Copilot: Enable Agent Mode in Excel Web

Key insights

• Agent mode: A new Copilot feature in Excel for the web that creates small, task-focused assistants you can run on a sheet or a selected range.
  Use agents to automate recurring tasks like cleaning data, generating formulas, or summarizing results.
• Prerequisites: You need access to Microsoft 365 Copilot and a modern browser with Excel for the web open and signed in to your Microsoft account.
  If you don’t see Copilot, contact your admin or check that your subscription and tenant allow Copilot features.
• Enable and create: Open the Copilot pane in Excel for the web, choose the option to create a new agent or pick a template, then give the agent a name and purpose.
  Templates speed setup; a custom agent lets you write specific instructions for the task.
• Configure: Add clear, concise instructions and set the agent’s scope (sheet, workbook, or selected range).
  Test the agent on a small sample before running on full data and tweak instructions if output needs improvement.
• Run and review: Select the range or sheet, run the agent, then review suggested edits or formulas before applying changes.
  Use undo or adjust settings if results don’t match expectations.
• Best practices and limits: Validate outputs—agents can err with complex logic or sensitive data.
  Keep confidential data secure, monitor performance, and ask for human review when accuracy matters.

Keywords

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