First steps with Copilot Studio for Excel users

In this webinar, you'll learn the basics of building, customizing, and deploying intelligent chatbots using Copilot Studio. Understand how to create chatbots for Excel queries, integrate them into your organization, and tackle real-world challenges like automating Excel help.

• A recording will be made available after the event.
• Download files will be shared at the time of the event.

• Understand the basics of Power Virtual Agents for creating chatbot solutions.
• Learn to build a chatbot specifically for Excel queries.
• Master the integration of your chatbot with Microsoft Teams and other organization channels for enhanced collaboration.

• Deploy chatbots effectively within your organization.
• Automate common Excel support queries.
• Enhance productivity by leveraging AI-driven chatbot assistance.

Typical job titles might include:

• Data analysts
• Financial analysts
• Marketing coordinators
• Accountants
• Controllers
• Operations analysts

• Please confirm you have access to Copilot Studio by logging into copilotstudio.microsoft.com
• To make the most of the workshop, you will have some experience in intermediate Excel topics such as storing and analyzing data in tables, creating reports with PivotTables, working with functions such as XLOOKUP() and SUMIFS() and so forth.
• It is recommended to attend this workshop on a Windows machine.
• No other preparation is needed.

George Mount is the founder of Stringfest Analytics. He has over 10 years of experience in data analytics and holds master’s degrees in both finance and information systems from Case Western Reserve University. George is the author of Advancing into Analytics: From Excel to Python and R (O’Reilly, 2021) and Modern Data Analytics in Excel: Using Power Query, Power Pivot, and More for Enhanced Data Analytics (O'Reilly, 2024). He is a recipient of the Most Valuable Professional (MVP) award from Microsoft for technical excellence & community advocacy.

I look forward to seeing you at the event!

If your team is looking for custom training in Modern Excel, check out my corporate workshops.

Host or Publisher Stringfest Analytics