Context

In many organizations, searching for files or list items means hunting through folders, remembering file names, or emailing colleagues for links. This wastes valuable time and breaks focus. Traditional search often feels slow and disconnected.

Solution

SharePoint Search Genie is a conversational agent built using Microsoft Copilot Studio and Power Automate, designed to make document and record searches effortless. Employees can simply type what they need—like a file name or keyword—and get instant results inside a chat interface.

Core Features:

• Search documents in SharePoint libraries by keyword.

• Search records or list items (tasks, issues, assets) instantly.

• Conversational experience with clear prompts and quick actions.

• Smart fallback: If no results are found, the agent guides users to retry or exit gracefully

Impact

SharePoint Search Genie saves time, removes the hunt for files and records, and makes work smoother. Employees find what they need in seconds—without leaving the chat or sending multiple emails. Built on Microsoft’s secure, low-code tools, it’s easy to deploy, scale, and manage.