Build a Copilot Studio agent that gathers audit evidence from SharePoint and your compliance and security logs ahead of a SOC 2, HIPAA, or FedRAMP audit.
Audit prep measured in days instead of weeks of manual evidence-gathering across teams.
A HIPAA or SOC 2 evidence package aggregates security control details and system configurations across your organization in one place — exactly the kind of collection that's valuable to an attacker if it leaked. Scope the agent's SharePoint access (step 1) to only the audit's own evidence location, not a broader security repository.
SharePoint
Copilot StudioSharePointLoad the specific framework's control requirements (SOC 2 Trust Services Criteria, HIPAA safeguards, or the relevant FedRAMP baseline) into the agent's task definition — the agent's job is to find evidence per control, not to summarize whatever it finds.
Copilot StudioIn Copilot Studio, connect the agent to your SharePoint document libraries and any connected compliance/security log sources, and have it map available evidence to each control, flagging controls with no matching evidence found.
Prompt idea:
For control CC6.1 (logical access controls), find documented evidence in our policy library and access logs showing that access reviews are performed quarterly. List each piece of evidence with its source and date, and flag if the most recent review is more than 90 days old.
SharePointWrite each gap to a tracking list with the control number, what evidence is missing, and the responsible team, then notify that team directly rather than leaving them to discover it in a shared summary.
The earlier a real gap surfaces, the more runway the owning team has to actually produce the missing evidence before the audit window closes.
SharePointOnce gaps are closed, have the agent assemble the final evidence package organized by control, with every item linked back to its source document or log entry.
Source: EPC Group, "Microsoft Copilot Agents 2026: 9 Patterns That Actually Work in Production" (2026)
An organized evidence package mapped to each control, with source links, ready for auditor review.
Judging whether a specific document actually satisfies a control's language — not just mentions related keywords — needs reading comprehension. Checking whether a review date falls inside a 90-day window, once evidence is matched, is the one purely numeric part.
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Workflows like this tend to raise real governance and licensing questions once more than one person is using them — that's exactly what we help with.
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