How to govern Microsoft Copilot agents
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Inventory Copilot Studio and SharePoint agents, assign ownership, rank risk and retire stale or exposed agents.
TL;DR
Inventory every Copilot Studio and SharePoint agent across all environments. Record its owner, knowledge sources, connectors, actions, publication and sign-in status, then rank risk by data sensitivity, action breadth and autonomy. Retire agents unused for 90 days or drafts left unpublished for 30 days.
Original by Rencore, on Rencore. Read the original
This is our own summary, not a republication or full translation.
Governance takeaway
- Makers: Keep creation open in managed environments, assign an owner, and check publishing, reach, sources and sign-in status before agents expose data.
- Admins/CoE: Inventory every Copilot Studio and SharePoint agent across all environments, map sources, connectors, actions and usage, then rank risk and retain decisions.
- Security/Compliance: Prioritize agents with confidential data, broad or autonomous actions, no authentication, no owner or stale activity because these conditions increase exposure and weaken accountability.
- Leadership/Business: Require a second owner for business-critical agents and retire unused agents after 90 days or drafts after 30 days to align access and review effort.
Frequently asked questions
How should Copilot Studio and SharePoint agents be inventoried across a tenant?
List every agent in every environment, recording its builder, timing, environment, publication status, owner, sources, connectors, actions and sign-in requirement.
What makes an unauthenticated Copilot agent risky?
An agent published without sign-in can be used by anyone with the link, while its risk also depends on data, actions and audience.
When should stale Copilot Studio agents be retired?
Ask owners to unpublish or delete agents unused for 90 days or drafts left unpublished for 30 days, and record each decision.