FREE RESOURCE

Copilot Readiness Checklist

Assess your SharePoint environment and understand your AI readiness in minutes.

What Copilot Actually Does

Microsoft Copilot is an AI assistant that helps you find information, summarize documents, and generate content across Microsoft 365.

But here's the catch: Copilot is only as good as the structure it's built on.

If your SharePoint is messy—with duplicated files, inconsistent permissions, poor metadata, and unclear ownership—Copilot will amplify those problems, not solve them.

Why Messy SharePoint is Dangerous with AI

Wrong Information Surfaced

Copilot might suggest outdated or incorrect files because it can't distinguish between current and archived content.

Security Risks

AI can expose sensitive information to users who shouldn't have access if permissions are inconsistent.

Confusion Amplified

When there are multiple versions of the same document, Copilot doesn't know which one is correct.

Loss of Trust

If AI consistently provides bad results, users will stop trusting it—and your SharePoint.

What the Checklist Assesses

Content Organization

How well is your content structured and findable?

Permission Management

Are access controls consistent and secure?

Metadata Usage

Is your content properly tagged and categorized?

Governance Practices

Do you have clear ownership and lifecycle management?

AI Readiness

Is your SharePoint ready for Copilot and other AI tools?

What You'll Get

  • Assessment of your current SharePoint structure
  • Identification of AI readiness gaps
  • Understanding of Copilot risks in your environment
  • Clear next steps for improvement
  • Instant downloadable PDF results

Get Your Free Copilot Readiness Checklist

Understand where your SharePoint stands and what needs to be fixed before enabling Copilot.

No credit card required. Instant access.