The Copilot Skill That Stops Bad Documents From Going Out
The Copilot in SharePoint Skill That Catches Missing Clauses. A Statement of Advice compliance gate for financial advisers, built entirely in Copilot in SharePoint with no code and no Power Automate. Two Copilot in SharePoint Skills work together on 13 real SOAs. The first Skill checks every new document for the disclosure statement and authority to proceed section. Any gap writes a row to a tracking list called SOA Compliance Gaps and flips document status to Review Before Sending. The second Skill re-runs the check when the gap closes and marks the SOA Ready to Send. Nothing leaves unchecked. The whole architecture sits on two files. SHAREPOINT.md is the site brain, one per site, loading on every chat and defining the terminology and rules Copilot must never break. SKILL.md is the muscle, one per Skill, in the Agent Assets library. Every user in the site inherits both. Chapters: 00:00 Why SOAs go out with missing clauses 00:57 Creating the SOA Compliance Gaps list 02:00 Testing the verification prompt 04:00 Turning the prompt into a Skill 05:20 SHAREPOINT.md the site brain 07:30 Running the Skill across 13 SOAs 09:20 The verification gate Skill 11:00 Closing the loop to Ready to Send Full walkthrough newsletter: https://danielanderson.kit.com/27c240... #CopilotinSharePoint #SharePointSkills #Microsoft365
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