ sections with human review
    2026Reimagined SharePoint UXNew creation experience centered around AI assistance

    Phase 1: The Foundations (2019–2024)

    It started with Project Cortex in 2019 and was delivered as SharePoint Syntex in 2020. The core idea was simple: AI should read your documents so you don’t have to tag everything manually.

    What Syntex delivered:

    • AI Document Classification — invoices, contracts, forms are automatically sorted
    • Metadata Extraction — data, amounts, parties are pulled from documents without lifting a finger
    • Image Tagging and OCR — photos and scans become searchable
    • Content Assembly — generate compliant documents from templates
    • Autofill Columns — libraries that fill themselves

    Microsoft rebranded Syntex to SharePoint Premium in 2023. Same capabilities, cleaner packaging. The real meaning: These features have made SharePoint content "AI-ready" — clean, tagged, structured, and discoverable for large language models.

    Then came Microsoft 365 Copilot at the end of 2023. Initial previews brought page creation from prompts, simple summaries, and smarter search. SharePoint was no longer just the place where content resided — it became the place where AI learns.


    Phase 2: What is Live Today (2025–2026)

    This is where it gets exciting. SharePoint today delivers production-ready AI features that truly change how people work.

    Copilot in SharePoint Creation

    FeatureWhat It Does
    Page Creation from PromptsChoose a template (newsletter, event, status update) + write a prompt = finished page in seconds
    Design IdeasOne-click AI layout suggestions for any page
    Rewrite with AIRephrase, shorten, expand, change tone — directly in the rich text editor
    File ContextUpload files that Copilot uses as context

    No more staring at blank pages. You describe what you need — SharePoint builds it.

    SharePoint Agents

    Every SharePoint site now has a built-in AI agent. Users can naturally chat to:

    • Get answers based on site documents and lists
    • Analyze and compare files
    • Generate summaries, FAQs, and actions
    • Trigger workflows via natural language

    You can create custom agents in seconds — restricted to specific libraries, folders, or sites. They work in SharePoint, Teams, and Copilot Chat. This is how people will interact with content in the future.

    Knowledge Agent (Public Preview since September 2025)

    The biggest single feature in SharePoint's recent history:

    • Automatically fills metadata and suggests tags
    • Creates AI-generated views and smart filters
    • Detects broken links, content gaps, and outdated pages
    • Natural-language automation — "Notify me when an invoice over CHF 5,000 arrives"
    • Site-wide Q&A, file comparison, audio summaries
    • Floating button — always accessible while you work

    The Knowledge Agent makes SharePoint the engine behind Microsoft 365 Copilot. Clean SharePoint = smarter Copilot everywhere.

    More Live AI Features

    • AI Builder document processing (extraction directly into libraries)
    • Autofill columns, document translation, image tagging
    • Deep Copilot grounding on sites, lists, scanned PDFs, and images
    • Personalized intelligent search and content recommendations

    Phase 3: The 2026 Roadmap

    Microsoft is delivering quickly. Here’s what is confirmed for the coming months:

    FeatureStatusTarget
    AI Citations Analytics — track which files Copilot referencesIn DevelopmentPreview Mar 2026, GA Apr 2026
    FAQ Web Part — Copilot-supported FAQs with human reviewIn DevelopmentPreview Mar 2026, Rollout May 2026
    Structured Document Creation — templates + forms = compliant documentsIn DevelopmentRollout starting Apr 2026
    Reimagined SharePoint UX — AI-centered creation experienceIn DevelopmentPreview late 2026
    Knowledge Agent GA — full releaseIn DevelopmentEarly 2026

    All dates are Microsoft roadmap targets. Things are moving quickly, dates may shift — but the direction is clear.


    What This Means for Your Organization

    SharePoint is no longer just storage. It is the intelligent layer that makes all of Microsoft 365 smarter. Every document you tag, every site you structure, every permission you set — everything flows into Copilot and agent experiences in Teams, Outlook, Word, and beyond.

    Organizations that invest in SharePoint hygiene now will see the greatest productivity gains:

    • Metadata Hygiene — structured content = better AI responses
    • Agent Scoping — the right content for the right audience
    • Activate Knowledge Agent — turn it on, let it work

    Less complexity, more intelligence. That’s the direction.


    Get Started Now

    Three things you can do today:

    1. 1Activate Knowledge Agent on your tenant or key sites
    2. 2Create agents on your key SharePoint sites
    3. 3Try page creation with Copilot — see for yourself what comes out

    The AI future of SharePoint is not a roadmap slide. It is production-ready, and it gets better every month.

    We help Swiss organizations make their SharePoint AI-ready — from metadata strategy to agent deployment. If you want to move quickly without breaking things, let’s talk.


    Further Links & Sources

    Internal:

    External:

    SharePointAgentic AIMicrosoft CopilotMicrosoft 365Schweiz
    Teilen:

    This article was created with the support of AI and reviewed by our team. We use AI tools to produce high-quality content efficiently — the editorial responsibility always lies with our experts.

    Marcel Haas

    Marcel Haas

    Solution Architect, CEO

    6x Microsoft Applied Skills

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