Catalogue › Knowledge Management

CopilotForge - Knowledge Management

Use it in Copilot Cowork: download the Knowledge Management plugin for Copilot Cowork and upload it under Customize > Plugins > Upload plugin. How to install.

Make organisational knowledge discoverable, owned, current, classified and suitable for AI grounding.

Layer: adoption
Lead role: Knowledge Manager
Plugin name: copilotforge-knowledge-management

Skill Status Lifecycle Description

ai-ready-content draft Enable, Deliver, Improve Gives authors and content owners practical guidance and templates for writing and structuring documents and pages that Copilot and agents can use reliably - one topic per section, explicit scope and dates, descriptive headings, text not images, defined terms, real tables and stated exceptions. Use when authors ask how to write for AI, when answers miss rules buried in long documents, or when knowledge templates are being refreshed.

content-quality draft Enable, Deliver, Assure, Improve Sets the quality standard for knowledge content that Copilot and agents will draw on - accuracy, currency, authority, completeness, clarity, consistency and metadata - and runs sampled quality checks on collections to produce a quality rating and a remediation list for owners. Use when answers are wrong because the content is, when a collection needs a quality baseline, or when owners ask what good looks like.

knowledge-classification draft Mobilise, Enable, Deliver Classifies knowledge collections by sensitivity, intended audience and knowledge status (authoritative, reference, working, archive) using the organisation's existing scheme, then aligns labels, permissions and AI grounding eligibility with that classification. Use when collections are unlabelled or labelled inconsistently, when audiences are unclear before Copilot or agent rollout, or when owners ask who should see their content.

knowledge-cleanup draft Mobilise, Enable, Deliver, Improve Plans a clean-up of redundant, outdated and trivial content in the knowledge estate - triage rules, owner decisions to keep, update, archive or delete, retention checks, sequencing ahead of Copilot and agent rollout, and proof the clean-up worked. Use when duplicates and old versions surface in AI answers, before a Copilot wave reaches a cluttered domain, or when a site needs rationalising before agents ground on it.

knowledge-gap-analysis draft Measure, Improve Finds and classifies knowledge gaps revealed by unanswered questions, agent fallbacks, wrong answers, user feedback, search failures and service desk themes - missing, unfindable, outdated, contradictory or inaccessible - and routes each to an owner with a fix. Use when agents often say they cannot help, when the same questions keep reaching people, or when feedback shows Copilot cannot find what staff need.

knowledge-grounding-standards draft Mobilise, Enable, Assure Defines the organisation-wide standard that knowledge must meet before any agent may ground on it - entry criteria scaled by risk tier for ownership, quality, classification, access, review and authoritative status - plus the approved-source designation and how it is withdrawn. Use when makers point agents at any content they like, when each agent team invents its own bar, or when governance needs one grounding policy.

knowledge-inventory draft Discover, Mobilise, Improve Builds and maintains a register of the organisation's knowledge sources - sites, libraries, wikis, Teams files, connector content and curated collections - recording domain, owner, audience, sensitivity, condition, review date and which Copilot or agent uses depend on each. Use when nobody can say where authoritative knowledge lives, before choosing agent sources at scale, or when the register is stale.

knowledge-lifecycle draft Mobilise, Enable, Deliver, Improve Designs the end-to-end knowledge lifecycle - create, approve, publish, use, review, update, archive and dispose - with the states, metadata, roles and controls at each stage, so knowledge AI grounds on enters correctly, stays current and leaves cleanly. Use when there is no consistent route from draft to published to archived, when superseded content lingers beside current, or when setting knowledge management up for AI.

knowledge-owner-model draft Mobilise, Enable, Improve Defines the knowledge ownership model for the organisation - domain owner, content owner, steward, subject matter reviewer and site administrator - with responsibilities, decision rights, time expectations, succession and escalation, so every source AI grounds on has an accountable role. Use when sources have no owner, when owners leave and content goes stale, or when IT is being asked to vouch for business content.

knowledge-readiness-assessment draft Discover, Envision, Mobilise Assesses how ready the organisation's whole knowledge estate is for Copilot and agents across ownership, currency, authority, findability, permissions, classification and lifecycle, rates each domain on evidence and sets a prioritised remediation plan. Use when a Copilot rollout or agent programme is being planned, when a sponsor asks whether content is fit for AI, or when answers across many agents keep failing for knowledge reasons.

knowledge-review-cycles draft Enable, Deliver, Improve Sets how often each kind of knowledge is reviewed, what events trigger an early review, what a review must check and record, and how overdue reviews escalate, with reviews linked to the agents and Copilot scenarios that depend on the content. Use when content has no review dates, when reviews are agreed but never happen, or when a policy change is not reflected in AI answers.

sharepoint-knowledge-design draft Enable, Deliver Designs SharePoint hubs, sites, libraries, pages, content types and metadata as AI-ready knowledge sources - authoritative content separated from working areas, permissions aligned to audience, consistent metadata and clear archive locations. Use when a knowledge domain is being set up or restructured for Copilot and agents, when one site mixes policy with drafts, or when makers cannot point an agent at a clean library.

