7 Steps To Getting Started With Agent Mode In Excel
You tell Agent Mode in Excel what to do in natural language, and it executes those steps directly in your workbook on its own.

Alumni Of: University Of Florida
Mike Dion is a seasoned financial leader with over a decade of experience transforming numbers into actionable strategies that drive success. As a Senior FP&A professional, Mike has helped businessesโfrom Fortune 100 giants to scrappy startupsโunlock tens of millions of dollars in value across industries like Entertainment and Telecom. His knack for identifying opportunities and solving complex financial problems has earned him a reputation as a trusted finance expert.
Mike holds a Bachelor of Science in Finance and a Master of International Business from the University of Florida, where he built the foundation for his impressive career in corporate finance and accounting. Beyond the credentials, Mike has established himself as a thought leader in the finance world. He is the author of The Financial Storyteller’s Playbook, a must-read guide for turning complex financial data into compelling narratives, and The Ultimate Guide to AI Prompting for Finance, which empowers finance professionals to harness the power of artificial intelligence for smarter and faster decision-making.
At F9Finance.com, Mike zeros in on automation as a game-changing tool for finance professionals. His mission? To help you save time and pave the way for career growth. Through relatable stories, actionable advice, and a dash of wit, Mike teaches professionals how to automate tedious tasks, optimize processes, and impress decision-makers with high-impact results. His no-nonsense guidance is designed to boost efficiency while positioning you for that well-deserved promotion.
His real superpower lies in bridging the gap between finance and real-world application. Whether heโs leading automation projects (100 and counting!), building airtight financial models, or automating workflows, Mikeโs work has saved companies over 100,000 hours in laborโtime better spent solving strategic challenges and advancing your career.
Mikeโs expertise extends beyond his website. He serves as a small business financial consultant and a dedicated advisor for non-profits, helping organizations achieve financial clarity and reach their goals. His contributions to top finance publications reflect his talent for simplifying even the most complex topics, making them understandable, practical, and (yes) even fun.
When the spreadsheets are closed, Mike enjoys life outside the financial arena. He spends quality time with his wife and kids, dreams of his next cruise adventure, and keeps his finger on the pulse of the stock market. By combining expertise, relatability, and a focus on empowering others, Mike is here to make finance your stepping stone to successโnot just another grind.
You tell Agent Mode in Excel what to do in natural language, and it executes those steps directly in your workbook on its own.
In this guide, Iโll show you exactly how I built my first finance agent using OpenAI Agent Builder (with ChatGPT as my wing-man).
By integrating Python In Excel, it now brings data science and advanced analytics capabilities directly into the familiar spreadsheet environment.
I built this guide to explain AI fundamentals without the buzzword bingo, in plain English, with finance examples that actually make sense.
Every month-end, the same story plays out: spreadsheets flying through email, version control nightmares, and analysts burning midnight oil to tie out the balance sheet. By the time weโve wrangled the data, weโre too exhausted to analyze it, let alone make it actionable. But hereโs the shift thatโs quietly changing everything: AI Agents. AI Agents arenโt just another automation trend or flashy tech demo. Theyโre the next evolution of finance workflows, automations that donโt just follow rules, but actually reason through steps like a junior analyst would. Instead of you telling the system, โDo this, then that,โ you can tell it: โPull the latest actuals, check for major variances, and draft commentary for anything over 10%.โ And itโll go do it, without you touching a…
n8n for finance enables finance teams of any size to automate repetitive tasks, manage complex workflows, and improve efficiency.
AI in Excel now acts as an integrated smart assistant within Microsoft Excel, enhancing data analysis, automation, and visualization directly in your spreadsheets.
In this guide, Iโm going to walk you step by step through how to use Office Scripts to automate the stuff that usually drains your time and patience.
In this guide, Iโm going to walk you through the Copilot tips and tricks I use to thrive during close, budget season, and reporting chaos.
By the time you finish this guide, youโll know how to design Power BI Models that are fast, clean, and reusable.
End of content
End of content
To provide the best experiences, we and our partners use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us and our partners to process personal data such as browsing behavior or unique IDs on this site and show (non-) personalized ads. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Click below to consent to the above or make granular choices. Your choices will be applied to this site only. You can change your settings at any time, including withdrawing your consent, by using the toggles on the Cookie Policy, or by clicking on the manage consent button at the bottom of the screen.