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 create an expense report agent with Copilot 365
I’ve been spending more time exploring Copilot Studio and what it can actually unlock for Excel workflows, sparked in part by some really strong content from Matthew Devaney: In my last post, I …
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How to upload Excel workbooks to Copilot Studio
Like a lot of people, I’ve been digging deeper into AI agents lately. The difference is that I haven’t spent much time with tools like the Claudverse or OpenClaw. Most of my clients are deeply …
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How to get your boss to say yes to paid Excel training
If you have ever asked your manager about Excel training, you may have heard something like: These responses are common, and they can feel discouraging. You know how much Excel training would …
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