Copilot in Excel: Save Your Preferences

Key insights

• Personalization: The update lets Copilot remember your preferences across Excel files, making AI responses match your style and workflow instead of treating each request as new.
  
• Custom instructions: Set your role, preferred tone, output format, or recurring context once so Copilot follows those rules in future tasks without repeated prompting.
  
• Saved memories: Copilot can store explicit preferences and work habits, reuse them later, and lets you review, edit, or delete individual memories for control and privacy.
  
• Benefits: Expect less repetition, more consistent formatting and reports, and faster workflows for common Excel tasks like formulas, analysis, and reporting.
  
• Excel-specific notes: Personalization is managed in the Microsoft 365 Copilot Chat settings rather than a separate Excel-only screen; the feature typically requires files to be saved in cloud locations like OneDrive or SharePoint.
  
• How to start: Open Copilot Chat, go to the three-dot menu > Settings > Personalization, enable or edit Custom instructions and Saved memories, and review stored items or clear them as needed.
  

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