Metadata at Mar 26, 2026
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Service
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MC1262567 - Create Excel spreadsheets from Copilot Notebook content
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What changed since this version
Updated June 16, 2026: We have updated the timeline. Thank you for your patience.
Introduction
Copilot Notebooks enables users to generate Excel spreadsheets directly from the content and references collected in a notebook. Copilot creates a structured spreadsheet based on the notebook’s context, which can then be opened and edited in Excel. This capability streamlines the transition from ideas and source material into a usable spreadsheet by reducing manual setup and formatting.
When this will happen:
- Public Preview via Frontier: Rollout begins in late March 2026 and is expected to complete by late April 2026.
- General Availability (Worldwide): Rollout begins in early June 2026 (previously late
May 2026May) and is expected to complete bylate Maymid-June 2026(previously early June).
How this affects your organization:
Who is affected:
- Users with access to Microsoft Copilot and Copilot Notebooks
- Organizations using Excel in Microsoft 365
- A Microsoft 365 Copilot (Premium) license is required to use this feature
What will happen:
- Users will be able to generate an Excel spreadsheet from content and references stored in a Copilot Notebook.
- The generated spreadsheet opens in Excel and can be edited like any other Excel file.
- The feature is enabled by default for eligible users.
- Existing Microsoft 365 security, compliance, and Copilot policies are respected.
What you can do to prepare:
- No admin action is required.
- Review internal guidance or helpdesk documentation related to Copilot and Excel workflows.
- Consider notifying users that Copilot Notebooks can now generate Excel spreadsheets from notebook content.
Learn more: Get started with Microsoft 365 Copilot Notebooks | Microsoft Support (will be updated before rollout)
Compliance considerations:
| Compliance question | Explanation |
|---|---|
| Does the change alter how existing customer data is processed, stored, or accessed? | Copilot processes existing content and references stored in a Copilot Notebook to generate a structured Excel spreadsheet. This processing occurs within Microsoft 365 services and respects existing security, compliance, and data residency boundaries. |
| Does the change introduce or significantly modify AI/ML capabilities that interact with customer data? | This change introduces a Copilot capability that uses generative AI to analyze notebook content and create an Excel spreadsheet based on that context. |
| Does the change provide end users any new way of interacting with generative AI? | Users can instruct Copilot to generate Excel spreadsheets directly from Copilot Notebook content, representing a new generative AI–assisted interaction within Microsoft 365. |
Snapshot from Mar 26, 2026
Introduction
Copilot Notebooks enables users to generate Excel spreadsheets directly from the content and references collected in a notebook. Copilot creates a structured spreadsheet based on the notebook’s context, which can then be opened and edited in Excel. This capability streamlines the transition from ideas and source material into a usable spreadsheet by reducing manual setup and formatting.
When this will happen:
- Public Preview via Frontier: Rollout begins in late March 2026 and is expected to complete by late April 2026.
- General Availability (Worldwide): Rollout begins in late May 2026 and is expected to complete by late May 2026.
How this affects your organization:
Who is affected:
- Users with access to Microsoft Copilot and Copilot Notebooks
- Organizations using Excel in Microsoft 365
- A Microsoft 365 Copilot (Premium) license is required to use this feature
What will happen:
- Users will be able to generate an Excel spreadsheet from content and references stored in a Copilot Notebook.
- The generated spreadsheet opens in Excel and can be edited like any other Excel file.
- The feature is enabled by default for eligible users.
- Existing Microsoft 365 security, compliance, and Copilot policies are respected.
What you can do to prepare:
- No admin action is required.
- Review internal guidance or helpdesk documentation related to Copilot and Excel workflows.
- Consider notifying users that Copilot Notebooks can now generate Excel spreadsheets from notebook content.
Learn more: Get started with Microsoft 365 Copilot Notebooks | Microsoft Support (will be updated before rollout)
Compliance considerations:
| Compliance question | Explanation |
|---|---|
| Does the change alter how existing customer data is processed, stored, or accessed? | Copilot processes existing content and references stored in a Copilot Notebook to generate a structured Excel spreadsheet. This processing occurs within Microsoft 365 services and respects existing security, compliance, and data residency boundaries. |
| Does the change introduce or significantly modify AI/ML capabilities that interact with customer data? | This change introduces a Copilot capability that uses generative AI to analyze notebook content and create an Excel spreadsheet based on that context. |
| Does the change provide end users any new way of interacting with generative AI? | Users can instruct Copilot to generate Excel spreadsheets directly from Copilot Notebook content, representing a new generative AI–assisted interaction within Microsoft 365. |