Automate workflows in a library

What it does

Knowledge Agent can help automate actions in a SharePoint document library by using information derived from the content of files.

This allows workflows to use file content as part of their conditions or actions.

How to use it

1. Go to the SharePoint document library where you want to automate actions.

2. Open Knowledge Agent using the floating button.

3. Use Knowledge Agent to help create or populate columns based on file content.

4. Use those columns when setting up rules or workflows in the library.

5. Save and apply the workflow.

What to expect

• Automation is based on metadata available in the library.

• Knowledge Agent doesn’t run workflows by itself.

• Files are not moved, renamed, or deleted unless a workflow is configured to do so.

• Existing permissions and access controls continue to apply.

Learn more

For detailed instructions and supported scenarios, see: Automate workflows in a library (Microsoft Learn)