Overview
Explore Excel formula automation in Copilot, agent-driven spreadsheet edits, and Researcher workflows for structured analysis and reporting.
Key Takeaways
Explore a 20minute compilation of our Chief Intelligent Transformation Officer’s most popular Copilot tips, pulled directly from recent live events that business leaders consistently rate the highest.
What’s Inside
- Use Copilot in Excel to generate formulas from natural language and automate common workflows
- Refine, format, and troubleshoot Copilot-generated formulas and code
- Compare Copilot formula generation with Python integration for deeper analysis
- Use Copilot Agent Mode to make spreadsheet changes via prompts (highlighting, reformatting, and dashboard creation)
- Create dashboards and visualizations directly from spreadsheet data
- Apply different response styles (speed vs reasoning depth) for better outcomes
- Use the Researcher agent to build summaries, comparisons, and structured reports
- Select where Researcher searches – web or internal sources like files, emails, meetings, and chats
- Turn meeting recordings and transcripts into actionable communication feedback
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