Claude & Excel — Work Smarter with AI Analysis & Guidance Made Easy

Overview

Option 1 — Practical AI and Excel Skills Focus:
This 90-minute session gives you a hands-on, practical introduction to Claude and a targeted set of Excel skills in one focused webinar.
You start with Claude from the ground up — what it is, how to navigate the screen, understand your plan options, costs, knowledge base and terms of use, and how to customise your settings for best results.
Ray then shows you how to ask effective questions, document your Claude responses, and get Claude to build spreadsheets, analyse uploaded Excel files, create charts and download the results.
The session closes with four practical Excel functions — TRIM, CONCATENATE, FV and IF — each demonstrated with clear, real-world examples.
Key Benefits:
1.  Build a complete working knowledge of Claude and learn how to use it effectively with your own Excel data
2.  Get Claude to create spreadsheets and charts directly from your uploaded files and download the results
3.  Leave with four immediately applicable Excel functions and a personal referenced document of your Claude outputs

Option 2 — AI Productivity and Excel Efficiency Focus:
Professionals who can combine Claude and Excel have a real productivity advantage — this session shows you how in 90 minutes.
You cover Claude navigation, plan options, costs, knowledge base, terms of use and customisation, then move straight into practical AI-powered Excel work: uploading files for Claude to analyse, getting Claude to create spreadsheets and charts from your data, and downloading the results.
The session includes how to ask well-structured questions and document your Claude responses for repeated professional use.
Four Excel functions — TRIM, CONCATENATE, FV and IF — round out a session designed for professionals who want results they can use the same day.
Key Benefits:
1.  Gain confidence using Claude for real Excel work including file upload, analysis and AI-generated spreadsheets
2.  Use Claude to create, analyse and chart Excel data and download your results with ease
3.  Apply four essential Excel functions immediately and capture your Claude outputs in a personal reference document

Option 3 — Efficiency and Results Focus:
This session is built for professionals who want immediate, practical results from Claude and Excel without unnecessary theory.
You work through Claude’s screen layout, options, costs, knowledge base, terms of use and customisation, then go straight into effective questioning, documenting your Claude responses, and hands-on Excel work.
The practical Excel component covers uploading files for Claude analysis, prompting Claude to build spreadsheets and generate charts, downloading your results, and applying four key Excel functions: TRIM, CONCATENATE, FV and IF.
Every skill in this session has a direct, practical application you can use immediately after the webinar.
Key Benefits:
1.  Walk away with a complete working knowledge of Claude and how to use it effectively with your own professional data
2.  Master Claude’s Excel integration — from uploading files to generating charts and downloading AI-produced spreadsheets
3.  Build a personal prompt and response reference document you can use as your ongoing AI productivity resource

Why you should Attend

• Learn exactly what Claude is, how it works and what separates it from other AI platforms
• Understand your Claude plan options, costs, knowledge base and terms of use so you can make informed choices
• Configure Claude settings and customise your experience for maximum relevance and accuracy
• Build the prompting skills needed to ask Claude clear, structured questions that deliver accurate outputs
• Create a personal referenced document capturing your Claude questions and responses for ongoing professional use
• Get Claude to build working Excel spreadsheets incorporating functions of your choice
• Upload your own Excel files and have Claude analyse the data and produce downloadable results
• Get Claude to generate charts directly from your uploaded Excel data
• Apply four essential Excel functions — TRIM, CONCATENATE, FV and IF — with practical, real-world examples
• Leave with immediately applicable skills across both Claude and Excel that improve your productivity and output quality

Who Will Benefit

• This webinar is designed for professionals who work regularly with Excel and want to understand how Claude can support, accelerate and extend what they can achieve at work. Whether you are new to Claude or have had limited exposure to AI, this session gives you a practical, structured foundation across both platforms.
• Administrators, analysts, finance professionals, project managers, HR teams and anyone who uses Excel as part of their daily role will benefit from the combination of AI guidance and practical Excel functions delivered in this session.

Areas Covered in the Session

• How to document your next question and Claude response — creating a structured personal reference document to capture and reuse your best Claude outputs
• Claude explained — what Claude is, how it works and what makes it different from other AI platforms
• Uses and examples — practical demonstrations of how Claude can be applied across a wide range of everyday professional tasks
• Claude screen — navigating the Claude interface and understanding the key areas of the screen
• Claude options, costs, knowledge base and terms of use — understanding your plan options, usage costs, knowledge limitations and terms of use
• Options and customisation — how to configure Claude settings and customise your experience for best results
• Presenting effective questions to Claude — how to frame clear, well-structured questions that get you accurate and useful responses
• Get Claude to create a spreadsheet incorporating your chosen function — how to prompt Claude to build a working Excel spreadsheet with a function of your choice
• Upload an Excel file for analysis in Claude — how to upload your own Excel files and have Claude analyse the data for you
• Download analysed files from Claude — how to download files that Claude has created or modified during your session
• Get Claude to create charts from your uploaded data — how to prompt Claude to generate charts directly from your uploaded Excel data
• TRIM — removes extra spaces from text in Excel cells to clean and standardise your data

EXTENDED LEARNING TOPICS
In addition to the core webinar content, the following topics are included in the Learning Guide, complete with clear, easy-to-follow step-by-step instructions.
These topics will also be presented and demonstrated live during the webinar where time permits.

• CONCATENATE — the legacy Excel text join function for combining text from multiple cells
• FV — the future value function for calculating the value of an investment over time
• IF — returns one value if a condition is TRUE and another if it is FALSE

NOTE: Topic sequence may be subject to slight variation