Microsoft Copilot
Trupeer + Microsoft Copilot: Training Knowledge Base
Turn your SOPs and training videos into a training knowledge base for Microsoft Copilot, so employees can ask Copilot how to do their work.
Make Trupeer SOPs available to Microsoft Copilot
In Trupeer, open the SOPs and training videos you want Copilot to use.
Publish them in your Trupeer knowledge base, or export them as Word or PDF files.
For Microsoft 365 Copilot, store the exported SOPs in a SharePoint site or library your employees can access.
For a Copilot Studio agent, add your SharePoint site, your published knowledge base or the exported files as knowledge sources.
Test the agent with real employee questions, and check that answers point back to the right SOP.
Copilot can then answer questions using your approved procedures, within the permissions each employee already has.
Refer to How do I publish my video? for details on enabling sharing in Trupeer.
Build a training knowledge base for Microsoft Copilot from your SOPs: record each process once in Trupeer, publish the approved procedures where Copilot can use them, and let employees ask Copilot how to do their work.
Many organisations are rolling out Microsoft 365 Copilot and building agents in Copilot Studio. The quality of the answers depends on the knowledge behind them. If procedures are missing, out of date or buried in long documents, Copilot has nothing reliable to draw on. Trupeer turns recordings of real work into clear, approved SOPs and training videos, giving Copilot a training knowledge base that reflects how work is actually done.
Ways to connect Trupeer SOPs to Microsoft Copilot
Method | How Copilot uses it | Best for |
|---|---|---|
SOPs in SharePoint | Microsoft 365 Copilot can use content in SharePoint that each employee has permission to see | Organisations already using SharePoint for procedures |
Copilot Studio knowledge sources | An agent built in Copilot Studio uses your SharePoint site, published knowledge base or uploaded files as its knowledge | A dedicated how-to or training agent for a team or process |
MCP connection | An agent connects to your Trupeer library through Trupeer's MCP server, where supported | Teams that want agents to read the current SOP version directly |
For the SharePoint route, see how to export SOPs to SharePoint.
How to build a training knowledge base for Copilot
Record the processes employees ask about most, narrating each step and decision; Trupeer turns each recording into an SOP and video.
Review and approve the SOPs, adding exceptions, owners and review dates, so Copilot only draws on approved content.
Publish where Copilot can reach them: a SharePoint site, your published Trupeer knowledge base or exported files.
Add them as knowledge for Microsoft 365 Copilot through SharePoint, or as knowledge sources in a Copilot Studio agent.
Test with real questions, and fix gaps where answers are incomplete.
Keep the knowledge current by updating SOPs in Trupeer when processes or systems change.
For a step-by-step look at building an answering agent, see building an AI agent that answers questions from your video library.
Why SOPs make Copilot answers better
Approved content in, approved answers out: Copilot draws on procedures that owners have checked.
Step-by-step structure: SOPs written as numbered steps produce clearer answers than long policy documents.
Real screens and terms: procedures recorded in the actual system use the same names employees see.
Exceptions included: documented exceptions help Copilot answer the questions that matter most.
A video for every answer: employees can follow a link from Copilot's answer to the walkthrough.
For how procedures should be written so AI can follow them, see what an agentic operating procedure is.
Keeping Copilot's knowledge current
Copilot is only as current as the content it reads. When a process or system changes, update the SOP in Trupeer by editing the script or replacing a single step, then republish it. Give every SOP an owner and review date, and watch for procedures that no longer match the application; see stale SOP detection.
Who uses Trupeer with Microsoft Copilot?
IT and digital workplace teams rolling out Microsoft 365 Copilot.
L&D and training teams building self-service learning.
HR, finance and shared services teams answering repeat how-to questions.
Operations teams building Copilot Studio agents for specific processes.
Learn more about Trupeer's knowledge base.
Proof: knowledge at enterprise scale
Genpact used Trupeer for a company-wide Workday rollout, turning recorded process sessions into more than 500 training collaterals across 20 workstreams in five languages, for 140,000 employees in 40 countries, in 3 months instead of 12. Read the Genpact customer story.
FAQs
Can Microsoft Copilot use Trupeer SOPs?
Yes. Publish Trupeer SOPs to SharePoint so Microsoft 365 Copilot can use them, or add your SharePoint site, published knowledge base or exported files as knowledge sources in a Copilot Studio agent.
Does Copilot respect permissions on Trupeer content?
Microsoft 365 Copilot only uses content each employee already has permission to access in Microsoft 365. Set SharePoint permissions on your SOP sites and libraries as you normally would.
What's the best format for SOPs used by Copilot?
Short, task-based SOPs with numbered steps, clear titles, exceptions and an owner. One task per SOP gives Copilot clearer content to draw on.
Can a Copilot Studio agent link to Trupeer videos?
Yes. Include the link to each SOP's walkthrough in the published content, so the agent's answers can point employees to the video.
How do I keep Copilot's answers up to date?
Update SOPs in Trupeer when processes change, republish them, and assign an owner and review date to each, so outdated procedures don't stay in Copilot's knowledge.
Do I need a developer to set this up?
Not for SharePoint or Copilot Studio knowledge sources, which are configured by admins and makers. An MCP connection may need help from your IT team.
See it with your Copilot rollout
Want to see how your SOPs would work as Copilot's training knowledge base? Book a demo.
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