At nearly every public webinar I've run this year, somebody asks me some version of the same question: We don't have Copilot licenses. Is there anything we can actually do with AI in Excel? As …
AI will kill Excel only if its users stop thinking
The kind of problem Excel was built for There’s a scene in Seinfeld where Kramer and Newman realize they can get 10 cents per bottle in Michigan instead of 5 cents in New York. Naturally, they …
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How to get better results from Excel AI assistants
One thing Excel AI assistants like Copilot and Claude really need is a way to load system-level preferences and modeling instructions. Right now, when you ask these tools to build a workbook, they …
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How to write better instructions for Excel agents
Earlier on this blog, I’ve written quite a bit about prompt patterns for Copilot in Excel and why they matter. That work came out of a simple observation: some Copilot prompts work well, while …
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How to stay safe using Copilot and AI tools in Excel
In my AI for Excel and Copilot trainings, one of the most common questions I get is some variation of: "Is Copilot safe? Should I be worried about data privacy?" It comes up so often I figured… …
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How to get AI-ready even if you don’t have paid Copilot
People ask me all the time what to do if they don’t have paid Copilot or Power Automate or any of the other “new wave” Microsoft tools. Usually it comes from two groups: analysts who genuinely want to …
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