Overview:

This session is built around the questions real users are actually asking about Claude in Excel. Rather than a straight lecture, it's a practical, Q&A-driven session covering the biggest challenges people run into - formulas that don't behave as expected, prompts that don't produce reliable results, confusion about what Claude can see in a workbook, and uncertainty about how to fit Claude into an existing Excel workflow.

You'll see the most common questions from live audiences answered directly, along with the best practices that experienced users rely on to get consistent, trustworthy results. Bring your own challenges, or just listen in as real user problems are worked through step by step. Whether you're stuck on a specific issue or simply want to pick up the habits that separate confident Claude-in-Excel users from frustrated ones, this session gives you direct answers and field-tested best practices you can start using immediately. No coding background required, just practical techniques you can put to work right away.

Areas Covered in the Session:

• The most common questions users ask about Claude in Excel
• Best practices for prompting Claude to get consistent results
• How to phrase requests so Claude understands your data correctly
• What to do when Claude gives an answer that looks wrong
• Handling questions about data privacy and what not to share with AI
• Getting reliable results with large workbooks and multiple tabs
• Best practices for using Claude with formulas, pivot tables, and charts
• How to structure your spreadsheet so Claude works with it more accurately
• Common misconceptions about what Claude in Excel can and can't do
• Fitting Claude into your everyday Excel workflow without slowing down
• Live Q&A: answering real challenges submitted by attendees
• Tips for reviewing and validating AI-generated results before using them
• Best practices for working with sensitive or confidential data
• How to keep prompts simple, specific, and repeatable
• Building habits that reduce errors and rework over time

• Business owners
• CEO's / CFO's / CTO's
• Managers of all levels
• Anybody who uses Excel, PowerPoint, Word, or Outlook on a regular basis, and wants to be more efficient and productive
• Administrators
• Salespeople
• Trainers
• Bankers
• Self Employed
• HR
• Project Managers
• Office workers