Overview
Enable users to modify, analyze, and visualize data using naturallanguage prompts with Microsoft Copilot’s Agent Mode in Excel.
Key Takeaways
Agent Mode in Excel is one of the most impactful new capabilities inside Microsoft Copilot. Instead of manually formatting, filtering, or restructuring data, users can now instruct Excel – using natural language – to take direct action on a workbook. This includes highlighting values, converting negative numbers to positives, generating summaries, and even building complete dashboards.
Teal’s Chief Intelligent Transformation Officer Reid Johnston, Chief Revenue Officer Gar Whaley demonstrate how your team can move faster by eliminating repetitive spreadsheet tasks and enabling anyone (not just Excel power users) to create sophisticated analysis in seconds.
What’s Inside
- Use =Copilot to generate answers directly inside Excel cells
- Run sentiment analysis, next-step recommendations, and lookups
- Activate Agent Mode in Excel to highlight, reformat, and modify data
- Automatically create Excel dashboards with AI
- Connect Copilot to CRMs like HubSpot using Researcher
- Select the right Copilot chat model (“Think Deeper,” “Quick Response,” etc.)
Copilot is your productivity engine.
Explore how Teal can help you adopt Microsoft 365 Copilot in your organization.