BREAKING
Copilot in Excel gets memory
Two features, two scopes
Personalization
User account
●
Remembers formatting and formula style
●
Applied across all workbooks
Workbook rules
.Rules sheet
●
Standards saved with the file
●
Shared across teams
How Personalization works
1
Open Settings in Copilot pane
↓
2
Save natural-language rule
↓
3
Applied across all sessions
How workbook rules work
1
Add .Rules sheet
↓
2
List rules in column A
↓
3
Saved and shared with file
Availability and limits
Status
●
Personalization: GA on Web, Windows, Mac
●
Workbook rules: preview in Insiders
Limits
●
Personalization not shared or saved to file
●
A specific prompt overrides it
Set once, follow automatically
AI NEWS BLITZ
Microsoft is adding two new features to Copilot in Excel to cut repetitive prompting.