🤖 Excel Gets Smarter: Copilot Unlocks Natural-Language Data Automation

availability depends on your Microsoft 365 license and app version, and some advanced/enterprise features or higher usage require paid Copilot plans. Microsoft Tech Community+2Microsoft Tech Community+2

Below I’ll give a recorder-ready step-by-step demo you can use for your 20–23s short, plus clear notes on what’s free, what’s paid, and the key limitations to explain on camera.

What’s true (quick facts)

  • Microsoft added a =COPILOT(“your prompt”) function so you can ask in-cell questions in plain English and get AI outputs tied to your data. Microsoft Tech Community
  • Copilot can run natural-language commands like “clean this messy data”, “create a pivot table”, “highlight sales above 50,000”, and can produce formulas, summaries, charts or formatted tables automatically. Embee Software+1
  • There’s an Agent/Automation mode (Copilot Agents) to chain steps or automate repetitive Excel workflows. Microsoft Tech Community
  • Access: Copilot in Excel is available to users with qualifying Microsoft 365 subscriptions (work/school or personal plans that include Copilot); some Copilot capabilities may require specific Copilot add-ons, Copilot Studio, or paid tiers. Microsoft Support+1

Recorder-ready demo (fits 20–23s)

Timing and shots — keep each clip short and punchy.

  1. Hook (2s — on camera):
    “Copilot just made Excel 10× easier — no formulas needed!”
  2. Show the prompt (6–8s — screen record):
    • Open Excel (web or desktop) and switch to the Copilot sidebar or select a cell and type:
      =COPILOT("Clean this messy data and return a tidy table")
      OR use the Copilot sidebar and type: Clean this data, remove duplicates, standardise dates, and create a summary table.
    • Hit Enter / Run — show Copilot working and inserting the cleaned table/pivot or generating the steps. (Clip the animation to 4–6s.)
    Tip: If you have an Agent flow, show toggling “Run automation” so viewers see Copilot doing multiple steps (clean → pivot → chart). Microsoft Tech Community+1
  3. Result (4–5s — play result + voiceover):
    • Play the cleaned table/pivot/chart. Say: “I typed ‘Clean this messy data’ — and it returned a perfect table in seconds.”
  4. Close/CTA (2s — on camera):
    “Follow for daily AI updates in 20 seconds!”

Total ≈ 14–17s of screen/demo + 3–6s talking = 20–23s.


Exact short prompts to use (copy-paste live)

  • =COPILOT("Clean this table: remove duplicates, fix dates to dd-mm-yyyy, fill missing country as 'Unknown', and return a clean table")
  • Create a pivot table summarizing total sales by region and month.
  • Highlight rows where 'Sales' > 50000 and add a notes column describing the reason if any anomalies found.

(Show the prompt on screen; then show Copilot inserting results or building the pivot/chart.)


Is it free? Pricing & availability (simple)

  • Included for many Microsoft 365 customers: Copilot Chat or some Copilot features are now bundled for users with qualifying Microsoft 365 business/education subscriptions or specific personal plans — but exact availability differs by plan and tenant settings. Microsoft+1
  • Paid tiers / add-ons: Some advanced features (Copilot Studio, full Agent publishing, higher usage limits, enterprise workflows) are behind paid plans or capacity packs; Microsoft also offers personal Copilot tiers and trials. Check Microsoft’s Copilot pricing pages for your region. Microsoft+1

Short script to say on camera about cost: “Copilot features are available to many Microsoft 365 users — some basics may work for free with your plan, but advanced automation or higher limits often need a Copilot add-on or paid plan. Check your Microsoft 365 account.” Microsoft Support


Key limitations & caveats (say these briefly in your video or caption)

  1. License & app version: If the Copilot button is missing, you may not have the required Microsoft 365 license, app version, or tenant settings — admins sometimes control rollout. Microsoft Support
  2. Accuracy & verification: Copilot can generate formulas or cleaned tables, but always check results — AI can make mistakes or mis-interpret messy/ambiguous data.
  3. Data & privacy: Copilot interacts with your workbook and organizational data; enterprises can enforce data handling and governance policies. Don’t assume private data is safe without checking org rules. Microsoft Support
  4. Limits & quotas: Heavy use, published agents, or studio features may require paid capacity packs or subject to rate limits. Microsoft Learn

Quick on-screen sentences to be transparent (2–3 lines)

  • “Works with plain English: =COPILOT(‘…’) or Copilot sidebar.” Microsoft Tech Community
  • “Availability depends on your Microsoft 365 plan — some advanced features may be paid.” Microsoft
  • “Always verify AI results — check the source data.”
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