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 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 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 understand the levels of Excel intelligence
When people talk about “being good at Excel,” they almost always mean the same thing: how well a person can use it. Do they know formulas? Can they build a PivotTable? Are they fast? That framing …
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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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