Lately it seems like every conversation about AI revolves around “agents.” Agentic systems, agentic workflows, autonomous agents. At the same time, people still talk about automation workflows, and …
How to automate a monthly variance deck with Power Automate and Copilot
Recently I’ve been exploring how to use Microsoft’s own stack to build agents that support common Excel workflows. I’ll be honest: getting all the pieces to work together has not been simple. There …
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How to upload Excel workbooks to Copilot Studio
Like a lot of people, I’ve been digging deeper into AI agents lately. The difference is that I haven’t spent much time with tools like the Claudverse or OpenClaw. Most of my clients are deeply …
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How to use Researcher and Analyst agents in Copilot for Excel
Copilot in Excel started as your built-in AI assistant, something you could chat with right inside your workbook. You could ask natural language questions like “summarize sales by region” or “find …
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