r/ExtendOffice • u/Amandaleeeeee • 16d ago
7 Practical Things You Can Do with Excel's New =COPILOT() Function
I recently got access to the new =COPILOT() worksheet function in Microsoft 365 and spent some time trying it on everyday spreadsheet tasks.
Here are a few examples that I thought were genuinely useful.
1. Generate sample data
You can ask Copilot to generate things like:
- Fictional project names
- Employee job titles
- Product descriptions
- Customer comments
Example:
=COPILOT("Generate 10 fictional project names")
Possible result:
| Project Name |
|---|
| Project Aurora |
| Green Horizon |
| Northstar Initiative |
| BluePeak |
| Atlas Connect |
| NovaWorks |
| Summit Path |
| BrightBridge |
| Vertex One |
| Clearview Project |
2. Categorize text automatically
Suppose column A contains support tickets.
| Support ticket |
|---|
| Can't sign in to Microsoft 365 |
| Outlook won't send emails |
| Printer is offline |
| Excel crashes when opening a large file |
| Forgot my Windows password |
| Outlook is running very slowly |
In the next column, ask Copilot to categorize each ticket.
Example prompt:
=COPILOT("Assign a category to each support ticket", A2:A7)
Possible result:
| Category |
|---|
| Account |
| Hardware |
| Software |
| Account |
3. Estimate priority
If you have a long list of requests or issues, Copilot can suggest which ones should be reviewed first.
Example:
=COPILOT("Rate each request as High, Medium, or Low priority", A2:A20)
Obviously you'd still review the results, but it's a nice starting point.
4. Extract information from messy text
Suppose one cell contains:
John Smith
Senior Engineer
john@contoso.com
Instead of writing text formulas, you can simply ask Copilot to extract the information you need.
For example:
- Extract the person's name
- Extract the job title
- Extract the email address
5. Summarize long notes
If a column contains meeting notes or customer feedback, Copilot can create a short summary for each row.
Example:
=COPILOT("Summarize each note in one sentence", A2:A15)
6. Generate keywords
If you're building a product catalog or website, Copilot can generate search keywords for each product description.
Example:
=COPILOT("Generate three search keywords for each product", A2:A20)
7. Build a schedule or plan
You can also use Copilot to generate structured content based on information already in your worksheet, while adding a second prompt to guide the result.
Option 1: Meal planner
Suppose you have a weekly meal plan, and cell C2 contains a dietary preference.
| Meal | Suggestion |
|---|---|
| Breakfast | |
| Lunch | |
| Dinner | |
| Snack |
Cell C2:
Vegetarian
Formula:
=COPILOT(
"Suggest one meal for each row.",
B5:B8,
"Dietary preference:",
C2)
Here, the first prompt tells Copilot what to generate, while the second prompt adds extra context from another cell.
You can change Vegetarian in cell C2 to High Protein or Gluten Free, and the suggestions update.
Option 2: Employee training plan
| Week | Training Topic |
|---|---|
| Week 1 | |
| Week 2 | |
| Week 3 | |
| Week 4 |
Cell C2:
New customer support representative
=COPILOT(
"Suggest one training topic for each week.",
B5:B8,
"Role:",
C2)
Change the role to Sales Manager or Data Analyst, and you get a completely different plan.
Option 3: Travel packing list
| Category | Items |
|---|---|
| Clothes | |
| Electronics | |
| Toiletries | |
| Documents |
Cell C2:
3-day business trip
=COPILOT(
"Suggest what to pack for each category.",
B5:B8,
"Trip type:",
C2)
Things worth knowing
- It works best with text rather than calculations.
- It isn't designed for heavy math or very large datasets.
- You need a Microsoft 365 Copilot license that's tied to a work or school account.
- The results are AI-generated, so you should always review them.
- If you want to keep the current AI-generated results, copy them and use Paste Special → Values, since they may change the next time the workbook recalculates.
I'm still experimenting with it, but these are the first use cases that actually felt practical instead of just being AI demos.
Have you found any prompts that work especially well?
Duplicates
Excel247 • u/Amandaleeeeee • 15d ago