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 save and reuse prompts for Copilot in Excel
I get asked a version of this question nearly any time Copilot in Excel comes up in training or advisory work. These questions are reasonable. They also possibly reveal a misunderstanding about …
Continue Reading about How to save and reuse prompts for Copilot in Excel →
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… …
Continue Reading about How to stay safe using Copilot and AI tools in Excel →
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 …
Continue Reading about How to use Researcher and Analyst agents in Copilot for Excel →
How to use Copilot in Excel for insurance claims data
A lot of people are excited about Copilot, but they don’t just want to see it summarize the same old generic, synthetic datasets again. They want to see what it can actually do for them. If you …
Continue Reading about How to use Copilot in Excel for insurance claims data →
Copilot for Excel: How to work with VBA macros
As an Excel trainer, MVP, and tech enthusiast, I can tell you firsthand: a ton of VBA code is still out there. Enough that if you're coming into certain sectors (hello, finance!), you'll need to take …
Continue Reading about Copilot for Excel: How to work with VBA macros →