How to Use Agent Mode in Microsoft 365 Copilot

Agent Mode in Microsoft 365 Copilot

Microsoft 365 Copilot is getting smarter with Agent Mode—a new way to work with Word, Excel, and PowerPoint. Instead of giving one-off commands, you can now collaborate with Copilot like it’s a teammate. You set the direction, and Copilot does the heavy lifting—analyzing data, drafting content, or building slides—while you refine the output.

This is part of what Microsoft calls “vibe working”—a smoother, more conversational way to get work done. Let’s break it down in simple terms.

What Is Agent Mode in Microsoft 365 Copilot?

Agent Mode is like having an expert built into your Office apps. It doesn’t just generate results—it:

  • Understands what you’re asking for.

  • Chooses the right steps to get there.

  • Checks and improves its own work.

  • Lets you guide and correct it as you go.

Think of it as working with a smart assistant who knows Excel formulas, Word formatting, and PowerPoint design inside out.

Agent Mode in Excel: Make Data Work for You

Excel is powerful, but not everyone is an Excel wizard. That’s where Agent Mode helps.

Instead of manually setting up formulas or charts, you can simply type what you want. For example:

👉 “Run an analysis on this sales data. Show key insights with visuals.”

Copilot will decide which formulas to use, create charts, and summarize findings—all while showing you how it got there.

Example Prompts to Try in Excel

  • Financial Report: “Create a monthly close report for my business with growth comparisons and professional formatting.”

  • Loan Calculator: “Build a calculator that shows monthly payments, interest, and balance over time.”

  • Personal Budget: “Set up a household budget tracker with categories, charts, and over/under budget highlights.”

How to Use Agent Mode in Microsoft 365 Copilot - Copilot

Agent Mode in Word: Writing Becomes a Conversation

Writing reports or documents can feel time-consuming. With Agent Mode in Word, you simply tell Copilot what you need, and it helps draft, format, and refine.

👉 “Summarize customer feedback and highlight the top 5 trends.”

Copilot creates a first draft, suggests edits, and even asks questions if something isn’t clear—so you’re co-writing, not just copy-pasting.

Example Prompts to Try in Word

  • Monthly Report: “Update this report with September data and compare it to August.”

  • Project Update: “Polish the executive summary, highlight findings, and add next steps.”

  • Style Fix: “Clean up formatting with updated branding and title case headers.”

How to Use Agent Mode in Microsoft 365 Copilot - Copilot

Office Agent in Copilot Chat: PowerPoint Made Easy

Sometimes work starts in chat, not in a file. That’s where Office Agent comes in.

Give it a prompt like:

👉 “Create a presentation on the top 5 trends in the fitness industry.”

Office Agent will clarify your needs (length, audience, style), do research, and generate ready-to-use slides or documents. You can tweak it in chat or finish in PowerPoint with Copilot.

Example Prompts for Office Agent

  • Business Plan: “Build an 8-slide overview for a restaurant pop-up event.”

  • Retirement Savings: “Create a deck encouraging employees to join our savings program.”

  • Market Trends: “Summarize social media trends in the coffee industry.”

How to Use Agent Mode in Microsoft 365 Copilot - Copilot

How to Get Started with Agent Mode

  • Excel → Available now in the Frontier program for Microsoft 365 Copilot users and Personal/Family subscribers (web first, desktop coming soon).

  • Word → Rolling out in the Frontier program on the web (desktop coming soon).

  • Office Agent → Starting in the U.S. for Personal/Family subscribers in the web version of Copilot.

Final Thoughts

Agent Mode in Microsoft 365 Copilot is more than a feature—it’s a new way of working. Whether it’s analyzing spreadsheets, drafting reports, or creating presentations, you can now hand off the heavy lifting to Copilot and focus on decisions, creativity, and impact.

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