Claude AI for Excel: Work Faster, Smarter & Easier

This session teaches participants how to use Claude to build, clean, and organise spreadsheets faster, using practical prompts designed for real business tasks.

It begins with an introduction to Claude's strengths specifically for Excel-related work, helping participants understand where it can genuinely save time versus where manual Excel skills are still needed. The session then moves into data cleaning and organisation using Claude to fix messy, inconsistent, or poorly structured data before it becomes a reporting problem.

Participants practice a set of ready-to-adapt prompts for everyday tasks such as building quick reports, generating summaries, and applying consistent formatting across large data sets. Throughout the session, the focus stays practical: every technique is demonstrated using real business scenarios so participants can apply what they've learned immediately back at their desks. The session closes with a discussion of where Claude fits alongside existing Excel skills, helping participants understand how to combine AI assistance with their own spreadsheet expertise rather than replacing it.

Why should you Attend:
Messy spreadsheets and manual data cleaning eat up hours every week and most professionals don't realise how much faster this work can be with the right AI approach. If your team isn't using Claude alongside Excel yet, they are spending far more time than necessary on routine, repetitive tasks.

This session gives participants a practical, ready-to-use set of prompts and workflows so they can start applying Claude to real spreadsheet problems immediately not just understand the concept in theory. Without this training, teams either avoid AI tools altogether or use them inconsistently, missing out on real, measurable time savings. This is a hands-on session built around everyday business tasks, not abstract demonstrations.

Areas Covered in the Session:

• Getting started with Claude for Excel-related tasks
• Understanding where Claude saves the most time in spreadsheet work
• Fixing messy or inconsistent data using Claude
• Turning unstructured data into organised, usable sheets
• Practical, ready-to-adapt prompts for everyday Excel tasks
• Building quick reports and summaries with Claude's help
• Applying consistent formatting across large data sets
• Where Claude fits alongside existing Excel skills
• Hands-on practice with real business scenarios
• Common mistakes to avoid when prompting Claude

• Business Analysts
• Finance & Accounting Professionals
• Administrative & Operations Staff
• HR Professionals
• Project Managers
• Sales & Marketing Professionals
• Anyone who uses Excel or Power BI regularly for reporting