Get started with Word, Excel, and PowerPoint Agents in Microsoft 365 Copilot

The Word, Excel, and PowerPoint Agents in Microsoft 365 Copilot are AI-powered tools that help you create files simply by describing what you need. Whether you’re working on a work project or personal task, these agents help you generate drafts, organize information, and build files. Use them whenever you want to quickly create new documents, spreadsheets, and presentations from Copilot Chat.

Notes:

Word, Excel, and PowerPoint Agents are available in English (United States, United Kingdom), Chinese (Simplified), French (France, Canada), German, Italian, Japanese, Portuguese (Brazil), and Spanish (Spain, Mexico) for Microsoft 365 users with or without a Microsoft 365 Copilot license, and for Microsoft 365 Personal, Family, and Premium plans.
Always review generated files for accuracy before sharing.

Why use Word, Excel, and PowerPoint Agents?

These agents help you create Word documents, Excel spreadsheets, and PowerPoint presentations from your descriptions—no advanced formatting or design skills needed. Here’s how it makes your work easier:

Create files easily: Generate Word, Excel, or PowerPoint files from a simple prompt.
Edit with feedback: Refine drafts with high-level feedback (like “make it shorter,” “add a slide”) or edit directly in Microsoft 365 apps.
Work with data: Use connected content to produce richer results.
- With a Copilot license, automatically pull in information from your files, emails, chats, meetings and more while always respecting your company’s access policies.
- Without a Copilot license, pull in information from the web and reference specific files while respecting your company’s policies.
- For personal accounts, use your own files, notes, or personal data stored in OneDrive.
Privacy and control: Your data is securely processed. Reasoning models do not retain content beyond your request, customer data is never used to train the models, and Copilot respects sensitivity labels along with your organization’s enterprise access policies.
Files saved to OneDrive: Access and edit your generated files anytime.

Where to find Word, Excel, and PowerPoint Agents

You can access the agents in the Microsoft 365 Copilot app, including the desktop and web apps. Look for the Word Agent, Excel Agent, or PowerPoint Agent under the Agents or Tools menu. If you don’t see these options, your admin may need to enable access to Anthropic AI models. To learn more, see Connect to Anthropic's AI models.

How to use agents to create a file

Open Copilot and select an agent: In the Microsoft 365 Copilot app on web or in Teams, go to the Tools menu in Copilot Chat or the Agents menu, and choose Word, Excel, or PowerPoint.
Enter your prompt: Describe the file you want to create. You can use your own wording or select from sample prompt suggestions provided by the agent. For example:
1. “Create a 2-page project proposal with an introduction, problem statement, solution overview, and timeline.”
2. “Build a 10-slide marketing strategy presentation with a modern design.”
3. “Set up a budget tracker with monthly sheets and summary charts.”
Answer clarifying questions: If prompted, specify tone, length, or other details.
Review the preview: The agent generates your file and shows a preview.
Save and edit: The completed file is saved to your OneDrive. Open it in Word, Excel, or PowerPoint to review and polish.

Start using agents to create files

Be creative and specific with your requests. The agents excel at content creation and can handle complex instructions. For example, you can ask it to: 

Draft an employee onboarding guide:

Icon depicting a document with sparkles Draft a 5-page employee onboarding guide with sections for company overview, policies, role-specific training, and FAQs. Use a friendly, informative tone.