Assist Pro / AI Tools

Executive

Generate a concise executive summary of the selected content.

Where to find it

Follow the ribbon path.

Assist Pro → AI Tools → Documents → Executive

Included in Assist Pro.

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 › Documents, choose Executive to generate a concise executive summary of the selected content. 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 generate a concise executive summary of the selected content.

Accounting and audit

Speeds drafting client correspondence or working-paper notes by helping generate a concise executive summary of the selected content.