Skill	Status	Lifecycle	Description
`ai-ready-content`	draft	Enable, Deliver, Improve	Gives authors and content owners practical guidance and templates for writing and structuring documents and pages that Copilot and agents can use reliably - one topic per section, explicit scope and dates, descriptive headings, text not images, defined terms, real tables and stated exceptions. Use when authors ask how to write for AI, when answers miss rules buried in long documents, or when knowledge templates are being refreshed.
`content-quality`	draft	Enable, Deliver, Assure, Improve	Sets the quality standard for knowledge content that Copilot and agents will draw on - accuracy, currency, authority, completeness, clarity, consistency and metadata - and runs sampled quality checks on collections to produce a quality rating and a remediation list for owners. Use when answers are wrong because the content is, when a collection needs a quality baseline, or when owners ask what good looks like.
`knowledge-classification`	draft	Mobilise, Enable, Deliver	Classifies knowledge collections by sensitivity, intended audience and knowledge status (authoritative, reference, working, archive) using the organisation's existing scheme, then aligns labels, permissions and AI grounding eligibility with that classification. Use when collections are unlabelled or labelled inconsistently, when audiences are unclear before Copilot or agent rollout, or when owners ask who should see their content.
`knowledge-cleanup`	draft	Mobilise, Enable, Deliver, Improve	Plans a clean-up of redundant, outdated and trivial content in the knowledge estate - triage rules, owner decisions to keep, update, archive or delete, retention checks, sequencing ahead of Copilot and agent rollout, and proof the clean-up worked. Use when duplicates and old versions surface in AI answers, before a Copilot wave reaches a cluttered domain, or when a site needs rationalising before agents ground on it.
`knowledge-gap-analysis`	draft	Measure, Improve	Finds and classifies knowledge gaps revealed by unanswered questions, agent fallbacks, wrong answers, user feedback, search failures and service desk themes - missing, unfindable, outdated, contradictory or inaccessible - and routes each to an owner with a fix. Use when agents often say they cannot help, when the same questions keep reaching people, or when feedback shows Copilot cannot find what staff need.
`knowledge-grounding-standards`	draft	Mobilise, Enable, Assure	Defines the organisation-wide standard that knowledge must meet before any agent may ground on it - entry criteria scaled by risk tier for ownership, quality, classification, access, review and authoritative status - plus the approved-source designation and how it is withdrawn. Use when makers point agents at any content they like, when each agent team invents its own bar, or when governance needs one grounding policy.
`knowledge-inventory`	draft	Discover, Mobilise, Improve	Builds and maintains a register of the organisation's knowledge sources - sites, libraries, wikis, Teams files, connector content and curated collections - recording domain, owner, audience, sensitivity, condition, review date and which Copilot or agent uses depend on each. Use when nobody can say where authoritative knowledge lives, before choosing agent sources at scale, or when the register is stale.
`knowledge-lifecycle`	draft	Mobilise, Enable, Deliver, Improve	Designs the end-to-end knowledge lifecycle - create, approve, publish, use, review, update, archive and dispose - with the states, metadata, roles and controls at each stage, so knowledge AI grounds on enters correctly, stays current and leaves cleanly. Use when there is no consistent route from draft to published to archived, when superseded content lingers beside current, or when setting knowledge management up for AI.
`knowledge-owner-model`	draft	Mobilise, Enable, Improve	Defines the knowledge ownership model for the organisation - domain owner, content owner, steward, subject matter reviewer and site administrator - with responsibilities, decision rights, time expectations, succession and escalation, so every source AI grounds on has an accountable role. Use when sources have no owner, when owners leave and content goes stale, or when IT is being asked to vouch for business content.
`knowledge-readiness-assessment`	draft	Discover, Envision, Mobilise	Assesses how ready the organisation's whole knowledge estate is for Copilot and agents across ownership, currency, authority, findability, permissions, classification and lifecycle, rates each domain on evidence and sets a prioritised remediation plan. Use when a Copilot rollout or agent programme is being planned, when a sponsor asks whether content is fit for AI, or when answers across many agents keep failing for knowledge reasons.
`knowledge-review-cycles`	draft	Enable, Deliver, Improve	Sets how often each kind of knowledge is reviewed, what events trigger an early review, what a review must check and record, and how overdue reviews escalate, with reviews linked to the agents and Copilot scenarios that depend on the content. Use when content has no review dates, when reviews are agreed but never happen, or when a policy change is not reflected in AI answers.
`sharepoint-knowledge-design`	draft	Enable, Deliver	Designs SharePoint hubs, sites, libraries, pages, content types and metadata as AI-ready knowledge sources - authoritative content separated from working areas, permissions aligned to audience, consistent metadata and clear archive locations. Use when a knowledge domain is being set up or restructured for Copilot and agents, when one site mixes policy with drafts, or when makers cannot point an agent at a clean library.

Credit

Created by Simon Foote as part of CopilotForge. Content is licensed under CC BY 4.0; keep the credit in each skill's license and authors fields when you share or adapt it. See NOTICE.md in the repository.