I opened Excel to demonstrate a formula... and Copilot started writing it for me! Not a vaguely similar formula. The exact formula I was about to teach. Quite an interesting moment when you are …
How to understand personalization versus rules in Copilot for Excel
Been using Copilot in Excel for a while? Maybe your prompts work, but you keep repeating yourself. Every session starts with the same housekeeping: format currency this way, use this chart style, do …
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How to log and audit your work with Copilot in Excel
The logs and history Copilot in Excel leaves behind are actually pretty detailed. You can usually see what you asked, how it responded, and in many cases the steps it took to get there. The problem …
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How to understand the difference between Excel AI workflows and Excel AI agents
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 save and reuse prompts for Copilot in Excel
I get asked a version of this question nearly any time Copilot in Excel comes up in training or advisory work. These questions are reasonable. They also possibly reveal a misunderstanding about …
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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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