Mac users, Copilot to have the ability to reference PDF and Excel files when generating content

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Key notes

  • Microsoft Copilot gains ability to reference data from PDFs and Excel files.
  • This expands Copilot’s use beyond chat history and existing documents in Microsoft 365.
  • Feature rollout begins May 2024 for Word, Microsoft Copilot (Microsoft 365), and Mac version.
copilot for Microsoft 365

Microsoft announced a feature coming to Microsoft 365 that enhances its Copilot. The update

Microsoft Copilot (Microsoft 365): File reference – PDF and Excel file type support

has been assigned the feature ID number 373735 on the Microsoft 36 Roadmap website; it will allow users to use information from both PDFs and Excel spreadsheets when generating content within 

  • Word, 
  • Microsoft Copilot (Microsoft 365)
  • Microsoft Copilot for Microsoft 365.

This functionality expands Copilot’s capabilities beyond referencing chat history and existing documents within the Microsoft 365 suite. With broader file type support, users can potentially improve their content creation by incorporating data and insights from PDFs and Excel documents.

There could be possibilities such as automatically populating Word documents’ charts or tables with relevant data points from the referenced Excel file. 

Copilot might also generate concise summaries or talking points to integrate into your work by analyzing PDFs. Additionally, referencing PDFs and Excel files could streamline the process of incorporating data and ensuring proper citations within your content.

This feature’s rollout is scheduled to begin in May 2024 under the General Availability release phase, which means it will be broadly available to all Microsoft 365 users.