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Prompttax_finance Verified June 15, 2026 · Microsoft 365 Copilot (in Excel)
Summarize and sanity-check a de-identified Excel workbook
A column read (with a PII warning if needed), a figures summary, flagged outliers, a suggested PivotTable/chart with steps, and 3 plain-English takeaways for a review — from de-identified data.
Made for:Microsoft CopilotMicrosoft 365 Copilot
What you need
Microsoft 365 Copilot in Excel. Use DE-IDENTIFIED data only (codes, not PII). Confirm IRC §7216 and your firm's data policy first.
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