Analyze
Advanced·45 min
Analyze customer profitability
Merge cost and revenue data to find hidden margin drains.
ChatGPT
Claude
CopilotUpdated Sep 30, 2026
MICROSOFT 365 / APP
Excel.
Spreadsheet app for data analysis, modeling, and calculations.
Pricing: Included in Microsoft 365 Personal, Family, Business, and Enterprise plans, or as a standalone Office license.
Workflows
41
Playgrounds
15
Workflows using Excel
41 availableAnalyze
Intermediate·30 min
Analyze hiring practices against requirements
Track open requisitions against hiring requirements and surface where the pipeline doesn't match what the role actually needs.
WordUpdated Sep 30, 2026
Create
Beginner·10 min
Apply your brand kit to a workbook automatically
Let Copilot's brand kit skill format a workbook to your organization's branding in one pass instead of manually matching colors and fonts.
Updated Oct 1, 2026
Create
Beginner·10 min
Apply a coordinated theme design to a workbook with Copilot
Ask Copilot to apply a harmonized color theme to a dashboard instead of manually picking colors for every chart one at a time.
Updated Oct 1, 2026
Analyze
Advanced·60 min
Automate month-end variance commentary
Have an agent compare actuals to budget in Power BI and draft the narrative controllership normally writes by hand.
Power BI
Copilot StudioUpdated Sep 30, 2026
Analyze
Advanced·60 min
Build a full 3-statement financial model with Edit with Copilot
Prompt Excel's Edit with Copilot to build an income statement, balance sheet and cash flow off one assumptions sheet.
Updated Sep 30, 2026
Create
Intermediate·40 min
Build a business case automatically from emails and financial records
Have Copilot pull a project brief together from emails, competitive research, and financial records instead of assembling it by hand from five different places.
OutlookUpdated Oct 1, 2026
Automate
Advanced·45 min
Build a collections agent
Build a Copilot Studio agent that prioritizes past-due accounts and coordinates outreach to improve cash-flow recovery.
Updated Sep 30, 2026
Create
Advanced·45 min
Build a complete dashboard from one prompt with Edit with Copilot
Prompt Excel's Edit with Copilot to plan, build, check and iterate on a full dashboard with charts, graphs and PivotTables, unattended.
Updated Sep 30, 2026
Research
Advanced·45 min
Build a data-backed business case for an investment decision
Pull the supporting data together and draft the case for a faster, better-informed go/no-go decision.
Updated Sep 30, 2026
Automate
Advanced·50 min
Build an invoice exception agent
Stand up a Copilot Studio agent that catches invoice discrepancies before they reach accounts payable and suggests the resolution.
SharePointUpdated Sep 30, 2026
Automate
Advanced·45 min
Build a leave-of-absence compliance agent
Build a Copilot Studio agent that verifies leave requests against policy and flags anything that needs legal or HR review before it's approved.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a recruitment assistant agent
Build a Copilot Studio agent that ranks candidates against a job's actual requirements to speed up the first screening pass.
Updated Sep 30, 2026
Automate
Intermediate·20 min
Build a reusable Excel Skill for a repeated Copilot task
Turn a task you ask Copilot to do the same way every time into a reusable Excel Skill instead of retyping the same prompt.
Updated Oct 1, 2026
Create
Advanced·45 min
Build an RFP compliance matrix
Map every requirement in an RFP to your response, owner, status and risk level so nothing gets missed before submission.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Build a rolling 12-month sales forecast with ARIMA in Excel
Feed monthly sales history to Copilot and have it build a real ARIMA forecasting model instead of a simple trendline.
Updated Sep 30, 2026
Automate
Advanced·45 min
Build a timesheet reconciliation agent
Build a Copilot Studio agent that cross-checks submitted timesheets against schedules and prior patterns to catch payroll errors before they're paid.
Updated Sep 30, 2026
Analyze
Intermediate·25 min
Classify customer feedback sentiment by theme
Turn a column of open-text customer feedback into themed, pivotable sentiment data.
Updated Sep 30, 2026
Research
Intermediate·30 min
Compare vendor options before an IT purchase
Research and evaluate competing solutions against your actual requirements before committing to a purchase.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Coordinate overdue collections with Copilot
Have Copilot prioritize overdue accounts and draft outreach instead of working the collections list in whatever order it happens to sit.
Updated Oct 1, 2026
Analyze
Intermediate·30 min
Cross-check travel expenses against policy
Have Copilot Cowork reconcile a batch of travel expense submissions against the written policy and flag violations.
Updated Sep 30, 2026
Automate
Advanced·60 min
Delegate a full executive report to Copilot Cowork
Give Copilot Cowork a detailed brief for a report drawing on months of data and get back a completed deliverable to review, not just a draft outline.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Detect balance-sheet variances automatically with a reconciliation agent
Set up a Copilot Studio agent that flags variances between the GL detail and the balance sheet, and drafts the correcting entries.
Updated Sep 30, 2026
Automate
Advanced·60 min
Draft a market-entry business case with a research agent
Use a Market Landscape Research Agent to synthesize market and competitive data into a structured market-entry recommendation.
Updated Sep 30, 2026
Analyze
Advanced·60 min
Flag suspicious vendor activity with a spend anomaly agent
Build a Copilot Studio agent that watches procurement data for fraudulent or unusual vendor patterns.
Updated Sep 30, 2026
Automate
Beginner·10 min
Give Copilot in Excel standing instructions stored in the workbook
Write persistent instructions directly into the workbook so Copilot follows your conventions automatically, instead of restating them every session.
