workbook rules

The tag 'workbook rules' on WindowsForum.com covers Microsoft's June 2026 update to Copilot in Excel, which introduces persistent workbook-level rules. These rules allow users to define natural-language instructions for formatting, formulas, naming, chart styles, and report conventions that Copilot remembers across sessions on Windows, Mac, and the web. The feature addresses the common frustration of AI assistants forgetting user preferences, reducing the need to repeat instructions. Discussions focus on how workbook rules improve consistency and efficiency for Excel users, especially in team environments, by eliminating the repetitive prompt tax and giving Copilot institutional memory for each workbook.