AI tools are changing how people work in spreadsheets. This 90-minute webinar shows how to use Claude in Excel workflows to automate tasks, generate formulas, clean and structure data, and pull useful insights with little effort.
Through live demonstrations, you'll turn plain-English instructions into formulas, fix errors, summarize datasets and generate business insights. You'll also see how AI can help with report creation, email drafting and decisions, with examples from finance, HR, audit and analytics.
A core part of the session is prompt writing: how to ask the right questions so the AI gives accurate, useful answers. You'll finish with best practices and a clear view of the limitations of AI tools.
WHY SHOULD YOU ATTEND?
Professionals need to analyze data quickly and cut repetitive manual work. This session shows how simple prompts can handle common Excel tasks such as writing formulas, cleaning data and building reports, saving time and improving accuracy.
It suits Excel users, finance and HR professionals, auditors, compliance officers, data and business analysts, managers and team leaders who handle large datasets or daily reports.
AREA COVERED
- Introduction to AI in Excel and Claude
- Prompt writing techniques for better results
- Formula generation using natural language
- Data cleaning and structuring with AI
- Error detection and correction in Excel
- Data analysis and insight generation
- Automating repetitive Excel tasks
- Creating summaries and reports with AI
- Real-life business use cases in HR, finance and audit
- Best practices and limitations of AI tools
LEARNING OBJECTIVES
- Write prompts that get accurate, useful answers from Claude
- Generate Excel formulas from plain-English instructions
- Clean, structure and summarize data with AI
- Detect and correct errors in Excel workbooks
- Automate repetitive tasks and build reports with AI help
- Apply AI to finance, HR and audit scenarios
- Recognize the limitations of AI tools and follow best practices
WHO WILL BENEFIT?
- All Excel Users
- Finance Professionals
- Compliance Officers
- Auditors
- Data Analysts
- HR Professionals
- Managers
- Team Leaders
- Business Analysts
Professionals need to analyze data quickly and cut repetitive manual work. This session shows how simple prompts can handle common Excel tasks such as writing formulas, cleaning data and building reports, saving time and improving accuracy.
It suits Excel users, finance and HR professionals, auditors, compliance officers, data and business analysts, managers and team leaders who handle large datasets or daily reports.
- Introduction to AI in Excel and Claude
- Prompt writing techniques for better results
- Formula generation using natural language
- Data cleaning and structuring with AI
- Error detection and correction in Excel
- Data analysis and insight generation
- Automating repetitive Excel tasks
- Creating summaries and reports with AI
- Real-life business use cases in HR, finance and audit
- Best practices and limitations of AI tools
- Write prompts that get accurate, useful answers from Claude
- Generate Excel formulas from plain-English instructions
- Clean, structure and summarize data with AI
- Detect and correct errors in Excel workbooks
- Automate repetitive tasks and build reports with AI help
- Apply AI to finance, HR and audit scenarios
- Recognize the limitations of AI tools and follow best practices
- All Excel Users
- Finance Professionals
- Compliance Officers
- Auditors
- Data Analysts
- HR Professionals
- Managers
- Team Leaders
- Business Analysts