Unlock Excel Agent Mode in Copilot: 3 Must-Know Finance Use Cases 💼

Excel’s new Agent Mode has officially arrived inside Copilot Chat — and it’s a total game-changer for finance professionals!

In this video, I’ll show you exactly how to enable Agent Mode in Excel and walk you through 5 real-world finance use cases that will help you automate reports, dashboards, and models with AI — directly inside Excel.

I’m Christian Martinez, and together we’ll explore how to combine Copilot, Agent Mode, and Python in Excel to take your FP&A and financial modeling to the next level.

💡 Here’s what you’ll learn:
✅ How to enable Agent Mode inside Excel Copilot Chat
✅ How to use prompts to automate your dashboards and reports
✅ 3 finance use cases for Agent Mode:
📊 Dashboard creation (Budget vs Actual)
🔥 Cohort Analysis with AI & Python
💰 Discounted Cash Flow (DCF) Model

⏳ Timestamps
0:00 Introduction
0:18 How to Access Agent Mode in Copilot Chat
2:20 Use Case 1 – Create a Financial Dashboard
10:37 Use Case 2 – Cohort Analysis Heatmap
13:20 Bonus – Cohort Analysis with Copilot + Python in Excel
16:10 Use Case 3 – DCF Model with Agent Mode

📥 Download the Excel Files & Guide
👉 Get the datasets, templates, and Agent Mode quick guide here:
https://breakintodigitalfinance.kit.com/excelagentmodefinance

💬 Join the Conversation!

What finance task would you automate first with Agent Mode?

Drop a comment below or connect with me on LinkedIn:
https://www.linkedin.com/in/christianmartinezthefinancialfox/

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