Assist Pro+ / AI Tools

Email Draft

Convert notes into a professional business email.

Where to find it

Follow the ribbon path.

Assist Pro → AI Tools → Business → Email Draft

This Business or Audit AI menu is available with Pro+ in the supplied ribbon.

Open the tool and follow its prompts. Use a copy of your workbook when trying an action for the first time, then check the result.

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Practical guidance

Use this tool in your workflow.

How to use

Select the relevant text or notes in Excel; avoid including unrelated confidential material. On Assist Pro › AI Tools › Business, choose Email Draft to convert notes into a professional business email. Review the result for accuracy, tone and confidentiality before sending or saving it.

Best use case

Preparing clearer written content from rough notes in reports, emails or working papers.

Everyday Excel

Speeds editing written notes and spreadsheet text when you need to convert notes into a professional business email.

Accounting and audit

Speeds drafting client correspondence or working-paper notes by helping convert notes into a professional business email.