WorkPoint 365 Update - 19/6 2026

The journalize flag in WorkPoint is a visual indicator in Outlook applied to e-mails to show that they has been journalized in WorkPoint. It helps users quickly see in Outlook that the email has already been archived, reducing uncertainty and duplicate journalization.

With this update, the Upload Outlook Emails and Attachments step has been updated with options for setting the Journalize Flag in Outlook with custom texts and colors:

Autofill Columns in WorkPoint bring AI-driven intelligence into document management by automatically enriching files with meaningful metadata. Instead of relying on users to manually enter information, Autofill Columns use generative AI to read and understand documents as they are uploaded, and populate selected fields with relevant data.

With this release, Autofill Columns created and configured on Master sites can be synchronized to other entity sites, complete with the Autofill Column function enabled and with the prompt defined on the master site.

Read more about Autofill Columns in WorkPoint in this article.

SharePoint Agents are AI-powered assistants that can be configured to operate within the context of a SharePoint site. They leverage Microsoft 365 Copilot capabilities to understand, retrieve, and act on information stored across lists, libraries, and site content, using natural language interactions.

A SharePoint Agent can be grounded in the content of a specific site, allowing it to interpret user queries in the context of business data such as documents, metadata, and structured information. Depending on configuration, agents can assist with tasks such as:

• Answering questions based on site content and documents
• Retrieving and summarizing information across lists and libraries
• Guiding users to relevant content or data
• Supporting data entry or updates through contextual understanding
• Automating repetitive information-driven tasks

As agents operate directly on top of SharePoint, they respect the existing security model. This ensures that users only receive access to information they are already authorized to view, making them suitable for use in structured and compliance-sensitive environments. When combined with WorkPoint, the value of SharePoint Agents increases significantly. WorkPoint provides a governed data structure on top of SharePoint, organizing information into well-defined business entities such as cases, projects, customers, and documents.

With this update, SharePoint agents created and configured on the Master site of business modules can be synchronized to entity sites.

Documentation on this feature will be released at a later date.

Inside the Process Builder in WorkPoint 365, you can now use the WorkPoint Assistant to help you generate adaptive expressions using natural language and AI.

You can for example, on a Date and Time field, prompt the assistant to return today's date plus 30 days, but only if a given condition is true. The Assistant will provide a Bot Framework Adaptive Expression, which you can insert into the Process Builder field at the click of a button:

The new Run AI Prompt step in WorkPoint Automate can be used to prompt a deployed Azure AI model with information and requests in an easy way as part of a process.

The step allows for easy configuration of system- and user messages, as well as configuration of the specific schema of the output the AI model provides:

Documentation on this step will be provided at a later date.