Operelio vs Copilot in Excel

Copilot's work ends at the workbook. Getting the list into a CRM is a separate import.

Operelio maps your columns to the CRM's own fields and matches people by email address (rows without one aren't sent), companies by website or name. You see which rows are new, updated or not sent, with the reason for each row not sent. Existing values are kept unless you choose to overwrite.

Copilot works on your workbook, so it reads the data in it, names and emails included, and edits cells directly. Plan mode shows its plan first.

The model behind Bridgeant never sees a cell value, names and emails included. Bridgeant plans from a description of the file: which columns exist, how full each one is, the counts and the problems Operelio found.

Merge Files stacks exports from different sources and matches headers by name. Deduplicate then finds repeats across them, and Filter & Extract keeps only the job functions, seniority levels, industries and company sizes you sell to. Copilot can also merge sheets in a workbook when asked.

On Starter and up, a trail runs these steps on each new file, on arrival or on a schedule (every day, on weekdays, once a week or every 6, 8 or 12 hours). It routes by rules to a person, a team in turn or the company owner, and pushes automatically or with approval.

Copilot in Excel is part of Microsoft 365: business plans eligible for Copilot Chat get it without an add-on. On Personal, Family and Premium it is for the subscription owner only, and use counts toward AI credits or usage limits.

On Free, Operelio's cleaning tools are not cut down; the limit is volume and file counts: rows per job, jobs a month and file size.