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Microsoft adds finance skills, plans and external data links to Excel Copilot

Microsoft added three features for financial professionals to Excel Copilot: skills, plans and external data integration. Skills let users define processes Copilot will perform in Excel, while plans show a task list before Copilot changes spreadsheet data and allow users to approve or revise actions. After completion, change links appear in chat and AI edits are displayed with human edits. Copilot can also pull in external data from third-party platforms.