Boost Productivity in Excel with Claude AI

Boost productivity in Excel by using Claude AI to automate tasks, analyze data, and generate insights quickly—streamlining your workflow efficiently.
Duration: 1 Day
Hours: 90 Minutes
Training Level: All Levels
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Batch One
Wednesday, March 25, 2026
12:00 PM - 01:30 PM (Eastern Time)
Batch Two
Thursday, April 16, 2026
12:00 PM - 01:30 PM (Eastern Time)
Batch Three
Thursday, May 28, 2026
12:00 PM - 01:30 PM (Eastern Time)
Batch Four
Tuesday, June 23, 2026
12:00 PM - 01:30 PM (Eastern Time)
Live Session
Single Attendee
$149.00 $249.00
Live Session
Recorded
Single Attendee
$199.00 $332.00
6 month Access for Recorded
Live+Recorded
Single Attendee
$249.00 $416.00
6 month Access for Recorded
Most Popular

About the Course:

Boost Productivity in Excel with Claude AI” is a practical course designed to help professionals streamline Excel tasks by integrating artificial intelligence.

Participants will learn to utilise Claude AI as an intelligent assistant within their Excel workflows, thereby minimising manual formula creation, data cleaning, and troubleshooting.

This 90-minute intensive training addresses practical applications, including formula automation, data analysis, report summarisation, insight generation, dataset cleaning, and the development of productivity systems using Claude AI.

Upon completion of the session, participants will understand AI concepts and be able to apply them to enhance efficiency and accuracy in Excel.

Course Objectives:

By the end of this course, participants will be able to:

  • Use Claude AI to generate and debug Excel formulas.
  • Clean and structure messy datasets using AI guidance.
  • Automate repetitive Excel tasks.
  • Perform faster data analysis and insight generation.
  • Translate plain English instructions into Excel solutions.
  • Reduce manual effort in reporting and dashboard preparation.
  • Build an AI-assisted Excel workflow for daily productivity.

The primary objective is simple:

Cut Excel working time by 30–50% using AI assistance.

Who is the Target Audience?

This course is ideal for:

  • Business professionals who use Excel regularly.
  • Data analysts and MIS executives.
  • Finance and accounting professionals.
  • Operations and supply chain managers.
  • HR and admin professionals.
  • Entrepreneurs and startup teams.
  • Students preparing for corporate roles.
  • Anyone who works with spreadsheets and wants to save time.

Basic Knowledge:

  • Basic working knowledge of Excel (formulas like SUM, IF, VLOOKUP, etc.)
  • No prior AI knowledge required.

Curriculum
Total Duration: 90 Minutes
Introduction to AI + Excel Workflow 

  • What is Claude AI?
  • How AI enhances Excel productivity
  • AI as a thinking partner vs replacement
  • Setting up effective prompting habits

Writing & Debugging Excel Formulas with AI 

  • Converting plain English into formulas
  • Generating:
    • IF, nested IF
    • VLOOKUP / XLOOKUP
    • INDEX-MATCH
    • COUNTIF / SUMIF
    • Date formulas
  • Debugging broken formulas
  • Optimising complex formulas
  • Practice exercise

Data Cleaning & Structuring 

  • Cleaning messy data with AI guidance
  • Splitting and merging text
  • Removing duplicates
  • Standardising inconsistent entries
  • Creating structured tables
  • Handling missing data

Data Analysis & Insight Generation 

  • Asking AI to interpret datasets
  • Generating business insights
  • Creating summary reports
  • Designing pivot table logic
  • Turning raw data into decision-ready summaries

Automating Repetitive Work 

  • Creating reusable formula templates
  • Automating monthly reports
  • Creating checklist-style workflows
  • Building AI-assisted SOPs for Excel tasks

Advanced Productivity Techniques 

  • Writing better prompts for Excel tasks
  • Reducing iteration cycles
  • Avoiding common AI mistakes
  • Fact-checking AI outputs
  • Creating a personal AI productivity system