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 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 test-driven instructions can improve Excel AI agents
In a previous post, I looked at how to write better instructions for Agents in Excel: how small shifts in framing can dramatically improve the quality of what the agent produces. Here I want to …
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How to understand prompt patterns for Copilot in Excel
If you’ve used Copilot in Excel and noticed that some prompts work beautifully while others miss the point, the difference usually comes down to how you ask. Copilot responds to structure, not magic …
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Copilot in Excel: How to understand Think Deeper with Python
Exploratory data analysis often feels like wide-open territory. There’s no single formula or button that tells you the "right" way to cut through your data. And when Python enters the picture, the …
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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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