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 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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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 connect your Excel workbook to the Dataverse via Dataflows
If you want to make your Excel data more useful across the Power Platform, connecting it to Dataflows within Power Apps is the right starting point. By moving data from your workbook into a Dataflow, …
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How to choose between Copilot, Agent Mode, and Copilot Studio in Excel
Microsoft keeps expanding what Excel can do with AI. First came Copilot, then Agent Mode. At the same time, Copilot Studio and Agent Flows are entering the picture. The result is powerful but also …
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