Microsoft has introduced a revolutionary feature in Excel—the Copilot function. By typing =COPILOT directly into a cell, you can reference your data and instantly generate insights, summaries, and even creative outputs without leaving your spreadsheet. This guide will walk you through everything you need to know to start using it today.

Want to see it in action? Watch the full tutorial here.

What Is the Copilot Function?

The Copilot function brings AI directly into Excel. Instead of writing complex formulas or switching between tools, you can now use natural language prompts to analyze, organize, and enhance your data—all from a single cell.

Step 1: Insert the Copilot Function

1. Click on the cell where you want the result.
2. Type =COPILOT("your prompt").
3. Press Enter and watch Copilot generate an answer based on your prompt.

Example:
=COPILOT("Summarize customer feedback in column A")

Step 2: Use Cell References for Context

Copilot becomes even smarter when you reference cells in your prompt.
Example:
=COPILOT("Categorize feedback from " & A2:A50 & " into positive, neutral, and negative")

This tells Copilot exactly which data to analyze.

Step 3: Categorize and Summarize Feedback

If you have a list of customer comments, you can quickly organize them into themes:
=COPILOT("Group these comments into 3 main categories: product quality, service, and delivery")

Need a summary for reporting?
=COPILOT("Summarize these comments in 3 bullet points")

Step 4: Extract Names and Phone Numbers

Combine Copilot with regex for precise data cleanup:
=COPILOT("Extract names and phone numbers from this text using regex")

This is perfect for cleaning up messy datasets without manual effort.

Step 5: Build Dynamic Itineraries (with Emojis!)

Planning an event? Copilot can create a visually engaging itinerary:
=COPILOT("Create a schedule for these activities and add emojis for each")

Your spreadsheet becomes both functional and fun.

Why This Matters

The Copilot function isn’t just a shortcut—it’s a productivity boost. From analyzing feedback to creating dynamic plans, Copilot makes Excel smarter and your work faster.

And if you enjoy hands-on training for your team, VCIO Global offers monthly sessions for clients on a vast array of tools and tips—reach out to learn more.

Authored by: Grace Radebaugh