Build Custom Copilot Skills in Excel to Automate Work | Insights From A Microsoft Engineer

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Издатель Oct 2, 2026

Copilot skills in Excel let you package a prompt you run over and over into one reusable skill that does the work for you — on any workbook, every time.

In this video I break down skills in Copilot for Excel end to end: what a skill actually is, the built-in skills Microsoft ships today, and exactly how to build, upload, and run your own custom skill. I run a built-in portfolio-monitoring skill against real ERP data to spin up a KPI dashboard in a couple of minutes, then build a custom workbook-health-check skill from scratch in Copilot Chat and run it live. I've also packaged the skill-building template and three ready-to-run sample skills for you in the written breakdown below.

In this video you'll learn:
✅ What an Excel Copilot skill is — reusable automation instead of the same prompt every time
✅ How to find, @mention, and toggle built-in skills on or off (and why auto-run matters)
✅ The two skill categories Microsoft ships today: Finance and Visualization
✅ How to build your own skill in Copilot Chat from a reusable template
✅ How to upload a custom SKILL.md to Excel via OneDrive — plus the naming gotchas that cause errors

Chapters
00:00 Why skills are the hot buzzword
00:52 What a skill is + how to find them
02:14 Toggle skills on, off, and auto-run
03:15 The skills Microsoft ships today
03:33 Built-in skill live: ERP to KPI dashboard
05:15 Build your own in Copilot Chat
06:59 Upload a custom skill to Excel
08:01 Naming gotchas that cause errors
09:00 Run the custom health-check skill
10:00 Why skills are worth it

Resources & links
• Read the full written breakdown + get every new one free → The M365 Copilot Connection on Substack: https://m365copilotconnection.substack.com
• Free download — the skill-building template prompt + three ready-to-run sample skills (workbook-health-check, data-to-narrative, variance-explainer) featured in this video → https://1drv.ms/b/c/731A5A66AE1C3CCB/IQAXIIxKRlHiSKa6sVLYOT2HAUi_e8WmK4FfzR-m5MPPRgE?e=5DvRVb
• Copilot in Excel — skills documentation → https://support.microsoft.com/en-us/excel/copilot/copilot-in-excel-skills
• Licensing note: the skills shown here run in Copilot in Excel, which is part of a Microsoft 365 Copilot license. The skill-building shown in Copilot Chat is done in the Copilot app. Features, names, and availability change often and vary by tenant — check your own skills menu.

Weekly live streams every Thursday — last week's was on Copilot in Excel (charts, graphs, and dashboards). Check the live stream playlist → https://www.youtube.com/playlist?list=PLSnwsFij5rMs

If this helped, like the video, drop a comment with the first skill you'd build, and subscribe. For the written deep-dives and the downloadable skills, join the free newsletter → https://m365copilotconnection.substack.com

#copilot #excel #microsoft365