06/20/2026
If you use Excel and Microsoft 365 Copilot, an upgrade from March 2026 might save you hours every week.
It's called Work IQ, and it changes how Copilot handles spreadsheets.
Before, you had to manually feed Copilot the data you wanted it to use. Copy figures from an email, paste them into Excel, then ask Copilot to clean it up.
Now, Copilot can pull context directly from your related emails, Teams chats, meetings, and files in your Microsoft tenant. It reads the source material itself.
You can do things like:
▶️ Reconcile a vendor invoice against the quoted price by pointing Copilot at the original email thread.
▶️ Update a sales forecast based on the recap of yesterday's pipeline meeting.
▶️ Reformat a messy data dump a client sent over.
To use it, you need a Microsoft 365 Copilot license and the document stored in your business tenant, not a personal OneDrive.
One note on security: Copilot can only access files the user already has permission to see.
If your SharePoint and OneDrive permissions are messy, Copilot will surface things you didn't intend to share.
Audit your file permissions before turning this loose on your team.