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 …
How to validate AI-generated Excel reports with Office Scripts
In my last few posts, I’ve been exploring how agents and AI-assisted workflows can support everyday tasks for Excel users. In this one, I want to focus on what is arguably the biggest risk of using …
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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 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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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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