Forum Discussion
Copilot not creating new documents
Hello - M365 Copilot currently doesn't honor Word templates. You can open a new Word doc, refer to a few files and ask it combine, summarize, or compare. You can open a populated Word document and ask it to change a few key areas, so if it were a SOW, you can ask it to change client name, effective date, deliverables etc., but it won't honor the formatting of the original doc. The only templates that can currently be used are in PowerPoint - and that requires specific master slides. And Copilot won't copy/paste from one file to another - Copilot won't take Word content and place it in Excel. M365 Copilot in Excel only works in the one Excel file you have open with data that already exists - at least for now. Microsoft support has some good intros on what you can do with Copilot and Office: Get started with Copilot in Excel - Microsoft Support I hope this helps.
Hi Kelly,
Thanks for taking the time to respond, it's much appreciated. I would've been happy with it creating a blank document rather than using a template to be fair, but it sounds like it sadly can't do that either. I was not aware it didn't support templates in Word, I've used them in Powerpoint, so that's useful to know.
I have been through those guides already but they not especially extensive and I guess I'm trying to push the boundaries to try to create a completely automated workflow. I've had it pull information from a proposal and create a presentation from it, therefore it didn't seem like a big ask for Copilot to pull info from one document and into Excel. That makes sense that it works purely inside the spreadsheet you're working on.
Thanks again
