Overview:

This session combines two things users ask for most: real answers to their toughest Claude in Excel questions, and the best practices that actually fix the major challenges they run into. Rather than a one-way lecture, this is a hands-on, question-driven session covering the issues that come up again and again - unreliable formulas, prompts that don't produce the intended results, confusion about how Claude reads your workbook, and doubts about trusting AI output in real business reports.

You'll see the most frequently asked questions answered directly, paired with the field-tested best practices that experienced users rely on to avoid and fix these challenges for good. Whether you're bringing a specific problem to solve or simply want the habits that lead to fast, accurate, trustworthy results, this session delivers direct answers and practical fixes you can use right away. No coding background required, just practical techniques you can put to work right away.

Areas Covered in the Session:

• Frequently asked questions about Claude in Excel, answered directly
• Best practices that fix the most common user challenges
• Writing prompts that consistently produce accurate formulas
• Best practices for large, complex, or multi-tab workbooks
• Fixing unreliable or unexpected AI-generated results
• Verifying and validating formulas before using them in real reports
• Best practices for data privacy and confidentiality with AI tools
• Correcting common mistakes that lead to formula and reference errors
• Using Claude effectively with pivot tables, lookups, and charts
• Building a repeatable, reliable workflow with Claude in Excel
• Troubleshooting tips for when Claude misunderstands your request
• Best practices for reviewing AI output before it goes into a deliverable
• Habits that separate confident users from frustrated ones

• 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