“Instead of starting from scratch each time, a skill guides Copilot through the steps, applying the right structure and formatting, and helping produce an output that is easier to review, reuse, and trust,” Brian Jones, vice president for Excel at Microsoft, said in a blog post.
Users can access a library of pre-built finance skills or create their own custom skills and save them as a SKILL.md in OneDrive, where the Copilot assistant can access them. Microsoft’s partners are also building their own skills, including finance software vendors such as LSEG, Ramp and Velixo — these are “coming soon,” Microsoft said. Custom skills are available today via the Insider channel and generally available next month.
A new “plan” feature is aimed at giving users greater oversight of the AI assistant’s proposed actions before it starts interacting with spreadsheet data. The Copilot assistant can now draft a list of planned interactions — such as changing a formula — and, before it gets to work, ask the user to “approve, edit, or answer clarifying questions,” said Jones.
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