Microsoft Copilot: Build Your First Agent and Use It in Excel

Copilot agents are custom assistants you describe in plain English. In Excel, Copilot can analyze and highlight data for you. Some features need a Microsoft 365 Copilot license.

Create an agent

Open the Microsoft 365 Copilot app > Create agent. Describe what it does, add instructions and knowledge (files or SharePoint sites), then test it.

Microsoft 365 Copilot > Create agent

Good agent instructions

Say who it helps, what sources to use and what to refuse.

Answer HR policy questions using only the attached handbook.

Copilot in Excel

Format your data as a table (Ctrl + T), click Copilot on the Home tab and ask in plain English.

Highlight the top 10 sales and add a total row

Check the work

Copilot can be wrong. Spot-check numbers before you share them.

FAQ

Do I need a paid license?

Copilot Chat is included with many Microsoft 365 business plans; Copilot inside Excel and some agent features need a Microsoft 365 Copilot license.

Is my company data safe?

Microsoft 365 Copilot respects your existing file permissions; check your organization's policy.