Yes, with agents in Excel. The workbook becomes the database, with one sheet holding all the rows and a sheet called .rules holding the instructions on which fields to pull and how to format them. Bring it new reports and it appends the data. Correct it in chat and the rules improve.
- Create the rules from the plus button in the Excel side panel, then create workbook rules. Do not rename the .rules sheet.
- You can hide the sheet, Copilot still reads it.
More in Microsoft Copilot
Can Copilot use Prompts saved in an Excel file?
Yes, with a little setup. Either write in your custom instructions that your prompt library lives in that Excel file, or type / in the chat and bring the sheet in directly. Without one of these, the request is too vague and Copilot may not find the file.
Why can I not see Work IQ in Copilot?
There are several possible reasons. Your organisation may have switched it off, you may be signed in with a personal account instead of your work one, or your Microsoft 365 Copilot licence may not be applied yet. Work IQ comes with the full licence, so check which licence your account shows.
What is the Copilot sidebar in Word, Excel and PowerPoint Online?
It is Copilot sitting beside your document in the online app. With a Microsoft 365 Copilot licence it has full access to the app and can work on the open document. With basic Copilot Chat you use it as a protected chat, but it cannot work inside the document.