Hello AI Enthusiast,
This is the short version of a longer blog article. You can read the full post here.
The work nobody planned for
Someone exports a list and fixes the capitalisation by hand. Someone else compares two sheets that should agree. Every month, the same summary gets rebuilt with fresh numbers. Each task is simple. Together they take hours.
What Claude does inside Excel
Claude for Excel is an add-in on the Pro, Max, Team and Enterprise plans. It opens in a sidebar next to your workbook, reads your sheets, writes real formulas, creates new sheets and tells you what it could not fix.
You describe what you want in plain language. That's why the people who gain the most are often the ones who avoid Excel. If pivot tables and SUMIFS never quite stuck, most of the reason to learn them is gone.
The report you rebuild every month
The time comes back on repeated work. Once Claude has built a report you're happy with, type /skillify in the same conversation. Claude drafts a skill, you review it and save it.
Next month, you pick the skill, for example monthly-sales-report, add ‘November”, and the report comes back built the same way. The first build takes a conversation. Every build after that takes a sentence.
In the full post
We cover the prompts for cleaning messy lists, matching two sheets and reviewing a file someone else built. We also share the 15-second habit that makes every result worth trusting, and the limits to know before you hand anything over.
If your team needs support with AI adoption, check out our Corporate Training. Every program is tailored to your organization’s needs and built around hands-on practice.
See you in the next one. 👋
