If your company pays for Microsoft 365 Copilot, you have an agent called Analyst that reads your spreadsheets and builds the chart for you. You can also build your own agent in plain English and share it with your team. Here are the steps and the two prompts from the video.
Agent 1: Analyst. It reads your data, does the math and writes up what it found, with charts and tables.
Look at this sales data. Show me the top five customers by revenue, which month dropped the most, and what might explain it. Make a chart I can paste into a slide. Show me how you calculated each number so I can check it.
Agent 2: the one you build yourself. Write the instructions once and your whole team gets the same checks every time.
Build an agent called Proposal Checker. When I paste a client proposal, check it against my services and pricing in the file I uploaded. Flag anything missing or underpriced, and rewrite the summary so it's short and clear. List the flags first, each with the line from the proposal and the price or service from my file. Then give me the new summary in under 100 words. Never change a price in my file. If the proposal mentions a service that isn't in my file, flag it and ask me about it.
Analyst is a built-in Copilot agent for data analysis. Attach a spreadsheet, ask a question, and it calculates statistics, finds trends and writes a report with charts and tables. Find it at microsoft365.com under Agents in the left pane. Microsoft says it can run Python and you can view the code to check its work.
Yes. Analyst comes with a Microsoft 365 Copilot license on a work account. The free Copilot Chat doesn't include advanced agents like Analyst and Researcher. If you have a license and still can't see it, your admin may not have turned it on, so ask your IT team.
Select New agent in the left pane of Microsoft 365 Copilot and describe what you want in plain English on the Describe tab. Copilot writes the name, description and instructions for you. Test it on the Try it tab, then select Create. You can upload up to 20 files from your computer for it to use.
Open the agent and select Share. Add names, a group or emails as Can chat, or turn on Org-wide sharing for chat access for everyone at your company. Copy the chat link and send it. Your teammates need a Copilot license that covers what the agent uses, and your admin can limit sharing.
Yes, with a Microsoft 365 Copilot license or pay-as-you-go billing. Upload the file from your computer when you build the agent. Word, PDF and Excel files all work, up to 20 files per agent. Anyone you share the agent with can see answers based on that file, so leave out anything private.
Everything to make Proposal Checker reliable: what to put in your services and pricing file, a full set of instructions to paste into the Configure tab, and a test to run before you share it with anyone.
You are Proposal Checker for [your business name]. You check client proposals before they go out. Your only source for services and prices is the uploaded file [file name]. Never guess a price. When someone pastes a proposal: 1. List every service in the proposal and match it to the file. Flag any service that isn't in the file. 2. Flag any price below the lowest acceptable price in the file. Show the proposal price and the file price side by side. 3. Flag anything missing: services we always sell together, payment terms, start date, what's not included. 4. Flag any promise the file doesn't support, such as a deadline or a result. 5. Rewrite the summary in under 100 words, in plain language, for [who reads our proposals, e.g. small business owners]. Format: a short table of flags (issue, line in the proposal, what the file says), then the new summary. If there's nothing to flag, say so in one line. If the proposal isn't a proposal, ask the person to paste the full proposal text.
Here's a test proposal. It has three mistakes on purpose: one service is priced below my lowest price, one service isn't in my file, and the payment terms are missing. Find all three. [paste an old proposal with those three changes made]
Prices change. When you update your file, upload the new version, remove the old one and select Update in the top right corner. Your team doesn't see changes until you do.
Prompts, step-by-step guides and checklists you can put to work today.