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Install and Open the Excel Add-in

This article gets Blast Audit running inside Excel. In AppSource or older onboarding copy, the add-in may still be labeled `Copilot Audit`.

Written by William Karkegi
Updated over 2 weeks ago

This article gets Blast Audit running inside Excel. In AppSource or older onboarding copy, the add-in may still be labeled Copilot Audit.

Who this is for

  • First-time users

  • Admins helping a team get started

  • IT or enablement teammates supporting setup

Before you begin

  • You need an Excel version that supports Office add-ins

  • Your organization must allow Office add-ins

  • Keep your Blast Audit work email ready

How to do it

  1. Start from your company setup flow, Microsoft AppSource, or the dashboard handoff screen. In the dashboard you may see Get the Excel Add-in or Open the add-in.

  2. In Excel, go to Insert -> Add-ins and install Blast Audit. If you only see Copilot Audit, you are still in the right add-in.

  3. Open the add-in so the task pane appears.

  4. Pin the pane if Excel offers that option.

  5. Wait for the sign-in screen. A healthy first screen may still show Welcome to Copilot Audit!.

Expected result

  • The add-in opens as a task pane inside Excel

  • The sign-in flow loads in the pane

  • Excel stays responsive while the pane remains open

Avoid this

  • Opening the website but not installing the Excel add-in

  • Using one email in Excel and a different one for Blast Audit

  • Assuming an IT policy block is a product bug

If it still doesn't work

  • If Insert -> Add-ins is disabled, ask your Microsoft 365 admin to allow add-ins

  • If sign-in falls back to your browser, that can still be normal

  • If nothing loads, note your Excel version and exact error before contacting support

Read next

  • Create Account and Sign In

  • Complete Dashboard Onboarding

  • Contact Support with Intercom

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