Copilot in Excel: Personalisation, Skills & Rules
Details
ONLINE AI SESSION - NOT IN PERSON
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Many Excel users focus on writing better prompts for Copilot.
But the more interesting question is: How do we stop repeating the same instructions over and over again?
In this session we will explore 3 ways of providing context to Copilot in Excel:
- Personalisation
- Skills
- Workbook Rules
This isn't just about saving time. It's about creating outputs that are more consistent, governed and aligned with the way our teams actually work.
About the speaker
Myles is a co-founder of Full Stack Modeller, which provides Excel training for finance professionals through their award-winning training programme. He is also a Fractional Finance Director and a CIMA accountant. He has been training in Excel for over 15 years.
