Mendo Excel

Turn Excel into an AI‑powered analytics tool your teams actually use.

Excel is the most-used productivity tool in your organization, and one of the least exploited with GenAI. Mendo Excel is a native Excel add-in that guides users through Copilot directly inside their own spreadsheets, with hands-on exercises and real-time detection of what they actually do.

Book a demo See how it works in Excel

Native Excel add-inSOC 2 Type 1 & 2ISO 27001

Guided scenarios

Get Copilot-ready Structure data Clean & format Sort & filter Formulas Pivot tables & charts

Why Excel needs its own adoption surface

Copilot in Excel has the highest potential and the steepest learning curve in M365.

Copilot in Excel can summarize datasets, generate formulas in plain language, build charts, surface trends and reshape entire analyses. But the curve from “I opened Copilot once” to “I run my analyses with it” is the steepest of any Microsoft 365 app, because Excel itself is layered, and Copilot's value depends entirely on how the data is structured.

Three things that make Excel different

01
Data structure makes or breaks the experience.
A cluttered sheet returns vague answers. A clean Excel table returns sharp ones. Most users don't know how to bridge the gap.
02
Skill comes from doing, not from watching.
Tutorials and videos don't translate into using Copilot on your own spreadsheets. Skill comes from real practice on real data, with feedback in the moment.
03
Most users never reach the analytical use cases.
They stay on basic prompts. Formulas, trends, charts, pivot tables: the productivity unlock stays out of reach without structured guidance.

How Mendo connects to Excel

A native Excel add-in that lives next to your spreadsheet.

Mendo Excel is a standalone Excel add-in. Once installed, a Mendo tab appears in your Excel ribbon and a side panel opens next to your sheet, with interactive labs that guide users through Copilot directly inside their own data.

One of three Mendo delivery products

Mendo WebChrome extension for AI chats on the web Mendo Copilot 365Desktop app for the full Microsoft 365 suite

Mendo ExcelStandalone add-in, focused on spreadsheetsThis page

01
A native Excel add-in
Installed via a .msi installer, deployable through Intune, SCCM or your standard IT pipelines.
02
A side panel inside Excel
The Mendo tab in the ribbon opens a panel alongside the active spreadsheet, so guidance happens where the user actually works.
03
Hands-on exercises, detected in real time
Mendo detects what the user actually does in the sheet (formulas typed, charts created, prompts sent to Copilot) and validates each step.
04
Pilot usage and demonstrate ROI
Leadership sees how Copilot in Excel is used across teams, which spreadsheet use cases drive the most value, and what productivity gains look like in concrete terms.

Privacy

No spreadsheet content transmitted

Mendo only receives interaction data during active labs. Document content, Copilot conversations and stored data stay in your environment.

Multilingual content

Labs in seven languages

English
French
German
Spanish
Italian
Portuguese
Greek

Compatibility

What you need

Excel on Windows 10 / 11
Microsoft 365 Copilot or Copilot Pro license
Files in OneDrive or SharePoint, AutoSave on

What your teams will actually do with Excel + Mendo

Real Excel scenarios, guided step by step.

Every scenario below maps to a lab users run on their own spreadsheets, with Copilot, and with each step validated as they go.

Get Copilot-readyPrerequisitesStructure dataExcel tablesClean & formatData prepSort & filterNatural languageFormulasNo syntax to memorizePivot tables & chartsBy description

Lab · Use Copilot in Excel

Get Copilot-ready in your spreadsheet

Mendo guides users through the prerequisites most people skip: license verification, OneDrive storage, AutoSave activation, file format check. From “Copilot is greyed out” to “Copilot just answered my question.”

License check
OneDrive storage
AutoSave on
File format

Lab · Manipulate your data in Excel

Structure data so Copilot can read it

Most failed Copilot prompts in Excel come from poorly structured data. Mendo teaches the Ctrl+L Excel table reflex, a single header per column, no empty cells in the middle, properly typed dates and numbers. The foundation that makes everything else work.

Ctrl+L tables
One header per column
No empty cells
Typed dates and numbers

Lab · Manipulate your data in Excel

Clean and format data with Copilot

Highlight empty rows and columns, reformat dates from raw numbers to readable dd/mm/yyyy, transform amounts into proper currency formats with decimals and thousand separators. The boring data prep work, automated through plain-language prompts.

Empty rows and columns
Date formats
Currency formats

Lab · Manipulate your data in Excel

Sort and filter through natural language

Multi-criteria sorting (by Region, then by Amount descending), combined filters (numeric and text: “show me sales in France above 85,000 €”). Mendo guides users through phrasing, validating and refining these instructions.

Multi-criteria sorting
Combined filters
Refine the instruction

Lab · Become an Excel formula expert

Generate formulas without memorizing syntax

Replace formula syntax memorization with natural language requests. Mendo's formula lab walks users through formulating, validating and adapting Copilot's formula suggestions on their own data.

