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 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 understand the modern Excel AI stack
A client recently asked me to give a kind of “state of the union” talk on Excel and its growing AI stack. And honestly, it’s not wrong to call it messy. There are so many new pieces floating around. …
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Power Automate for Excel: How to work with adaptive cards for Teams
Many Excel users spend hours each week creating reports, exporting data, and sending the same updates around. It works, but it’s repetitive and time-consuming. A smarter option is to bring those …
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How to sum an Excel column in Power Automate
As Excel users, we know our data doesn't always just stay in Excel. We often want to push it out, maybe to send totals in an email, post updates to Teams, or trigger a notification when spending …
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