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Tip of the day – Review the SharePoint AI Build Plan Before You Build

Tip

When using Create sites with AI in SharePoint, treat the generated outline as a design review step, not as a preview of something that has already been created.

Describe the outcome you want, review the proposed pages, lists, libraries, columns, and views, and only then select Build it.

A useful prompt

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Create a site for a software project team to track milestones,
risks, decisions, onboarding information, and release notes.
Include a Tasks list with owners, deadlines, and status, plus a
document library for design documents.

Copilot can ask follow-up questions before it proposes the structure. Use those questions to clarify the audience, workflow, and information that needs to be tracked.

Inspect the plan

The planning experience lets you refine the outline with natural language:

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Add a time estimate column to the Tasks list.
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Remove the Team overview page and add a Release notes page.

During planning, Copilot creates a structured Markdown build plan named SitePlan.md. After successful provisioning, Microsoft documents it here:

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[Site Name] > Site contents > Agent Assets > Plans > SitePlan.md

Use the plan as a record of the approved structure, but still inspect the actual site after provisioning.

I would not approve the first generated plan. I would remove unnecessary pages and sample content, confirm the owners of every list and library, and check which permissions must be configured manually before selecting Build it.

Remember the preview boundaries

The current documentation lists several unsupported or incomplete areas during preview, including:

  • Complex Power Automate flows
  • Permission and sharing setup
  • Column and row formatting
  • Advanced web parts
  • Third-party integrations

Configure these areas manually and validate the generated pages, flexible sections, navigation, labels, permissions, and accessibility before sharing the site.

Copilot in SharePoint and Create sites with AI are documented as preview experiences. Use a non-production site first and review all generated content and configuration.

References

Image Prompt

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Wide horizontal blog banner, 40:21 aspect ratio. Flat illustration of a small planning workshop with three colleagues gathered around a table, reviewing a colourful SharePoint site blueprint and pointing at page, list, and library cards. Warm cream background with blue, cyan, and amber accents. Group centered with safe space around them. No readable text, no logos. --ar 40:21 --style raw
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