Plain-language requests
Validate suggestions
Adapt to your data

Lab · Create a pivot table and chart

Build pivot tables and charts by description

Create pivot tables, pivot charts, donut charts, radar charts and other visualizations through Copilot prompts instead of menu navigation. Mendo guides chart generation, refinement and integration into reports.

Pivot tables
Pivot charts
Donut and radar charts
Report-ready visuals

Built into every lab

Recognize Copilot's limits and reformulate

Users learn what Copilot does well, what it struggles with (multi-step reasoning, vague instructions), and how to reformulate when it misunderstands. The goal isn't blind reliance, it's confident supervision.

How deployment works

From IT rollout to first analytical wins.

Mendo Excel goes through your standard IT pipeline. No re-architecture of your Excel environment, no change to your Microsoft 365 settings.

01 · IT

IT deployment

Your IT team

.msi installer rolled out via Intune, SCCM or equivalent
Executables allowlisted: Mendo Copilot 365.exe and ReadCopilot.exe
Domains allowlisted: mendo.ai and mendo.cloud
Automatic updates via signed certificates

02 · Users

User onboarding

Your teams

Users open Excel and discover the Mendo tab in the ribbon
Sign-in with their Microsoft account, or email and access code
First labs: Copilot prerequisites, data structuring, first prompts
A personalized journey by role

03 · Leadership

Adoption visibility

Your leadership and AI team

Lab progression synced in real time with Mendo's servers
Adoption data available in your Mendo dashboards
One unified picture with Mendo Web and Mendo Copilot 365, if deployed
Which spreadsheet use cases drive the most value

Security & compliance

Built for managed enterprise environments.

SOC 227001Pentest

No spreadsheet content transmitted externally.Mendo only receives interaction data generated during active labs. This data is not stored.
No password requested or stored.Authentication via Microsoft account (default) or email and one-time access code.
Only learning progress synced.With Mendo servers (api.mendo.cloud, port 443, HTTPS). Document content stays in your environment.
Standard enterprise deployment..msi installer, Intune and SCCM compatible, automatic updates via signed certificates.

Is Mendo Excel the same as Mendo Copilot 365?

No. Mendo offers three delivery products: Mendo Web (Chrome extension for AI chats on the web), Mendo Copilot 365 (desktop app injecting the Mendo widget into all Microsoft 365 apps: Outlook, Teams, Word, Excel, PowerPoint) and Mendo Excel (standalone Excel add-in). Mendo Excel is the right fit when Excel is your main GenAI adoption focus, or when you want a lightweight rollout limited to spreadsheet usage.

Do users need a Microsoft 365 Copilot license?

Yes. Copilot in Excel is a Microsoft feature and requires a Microsoft 365 Copilot or Copilot Pro license. Mendo Excel doesn't replace Copilot: it guides users through using it productively. Files also need to be stored in OneDrive or SharePoint with AutoSave enabled (a Microsoft prerequisite, not a Mendo one).

How is the add-in installed?

Mendo Excel is distributed as a standard Windows .msi installer. It can be deployed at scale through Intune, SCCM or any equivalent enterprise deployment tool. Once installed, the Mendo tab appears in the Excel ribbon and the side panel opens when activated.

What does Mendo see in my spreadsheets?

Mendo doesn't transmit document content, full Copilot conversations or sensitive data. During an active lab, Mendo's validation engine receives interaction data (specific actions taken in Excel, prompts sent to Copilot) for real-time verification. This data isn't stored. Only learning progress is synced with Mendo's servers.

How does Mendo Excel fit with Mendo Adoption?

Mendo Excel is one of the integration surfaces feeding into Mendo Adoption, the user-facing layer of the Mendo product stack. Adoption data captured in Excel sits alongside data from Copilot Chat, Microsoft 365 Copilot, ChatGPT and other surfaces, giving you a unified view of GenAI adoption across your organization.

Can it be deployed alongside Mendo Copilot 365?

Yes. Mendo Copilot 365 covers the full Microsoft 365 suite (Outlook, Teams, Word, Excel, PowerPoint). Mendo Excel is a lighter, Excel-only alternative for organizations that want to focus their initial rollout on spreadsheet usage. Both can coexist or be deployed sequentially.

Turn Excel into an AI‑powered analytics tool your teams actually use.

Copilot in Excel has the highest potential and the steepest learning curve in M365.

Data structure makes or breaks the experience.

Skill comes from doing, not from watching.

Most users never reach the analytical use cases.

A native Excel add-in that lives next to your spreadsheet.

A native Excel add-in

A side panel inside Excel

Hands-on exercises, detected in real time

Pilot usage and demonstrate ROI

No spreadsheet content transmitted

Labs in seven languages

What you need

Real Excel scenarios, guided step by step.

Get Copilot-ready in your spreadsheet

Structure data so Copilot can read it

Clean and format data with Copilot

Sort and filter through natural language

Generate formulas without memorizing syntax

Build pivot tables and charts by description

Recognize Copilot's limits and reformulate

From IT rollout to first analytical wins.

IT deployment

User onboarding

Adoption visibility

Built for managed enterprise environments.

Frequently Asked Questions

Get the most out of Copilot in Excel.