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Nectari Copilot Summarize formula

The NECCOPILOT_SUMMARIZE() formula automatically generates a written summary for the selected content in your workbook. Unlike a one-off query, the summary refreshes dynamically whenever the data changes — making it ideal for live reporting. You can place summaries in multiple sheets and combine them into a reporting pack with comprehensive, automatically generated narratives. Use the following syntax:

=NECCOPILOT_SUMMARIZE(Range to summarise; [Maximum words (optional)]; [Language (optional)])

You can also use a table name instead of a fixed range to make the dynamic when the data changes.

note

When you distribute a workbook that contains Copilot summaries, a new summary is generated for each recipient. Distributing to many users or sending reports frequently may increase your usage and associated costs.

Benefits​

  • Automates narrative reporting – No need to copy results into a text editor or manually write summaries.
  • Always up-to-date – The summary refreshes automatically when your data changes.
  • Integrates into reporting packs – Combine numeric analysis and professional text in the same workbook.
  • Customisable output – Control word count and language directly in the formula.

Example​

You might have a workbook with multiple sheets, each holding key financial or operational metrics. Using NECCOPILOT_SUMMARIZE(), you can add a live summary to every sheet:

  1. Balance Sheet – Shows assets, liabilities, and equity.
  2. Balance Sheet Summary – Highlights key shifts in asset allocation.
  3. Profit and Loss – Displays revenue, expenses, and net profit.
  4. Profit and Loss Summary – Explains year-on-year trends and unusual variances.
  5. Corporate Report – Combines all summaries into a polished narrative view alongside dashboards and visualisations.

This approach lets your reporting speak for itself — both in numbers and in words — without extra manual work.