Build a smart learning agent for onboarding curricula

Step 1: Organize the training content librarySharePoint

Add Role, Skill, and Level as actual metadata columns on the training library and tag every item — a PDF with a good filename but no metadata is effectively invisible to the agent, which reads structured tags, not your sense of how the folder is organized.

Step 2: Build the agent to match content to the new hire's profileCopilot Studio

Give it the role and any known skill gaps, and have it assemble a sequenced curriculum instead of returning a flat list.

Prompt idea:

This new hire is joining as a mid-level data analyst with strong SQL but limited Power BI experience. Recommend a 2-week onboarding curriculum from our training library, sequenced from foundational to role-specific, flagging any gap where we don't have relevant content.

Step 3: Have the hiring manager review the curriculumSharePoint

The agent doesn't know team-specific priorities — a manager should confirm the sequence makes sense before it's handed to the new hire.

Step 4: Track content gaps the agent flagsSharePoint

Keep a running SharePoint list of every gap the agent flags, with the role and date.

A topic that shows up once might be a one-off skill profile, but the same gap appearing across three or four new hires in the same role is a clear signal to commission that training content rather than let the agent keep flagging it indefinitely.

Check the work

• Confirm the recommended content is actually current, not an outdated version still sitting in the library.
• Have the hiring manager sanity-check the sequence against real team priorities.
• Track flagged content gaps over time to guide what training to build next.

Source: Microsoft Copilot Scenario Library — HR (2026)