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Agent Mode in Excel is now generally available on desktop

tmobrien's avatar
tmobrien
Icon for Microsoft rankMicrosoft
Jan 27, 2026

Agent Mode in Excel, part of Microsoft 365 Copilot, is now generally available on Windows, with Mac rolling out over the coming days — extending access beyond Excel for the web, which launched in December. Since our initial public preview, we’ve expanded availability, added web-grounded search, and introduced a new multi-model reasoning system that allows customers to choose between OpenAI and Anthropic models. Under the hood, we’ve significantly improved task success, performance, and reliability across core Excel scenarios, including workbook creation, formula repair, and chart and PivotTable generation.

Evolving Copilot to become an active collaborator

Excel is where people think with data. It’s where budgets, forecasts, and operating plans take shape, and where decisions get made. Agent Mode turns Copilot into a true partner in that work, able to take your goals, plan next steps, act directly in your workbook, iterate, and validate outcomes. With today’s release, that capability is now available in the desktop versions of Excel customers rely on every day.

What’s improved during public preview

We launched Agent Mode in public preview to validate the experience with real Excel customers working on real workloads. Our goal has always been to support the way Excel is actually used inside organizations — messy data, ambiguous goals, and multi-step workflows that need to be refreshable, auditable, and verifiable. Throughout the preview, we continued to invest in this by introducing:

  • Expanded availability: Agent Mode now works across Excel for the web, Excel for Windows, and Excel for Mac, so you can leverage its power no matter where your access your work. It’s integrated directly into Copilot in Excel, and we’ll continue to improve the experience in the coming weeks and months.
  • Integrated web search: Instantly get up-to-date information with source citations, perfect for “pull in the latest data” scenarios.
  • Model choice: A new model switcher lets you choose between our OpenAI-powered experience and the latest Claude models from Anthropic, so you can try different AI approaches.
Model choice

We’ve learned — alongside our colleagues at GitHub — that different reasoning models excel at different kinds of work. Some are better suited for fast, structured problem-solving while others shine when tasks require explanation, iteration, or more open-ended reasoning. Our goal is to build an intelligent system that can make the right model choices on your behalf. At the same time, we believe customers should have visibility and control — so Agent Mode also gives you the ability to explicitly choose the model you’d like to apply to your task.

Picture showing the new model switcher choices supported.

When in the default Auto mode, Copilot will attempt to choose the best model for you. You can also choose one of the specific models before running a prompt. The latest models from OpenAI (GPT 5.2) and Anthropic (Claude Opus 4.5) are available today for Microsoft 365 Copilot and Microsoft 365 Premium licenses. Learn more here about using Claude with Agent Mode in Excel and Anthropic as a subprocessor.

How to try it
  1. Open Excel on Web, Windows or Mac.
  2. Open Copilot and select Agent Mode from the Tools menu.
  3. Start with an outcome-based prompt, like “Build a loan calculator that computes monthly payments based on user inputs for loan amount, annual interest rate, and term in years. Generate a schedule showing month, payment, principal, interest, and remaining balance. Present the results in a clear, formatted table.”
Availability

Agent Mode in Excel is generally available today across Excel for web, Windows, and Mac for commercial Microsoft 365 Copilot licenses and Microsoft 365 Personal, Family, and Premium subscribers. Note that Personal and Family subscriptions use an AI credit model and Agent Mode in Excel is not yet available to customers in the EU or UK. For more on availability and access, check out Agent Mode in Excel.

Updated Jan 27, 2026
Version 1.0

8 Comments

  • Jerome_V_FR's avatar
    Jerome_V_FR
    Copper Contributor

    Agent Mode in Excel is not yet available to customers in the EU 

    Any idea when it will be available ? 😕

  • DanielPTax's avatar
    DanielPTax
    Copper Contributor

    From Copilot after extensively prompting it to explain what is going on

    Individuals can get a consumer-grade Agent Mode in Excel through:

    It’s essentially a lightweight Copilot assistant, not a true agent.

    This is the distinction Microsoft never explains clearly on the consumer-facing pages.

    What individuals can get instead

    Individuals can get a consumer-grade Agent Mode in Excel through:

    ✔️ Microsoft 365 Personal

    ✔️ Microsoft 365 Family

    ✔️ Microsoft 365 Premium

    ✔️ Copilot Pro

    But this version is:

    - Credit‑limited

    - Not autonomous

    - Not multi-step

    - Not connected to enterprise data

    - Not governed

    - Not the same agentic system Microsoft demos for businesses

    It’s essentially a lightweight Copilot assistant, not a true agent.

    This is the distinction Microsoft never explains clearly on the consumer-facing pages.

  • DanielPTax's avatar
    DanielPTax
    Copper Contributor

    I fell for that and upgraded to Microsoft 365 premium and it was not available. I spent a lot of time with Support confirming that and then getting a refund for upgrading my subscription for no reason and then having to get my Microsoft 365 personal subscription straightened out. 

    • Shubhamkohli's avatar
      Shubhamkohli
      Copper Contributor

      DanielPTax​ I initially thought the same with my E5 license, but I realized that the Copilot add-on is required to activate Agent mode. Also I updated my office to latest version.

      • DanielPTax's avatar
        DanielPTax
        Copper Contributor

        They changed that. They no longer sell the Copilot ad in.

  • Es genial que llegue a todos los usuarios ❤️ el modo agente lleva el manejo de datos a otro nivel, en mi canal ya habíamos realizado previamente una revision del agente 😉 y con Claude se logran cosas geniales. https://youtu.be/wNnN5m-jhvk?si=bsucc03c7NdjEeEu