Updated Oct 1, 2026
Analyze
Intermediate·20 min
Ground Excel analysis in a live Power BI report
Attach a governed Power BI report to Excel so Copilot analyzes trusted, up-to-date numbers instead of a stale export.
Updated Oct 1, 2026
Automate
Intermediate·25 min
Mine post-sale data for cross-sell opportunities
Examine customer usage data after purchase to flag accounts showing signals for an expansion or cross-sell conversation.
Updated Sep 30, 2026
Automate
Intermediate·25 min
Monitor device health across the fleet
Analyze device telemetry to flag at-risk hardware before it fails, instead of reacting after a user reports a problem.
TeamsUpdated Sep 30, 2026
Automate
Intermediate·30 min
Optimize financial operations with a Copilot-written Python script
Ask Copilot to write the Python script that automates a tedious recurring finance task instead of doing it by hand every cycle.
Updated Oct 1, 2026
Automate
Beginner·15 min
Have Copilot plan a complex Excel change before it touches your sheet
Use Copilot's plan-first mode to review a proposed multi-step change before it edits anything, instead of discovering the damage after the fact.
Updated Oct 1, 2026
Analyze
Beginner·10 min
Query a dataset in plain language instead of building a pivot table
Ask Excel's Copilot chat pane a direct question instead of building a pivot table for a one-off answer.
Updated Sep 30, 2026
Automate
Advanced·45 min
Recommend a closing strategy from negotiation data
Build a Copilot Studio agent that reviews a deal's interaction history and suggests the most likely path to close.
Updated Sep 30, 2026
Analyze
Intermediate·30 min
Reconcile a budget export against actuals and draft commentary
Have Copilot Cowork compare an approved quarterly budget to actual spend and generate the variance commentary.
Updated Sep 30, 2026
Analyze
Intermediate·20 min
Run a monthly sales review
Process regional sales data, summarize with AI, and prepare a presentation deck for the leadership team.
PowerPointUpdated Sep 30, 2026
Analyze
Advanced·45 min
Run a two-way sensitivity analysis with conditional highlighting
Build a Price × Volume sensitivity table for Operating Income and have Copilot auto-highlight the danger zone.
Updated Sep 30, 2026
Automate
Advanced·45 min
Score and route leads with a lead targeting agent
Build a Copilot Studio agent that ranks inbound leads by conversion likelihood using CRM and behavioral data, and routes the best ones to reps automatically.
Updated Sep 30, 2026
Analyze
Intermediate·25 min
Segment a campaign audience by objective and revenue goal
Have Copilot recommend customer segments based on the campaign's actual objective, instead of reusing last campaign's segments out of habit.
Updated Oct 1, 2026
Analyze
Advanced·45 min
Spot trends and anomalies with the Analyst agent
Hand a spreadsheet to Copilot's Analyst agent and have it reason through the data step by step to find what's unusual.
Updated Sep 30, 2026
Automate
Advanced·60 min
Teach Copilot Cowork to safely batch-edit structured tables
Train Copilot Cowork to make repeatable, controlled edits to a structured table — like a batch-job schedule — and generate a dependency diagram after every change.
Updated Sep 30, 2026
Automate
Intermediate·20 min
Track software license allocation and usage
Analyze license usage data to surface underused or over-allocated software licenses before the next renewal.
Updated Sep 30, 2026
Excel Playgrounds
15 availableAdvanced·45 min
Analyze customer profitability
Costs are rising but revenue is flat.
Updated Sep 30, 2026
Intermediate·25 min
Classify survey comments into themes
An engagement survey came back with 32 open-text comments and no structure.
Updated Sep 30, 2026
Beginner·15 min
Clean messy customer data
You inherited a CRM export filled with duplicate entries, inconsistent formatting, and missing fields.
Updated Sep 30, 2026
Intermediate·15 min
Compare two vendor quotes
Two vendors quoted the same project with a different breakdown of line items.
Updated Sep 30, 2026
Beginner·15 min
Find duplicate vendor payments
Accounts payable thinks some vendors got paid twice last month.
Updated Sep 30, 2026
Advanced·25 min
Draft a board one-pager from annual metrics
The board deck is due and five metrics moved this year.
Updated Sep 30, 2026
Intermediate·15 min
Find the payroll data-entry error
Payroll totals look higher than expected this period.
Updated Sep 30, 2026
Intermediate·20 min
Find sales anomalies
One region is reporting impossible margins.
Updated Sep 30, 2026
Advanced·30 min
Forecast cash runway
Burn rate has been creeping up every month.
Updated Sep 30, 2026
Intermediate·30 min
Match two customer databases
Marketing has one list of users, Sales has another. The names don't match perfectly.
Updated Sep 30, 2026
Intermediate·20 min
Reconcile an expense report against receipts
Finance flagged one expense claim that doesn't match its receipt.
Updated Sep 30, 2026
Intermediate·15 min
Spot the overallocated teammate
A team lead suspects someone is overcommitted this week.
PlannerUpdated Sep 30, 2026
Intermediate·20 min
Spot unused software licenses
IT suspects the company is paying for licenses nobody uses.
Updated Sep 30, 2026
Beginner·15 min
Triage support tickets by urgency
The support queue has 40 tickets and no priority labels.
Updated Sep 30, 2026
Advanced·60 min
Turn raw sales data into a management deck
It's end of quarter and the raw numbers just came in.
Updated Sep 30, 2026
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