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

Why use Word, Excel, and PowerPoint Agents?

These agents help you create Word documents, Excel workbooks, 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 your business data: Pull in relevant information from your files, emails, or business data for richer results with Word Agent and PowerPoint Agent.

• 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 on web or in Teams. 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 or join Frontier early access. To learn more, see Connect to Anthropic's AI models.

How to use agents to create a file

1. 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.

2. 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.”

3. Answer clarifying questions: If prompted, specify tone, length, or other details.

4. Review the preview: The agent generates your file and shows a preview.

5. 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.

  • Prompt: “Draft a 5-page employee onboarding guide with sections for company overview, policies, role-specific training, and FAQs. Use a friendly, informative tone.”

• Create a marketing presentation.

  • Prompt: “Build a 10-slide marketing strategy deck with introduction, analysis, recommendations, and conclusion.”

• Generate a budget tracker.

  • Prompt: “Create an Excel workbook for tracking monthly revenue and expenses, with charts and year-to-date analysis.”

• Draft a report from existing data.

  • Prompt: “Use data from Q3_sales.xlsx to create a summary report with charts.”

More ways to work with agents

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