Title: Work Smartly Across Word , Excel and Powerpoint -Copilot Record inserted or updated successfully.
AI & Auditing

Title: Work Smartly Across Word , Excel and Powerpoint -Copilot

Author :CA Siddharth Agrawal

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2. Table of Contents

  1. Powerpoint
  2. Excel
  3. Word

3. Introduction

  1. Use Cases demonstrating how we can work smartly in Word , Excel and Powerpoint

4. Practical Use

Use 1: Powerpoint

  1. Description: Copilot use In Powerpoint
  2. Objective: Creating Interactive Presentations In Powerpoint
  3. Steps: I had provided the following Prompt ,Create a very small PPT for Presenting In AI Hackathon Season 4 ,ICAI covering Use Cases of Microsoft Co-Pilot in Excel and Word
  4. Outcome: Copilot Generated an Interactive Presentation In Powerpoint

 


Use 2: Excel

  1. Description: Copilot use In Excel.
  2. Objective: Analyze Data In Excel using Copilot
  3. Steps:For determining Bonus Eligibility of employees based on Company’s Policy, I had provided prompt -In this sheet, Provide me employees who are eligible for bonus as per criteria Sales >85000 , Attendance >87% and Customer Rating >4.3 .Provide me the values in Column E.
  4. Provide data insights
Employee NameSales (B)Attendance % (C)Customer Rating (D)
Amit Sharma12000096%4.2
Neha Verma8000092%4.6
Rohan Gupta4500088%4.8
Priya Mehta11000094%4.4
Karan Joshi6000085%4.7
Anmol Jain7500090%4.8
Girish Chandrawat8400088%4.6
Lovin Soni9500086%4.5
Naresh Ramchandra10000092%4.7
Sanjay Thakur7800094%4.2
Manoj Santwani9400086%4.4
Prateek Bandhwar12100098%4.9
Urvashi Sanyasi8800089%4.6
Parul Shirvastav9200091%4.8
Kailash Chandra9100086%4.4



  1. Insert Column from Another Sheet-I have email of each employee In another sheet . Please insert email id of each employee in a separate column in this sheet
  2. Outcome: Copilot Provided me employees eligible for Bonus based on above parameters in a separate column
  3. Copilot Provided me data insights like what is the average sales , customer rating , attendance percentage ,lowest and highest attendance , sales , customer rating
  4. Copilot Inserted email Id of each employee in a separate column mapped with their name
Employee NameEmail Id
  
Sanjay ThakurSanjay.Thakur@gmail.com
Manoj SantwaniManoj.Santwani@gmail.com
Prateek BandhwarPrateek.Bandhwar@gmail.com
Naresh RamchandraNaresh.Ramchandra@gmail.com
Amit SharmaAmit.Sharma@gmail.com
Neha VermaNeha.Verma@gmail.com
Rohan GuptaRohan.Gupta@gmail.com
Priya MehtaPriya.Mehta@gmail.com
Karan JoshiKaran.Joshi@gmail.com
Anmol JainAnmol.Jain@gmail.com
Girish ChandrawatGirish.Chandrawat@gmail.com
Lovin SoniLovin.Soni@gmail.com
Urvashi SanyasiUrvashi.Sanyasi@gmail.com
Parul ShirvastavParul.Shirvastav@gmail.com
Kailash ChandraKailash.Chandra@gmail.com



Use 3: Word

  1. Description: Copilot use In Word.
  2. Objective: Draft Engagement Letter In Word using Copilot and get Audio Summary of the same
  3. Steps:For drafting letter , I had provided the following prompt , Based on this appointment Letter , Please Draft an Engagement Letter from M/s XYZ Chartered Accountant To M/s ABC Client as per ICAI Guidelines , specifying management responsibilities , Auditors Limitation of Liability .
  4. On the sidebar of Word , I clicked on the audio icon and audio summary starts playing



6. Conclusion

  1. When we start using Copilot , we will also develop the habit of asking documents in Word and Excel format to get deeper insights.
  2. What took hours earlier , Now take few minutes .
  3. Every Minute Saved , is a minute earned.
  4. Lets Not Just Save time , also Invest it In Self Development and Growth

7. Appendix

  1. All the tasks are performed using Microsoft Copilot Pro , available with Personal Edition of Microsoft 365